Global X Data Center & Dgtl Infrs ETF

GDS to Release FY2025 Q4 Earnings on March 17, 2026, Pre-Market EST; Forecast Revenue USD 421.82M, EPS USD 0.2222

Vnet to release FY2025 Q4 earnings on March 16 Pre-Market EST, forecast revenue USD 382.05 M, EPS USD 0.058

Applied Digital's stock price rose 9.2% to $28.55

CenturyLink and ByteDance Reach Data Center Deal

Applied Digital raises funds via junk bonds to support AI development

VNET Group Announces $137.7 Million Private Placement at $1.70 Per Share

APLD Option Volume and Open Interest Data

NVIDIA's 减持 of Applied Digital Company shares led to a 3.5% drop in stock price

Applied Digital Cloud Acquired by Ekso Bionics Holdings

Stratos Wealth Partners LTD. Significantly Increased Holdings in Applied Digital Corporation

DayOne Data Center Establishes Training and Service Centers in Malaysia and Makes Massive Investments

GDS completes $300 million convertible preferred stock placement

GDS Completes $300 Million Series B Convertible Preferred Stock Offering to Huatai Capital Management

APLD Options Active, Market Sentiment Cautious

Federated Hermes Inc. Increased Holdings in Applied Digital Corporation in Q3

JPMorgan Upgrades GDS Rating and Price Target

GDS Privately Placed $300 Million USD Series B Convertible Preferred Shares

GDS Completes $300 Million Private Placement of Convertible Preferred Shares

APLD Options Volume Increases, Market Maintains Optimism

APLD Options Trading Volume and Open Interest

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

SQQQ

SRVR

CLOU

QQQM

IDGT

DTCR

TRUMP SAYS COULD DELAY SUMMIT WITH CHINA’S XI: FT

Unusual Whales

VG Financial

ProShares Ultra QQQ

Proshares UltraPro Short QQQ ETF

iShares Semiconductor ETF

Fidelity Nasdaq Composite Index ETF

Pacer Data & Infrastructure Real Estate ETF

VG Growth

Ark Innovation ETF

Dacheng NASDAQ 100 ETF (QDII)

ISHRS Us Brokers & Sec Exchg

Invesco QQQ Trust

Fidelity MSCI Financials Index

First Trust NASDAQ-100 Equal Weighted

Global X Cloud Computing ETF

Invesco Nasdaq 100 ETF

Proshares UltraPro QQQ

Amplify Transform Data Sharing ETF

iShares US Digital Infrastructure and Real Estate ETF

ProShares Shrt QQQ

Ark Genomic Revolution ETF

VG Mga Cap 300 Grw

VanEck Semiconductor ETF

First Trust Nasdaq Cybersecurity

Proshares Big Data Refiners ETF

Guotai S&P 500 ETF(QDII)

iShares S&P Global Clean Energy

ISHRS MSCI Eafe Growth

Global X Robotics & Artificial

ISHRS S&P Glb It

Bosera S&P 500 ETF

Global X NASDAQ 100 Collar 95-110 ETF

Financial Select Sector SPDR Fund

SPDR S&P Software

Pro Ultrshort Qqq

TRUMP SAYS COULD DELAY SUMMIT WITH CHINA’S XI: FT

MSFL

AMZZ

AMZU

AMZW

The article discusses the overlooked AI stocks within the "Magnificent Seven," particularly focusing on Microsoft and Amazon. Both companies lead in cloud computing, with Microsoft Azure and Amazon Web Services showing significant revenue growth. Despite their prominence, they are currently trading at a discount, presenting a buying opportunity for investors. The article emphasizes that AI adoption is still low, suggesting substantial future demand for cloud services. It also notes that Amazon was not included in a recent list of top stock recommendations by The Motley Fool.

nasdaq

GraniteShares 2x Long MSFT Daily ETF

iShares Expanded Tech Software Sector ETF

GraniteShares 2x Long AMZN Daily ETF

Direxion Daily AMZN Bull 2X Shares

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bull 2X Shares

Roundhill AMZN WeeklyPay ETF

T-Rex 2X Long Microsoft Daily Target ETF

Microsoft

Amazon

The Most Overlooked Artificial Intelligence (AI) Stocks in the "Magnificent Seven" for 2026

GOOW

XDAT

Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL) experienced a significant increase in short interest in February, rising 23.9% to 2,289,366 shares. Currently, 21.9% of the stock is short sold, with a days-to-cover ratio of 1.6 days based on an average daily trading volume of 1,393,912 shares. The stock traded down to $87.97, with a market cap of $917.53 million and a P/E ratio of 17.77. Several hedge funds have recently adjusted their positions in GGLL, indicating growing institutional interest.

