Data Breach

Business

Perspective Therapeutics Surges on Promising Cancer Trial Data, But Valuation Gap Raises Questions

Shares of Perspective Therapeutics (CATX) have rallied sharply following encouraging interim results from its lead cancer therapy trial and a strategic business update. While the data fuels optimism, a deep dive into the numbers reveals a stark disconnect between its current market price and analyst targets, highlighting both opportunity and significant risk.

Feb 2, 2026

World

India Weighs Social Media Ban for Under-16s as Lawmaker Cites Data Exploitation and Youth Safety

A key ally of Prime Minister Narendra Modi has proposed legislation to prohibit social media access for children under 16, framing the move as a response to digital addiction and the exploitation of Indian user data by foreign tech giants, amid a growing global regulatory push.

Jan 31, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026

Business

Palantir Expands Industrial and Sovereign AI Footprint with HD Hyundai Partnership and EMEA Data Center Role

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.

Jan 31, 2026

Business

Amid Steep Decline, $24 Million Bet Highlights Faith in FactSet's Enduring Data Model

As FactSet's stock price fell 45% over the past year, investment firm McDonald Capital Investors made a significant $24 million purchase, underscoring a long-term conviction in the financial data provider's resilient, high-margin subscription business.

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

Grid Under Pressure: PJM Charts New Path to Power Data Center Boom Amid Supply Chain Woes

As a surge in data center demand strains the PJM Interconnection grid, planners unveil a strategy to fast-track connections while wrestling with supply chain delays that threaten to outpace new power generation. Experts warn of a looming mismatch between market promises and construction realities.

Jan 30, 2026

Business

Analysts Bullish on Datadog's Long-Term Cloud Prospects, Despite Near-Term Headwinds

Wall Street firms are increasingly optimistic about Datadog's (DDOG) trajectory toward 2026, with Stifel upgrading the stock to Buy and highlighting strong Q4 expectations, even as the company navigates sector-wide pricing and competitive pressures.

Jan 30, 2026

Business

Soybean Futures Slump as Export Data Disappoints, Market Eyes USDA Crush Report

Soybean prices extended their decline on Friday, pressured by lackluster export sales data and a broader commodity sell-off. With key commitments lagging last year's pace, traders are now looking ahead to next week's crush data for signs of domestic demand strength.

Jan 30, 2026

Business

Trane Technologies Posts Strong Q4 on Data Center, Commercial HVAC Boom; Backlog Reaches Record High

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.

Jan 30, 2026

Business

Appen's Leadership Shuffle Sparks Investor Debate Amid AI Data Rush

As Appen announces a key governance change, its surging share price collides with deep long-term losses, forcing a hard look at whether this AI data play is a turnaround story or a value trap.

Jan 30, 2026

Business

Beyond the Postage Meter: How Data Analytics is Unlocking Hidden Savings in Business Shipping

For many companies, shipping remains a blind spot in the budget. New analysis reveals how leveraging logistics data can identify inefficiencies, renegotiate carrier contracts, and transform a cost center into a source of competitive advantage.

Jan 30, 2026

Business

Allegro MicroSystems Powers Ahead on Data Center Boom and EV Demand, Beats Q4 Revenue Forecasts

Allegro MicroSystems (ALGM) reported strong fourth-quarter results, with revenue surging 29% year-over-year to $229.2 million, surpassing analyst expectations. The chip designer's growth was fueled by record data center sales and robust demand in automotive, particularly for electric vehicles and ADAS.

Jan 30, 2026

Business

Valmet Debuts Bioneer Press Roll Covers with Full Lifecycle Data, Targeting Pulp and Paper Industry's Carbon Footprint

Finnish technology leader Valmet introduces a new line of bio-based press roll covers, backed by specific lifecycle assessment data, to help paper manufacturers reduce fossil resource dependence and track emissions.

Jan 30, 2026

Business

Aon Caps Off Strategic Three-Year Plan with Strong 2025, Eyes Data Center Boom and $7B War Chest for Growth

The global professional services firm reported 6% organic revenue growth for the second consecutive year, fueled by its Aon United strategy and strategic acquisitions like NFP. With $7 billion in available capital, Aon is poised to accelerate investments in high-growth areas, notably the burgeoning data center and alternative capital markets.

Jan 30, 2026

Business

Innodata Secures Key U.S. Missile Defense Agency Contract, Bolstering AI and Data Services Portfolio

Innodata Inc. (NASDAQ: INOD), a data engineering and AI services firm, has been awarded a place on a critical U.S. Missile Defense Agency contract vehicle, positioning it for future task orders in defense technology development and fueling analyst optimism for its 2026 growth trajectory.

Jan 30, 2026

Business

Western Digital Rides AI Data Surge to Record Quarter, Forecasts Strong Growth Ahead

Fueled by insatiable demand for high-capacity storage from hyperscalers and the AI inference boom, Western Digital posts a 25% revenue jump and raises guidance, signaling a structural shift in the data economy.

Jan 30, 2026

Business

Datadog Signals Preference for Organic Growth, Downplays Major Acquisition Ambitions

Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.

Jan 30, 2026

Business

RBC Capital Bullish on Marvell's AI and Data Center Prospects, Sets $105 Price Target

RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.

Jan 30, 2026