Data centers run through most of today's stories, from Applied Digital's earnings test and Generac's power deal to Nokia's supply squeeze and Nvidia's lift from the World Bank, plus the Tesla and Waymo robotaxi race.
Applied Digital builds high-powered data centers for cloud and AI customers, and demand is strong even as heavy expansion spending piles up debt costs. Wednesday's earnings report is the test of whether revenue growth can start to outrun those costs.
Read More →Tesla is betting on a cheaper camera-based path to robotaxis, while Alphabet's Waymo already runs paid self-driving rides at scale in many cities. Regulators hold the key, with Tesla's California permit and a federal Cybercab review still pending.
Read More →Generac is best known for home backup generators, but surging data center demand, capped by a long-term Amazon supply deal, is driving its rally. The watchpoint is whether it can expand production fast enough while home generator sales stay soft.
Read More →Nokia makes the networking gear linking servers inside AI data centers, and its CEO says customers would build faster if suppliers could deliver faster. Its earnings later this month will show whether AI orders keep climbing as supply catches up.
Read More →Nvidia designs the chips at the heart of AI computing, and the World Bank just raised its East Asia growth outlook on demand for AI hardware. The risk it flags is spending on AI infrastructure growing faster than the returns those projects deliver.
Read More →This newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Always conduct your own research and consult a licensed financial professional before making investment decisions.
