For investors seeking sustained growth over decades, two exchange-traded funds stand out for their proven track records and strategic holdings in the world's leading companies.
Despite reporting strong quarterly earnings, Microsoft shares suffered one of their worst single-day drops in history as investors balked at soaring capital expenditures for AI infrastructure and signs of slowing growth in its Azure cloud division.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Meta Platforms delivered a stronger-than-expected quarter, fueled by robust advertising revenue and user growth. However, the company's sharply rising expense forecasts for AI and infrastructure investments are drawing increased analyst attention.
After delivering stellar multi-year returns exceeding 200%, Trane Technologies (TT) faces a critical valuation crossroads. Our analysis digs into whether the climate and building solutions leader's current share price still offers value or has run too far, too fast.
As data center demand surges, NextEra Energy emerges as a critical, and often overlooked, infrastructure player. Its partnerships with tech titans like Meta and Google highlight a strategic pivot in the energy sector.
Intuitive Machines (LUNR) is set to acquire Lanteris Space Systems in an $800 million deal, expanding its capabilities into vertically integrated space infrastructure. Concurrently, NASA has selected the company to provide critical tracking support for the upcoming Artemis II crewed lunar mission, signaling growing trust in its technical prowess.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
Ciena's stock rose sharply following announcements that Telekom Srbija Group and Trans Pacific Networks will deploy its high-capacity optical solutions, highlighting the growing demand for AI-ready network infrastructure in critical global corridors.
SanDisk's Q2 2026 earnings reveal a 31% sequential revenue surge to $3 billion, driven by AI infrastructure build-out. The company highlights a fundamental industry shift towards long-term agreements as data center demand, now the largest NAND market, reshapes commercial dynamics.
NXP Semiconductors projects first-quarter revenue above analyst expectations, fueled by resilient automotive chip sales and signs of stabilization in the industrial sector, despite ongoing softness in communications infrastructure.
While Nvidia's explosive past growth is legendary, its current $4.5 trillion valuation makes a single-stock millionaire story improbable. However, its pivotal role in the AI boom positions it as a powerful engine for market-beating returns, a critical component in any long-term wealth-building strategy.
A full-floor residence at the troubled supertall 432 Park Avenue, previously owned by developer Harry Macklowe, has sold for over $50 million following a foreclosure, as the building grapples with lawsuits over alleged structural defects.
The limited release of Google's world-building AI tool, Project Genie, has sent ripples through Wall Street and developer circles, reigniting debates about automation's role in creative industries.
Oracle's ambitious plan to raise up to $50 billion for AI infrastructure has triggered volatile swings in its share price, reflecting broader investor anxiety over the massive capital demands of the artificial intelligence arms race.
As AMD prepares to release its fourth-quarter results, the chipmaker finds itself at a critical juncture, balancing Wall Street's anxiety over AI infrastructure costs against its aggressive push to challenge Nvidia's dominance with new data center and PC products.
Despite recent price volatility, major financial institutions are building significant positions in Bitcoin ETFs, signaling a shift in the asset's perception from speculative gamble to a potential strategic holding.
U.S. equities edged higher Monday, buoyed by a rebound in semiconductor and AI infrastructure stocks, alongside a surge in rare earth companies following a new strategic initiative. Gains were tempered by falling energy shares, cryptocurrency volatility, and ongoing concerns over a partial government shutdown.
While Boise Cascade's five-year total shareholder return of 110% has significantly outperformed its modest earnings growth, the building materials firm's recent stock slump raises questions about its valuation and future trajectory in a volatile market.
In a strategic move to cut costs and bolster infrastructure, Telia Norway and Lyse-owned Ice are merging their mobile radio access networks into a new joint venture, aiming to build a nationwide challenger to market leader Telenor.
