data center stocks

Lumentum, the optical components maker trading under the ticker LITE, is reportedly sold out of capacity until 2029, with its shares climbing above $800. Analysts are debating whether the stock is still a buy at these levels, as demand for its photonics products — driven heavily by AI data-center buildout — keeps outstripping supply and fueling investor excitement.

Reports say SpaceX is facing higher borrowing costs tied to a roughly $40 billion deal to acquire GPUs, likely for its data center and AI ambitions. Analysts are weighing what the added financing expense could mean for the company's financials and for SPCX stock, which tracks exposure to SpaceX.

Seagate Technology (STX) is drawing attention from US investors as it headlines a busy day of corporate earnings, according to MarketWatch. Traders are watching the data-storage maker's results for signals on demand from cloud providers and data centers, with its report standing out among a crowded earnings calendar.

Wall Street firms and investors are drawing up contingency plans for a potential sharp downturn in the AI trade, Axios reports, amid growing concern that markets have overvalued AI-linked stocks and data-center spending. The reporting focuses on what traders call the 'day after' — the moment an AI correction hits portfolios and credit markets. Investors are weighing hedging strategies and stress-testing exposure to tech valuations.

Digital Realty Trust (DLR) shares are under scrutiny ahead of its third-quarter earnings, with analysts questioning whether the data center real estate investment trust's valuation is justified at current price levels. Investors are weighing whether expected results will support the premium the stock commands, amid continued interest in data center demand tied to cloud and AI growth.

Credo Technology Group Holding Ltd (CRDO) is in the spotlight as investors track its share price, quotes and latest company news. The semiconductor connectivity firm, which trades on the Nasdaq, is being watched amid broader interest in technology stocks tied to data center and AI infrastructure demand. Market watchers are checking its price history and recent developments to gauge momentum.

Investors are tracking AMD's stock price after analyst commentary from Jefferies suggested the chipmaker faces high expectations with limited room for near-term gains. The note has fueled discussion about whether the stock's current valuation leaves much upside despite strong interest in AMD's data center and AI chip business.

Solidigm, the US-based NAND flash subsidiary of South Korea's SK hynix, is considering a $45 billion investment in a chip manufacturing plant. The potential outlay would be one of the largest in the memory sector, aimed at expanding production capacity amid surging demand for storage driven by data centers and artificial intelligence. Investors are watching what the decision would mean for SK hynix's finances and its stock, which trades in the US as SKHY.

A new analysis argues that two industrial companies stand to benefit from the artificial intelligence investment boom regardless of whether the AI bubble bursts. The piece suggests firms supplying infrastructure, power or equipment for AI data centers would keep winning even if speculative enthusiasm cools. Investors weighing exposure to AI-related growth without pure tech risk are weighing the argument.

WEC Energy Group shares are viewed as reasonably valued even as the utility commits to significant spending on data center infrastructure. Analysts and investors are weighing whether the company's capital investment plans to serve growing data center demand will pressure returns or support long-term earnings growth. The discussion centers on balancing the heavy outlays against the stock's current valuation.

Investors are weighing Arista Networks against Figma as technology picks for 2026. Arista Networks, a networking hardware and software company benefiting from data center and AI infrastructure spending, is being compared with Figma, the recently public design software firm. The debate centers on which company offers stronger growth prospects and valuation for the coming year, with analysts highlighting AI-driven demand as a key factor.

The Federal Reserve's sustained high interest rates are raising questions about whether tighter monetary policy could dampen the surge of investment in artificial intelligence. Analysts and market watchers are weighing how elevated borrowing costs might affect data-center spending, chipmakers and the broader AI-driven rally in equity markets, as policymakers keep rates elevated to fight inflation.

Searches are rising around SpaceX shares falling in after-hours trading, even though the company remains privately held and its stock is not listed on public exchanges. Investor commentary has focused on SpaceX's valuation, its Starlink business, and analyst notes highlighting growth tied to AI and data-center demand, with debate over whether the company is worth buying into at current private valuations.

SpaceX has reportedly reassigned senior rocket executives to work on its data center operations, a move reported amid problems with projects in Tennessee and Mississippi. The reassignment suggests Elon Musk's company is prioritizing its data center ambitions, a shift that drew attention from investors tracking SpaceX-related stocks such as SPCX, with observers weighing what it means for the rocket program.

Ahead of AMD's third-quarter results, analysts are weighing two storylines: the headline-grabbing OpenAI partnership that has driven much of the stock's recent momentum, and the core data-center business built on EPYC server processors. A Seeking Alpha preview argues investors should focus on EPYC's growth rather than the AI deal alone, setting up chip revenue expectations for the report.

Investors are being pointed toward Micron Technology alongside two other high-growth stocks as names worth monitoring. Micron, a major US memory-chip maker, remains in focus amid ongoing demand tied to artificial intelligence and data-center spending. The piece highlights the company's growth potential alongside two additional stock picks, drawing attention from readers tracking semiconductor and technology investment opportunities.

Everspin Technologies, the Texas-based maker of magnetoresistive RAM, is seeing increased attention on its stock, listed under the ticker MRAM. Investors are checking its price, quotes and market history as the company remains a niche player in persistent memory technology serving industrial, automotive and data-center markets. No specific company announcement or earnings release has been attached to the current uptick in interest.

Marvell Technology shares moved lower amid reports of deal talks involving Lumentum, prompting debate among investors over whether the chipmaker now looks undervalued. Coverage of the stock has focused on the price drop and what a potential transaction could mean for Marvell's positioning in optical and data-center semiconductor markets.

Investors are tracking three stocks as financing for AI data centers comes into sharper focus. The piece highlights how funding models for the massive infrastructure buildout behind artificial intelligence are becoming a key consideration for markets, naming three companies positioned to benefit or face scrutiny as capital flows into data center projects are analyzed.

Palantir Technologies shares are back under scrutiny as investors ask whether the data analytics company is still worth buying. The debate centers on Palantir's government contracts, commercial AI expansion, and whether its rich valuation leaves room for further gains. Commentators remain split, with bulls pointing to strong growth and bears warning the price already reflects overly optimistic expectations.