Data center, compute, networking and power infrastructure stocks.
WULF stock explained: TeraWulf's Q2 2026 10-Q puts HPC leasing at $31.9M against $12.8M from bitcoin mining. See the megawatts, customers and cash burn.
What vrt stock actually owns: Vertiv's power and cooling hardware, Q2 2026 segment numbers straight from the 10-Q, and the gaps the filing leaves open.
GEV stock explained: what GE Vernova's Power, Electrification and Wind segments each earn, per the Q2 2026 10-Q, and where the $176 billion backlog sits.
Oklo stock explained: the Aurora build-own-operate reactor model, the first $1.2M of service revenue, the Meta and Switch pipeline, and the 2028 target.
Small modular reactors are becoming the nuclear bet hyperscalers are making. A guide to SMR stocks, the AI data center deals, regulatory timeline, and...
