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Natural-language screening guide

How to screen for Data center stocks

Which side of the data-center investment cycle are you screening? Inspect the real product screen and a source-backed three-period company comparison.

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TL;DR

Data-center suppliers and infrastructure buyers can share a tag while having different cash economics. In fiscal 2025, NVIDIA’s reported cash-flow measure reached $60.853 billion; Microsoft’s fell to $71.611 billion from $74.071 billion despite profit growth, as property and equipment purchases increased. Start with the industry screen, then distinguish suppliers from operators and compare dated financials. Whole-company results do not establish the return on one facility or future capacity.

See the screen in NexusTrade

NexusTrade Data center stocks screen with the industry filter and Market Cap descending selected
Actual NexusTrade screen captured October 10, 2026. Values shown belong to the captured product snapshot.

The captured product view uses industry=dataCenter, Market Cap and Descending. On October 10, 2026 it displayed 81 matches. That is the number shown by this view, not a claim that it covers every listed company.

The image records the interface and company matches at capture time. Prices and ratios are stored observations; the capture date is not their market date. Open the current company profile and check its observation dates before using those figures.

Which side of the data-center investment cycle are you screening?

NVIDIA supplies compute; Microsoft buys and operates infrastructure. A data-center tag puts them in one result list but does not make their cash economics interchangeable.

Test the exposure with reported financials

Microsoft profit growth and cash after PPE

Scale: 0 to 128.53 B USD · zero baseline

FY2024

  • Operating profit+109.43B USD
  • Cash after PPE+74.07B USD

FY2025

  • Operating profit+128.53B USD
  • Cash after PPE+71.61B USD

Exact Microsoft annual values in USD billions. Cash after PPE is operating cash flow less property and equipment purchases. Profit and cash are different measures; neither is a facility-level return.

Show the table · 6 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

NVDA · 2023-01-29$26.974B$4.224B / 15.66%$4.368BNot returned
NVDA · 2024-01-28$60.922B$32.972B / 54.12%$29.760B$27.021B
NVDA · 2025-01-26$130.497B$81.453B / 62.42%$72.880B$60.853B
MSFT · 2023-06-30$211.915B$88.523B / 41.77%$72.361B$59.475B
MSFT · 2024-06-30$245.122B$109.433B / 44.64%$88.136B$74.071B
MSFT · 2025-06-30$281.724B$128.528B / 45.62%$101.832B$71.611B

Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.

Read-only NexusTrade sec_edgar fundamentals retrieved October 12, 2026 and checked against the original annual statements. Amounts below are USD billions; the retained raw response uses USD. These are historical fiscal periods, not a live quote or a forecast.

Apply the condition and explain the result

  1. Reported inputs

    NVIDIA FY2025 CFO − PPE/intangibles was $60.853B. Microsoft FY2025 CFO − PPE was $71.611B, down from $74.071B despite profit growth.

  2. Calculated comparison

    Microsoft PPE purchases rose 45.13% in FY2025. NVIDIA Data Center sales rose 142.37%. Spending by a customer and sales by a supplier are related questions, not equivalent metrics.

What the industry tag cannot establish

These are whole-company financials. Neither table establishes the economics of one facility, future electricity demand or the return on Microsoft's new capacity.

Reproduce this screen and comparison

Open the actual filter, check its current result dates, then reproduce the financial calculation. An industry-only URL does not silently implement an extra profitability or cash-flow rule. Record any added condition explicitly.

Check fiscal periods and public availability

Inspect every input period, publication date and source

Select FY rows by periodEnd instead of assuming the array is latest first. Source statements may present comparative years in one filing. Their later publication does not prove those exact restated values were available at the earlier historical date.

Scroll sideways to compare all columns. Select a heading to sort.

NVDA20232023-01-292023-02-24Annual FY, USD
NVDA20242024-01-282024-02-21Annual FY, USD
NVDA20252025-01-262025-02-26Annual FY, USD
MSFT20232023-06-302023-07-27Annual FY, USD
MSFT20242024-06-302024-07-30Annual FY, USD
MSFT20252025-06-302025-07-30Annual FY, USD

Inspect the business exposure

Inspect the captured screen selection and company links
  1. Investigate the business exposure

    NVIDIA, Microsoft and Broadcom were the first displayed matches. Their company descriptions describe different parts of the infrastructure and software stack. If your question concerns owning facilities, distinguish operators from the suppliers that appear in the same classification.

Make the selection explicit

Inspect the captured screen selection and company links

Check the filter Aurora resolves from your request. Confirm the resolved classification before treating a result as a match. Asking for profitable companies adds a financial condition; this industry-only screen does not silently claim to implement that condition.

Scroll sideways to compare all columns. Select a heading to sort.

Data center stocksindustry=dataCenterPublished revenue/product classification
Publicly listed universeSupported company classification catalogCheck listing status on the company profile
Review company fundamentalsCompany profile and dated daily snapshotA stored snapshot is not a live quote

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