- Direxion Daily GOOGL Bull 2X Shares experienced a 23.9% increase in short interest in February, with a total of 2,289,366 shares sold short as of February 27th.  
- The stock is currently trading at $87.97, with a market cap of $917.53 million and a price-to-earnings ratio of 17.77.  
- Several hedge funds have recently adjusted their positions in GGLL, with notable acquisitions totaling hundreds of thousands of dollars during the fourth quarter.

Market Beat

Roundhill GOOGL WeeklyPay ETF

Global X Internet

Alphabet

Alphabet - C

Direxion Daily GOOGL Bull 2X Shares

First Trust Index NextG ETF

Franklin Exponential Data ETF

Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL) Short Interest Update

MCHI

US and China to explore proposals for managed trade, investment mechanisms for Trump and Xi to consider at Beijing summit-sources

marketscreener

iShares MSCI China

S&P 500

First Trust Cloud Computing

iShares Core S&P US Growth

NASDAQ-100

Invesco Golden Dragon China

iShares Future AI & Tech ETF

Dow Jones Utility Average

Schw Us L-Cp Grw

Dow Jones Industrial Average

Roundhill China Dragons ETF

NASDAQ Golden Dragon China Index

NASDAQ Composite Index

US and China to explore proposals for managed trade, investment mechanisms for Trump and Xi to consider at Beijing summit-sources

EBR Systems Issues 1.37 Million Unquoted Options Under Employee Incentive Plan

Tip Ranks

Eventbrite

Centrais Eletricas BR-SP

EBR Systems Issues 1.37 Million Unquoted Options Under Employee Incentive Plan

CRMG

Salesforce, Inc. (CRM) is being discussed as a potential buy based on a bullish thesis found on r/Valueinvesting. As of March 11th, CRM shares were trading at $194.13, with trailing and forward P/E ratios of 24.89 and 14.75, respectively, according to Yahoo Finance. The article aims to summarize the positive outlook on CRM.

Salesforce

Leverage Shares 2X Long CRM Daily ETF

Is Salesforce, Inc. (CRM) a good stock to buy?

Oil prices have surged due to the Middle East conflict, impacting AI companies reliant on data centers for operations. As electricity costs rise with oil prices, major AI firms like Amazon, Microsoft, and Alphabet face increased operational expenses, leading to potential profit declines. While they may not raise prices to avoid losing customers, this situation could significantly affect their financial performance in the near term.

Oil at $100 Is a Bigger Threat to AI Stocks Than Most Investors Realize. Here's 1 Reason Why.

512720

159998

Aether OS is a browser-based desktop designed for the AT Protocol, integrating with Bluesky accounts and public records. It features 42 apps, including tools for text editing, task management, social media, music production, and video editing, all with a cyberpunk aesthetic. Currently in alpha, the project has many rough edges and lacks comprehensive documentation.

The Verge

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

Aether OS is computer in a browser built for the AT Protocol

Oracle reported a strong fiscal Q3 2026, driven by demand for cloud and AI infrastructure, leading to an upgraded revenue guidance of $90 billion for FY 2027. The company has a significant $553 billion backlog in long-term AI contracts, indicating its deep integration into critical customer operations. However, rising capital expenditures and restructuring costs pose risks if large AI clients reduce spending. Analysts have varying revenue projections for Oracle, highlighting the importance of considering multiple perspectives in investment decisions. The article emphasizes the potential for high returns but warns of market volatility.

Simplywall

Defiance Daily Target 2X Long ORCL ETF

Oracle

Invesco Semiconductors ETF

SPDR S&P Semicon

What Oracle (ORCL)'s AI‑Fueled Q3 Beat and $553 Billion Backlog Means For Shareholders

Clear Secure's stock recently surged 85%, closing at $44.63. Despite a 55.2% undervaluation according to a Discounted Cash Flow (DCF) analysis, its P/E ratio of 40.59x exceeds industry averages, indicating overvaluation. Analysts project free cash flow to reach $978.1 million by 2035, suggesting significant growth potential. However, differing investor narratives yield fair value estimates ranging from $20 to $61, highlighting varying expectations about the company's future performance.

Clear Secure

Is It Too Late To Consider Clear Secure (YOU) After Its Recent 85% Share Price Jump?

