Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.
Google's parent company unveils an AI-powered tool for generating interactive 3D worlds, signaling a strategic push into the core technology of game development and virtual experiences, with potential ripple effects across content creation and cloud infrastructure.
As Nvidia's Blackwell and Rubin chips push power densities to unprecedented levels, the $4 trillion AI revolution faces a formidable physical constraint: heat. Vertiv Holdings, a critical infrastructure provider, is emerging as an essential player in solving this thermal challenge, with surging demand signaling a major shift in data center economics.
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.
Standex International's fiscal Q2 results showcase robust organic growth and record order intake, driven by a multi-year strategic pivot towards new product innovation and high-growth markets like grid infrastructure and defense.
Oracle's deepening role as TikTok's U.S. data guardian and its aggressive push into regulated AI sectors present a dual narrative of strategic growth and heightened operational scrutiny, following a service outage linked to its infrastructure.
SanDisk shares surged nearly 22% this week after the data storage giant reported staggering quarterly results, fueled by enterprise adoption and its critical role in powering AI infrastructure.
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.
Teradyne partners with MultiLane to launch a new venture focused on testing high-speed data links critical for AI infrastructure, aiming to capture growth in a competitive and rapidly evolving market.
A major analyst upgrade, fueled by Nvidia's deepening investment and strategic alignment, projects significant upside for the AI cloud infrastructure leader CoreWeave, despite recent stock volatility.
Microsoft's free cash flow took a significant hit last quarter due to soaring capital expenditures on AI infrastructure. While the drop spooked some investors, management signals a near-term easing, and analysts argue the market's reaction may have overlooked the long-term payoff and underlying financial strength.
Fueled by explosive growth in AI infrastructure spending, Nvidia's commanding market position sets the stage for significant potential gains. Analysts project a revenue path that could see its stock reach new heights by the end of the decade.
Oracle shares face continued pressure over debt and AI infrastructure costs, but Guggenheim's bullish $400 price target suggests potential for a multi-year rebound if execution risks are managed.
The Optimism Collective has unveiled OP Enterprise, a comprehensive blockchain infrastructure platform designed to give financial technology firms and institutions direct control over revenue and operations. The launch signals a pivotal shift towards institutional-grade Web3 solutions as regulatory clarity emerges.
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.
ARK Invest's Cathie Wood made a significant $26 million investment in Broadcom stock last week, highlighting a strategic pivot towards AI infrastructure amid portfolio reshuffling. The move follows Broadcom's blockbuster earnings and comes as Wall Street maintains a bullish outlook on the chipmaker.
Fresh from its spin-off, GE Vernova is finalizing a deal to acquire transformer maker Prolec GE, a strategic move to bolster its electrification portfolio and capitalize on surging global demand for grid infrastructure and power equipment.
Ethereum's dominant liquid staking protocol, Lido, has launched its modular stVaults on mainnet, enabling protocols and institutions to create tailored staking solutions. Consensys's Linea and analytics firm Nansen were among the first to deploy, signaling a shift towards more flexible staking infrastructure.
Despite a trimmed price target from B. Riley, WhiteFiber Inc. (WYFI) secures a pivotal 10-year colocation agreement expected to generate $865 million, spotlighting its role in the expanding AI infrastructure sector.
Deutsche Bank has upgraded AI infrastructure provider CoreWeave to 'Buy,' significantly raising its price target to $140, citing a strong medium-term outlook and capacity expansion plans backed by a deepened partnership with Nvidia.
