The Top Cloud Stock for AI Investors to Buy Before It Surges 20%

That's where Google Cloud competes. It's one of three major hyperscalers, along with Amazon Web Services (AWS) and Microsoft ...

Cipher Mining (CIFR): Valuation in Focus After Major AWS Partnership and Strategic Shift Toward AI Data Centers

Cipher Mining, based in the US, is turning heads after announcing a $5.5 billion, 15-year lease agreement with Amazon Web Services for AI data center infrastructure. The deal comes at the same time as ...

AI’s capital expenditure shows no sign of cooling

Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees global hyperscale spending rising 67% in 2025 and another 31% in 2026, with total outlays ...

Shopify Is Quietly Building the Commerce OS for the Internet

Today, Shopify is quietly evolving into something much larger: the infrastructure layer for modern retail operations. If ...

Nebius Vs. CoreWeave: The Neocloud Battle Shaping The Future Of AI Infrastructure

CoreWeave and Nebius face substantial CapEx, customer concentration risks, and uncertainty if AI demand cools. Read why both ...

Data centers already reshaping electricity demand, with WEC, AEP, EVRG, PNW to benefit - Gabelli

At least four stocks are poised to benefit as data centers reshape electricity demand, Gabelli Funds' Tim Winter said: WEC ...