With AI chip power demands soaring, Vertiv Holdings Co's advanced cooling solutions are emerging as a critical bottleneck—and a strategic investment. Its deep partnership with Nvidia provides a key competitive edge in a market where reliability trumps cost.
Lean hog futures posted solid gains to start the week, buoyed by a stronger cash market and firming pork cutout values. Traders are positioning cautiously ahead of Wednesday's USDA Cold Storage report, which could dictate near-term price direction.
Wheat markets opened lower across the board Wednesday, extending a choppy trading pattern as traders weigh steady EU export volumes against domestic weather forecasts and technical pressure.
U.S. corn prices edged lower in Wednesday's pre-market session, giving back a portion of the previous day's gains. Traders are weighing fresh Treasury guidance on biofuel tax credits against expectations for softer ethanol output and ongoing global demand.
Manufacturing giant Flex (NASDAQ: FLEX) delivered a robust fourth-quarter performance for CY2025, surpassing revenue and profit expectations. The company's results highlight the resilience of its diversified industrial portfolio amid a complex global economic landscape.
Bank of America Securities has raised its price target on MongoDB, citing the company's accelerating cloud revenue and its strategic positioning to capitalize on the surge in enterprise AI and application modernization projects.
A new strategic partnership integrates Altitude Intelligence's geospatial and climate risk analytics directly into Cytora's digital risk processing platform, aiming to automate and enhance underwriting decisions for commercial insurers.
Shares of Pharming Group (ENXTAM:PHARM) came under pressure after the U.S. FDA issued a Complete Response Letter for its supplemental filing of Joenja in children with APDS. While the short-term sentiment turned negative, the company's longer-term growth trajectory and valuation gap present a complex picture for investors.
LiveRamp Holdings' shares have tumbled nearly 70% over five years, presenting a stark contrast between its discounted cash flow valuation and its premium trading multiples. As the market grapples with its positioning, investors are left weighing deep-seated pessimism against potential hidden value.
Ethereum spot ETFs posted $14.06 million in net inflows, breaking a three-day outflow streak, while dormant 'whale' wallets activated to buy the dip. However, a historic surge in network transfer counts and mounting institutional paper losses paint a complex picture for ETH's near-term trajectory.
Amphenol reported robust Q4 earnings powered by surging demand for AI infrastructure, yet the stock fell as markets questioned the sustainability of the explosive growth. Management highlighted broad-based strength while analysts probed integration risks and future catalysts.
A familiar bullish chart pattern triggered a 5% bounce in Bitcoin's price, but a confluence of on-chain metrics—rising exchange reserves, profit-taking near key levels, and weak conviction—now casts doubt on the sustainability of the recovery.
With multi-billion dollar leases in hand, Applied Digital is positioning itself at the heart of the AI infrastructure boom. But its soaring valuation and concentrated risk profile leave investors questioning if the millionaire-making opportunity has already passed.
As the race to build AI infrastructure intensifies, Arista Networks stands out not just for its technology, but for its formidable financial strength. With no debt and a sizable cash reserve, the networking specialist is positioned to aggressively fund its roadmap while competitors navigate tighter capital markets.
Emerson Electric's fiscal first-quarter results showcased robust order growth driven by power, LNG, and semiconductor sectors, though software contract renewals temporarily dampened sales and margin expansion. The company raised its full-year EPS outlook while noting persistent softness in China and European chemical markets.
At a recent industry conference, Google's AI infrastructure lead detailed the rapid ascent of the Gemini model family and outlined the monumental infrastructure challenges ahead. In a wide-ranging discussion, he positioned specialized hardware, cross-stack collaboration, and even speculative space-based computing as critical to sustaining the AI boom, while cautioning that efficiency gains alone won't keep pace with exploding demand.
Amid surging demand for AI infrastructure, IREN Limited's vertically integrated model and rapid deployment capabilities position it as a key player. Despite a recent pullback, analysts point to strong operational execution and scalable design as catalysts for long-term growth.
Century Aluminum has sold its idled Hawesville smelter to crypto-mining firm TeraWulf, which plans a major pivot to redevelop the site into a campus for AI and high-performance computing, signaling a tangible shift in the region's industrial landscape.
Advanced Micro Devices (AMD) delivered a robust fourth quarter for 2025, surpassing revenue forecasts with $10.27 billion in sales and issuing optimistic guidance, fueled by strong demand for its AI and high-performance computing platforms.
Analysis from Ned Davis Research indicates that following steep declines from record highs, silver has historically taken an average of seven years to find a bottom and over a decade to reclaim its peak, suggesting last week's plunge may signal a prolonged downturn.
