SMCI Q4 FY2026 Earnings: $11.1B Sales, Margin Rebound
Supermicro’s Q4 FY2026 earnings showed sharply higher revenue, a substantial gross-margin recovery and a much larger FY2027 revenue outlook.
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Bloom Energy Stock Report 2026: AI Data Center Power
Bloom Energy is benefiting from demand for faster data-center power. This report examines its record Q2, Brookfield financing framework, growth outlook, valuation context, and risks.
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AMD Q2 FY2026 Earnings: AI Growth in Focus
AMD’s Q2 FY2026 earnings exceeded consensus for revenue and non-GAAP EPS. Data Center growth led results, while investors weigh AI momentum, margins and rising expenses.
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Oracle Stock Report 2026: OCI AI Backlog
Oracle’s AI infrastructure demand and OCI growth are substantial, but backlog conversion, cloud economics, and capital discipline remain central investor questions.
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Broadcom Stock Report 2026: AI Revenue, Custom Chips and Risks
Review Broadcom’s reported AI semiconductor revenue, custom accelerator and Ethernet opportunities, infrastructure software exposure, and key risks including customer concentration, debt, margins, and supply-chain disruption.
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ARM Unusual Options Alert: A 74x Volume-to-OI Call Sweep Signals Bullish Bets Into Q1 FY27 Earnings
Traders piled into ARM September $310 calls at 74x open interest on July 10, 2026. Here’s what the unusual options activity is telling us — and the risks.
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7 Under-the-Radar AI Infrastructure Stocks Wall Street Isn’t Talking About Yet
Beyond NVIDIA and Microsoft, these 7 overlooked AI infrastructure stocks power the data center boom — from cooling to networking to power.
