CoreWeave's aggressive capex and high leverage drive negative FCF and expose it to refinancing and dilution risk. See why I ...

A leading U.S.-managed database of cybersecurity vulnerabilities has a processing backlog so extensive that, at current rates, it likely won’t be cleared up until early 2025, a new analysis shows. The ...

Oracle (NYSE:ORCL) shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of ...

Vertiv Holdings Co (NYSE:VRT) delivered a standout quarter that beat Wall Street expectations, fueled by surging data center demand and surging orders. The company lifted its full-year revenue, profit ...

Needham upgrades Stryker Corp to Buy, sets $392 target, citing new product launches and strong capital equipment backlog. Analyst expects Stryker's margin improvement and increased M&A activity to ...

Transocean's total backlog has generally declined over the last several quarters, reaching a new low of $7.9B as of mid April 2025. Over the last five years, year end revenue has exhibited a clear ...

We recently published Trending Analyst Calls: 10 Stocks to Buy and Sell. Vertiv Holdings Co (NYSE:VRT) is one of the trending analyst calls. Stephanie Link, Chief Investment Strategist and Portfolio ...

Synopsys SNPS posted a backlog of $10.1 billion in the third quarter of fiscal 2025. Behind this massive backlog are multiple factors like growing demand for Synopsys.ai’s GenAI, AgentEngineer and ...

Digital Realty Trust Inc. (NYSE:DLR) is one of the worst-performing data center stocks in 2025. Despite being a pure-play on data centers, the stock has lagged with a year-to-date decline of over 3%.

Q1 2026 Management View Neil Ashe, Chairman, President & CEO, reported strong first quarter performance, noting, "We grew net sales. We expanded our adjusted operating profit and adjusted operating ...

Vertiv Holdings Co. (NYSE:VRT) is one of the best data center stocks to buy now. On August 11, Morgan Stanley analyst Christopher Snyder raised his price target on Vertiv Holdings (NYSE:VRT) to $165 ...