ORCS

Rosen Law Firm is reminding investors who purchased Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025, and December 16, 2025, of the April 6, 2026, deadline to lead a securities fraud lawsuit. Investors may be entitled to compensation without upfront fees. The lawsuit alleges that Oracle made misleading statements regarding its AI infrastructure strategy, leading to increased capital expenditures and risks to its financial health. Interested investors can contact the firm for more information on joining the class action.

prnewswire

Direxion Daily ORCL Bear 1X ETF

Direxion Daily ORCL Bull 2X ETF

13:47 ETORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit

The ongoing war in Iran has led to significant military strikes on Amazon data centers, marking a historic first where AI infrastructure became a military target. The strikes have severely impacted cloud services in the Middle East, prompting Amazon to advise clients to secure data elsewhere. This situation is likely to halt AI development in the region for the rest of 2026, as hyperscalers may view the area as too risky for further investment due to ongoing conflicts and legal precedents regarding service disruptions.

Prediction: The Iran War Will Reshape Where AI Gets Built for the Rest of 2026

Blue Door Asset Management purchased 322,600 shares of Waystar for approximately $11.49 million, increasing its stake to 402,300 shares valued at $13.18 million. Despite Waystar's stock declining 31.5% over the past year, the company reported a 17% revenue growth to $1.10 billion in 2025. The fund's investment reflects confidence in Waystar's potential for future growth, with projected revenue of $1.28 billion next year. However, analysts from The Motley Fool suggest considering other stocks for investment, as Waystar was not included in their top recommendations.

Waystar

Waystar Stock Is Down 32% This Past Year, but One Fund Bought Up $11.5 Million Last Quarter

IREX

IREN

IREN just landed a $9.7 billion Microsoft contract, has massive GPU expansion plans, and still has a stock price far below its highs.

Defiance Daily Target 2X Long IREN ETF

Tradr 2X Long IREN Daily ETF

Prediction: IREN could be one of the biggest AI infrastructure winners by 2028

How the US stock market may have seen the Iran risk coming

Nasdaq

How the US stock market may have seen the Iran risk coming

The great minds at the top. How can we even begin to think like they do? Very smart, very gifted.

Direxion Daily MSFT Bear 1x Shares

Kurv Yield Premium Strategy Microsoft MSFT ETF

Microsoft has partnered with SpaceX's Starlink to enhance global internet connectivity, particularly in Kenya, where they aim to connect 450 community hubs. This collaboration is expected to increase demand for Starlink, which has contracts with the Defense Department and NASA. The partnership reflects Microsoft's ongoing efforts to integrate technology and expand internet access, having already reached over 299 million people since 2022. Elon Musk's involvement in this initiative comes amid his legal disputes with OpenAI, which he co-founded.

- Microsoft announced a collaboration with SpaceX's Starlink to enhance global internet connectivity, aiming to connect 450 community hubs in Kenya.  
- This move reflects Microsoft's strategy to integrate low-Earth orbit satellite technology into its operations, coinciding with Elon Musk's ongoing legal battle against OpenAI regarding substantial financial claims.  
- Microsoft's previous efforts had successfully expanded internet access to over 299 million people, demonstrating its commitment to technology-driven connectivity initiatives.

CNBC

Microsoft and SpaceX's Starlink partner on global community internet effort

It is scary. The scale of the borrowing...What if their bets don't pan out?

Direxion Semicon Bull 3X

Currencyshares British Pound Trust

Alphabet's issuance of a rare 100-year sterling bond, part of a $20 billion borrowing drive, reflects a trend of increasing corporate debt to fund AI infrastructure. The bond attracted nearly 10 times the orders for its £1 billion sale, indicating strong demand from institutional investors. Analysts express concerns about the frothy market conditions and the long-term viability of such debt, especially as tech giants ramp up spending. The bond diversifies Alphabet's lender base, tapping into insurance and pension fund demand, while raising questions about the sustainability of AI-driven growth.

- Alphabet's issuance of a rare 100-year sterling bond signals late-cycle exuberance in the credit markets as tech firms increase borrowing to fund extensive infrastructure projects, including AI.  
- This bond is part of a broader $20 billion multi-currency borrowing initiative and attracted nearly 10 times the orders for its £1 billion sale, reflecting strong demand from institutional investors.  
- Strategists caution that this bond issuance symbolizes market froth, as the tech sector's debt is predicted to surge, raising concerns over long-term demand and potential risks amidst rapid technological changes.

Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race

Global X Data Center & Dgtl Infrs ETF(DTCR.US)

TRUMP SAYS COULD DELAY SUMMIT WITH CHINA’S XI: FT

The Most Overlooked Artificial Intelligence (AI) Stocks in the "Magnificent Seven" for 2026

Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL) Short Interest Update

US and China to explore proposals for managed trade, investment mechanisms for Trump and Xi to consider at Beijing summit-sources

EBR Systems Issues 1.37 Million Unquoted Options Under Employee Incentive Plan