Backlog Data

Business

Trane Technologies Posts Strong Q4 on Data Center, Commercial HVAC Boom; Backlog Reaches Record High

Trane Technologies (TT) surpassed Wall Street expectations for Q4 2025, driven by surging demand in commercial HVAC systems and data center infrastructure. The company reported revenue of $5.14B, up 5.5% year-over-year, with earnings per share of $2.86. Management expressed confidence for 2026, citing a record order backlog.

Jan 30, 2026

Business

ASML's 2026 Outlook: Memory Chip Demand Fuels Record Backlog and Growth Ambitions

Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.

Feb 2, 2026

Business

Nvidia's AI Dominance and the $3 Trillion Data Center Boom: Why Analysts See Room to Run

As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.

Feb 2, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026

Business

Analysts Sound Caution on ICF International as Backlog Shrinks, Point to Alternative Tech Play

While ICF International's stock has kept pace with the broader market, analysts highlight concerns over declining backlog and slowing revenue growth, suggesting investors may find better opportunities elsewhere.

Jan 30, 2026

Business

Trane Technologies Caps Strong 2025 with Record Backlog, Bullish 2026 Outlook Despite Residential Headwinds

Trane Technologies (NYSE: TT) reported robust Q4 2025 results, driven by exceptional commercial HVAC demand and a record $7.8 billion backlog. While proactive inventory adjustments pressured residential margins, executives project 12-14% adjusted EPS growth for 2026, fueled by strategic acquisitions and sustained commercial strength.

Jan 30, 2026

Business

CytomX Therapeutics Gains Analyst Favor Ahead of Key Colorectal Cancer Data Release

Piper Sandler and Barclays have raised price targets for CytomX Therapeutics (CTMX), citing promising early-phase data for its experimental colorectal cancer therapy. Updated results from a larger patient cohort are expected this quarter.

Feb 2, 2026

Business

Google Settles Android Data Privacy Lawsuit for $135 Million

Google has agreed to a $135 million settlement to resolve a class-action lawsuit alleging unauthorized data collection by its Android operating system, pending court approval. The deal also mandates clearer user controls and disclosures.

Feb 2, 2026

Business

Reddit's Balancing Act: AI Data Ambitions, Brand Control, and a Shifting Ad Landscape

As YouTube emerges as a key AI training data source, Reddit navigates a complex web of challenges: protecting its community brands, defending ad revenue against TikTok and AI search, and proving the value of its data licensing strategy to investors.

Feb 2, 2026

Business

Beyond the Cloud: Austin's webAI Bets on a Decentralized Future to Challenge Data Center Dominance

With backing from tech giants and a $2.5 billion valuation, Austin-based startup webAI is pioneering a radical shift: moving AI processing from massive, energy-hungry data centers directly to personal devices, promising greater efficiency, privacy, and user control.

Feb 2, 2026

Business

Factory Data Casts Shadow Over Markets: S&P 500 Futures Dip Amid Uneven Global Recovery Signals

U.S. stock futures retreated Monday as investors parsed a mixed bag of global manufacturing data, raising fresh questions about the durability of corporate earnings against a backdrop of cooling factory activity in key European economies.

Feb 2, 2026

Business

The Vanishing Numbers: How America's Fraying Economic Data Infrastructure Threatens Jobs and Stability

A quiet crisis is eroding the foundation of U.S. economic decision-making. As key federal data agencies face budget cuts, political pressure, and operational challenges, the resulting information gap could leave policymakers and businesses 'flying blind,' increasing the risks of policy missteps, deeper recessions, and prolonged unemployment.

Feb 2, 2026

Business

Texas Instruments Sees First Sequential Revenue Growth in 16 Years, Fueled by Surging Data Center Demand

Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.

Feb 2, 2026

Business

Perspective Therapeutics Surges on Promising Cancer Trial Data, But Valuation Gap Raises Questions

Shares of Perspective Therapeutics (CATX) have rallied sharply following encouraging interim results from its lead cancer therapy trial and a strategic business update. While the data fuels optimism, a deep dive into the numbers reveals a stark disconnect between its current market price and analyst targets, highlighting both opportunity and significant risk.

Feb 2, 2026

Business

Boeing's Record $682 Billion Order Backlog Signals Brighter Skies Ahead

While Boeing's Q4 revenue beat offers short-term relief, analysts point to its unprecedented order backlog as the true indicator of long-term recovery and growth potential in the commercial aviation sector.

Feb 2, 2026

World

India Weighs Social Media Ban for Under-16s as Lawmaker Cites Data Exploitation and Youth Safety

A key ally of Prime Minister Narendra Modi has proposed legislation to prohibit social media access for children under 16, framing the move as a response to digital addiction and the exploitation of Indian user data by foreign tech giants, amid a growing global regulatory push.

Jan 31, 2026

Business

Palantir Expands Industrial and Sovereign AI Footprint with HD Hyundai Partnership and EMEA Data Center Role

Palantir Technologies strengthens its position in industrial digital transformation and secure AI infrastructure through a broadened partnership with South Korea's HD Hyundai and a new role in developing sovereign AI data centers across Europe, the Middle East, and Africa.

Jan 31, 2026

Business

Nike Investigates Major Data Breach Claim Amid Turnaround Efforts

Sportswear giant Nike is probing claims by a ransomware group that it has leaked a trove of internal company data. The alleged breach, which comes as Nike navigates restructuring and margin pressures, raises significant questions about cybersecurity readiness and potential impacts on its digital transformation strategy.

Jan 31, 2026

Business

Amid Steep Decline, $24 Million Bet Highlights Faith in FactSet's Enduring Data Model

As FactSet's stock price fell 45% over the past year, investment firm McDonald Capital Investors made a significant $24 million purchase, underscoring a long-term conviction in the financial data provider's resilient, high-margin subscription business.

Jan 30, 2026

Business

Texas Instruments Soars on AI-Driven Data Center Boom

Despite a mixed earnings report, Texas Instruments stock surged over 11% this week, powered by explosive growth in its data center business as AI demand fuels infrastructure spending.

Jan 30, 2026