SLB

$SLB what is this

$SLB every dip getting scooped… kinda telling

The data center trade is showing strength again today. $DLR, $SLB, and $EQIX are all catching bids after earnings reinforced that demand for AI infrastructure and data center capacity remains strong. $DLR stood out by raising its 2026 guidance, backed by a record $1.9B lease backlog and 25.4% higher cash renewal rates. That's the kind of data I like to see because it points to continued customer demand, not just short-term excitement. $SLB also surprised me. Its Data Center Solutions business grew 80% YoY to $186M, and management still expects that segment to surpass a $1B annualized revenue run rate by year-end. Now I'm watching $EQIX closely. It appears to be benefiting from the positive read-through ahead of next week's earnings, and those results could become another key catalyst for the sector. The AI infrastructure story is far from over. Execution is still separating the leaders from everyone else. Hope your session is going well. Any breakout worth watching? Let's compare notes.

@EBE_day $SLB was a grestttt. Call

Data center demand remains one of the strongest AI infrastructure themes. $DLR, $SLB, and $EQIX are moving higher after earnings highlighted continued strength across the data center market. $DLR raised 2026 guidance after reporting: • Record $1.9B lease backlog • 25.4% increase in cash renewal rates $SLB also showed strong momentum: • Data Center Solutions revenue up 80% YoY to $186M • On track to exceed a $1B annualized revenue run rate by year-end $EQIX is benefiting from the positive read-through and reports next week. AI demand is not only benefiting chip companies. The entire infrastructure stack is seeing accelerating demand.

Data center demand is accelerating as AI infrastructure stays in focus! $DLR, $SLB, and $EQIX are trading sharply higher after earnings reinforced strong demand across the data center ecosystem. $DLR raised 2026 guidance after reporting a record $1.9B lease backlog and 25.4% higher cash renewal rates. $SLB said Data Center Solutions revenue jumped 80% YoY to $186M, tracking toward a $1B annualized revenue run rate by year-end. $EQIX is benefiting from the positive read-through from DLR earnings ahead of its report next week.

The Club's top 10 things to watch in the stock market Friday $slb SLB shares moved higher after the oilfield services company beat analyst estimates on both revenue and adjusted EPS. Offshore activity in Latin America, Asia, Europe and Africa more than offset disruptions in the Middle East. The company’s data center solutions business is on track to exceed $1 billion annualized revenue run rate by the end of the year. https://www.cnbc.com/2026/07/24/the-clubs-top-10-things-to-watch-in-the-stock-market-friday.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension

$SLB Q2 beat printing, stock's up nearly 10% and holding 51.86. production systems growth carrying the quarter, Midead weakness priced in. grinding higher not vertical, that's cleaner. what level you guys watching into the close? this is what my scanner flagged: https://tapeboard.com/go/st/scanner?utm_source=stocktwits&utm_medium=post&utm_campaign=olivia&utm_content=slb-bk-up-scanner&utm_term=scanner&s=SLB