http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 04 Sep 2026 09:13:24 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/Investing/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html <p>Investing.com -- Citi raised its global data center growth forecasts as hyperscale investment in high-performance computing and AI workloads accelerates, and named a list of stocks it expects to benefit across multiple sectors.</p> <p>The bank said it has refreshed its Global Data Center Industry model to reflect recent results, strong demand for token consumption, faster chip sales and contributions from China, which had previously been excluded from its forecasts.</p> <p>Citi now forecasts global data center IT load will grow at a 25% compound annual rate, rising from 121 gigawatts in 2026 to 370 gigawatts in 2031. The growth outlook assumes annual absorption http://www.streetinsider.com/General+News/Citi+highlights+best+Gen+AI+stocks+to+own+for+2027/27028043.html Fri, 04 Sep 2026 09:13:24 -0400 AMD AMZN CLS DLR EQIX FE GOOGL META MSFT NEE ORCL WULF http://www.streetinsider.com/Upgrades/UBS+Upgrades+Celestica+%28CLS%29+to+Buy/26963269.html <p>UBS analyst David Vogt upgraded Celestica (NYSE: CLS) from Neutral to Buy with a price target of $430.00 (from $410.00).</p><p>The analyst comments: “We upgrade Celestica to Buy from Neutral and raise our price target to $430. Strong AIdriven demand for Ethernet switching and AI/ML compute, together with a 1.6T rackscale solution for OpenAI, should accelerate revenue growth and, more importantly, EPS growth in CY27. Therefore, we conservatively forecast a roughly 50% two-year EPS CAGR to CY28 EPS of $24.72 from $10.83 in CY26. Shares trading at ~12x our CY28 EPS forecast suggests the market expects less than half the growth http://www.streetinsider.com/Upgrades/UBS+Upgrades+Celestica+%28CLS%29+to+Buy/26963269.html Mon, 24 Aug 2026 00:42:32 -0400 CLS