Key Takeaways DELL is seeing surging AI server demand, with $30B in FY26 year-to-date orders and a record backlog. DELL expects $25B in AI server shipments in FY26, marking roughly 150% year-over-year growth. Cisco Systems targets $3B in FY26 AI infrastructure revenue from hyperscalers, backed by a $2B pipeline. Dell Technologies (DELL) and Cisco Systems (CSCO) are major players in the AI infrastructure market. While Dell Technologies focuses on AI-optimized servers, storage, and data center solutions, Cisc ...

Retail investors talked up five hot stocks this week (Jan. 12 to Jan. 16) on X and Reddit's r/WallStreetBets, driven by retail hype, AI buzz, and corporate news flow.Nebius Group NV (NASDAQ:NBIS) , IREN Ltd. (NASDAQ:IREN) , D-Wave Quantum Inc. (NYSE:QBTS) , Microsoft Corp. (NASDAQ:MSFT) , and Oklo Inc. (NYSE:OKLO) , spanning data center, semiconductor, AI, quantum computing, and nuclear, reflected diverse investor interests.Nebius GroupNBIS bullish momentum from its early adoption/implementation plans for N ...

SAN DIEGO--(BUSINESS WIRE)--The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Fermi Inc. (NASDAQ: FRMI): (i) common stock pursuant and/or traceable to the registration statement and prospectus issued in connection with Fermi's October 2025 initial public offering ("IPO†); and/or (ii) securities between October 1, 2025 and December 11, 2025, inclusive (the "Class The complaint alleges that by the commencement of the Fermi class action lawsuit, the price of Fermi sto ...

NEW YORK, Jan. 16, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company’s senior executives and directors, and underwriters of Fermi’s Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/ca ...

Core Insights - The article discusses the potential investment opportunities in lesser-known companies that are crucial to the AI infrastructure, rather than just focusing on high-profile AI companies like Nvidia and Super Micro Computer [1][3]. Group 1: AI Market Overview - The AI market has seen significant growth, with early leaders like Super Micro Computer and Nvidia posting gains of 231% and 1,066% respectively over three years, while the S&P 500 index gained 77% during the same period [2]. - Despite the impressive gains of these companies, there is a belief that the next wave of investment opportunities may lie in companies that provide the infrastructure necessary for AI [3]. Group 2: Hewlett Packard Enterprise (HPE) - Hewlett Packard Enterprise (HPE) is positioned as a key player in the AI infrastructure, assembling AI supercomputers and selling them to various sectors, including enterprises and governments [6][7]. - HPE's stock is currently valued at a modest 8.0 times forward earnings and 0.9 times trailing sales, making it an attractive investment compared to higher-valued chip designers [8]. Group 3: Schneider Electric - Schneider Electric is highlighted as a significant but underappreciated player in the AI data center space, providing essential power distribution and cooling systems for AI facilities globally [10][11]. - The company has a market capitalization of approximately $155 billion and annual sales around $42 billion, with its products being utilized by the largest cloud computing and AI software companies [12].

New York, New York--(Newsfile Corp. - January 15, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://ww ...

INDIA - 2025/09/26: In this photo illustration, the CleanSpark logo is seen displayed on a smartphone and in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesCleanSpark stock rose +6% to $13 on January 14, following reports of a significant land acquisition in Texas for an AI data center, along with a timely analyst upgrade. The action was bold, paired with a considerable rise in trading volume. However, given the stock’s hig ...

J.P. Morgan maintained an overweight rating on CleanSpark (NASDAQ: CLSK) on Wednesday following news of the bitcoin miner’s second land acquisition in Texas. The analyst note, authored by Reggie Smith and Charles Pearce, claimed CleanSpark has a distinct position compared to its peers expanding into AI, with the company controlling nearly 1 GW of power capacity within 100 miles of large cities. This footprint includes infrastructure near Houston and Atlanta. The analysts highlighted that CleanSpark note ...

New York, New York--(Newsfile Corp. - January 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://ww ...

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to potential violations of federal securities laws [1][3]. Group 1: Company Overview - Fermi Inc. is an energy and AI infrastructure company aiming to build large-scale nuclear reactors to support grid-independent data centers for AI workloads [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI operations [4]. Group 2: IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Group 3: Stock Performance and Impact - Following the announcement of the First Tenant's termination of the construction agreement on December 11, 2025, Fermi's stock dropped by $5.16, or over 33%, from $15.25 to $10.09 per share [7].