While advertising revenue is firmly in the driver's seat for growth, accounting for 94% of revenue in Q3, Reddit does have some opportunities from AI data licensing ...

Galaxy Digital is fundamentally undervalued, trading at $25 despite a fair value estimate of $50-$70 per share for its data center infrastructure business. Galaxy acquired Helios for $65M in 2022, ...

CoreWeave shares plunged when the company said supply chain issues are delaying one project. The stock has been nearly cut in half in just the last month. Revenue is soaring, but investors still have ...

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CoreWeave's revenue backlog grew 85% from the previous quarter. Although CoreWeave reported impressive growth in revenue and backlog for the latest quarter, its good news was overshadowed by the ...

Artificial intelligence compute infrastructure company CoreWeave Inc. delivered better-than-expected financial results today, but its stock lost ground after-hours when it revealed a tepid revenue ...

Vertiv VRT and Applied Digital APLD are major players in the data center infrastructure market. While Vertiv offers advanced thermal and power management systems tailored for large-scale data centers, ...

CHONGQING, CHINA - JULY 28: In this photo illustration, a person holds a smartphone displaying the logo of Automatic Data Processing Inc. (NASDAQ: ADP), a leading provider of human resources ...

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AI needs data centers with high power density, as well as changing power and cooling requirements. Hyperscalers require high-capacity data centers to meet the escalating power needs of AI and ...

This company is one of the best ways to get exposure to data center capital spending. Capital spending commitments typically result in increased orders for data center solution providers. The Nvidia ...