Business Critical Infrastructure

Business

Liberty Energy Navigates Market Turbulence, Bets Big on Power Infrastructure Expansion

Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.

Jan 30, 2026

Trump Unveils $12 Billion 'Project Vault' to Secure Critical Minerals, Counter China's Supply Chain Stranglehold

The White House announces a major public-private initiative to stockpile rare earths and critical minerals, aiming to insulate U.S. defense and tech sectors from foreign supply shocks and geopolitical leverage.

Feb 2, 2026

Business

Boeing Backs U.S. Critical Minerals Stockpile in Bid to Secure Aerospace Supply Chains

Aerospace giant Boeing is joining a major U.S. public-private initiative to build a national stockpile of critical minerals, a strategic move aimed at reducing dependence on foreign sources and bolstering domestic manufacturing resilience for defense and commercial programs.

Feb 2, 2026

World

Rafah Crossing Reopens: Critically Injured Gazan Evacuated to Egypt for Urgent Treatment

Egypt reopened the Rafah border crossing on Tuesday, allowing the first medical evacuation from Gaza since its latest closure. A critically wounded Palestinian patient was transferred to an Egyptian hospital, amid ongoing hostilities in the Strip.

Feb 2, 2026

Business

The AI Infrastructure Gold Rush: Three Chip Titans Powering the Next Wave

As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.

Feb 2, 2026

Business

Amphenol Doubles Down on AI Infrastructure with Major CommScope Acquisition

In a strategic move to solidify its position in the booming AI data center market, Amphenol has struck a deal to acquire CommScope's Connectivity and Cable Solutions division, marking one of its most significant acquisitions to date.

Feb 2, 2026

Business

Salesforce Secures Major U.S. Army AI Contract, Joins Wildfire Tech Coalition

Salesforce expands its enterprise footprint with a landmark $5.6 billion defense contract and a new role in an AI-driven wildfire response initiative, signaling a strategic push into mission-critical government and infrastructure sectors.

Feb 2, 2026

Business

CoreWeave's High-Stakes Balancing Act: Nvidia's $2B Bet Meets Investor Lawsuits

AI infrastructure provider CoreWeave finds itself at a critical juncture, buoyed by a deepened $2 billion partnership with chip giant Nvidia while simultaneously defending against securities lawsuits. Investors are weighing the promise of accelerated growth against allegations of misleading disclosures, creating a volatile mix for the high-flying stock.

Feb 2, 2026

Business

Applied Optoelectronics Soars on AI Infrastructure Demand: Is the Rally Sustainable?

Applied Optoelectronics (AAOI) shares have experienced significant volatility following a major 800G transceiver order and strategic expansion into AI-focused products. With the stock trading above analyst targets after a strong multi-year run, investors are weighing future growth prospects against current valuation concerns.

Jan 31, 2026

Business

SanDisk Soars on AI-Driven Demand, Shattering Earnings Forecasts

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.

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

Business

Teradyne Forges Joint Venture to Tackle AI Data Center Testing Demands

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.

Jan 30, 2026

Business

Beyond the Giants: Why Ciena Could Be the AI Infrastructure Play for 2026

While investors chase AI's headline names, optical networking leader Ciena has quietly outperformed the sector. With surging demand for high-speed data transmission and an attractive valuation, it presents a compelling case for the coming year.

Jan 30, 2026

Business

Clear Street Boosts Critical Metals Target to $20 on Saudi Rare Earth Venture

Analyst firm Clear Street has raised its price target for Critical Metals Corp. (CRML) to $20, citing a strategic joint venture with a Saudi industrial group to build a rare earth processing facility. The move aims to diversify supply chains away from China and support Western defense needs.

Jan 30, 2026

Business

Beyond Nvidia: How Broadcom is Quietly Powering the AI Infrastructure Boom

As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.

Jan 30, 2026

Business

Sun Silver's High-Grade Nevada Assays Bolster Project Potential, Antimony Discovery Adds Critical Minerals Edge

Recent drill results from Sun Silver's Maverick Springs project in Nevada have delivered high-grade silver and gold intercepts, alongside a meaningful discovery of antimony mineralization. This development strengthens the geological model for the large inferred resource and introduces a critical-minerals dimension, potentially reshaping the project's value proposition for shareholders.

Jan 30, 2026

Business

Broadcom's AI Chip Dominance Fuels Investor Optimism Amid Data Center Boom

As demand for AI infrastructure surges, Broadcom's custom chip business positions it for sustained growth, with analysts highlighting its potential for long-term portfolio gains despite its absence from some top stock lists.

Jan 30, 2026

Business

Brookfield Business Partners Charts Course as a New Corporation After 'Excellent' Year

Brookfield Business Partners (BBU) reports a strong 2025 defined by strategic capital moves and operational gains across its portfolio. The company is on the cusp of a major corporate reorganization into a single listed entity, aiming to boost liquidity and attract a wider investor base.

Jan 30, 2026

World

U.S. Treasury Targets Iranian Minister and Businessman in Latest Sanctions Push

The United States has sanctioned Iran's Interior Minister and a prominent businessman, accusing them of human rights abuses and money laundering, as Washington intensifies pressure on Tehran amid ongoing regional tensions.

Jan 30, 2026

Business

Tufton Capital Doubles Down on Chesapeake Utilities with $12 Million Stake, Betting on Steady Infrastructure Growth

Amid a volatile market chasing tech momentum, one investment firm is placing a significant bet on the steady, regulated growth of diversified energy provider Chesapeake Utilities, highlighting a strategic shift towards tangible infrastructure assets.

Jan 30, 2026