Oracle Stock And US AI Data Center Winners Worth Watching

What happened: A report highlights three US onshore AI data center stocks, SharonAI Holdings (SHAZ), Oracle (ORCL), and Amphenol (APH), as the AI chip policy debate shifts attention to domestic infrastructure. Key numbers: SharonAI revenue about US$3 million, market cap US$808 million. Why it matters: The report frames export control noise around Nvidia and China as pushing investors to reconsider where AI computing is built and who supplies it, with each company's buildout and order momentum cited as key to its thesis. Market: -1.8% today ($78.23), -43.9% YTD, 0.6x vol — as of 23:47 UTC

A report highlights three US onshore AI data center stocks, SharonAI Holdings (SHAZ), Oracle (ORCL), and Amphenol (APH), as the AI chip policy debate shifts attention to domestic infrastructure.

The report frames export control noise around Nvidia and China as pushing investors to reconsider where AI computing is built and who supplies it, with each company's buildout and order momentum cited as key to its thesis. Market: -1.8% today ($78.23), -43.9% YTD, 0.6x vol — as of 23:47 UTC