We recently published 10 Big Names With Easy 10-30% Gains. Cipher Mining Inc. (NASDAQ:CIFR) was one of the best performers on Tuesday. Cipher Mining saw its share prices jump by 13.71 percent on Tuesday to finish at $18.75 apiece as investors poured funds in high-performance computing (HPC) operators, with sentiment bolstered by Nvidia Corp.’s ramped up investments in the sector. In a statement on Monday, Nvidia said that it acquired a $2 billion stake in CoreWeave Inc., a leading data center and HPC se ...

Nvidia said on Monday it has invested $2 billion in CoreWeave to hasten the data center company’s efforts to add more than 5 gigawatts of AI computing capacity by 2030.The chipmaker, already an investor in CoreWeave, said it had bought the company’s Class A shares at $87.20 per share. As part of the deal, CoreWeave and Nvidia plan to together build “AI factories” (data centers) that would use the chipmaker’s products. CoreWeave will also integrate Nvidia’s products across its platform, including the new R ...

Core Points - The lawsuit has been filed on behalf of investors who purchased Coreweave securities between March 28, 2025, and December 15, 2025, alleging that the company overstated its ability to meet customer demand and understated risks associated with reliance on a single third-party data center supplier [4] - Coreweave's share price experienced significant declines following announcements related to a failed merger with Core Scientific, a lowered financial guidance due to delays, and reports of further delays in data center completion [5][6][7] Legal Context - Investors have until March 13, 2026, to apply to be appointed as lead plaintiff in the class action lawsuit, which allows them to oversee litigation and influence key decisions [2] - The lawsuit claims that the company's misrepresentations were likely to have a material negative impact on its revenues [4] Financial Impact - Following the announcement of the merger termination, Coreweave shares dropped by $7.39, approximately 5.5%, from $133.71 to $126.32 [5] - After the third-quarter financial results were released, shares fell by $17.22, or about 16.3%, from $105.61 to $88.39 [6] - A report on delays in data center completion led to a further decline of $6.24, or approximately 7.9%, from $78.59 to $72.35 [7]

Core Insights - Vertiv has launched Vertiv™ Next Predict, an AI-powered managed service aimed at transforming data center maintenance by utilizing advanced machine learning algorithms to anticipate issues before they occur [1][2] Group 1: Service Overview - Vertiv™ Next Predict moves beyond traditional maintenance models by industrializing operations and analyzing asset behavior to prevent risks [1] - The service integrates predictive intelligence across power, cooling, and IT systems, creating a unified foundation for AI-driven data centers [1][2] Group 2: Technology and Functionality - The service employs AI-based anomaly detection to continuously monitor equipment conditions and identify deviations early, allowing for proactive risk mitigation [4] - A predictive algorithm assesses potential operational impacts, prioritizing responses based on identified risks [4] - Root cause analysis is conducted to isolate contributing factors, enabling efficient and targeted resolutions [4] Group 3: Scalability and Future Growth - Vertiv™ Next Predict is designed for versatility and scalability, supporting a wide range of power and cooling platforms, including battery energy storage solutions and liquid cooling components [5] - The service is built to integrate seamlessly with future data center technologies, ensuring it evolves alongside customer infrastructure needs [5] Group 4: Company Background - Vertiv is a global leader in critical digital infrastructure, providing hardware, software, analytics, and ongoing services to ensure optimal performance of vital applications [8] - The company operates in over 130 countries, addressing challenges in data centers, communication networks, and commercial facilities [8]

Core Viewpoint - 2026 is anticipated to be a significant year for certain stocks, particularly Nvidia, Nebius Group, and The Trade Desk, which are expected to show strong performance as fourth-quarter results from 2025 are released [1][2]. Nvidia - Nvidia is the largest company by market cap, driven by its dominant position in graphics processing units (GPUs) for artificial intelligence (AI) computing [3]. - The company has reported being sold out of cloud GPUs, indicating sustained demand for its products [4]. - Nvidia's fiscal fourth quarter 2026 earnings are set to be reported on February 25, with expectations that its fiscal 2027 guidance will exceed current market expectations [6]. Nebius Group - Nebius Group is gaining attention for its services that connect high-end Nvidia GPUs to computing clusters, experiencing significant demand [7]. - The company reported a remarkable 355% year-over-year growth in the third quarter, with an annual run rate (ARR) of $551 million [8]. - Nebius has dramatically increased its 2026 revenue projection, expecting an ARR of $7 billion to $9 billion by the end of 2026, which could lead to rapid stock appreciation if achieved [8][10]. The Trade Desk - The Trade Desk faced challenges in 2025, being one of the worst performers in the S&P 500 due to issues with its AI-powered ad buying platform and lack of political advertising revenue [11]. - In 2026, the company is expected to resolve its platform issues and avoid difficult year-over-year comparisons, potentially leading to a significant stock increase [12]. - Currently trading at less than 18 times forward earnings, The Trade Desk presents a value opportunity compared to the S&P 500 average of 22.4 times [12][14].

