Topics · 2 pieces
Data centers
Everything we've published tagged data centers.
METANVDAOWL
Meta Just Printed Money — and the Stock Got Crushed. Here's the Map.
A record-smashing quarter, a $145 billion spending promise, and five dominoes that ripple far beyond Menlo Park.
AMDNVDAMETA
AMD Just Hit a 52-Week High. The Real Story Is a Deal Most Investors Haven't Read.
A penny-stock warrant, a $600 price target baked into executive pay, and the quiet signal that AI chip spending is still accelerating.