<div id="readability-page-1"><p>Shares in several U.S. tech majors are trading lower, extending Thursday's losses amid worries over their planned hefty spending on artificial intelligence in 2026 and other headwinds.</p><h3>Valentine's Day Sale - 70% Off</h3><ul><li>Unlock  hedge fund-level data  and  powerful investing tools  for smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  and maximize your portfolio's potential</li></ul> <p>Despite these concerns, several data center stocks still boast both a Strong Buy and impressive upside from Wall Street analysts. Using the TipRanks Compare Top Data Center Stocks tool, this article identifies three such stocks: Oracle (ORCL), MongoDB (MDB), and SBA Communications (SBAC). </p> <h2><strong>Oracle</strong> (ORCL)</h2> <p>Oracle is an American enterprise software giant founded in 1977. The company is currently in the process of transitioning from a popular database company into a top AI cloud infrastructure provider and has been engaging in aggressive capital raising to fuel its ambitions. </p> <p>Despite mounting investor concerns about Oracle's ballooning debt profile, most analysts remain confident in the company. </p> <p>Oracle's shares currently boast over 81% upside with an average price target of $289.62 from 33 analysts. This breaks down to 26 Buys and seven Holds issued over the past three months.</p></div>

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<p>Shares of major U.S. tech companies are declining due to concerns over significant AI spending in 2026. However, data center stocks like Oracle (ORCL), MongoDB (MDB), and SBA Communications (SBAC) are rated as Strong Buy by analysts. Oracle is transitioning to an AI cloud provider and has a projected upside of over 81%, with an average price target of $289.62 from 33 analysts, despite worries about its increasing debt.</p>

3 Data Center Winners to Ride AI Boom amid Big Tech Stock Pullback