This crucial factor could determine whether CoreWeave stock soars or crashes over the next five years.CoreWeave (CRWV +6.55%) has posted explosive gains amid surging demand for artificial intelligence (AI) data center services. Since the market close on the day of the company's initial public offering (IPO), the stock has risen approximately 119%. On the other hand, shares are also down 52% from the 52-week high it hit in June.With a market capitalization of approximately $39 billion, CoreWeave is valued at ...

ROUND ROCK, TX / ACCESS Newswire / January 15, 2026 / TSS, Inc. (Nasdaq:TSSI), a data center services company that integrates AI and other high-performance computing infrastructure and software and provides related data center services, today announced that Darryll Dewan, CEO, and Danny Chism, CFO, will participate in the 28th Annual Needham Growth Conference in virtual 1x1 meetings on January 16, 2026. 28th Annual Needham Growth Conference Needham & Company is hosting its 28th Annual Needham Growth Confere ...

Core Insights - AES Corp. is a U.S. utility company with a focus on residential customers in Ohio and Indiana, planning to expand into energy solutions for data centers with an 11.1-gigawatt pipeline, including 4 gigawatts for hyperscaler customers [1] - Applied Digital is positioned as a more attractive investment in the AI energy sector, with its share price having nearly tripled over the past year compared to AES's 14% increase [2] - The difference in growth trajectories between AES and Applied Digital is attributed to Applied Digital's ownership of both power generation and AI data centers, enhancing its long-term outlook [4] Financial Performance - AES reported a 2% year-over-year revenue growth in Q3 2025, while Applied Digital experienced an 84% year-over-year sales increase during the same period, indicating a stark contrast in growth stages [5] - Applied Digital secured a significant 15-year contract with CoreWeave, projected to generate approximately $11 billion in revenue, showcasing its potential for higher earnings per megawatt compared to AES [6] Market Demand and Future Prospects - Applied Digital is witnessing "active and increasing hyperscaler interest" and "unprecedented levels" of demand for advanced infrastructure, allowing for further investment in data centers [8] - The company is also building its multi-gigawatt pipeline to support multiple lucrative deals, enhancing its competitive position in the market [7] - AES, while having a larger megawatt capacity, lacks the AI data center component that Applied Digital possesses, which is critical for future growth [9]

Geopolitical Developments - The U.S. launched a military strike on Venezuela, extracting President Nicolás Maduro to face criminal charges in the U.S. [2] - President Trump stated that the U.S. would "run" Venezuela until an orderly transition is possible and that U.S. oil companies would rebuild Venezuela's oil infrastructure [2][3] Market Reactions - Investors are expected to closely monitor developments in Venezuela and seek more details from the Trump administration, particularly regarding the oil market, which may experience volatility [3] Employment and Economic Data - The Bureau of Labor Statistics is set to release the December jobs report, which could influence interest rates [6] - Federal Reserve officials indicated that a weakening labor market might lead to more interest rate cuts, with upcoming reports on job openings, private sector hiring, and jobless claims providing insights into the labor market [7] Corporate Earnings Reports - Applied Digital, a data center operator, will report on the AI industry, with investors looking for signals of strong AI spending [9] - Constellation Brands, Tilray Brands, Albertsons Companies, CalMaine Foods, and Simply Good Foods are among the companies reporting earnings this week, providing insights into consumer spending levels [10][11]

Core Thesis - Vertiv Holdings Co is positioned as a key beneficiary of the global AI data center build-out, with approximately 80% of its revenue linked to data centers [2][3] Financial Performance - As of December 16th, Vertiv's share price was $160.66, with trailing and forward P/E ratios of 60.63 and 30.30 respectively [1] - The company has a backlog nearing $9.5 billion and a book-to-bill ratio well above 1x, indicating strong demand visibility and multi-year revenue assurance through at least 2026 [3] Strategic Positioning - Vertiv's global manufacturing footprint and expanding service network foster strong relationships with hyperscalers, colocation providers, and NVIDIA, establishing it as a system-level partner rather than just a component supplier [3] - The company is transitioning towards higher-value architectures, such as 800V DC power co-developed with NVIDIA, and system-level offerings like OneCore and SmartRun, which enhance deployment efficiency and increase market share [4] Service Differentiation - Services now account for over 20% of revenue, contributing to rising margins as AI infrastructure complexity increases [4] - The planned acquisition of PurgeRite is expected to enhance Vertiv's service capabilities in liquid cooling and strengthen customer lifecycle engagement [5] Financial Health - Vertiv has seen significant improvements in margins, free cash flow, and leverage, which support disciplined reinvestment and potential bolt-on M&A activities [5] - The stock reflects a premium valuation that anticipates sustained high-teens growth and continued margin expansion, with future returns dependent on earnings performance and the longevity of AI data center capital expenditures beyond 2026 [5]