Filtered library · Theme
AI datacenter infrastructure theme · 27 dossiers
Dossiers in the AI datacenter infrastructure theme — 27 stocks moving on the same story.
CurrentWorked on 11 October 2026 · maturing.
All 27 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers AMD Advanced Micro Devices, Inc. Medium Advanced Micro Devices says AI chip demand exceeds its supply and is lining up Samsung memory to meet it, but reports on 8 October 2026 that OpenAI's revenue is lower than believed hit the shares. The 3 November 2026 third-quarter report… GOOGL Alphabet Inc. Medium Alphabet's Google Cloud, growing 82% with a $514 billion backlog and wide enterprise Gemini adoption, carries the case for the shares against 2026 capex of up to $205 billion. The 28 October 2026 third-quarter report shows whether cloud… SNX TD SYNNEX Corporation Medium TD SYNNEX's Hyve AI server unit is driving earnings and guidance well above forecasts while the business burns cash; the fiscal Q4 report (~January 2027) settles whether that profit turns into positive operating cash flow. DELL Dell Technologies Inc. Low Dell Technologies trades near its high on expectations that its record $95 billion AI-server backlog converts to revenue at a 15% server margin; fiscal third-quarter results, listed for about 24 November 2026, test that against the $49.0… STX Seagate Technology Holdings PLC Low Seagate Technology's hard-drive pricing power is being priced as at risk as supply headlines push the shares lower; the ~28 October 2026 fiscal Q1 report shows whether revenue reaches the $4.10 billion guide and nearline pricing holds. CLS Celestica, Inc. Medium Celestica's AI datacenter hardware business is still growing fastest, but its shares fell to $356.53 on 8 October 2026 with no company news; the 26 October 2026 report must hit $5.25–$5.55 billion revenue and keep the $20.5 billion 2026… CSCO Cisco Systems, Inc. Medium Cisco Systems' AI-networking orders point to faster fiscal 2027 revenue, and its shares have recovered to $114.89 from a late-September slide. The first-quarter report, expected around 10 November 2026, shows whether $9.3 billion of AI… FPS Forgent Power Solutions, Inc. Medium Forgent Power Solutions' $3.0 billion backlog and above-consensus fiscal 2027 guidance still run ahead of its shares, which closed at $39.80 on 8 October 2026, below the $49 July offering price. The mid-November first-quarter report and… HPE Hewlett Packard Enterprise Company Medium Hewlett Packard Enterprise is being repriced as a networking-led AI infrastructure company and now trades at the $72.06 consensus target. The 3 December 2026 fiscal fourth-quarter report shows whether the raised networking outlook and $1.2… MSFT Microsoft Corporation Medium Microsoft's AI-platform case turns on Azure meeting its 44–45% constant-currency growth outlook in the fiscal Q1 FY27 report Microsoft confirmed for 28 October 2026. After a 33.9% three-month rise and an 8 October drop on OpenAI revenue… NBIS Nebius Group N.V. Medium Nebius Group's case rests on GPU rental price increases of 17–21% from 1 October lifting revenue toward its $3.0–3.4 billion 2026 forecast. The third-quarter report, expected about 11 November 2026, shows whether the higher prices reach… NSIT Insight Enterprises, Inc. Medium Insight Enterprises is an earnings-upgrade story built on fast cloud and services profit growth and adjusted EPS guidance raised to $12.20–$12.70 on 6 August 2026; the third-quarter report, expected about 29 October 2026, shows whether… PENG Penguin Solutions, Inc. Medium Penguin Solutions' memory-led AI-infrastructure case strengthened after the 6 October beat and a fiscal 2027 sales outlook of about 40% growth. The early-January fiscal first-quarter report shows whether Integrated Memory growth holds. PSIX Power Solutions International, Inc. Medium Power Solutions International's case rests on data-center generator engine demand lifting second-half 2026 sales above the first half with gross margin at 27.1% or better; the third-quarter report, expected 5 November 2026 against a $206.8… SEI Solaris Energy Infrastructure, Inc. Medium Solaris Energy Infrastructure's raised data-center power guidance and funded $1.25 billion build-out still support the shares after a rate-driven pullback to $73.08. The third-quarter report, expected around 3 November 2026, shows whether… TSSI TSS, Inc. Medium TSS, Inc.'s pivot to higher-margin AI rack integration is lifting profit while total sales shrink; the third-quarter report, expected around 16 November, settles whether integration revenue tops the second quarter's $13.9 million. VICR Vicor Corporation Medium Vicor Corporation's patent royalties on its Vertical Power Delivery technology drove two September guidance raises to more than 30% sequential growth; the 20 October 2026 third-quarter report shows whether those royalties recur after the… ALAB Astera Labs, Inc. Low Astera Labs' Scorpio switch ramp still supports guided third-quarter revenue of $540–560 million, but the shares gave back their index-speculation rally to close at $347.05 on 8 October 2026. The 3 November 2026 report decides whether that… AMZN Amazon.com, Inc. Low Amazon.com's case rests on Amazon Web Services growing fast enough to pay for about $220 billion of 2026 infrastructure spending. The third-quarter report, estimated for 29 October 2026, shows whether cloud growth holds near the June… AVGO Broadcom Inc. Low Broadcom's AI-chip revenue is still compounding, but a $60 billion debt package now funds Anthropic's Broadcom chips; the planned 9 December 2026 Q4 report against a $21.7 billion AI-revenue guide settles the case. CAT Caterpillar Inc. Low Caterpillar's record $72 billion backlog has not protected its shares from 30-year Treasury yields at a 24-year high and a federal farm-equipment inquiry. The third-quarter report, expected around 28 October 2026, shows whether orders held… DGXX Digi Power X Inc. Subordinate Voting Shares Low Digi Power X's AI-infrastructure pivot hinges on bringing Phase 1 of its Alabama colocation campus into service in December 2026; that delivery and the mid-November quarterly report decide whether its $1.1 billion contract becomes revenue. NTAP NetApp, Inc. Low NetApp's flash-storage growth and raised fiscal-2027 outlook back its AI-infrastructure pivot, but a record $226.27 close on 2 October 2026 sits above nearly every analyst target. The fiscal-Q2 report, expected around 1 December 2026,… ORCL Oracle Corporation Low Oracle's $664 billion cloud backlog is converting to revenue, but doubts over OpenAI's revenue and new off-balance-sheet chip financing keep the shares under pressure. The 28 October 2026 analyst day shows whether Oracle sets a dated path… P Everpure, Inc. Low Everpure's $7.0–7.3 billion fiscal-2028 revenue outlook has lifted the shares to a record $143.88 close, at or above most average analyst targets with momentum at an extreme. The third-quarter report around 2 December 2026 shows whether… BE Bloom Energy Corporation Medium Bloom Energy's fuel-cell power for AI data centers and utilities keeps winning orders, but rising Treasury yields pulled the shares to $272.82 on 8 October 2026. The third-quarter report, expected around 27 October, tests whether the… WDC Western Digital Corporation Low Western Digital's hard-drive pricing case weakened as the shares closed at $393.31 on 8 October 2026, the lowest since Toshiba's capacity report. The 22 October 2026 fiscal Q1 2027 report decides whether revenue and margins confirm pricing.