Brazilian conglomerate Ultrapar sees a major investor trim its stake below a key threshold, even as the company secures board approval for a decade-long strategic plan heavily focused on artificial intelligence and continued expansion in energy and infrastructure.
As NetApp powers the data operations for Super Bowl LX, the high-profile event highlights its infrastructure capabilities. Yet, this showcase arrives against a backdrop of conflicting analyst views and recent stock volatility, prompting a closer look at its valuation and long-term trajectory.
Australian conglomerate Maas Group agrees to sell its core construction materials division to Heidelberg Materials in a landmark deal, freeing up capital to accelerate its strategic shift into next-generation digital and AI-driven infrastructure projects.
Ukrainian forces conducted a series of long-range strikes in January targeting infrastructure at a Russian ballistic missile launch site, damaging buildings and a hangar at the Kapustin Yar test range, military officials confirmed.
Comfort Systems USA is positioning for growth with a record project backlog, strategic acquisitions in AI infrastructure, and a significant dividend increase, as it prepares for inclusion in the S&P 500 index in late 2025.
Google's parent company Alphabet plans to nearly double its capital expenditure to a potential $185 billion by 2026, a massive investment in AI infrastructure that CEO Sundar Pichai admits is fraught with logistical challenges and investor skepticism, even as it fuels record revenues.
Lumentum Holdings Inc. (NASDAQ: LITE) reported its highest-ever quarterly revenue for Q2 2026, driven by surging demand for its optical components from AI and cloud infrastructure builders. The company also announced a landmark order for its next-generation Co-Packaged Optics technology, signaling a strategic shift in its role within high-performance computing supply chains.
In a strategic overhaul, Nasdaq-listed Bit Digital (BTBT) is repositioning itself as a 'strategic asset company,' moving beyond its mining roots to focus on operating Ethereum staking infrastructure and controlling a majority stake in AI data center firm WhiteFiber.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
After 26 years, Cisco Systems stock has finally surpassed its internet bubble peak, driven by enterprise network upgrades and surging demand for AI-ready infrastructure. Analysts see a multi-year growth runway ahead.
As OpenAI projects explosive revenue growth, its massive compute and cloud spending is creating clear winners in the AI infrastructure layer. We examine the high-stakes bets on Microsoft, Oracle, and Broadcom.
Brookfield Asset Management (BAM) reported robust fourth-quarter and full-year 2025 results, highlighted by record fee-related earnings and a 15% dividend increase. The alternative asset giant also announced the appointment of Connor Teskey as CEO, signaling a planned leadership transition, while outlining an aggressive growth strategy centered on AI infrastructure and private wealth expansion for 2026.
Major AI firms are tapping unconventional debt markets to fund a trillion-dollar infrastructure sprint, raising alarms among seasoned investors about unsustainable spending and a potential market correction.
Wedbush Securities raises its price target on Willdan Group (WLDN) to $145, citing a robust pipeline of projects driven by infrastructure spending and energy efficiency mandates. The firm's recent acquisition is seen as a strategic move to expand its municipal advisory footprint.
Italian authorities have disrupted a sophisticated wave of cyberattacks aimed at diplomatic outposts, including the embassy in Washington, and digital infrastructure supporting the Winter Olympics, with officials pointing to a Russian origin.
NWPX Infrastructure, Inc. (NASDAQ:NWPX) finds itself firmly in the hands of institutional investors, whose collective 83% ownership grants them significant influence over the company's direction. This concentration comes as the energy sector watches potential policy shifts under a new administration.
CoreWeave's 2025 journey from private AI infrastructure provider to a publicly traded, system-critical force clarified its investment thesis. With a massive $55B backlog, the focus now shifts from demand to execution.
JPMorgan Chase & Co. has upgraded Autodesk, Inc. (ADSK) to Overweight, highlighting the design software leader's strategic AI adoption and positioning within key infrastructure sectors as catalysts for growth.
In a strategic move to capture the booming institutional staking market, Bitwise Asset Management has acquired Swiss-based infrastructure provider Chorus One. The deal grants Bitwise direct control over yield-generating operations as it expands its European footprint and on-chain product suite.
Amid expectations of lower interest rates and sustained infrastructure spending, distributor Core & Main (CNM) is drawing investor scrutiny. Recent disclosures of congressional investments have added fuel to a bullish thesis centered on public-sector demand and robust cash generation.
