AI Archives - Page 8 of 35

AI ‘Picks and Shovels’ Stocks: Are They the Smartest Way to Play the Data-Center Boom?

"Picks and shovels" AI stocks are crucial for keeping data centers operational and look like one of the best AI investments out there for the data-center build-out.

By Bill McGilton | July 22, 2026

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What Meta’s Potential $10 Billion Data-Center Leasing Deal With Anthropic Signals About the AI Trade

Meta's move into leasing its AI data centers shows that the company is already seeing oversupply in the market, though the company will keep spending anyway.

By James Royal | July 22, 2026

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Is SpaceX Too Cheap to Ignore After Losing Nearly Half Its Value? The Company’s AI Unit Holds the Answer

SpaceX remains way overvalued, as hyper-efficient, low-cost Chinese AI threatens America's surging investment in costly AI data centers. But there's some hidden upside, too.

By James Royal | July 22, 2026

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Dell’s AI Factory Is Booming and the Stock Has Soared in 2026. Is It a Good Buy Right Now?

Dell has evolved into an AI-infrastructure leader through its Nvidia partnership, record AI-server demand, and strong earnings. Here's what investors should know about Dell's outlook.

By David Engle | July 21, 2026

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Why the PayPal Stripe Deal Is Proof That Elon Musk’s X Money Already Won

The PayPal Stripe deal would have been a $53 billion buyout if PayPal said yes. It said no, calling the price too low. But X Money is why PayPal is a target at all.

By John Kilhefner | July 21, 2026

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Watch This Market-Moving Number Buried in Alphabet’s Upcoming Earnings Report

Alphabet (GOOGL), the parent company of Google, reports second-quarter earnings after the market closes on Wednesday. Investors will be laser-focused on a single number.

By Mike Barrett | July 21, 2026

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AI ‘Picks and Shovels’ Stocks: Are They the Smartest Way to Play the Data-Center Boom?

What Meta’s Potential $10 Billion Data-Center Leasing Deal With Anthropic Signals About the AI Trade

Is SpaceX Too Cheap to Ignore After Losing Nearly Half Its Value? The Company’s AI Unit Holds the Answer

Dell’s AI Factory Is Booming and the Stock Has Soared in 2026. Is It a Good Buy Right Now?

Why the PayPal Stripe Deal Is Proof That Elon Musk’s X Money Already Won

Watch This Market-Moving Number Buried in Alphabet’s Upcoming Earnings Report