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Tag: Hyperscaler

Western Digital Corp (WDC) Gained from Increased Investment in Hyperscaler Data Centers and Growing Data Volumes
Stock Market

Western Digital Corp (WDC) Gained from Increased Investment in Hyperscaler Data Centers and Growing Data Volumes

Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” first-quarter 2026 investor letter. A copy of…

nileshsha@hotmail.comApril 22, 2026
CIFR shares rise on new Hyperscaler agreement
Bitcoin

CIFR shares rise on new Hyperscaler agreement

Cipher Digital (CIFR) shares jumped 9% in pre-market trading after the company, formerly a bitcoin miner, announced a new long-term…

nileshsha@hotmail.comMarch 25, 2026
CoreWeave Falls Below Key Support Levels Amid Hyperscaler Panic. Should You Buy the CRWV Stock Dip?
Stock Market

CoreWeave Falls Below Key Support Levels Amid Hyperscaler Panic. Should You Buy the CRWV Stock Dip?

CoreWeave (CRWV) shares tanked over 10% this morning following reports that Blue Owl Capital has failed to secure the necessary…

nileshsha@hotmail.comFebruary 22, 2026
AMD Gets KeyBanc Upgrade as Hyperscaler Demand Accelerates
Stock Market

AMD Gets KeyBanc Upgrade as Hyperscaler Demand Accelerates

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Trending AI Stocks on Wall Street. On January 13, KeyBanc analyst…

nileshsha@hotmail.comJanuary 19, 2026
Hyperscaler AI spending could slow down if Oracle shows ‘discipline’
Stock Market

Hyperscaler AI spending could slow down if Oracle shows ‘discipline’

CNBC’s Jim Cramer on Tuesday proposed that action from Oracle could slow down other hyperscalers’ enormous artificial intelligence spending, saying…

nileshsha@hotmail.comDecember 17, 2025
Applied Optoelectronics (AAOI) Climbs 20.6% on Hyperscaler Order
Stock Market

Applied Optoelectronics (AAOI) Climbs 20.6% on Hyperscaler Order

We recently published 10 Stocks Delivering Explosive 18-190% Gains. Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the last week’s heavy…

nileshsha@hotmail.comDecember 16, 2025
NextEra working with Exxon to develop gigawatt data center for hyperscaler
Stock Market

NextEra working with Exxon to develop gigawatt data center for hyperscaler

NextEra Energy is partnering with Exxon Mobil, the country’s largest oil company, to build a large data center site powered…

nileshsha@hotmail.comDecember 9, 2025
OpenAI’s latest megadeals are testing its hyperscaler ambitions
Stock Market

OpenAI’s latest megadeals are testing its hyperscaler ambitions

Sam Altman didn’t set out to compete with Nvidia. OpenAI began with a simple bet that better ideas, not better…

nileshsha@hotmail.comOctober 15, 2025
TeraWulf’s Multi-Billion Dollar HPC Deal Backstopped by Google – A Blueprint for Future Hyperscaler Deals
Bitcoin

TeraWulf’s Multi-Billion Dollar HPC Deal Backstopped by Google – A Blueprint for Future Hyperscaler Deals

Google is backing $3.2B for TeraWulf’s HPC hosting deal with Fluidstack and could end up owning ~14% of the company.…

nileshsha@hotmail.comAugust 27, 2025

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