ExxonMobil, Leidos, eBay and More: CNBC's ‘Final Trades'

On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked Leidos Holdings, Inc. (NYSE:LDOS).

Benzinga • Oct 27, 2026

ETFs to Capitalize on SpaceX's Wireless Carrier Ambitions

SpaceX's wireless ambitions could create opportunities for cellular tower operators. Explore ETFs positioned to benefit from its expansion.

Zacks Investment Research • Oct 23, 2026

Data Center Stocks Tumble as Financing Costs Draw Scrutiny: Cipher Digital Tumbles 9%, Applied Digital Falls 6%

Data center developers that borrow heavily to build ahead of their rent checks are under pressure as financing costs draw fresh scrutiny. Cipher Digital (NASDAQ:CIFR) stock is down 9% to $9.02, leading the decline.

24/7 Wall Street • Oct 15, 2026

2 data center ETFs to buy in October 2026

Data center stocks offer investors exposure to growing demand for artificial intelligence (AI), cloud computing and digital services.

Finbold • Oct 14, 2026

AI Debt Boom: ETF Areas to Play

Big Tech is borrowing heavily to fund the AI boom. Here are ETF areas that could benefit while helping investors navigate the risks.

Zacks Investment Research • Oct 8, 2026

DTCR Vs. RACK: If RSI Really Is Upon Us, Digital Infrastructure Will Light The Way

VanEck Data Center Supply Chain ETF is a concentrated AI infrastructure play, best suited for AI bulls seeking direct exposure to sector growth. Global X Data Center & Digital Infrastructure ETF offers broader digital infrastructure exposure, appealing to AI skeptics who still want some AI upside. RACK features a lower portfolio PE (21) and higher cash flow growth (~20%) versus DTCR, which has a PE of 24 and slower growth metrics.

Seeking Alpha • Sep 14, 2026

IREN Falls 6% as a $639M Mining Rig Writedown Overshadows AI Cloud Growth, TeraWulf Eases

The pivot from Bitcoin mining to AI cloud infrastructure got messier this morning as IREN, the sector's most aggressive rebuild, wrote down its old business to make room for the new one.

24/7 Wall Street • Aug 28, 2026

Applied Digital Sinks 7%, IREN Tumbles 13% as Data Center Selloff Broadens Past One Name

AI data center pure plays are unwinding together Friday, with a fiscal 2026 impairment charge at IREN Limited (NASDAQ:IREN) dragging capex-heavy peers. The broadening move signals investors re-pricing the group's transition costs across the cohort.

24/7 Wall Street • Aug 28, 2026

The Landlords of the AI Boom Are Up 35% This Year and Their Pricing Power Keeps Climbing

The Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) has become the cleanest way to own the picks-and-shovels of the AI boom, and the numbers show it.

24/7 Wall Street • Aug 15, 2026

The Grid Fund Was the Right Call. Its Equal-Weight Rival Is Up 30% and Owns What GRID Can't

Holders of the First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NASDAQ:GRID) made a defensible call on one of the clearest capital-spending stories of the decade: transformers, switchgear, and the power equipment feeding an aging grid.

24/7 Wall Street • Aug 6, 2026