Data Center Growth

Business

Western Digital Posts Strong Q2 Growth, Bolsters Future with Long-Term Deals Amid AI Storage Surge

Western Digital Corp (WDC) announced a robust 25% year-over-year revenue increase for its fiscal second quarter of 2026, driven by strategic long-term agreements and a favorable product mix. While consumer segment challenges persist, the company is positioning itself to capitalize on the burgeoning data storage demands from artificial intelligence.

Jan 30, 2026

Business

Gallagher Posts Strong Q4 Growth, Eyes M&A Expansion Amid Stable Casualty Market

Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.

Jan 30, 2026

Business

Beyond Intel: Why AMD's AI Chip Momentum Makes It the Clear Choice for Growth Investors

While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.

Jan 30, 2026

Business

Insmed's Pivotal Moment: Upcoming TPIP Data and Analyst Spotlight Set Stage for Critical Investor Decisions

As Insmed prepares to unveil key data for its TPIP program at a major medical congress, fresh analyst coverage highlights the treatment's potential to reshape the company's future. Amidst a volatile stock performance, investors are weighing high-growth prospects against persistent financial risks.

Jan 30, 2026

Business

Gallagher Closes Strong 2025, Eyes Sustained Growth Amid Evolving Insurance Landscape

Arthur J. Gallagher & Co. reported robust fourth-quarter and full-year 2025 results, driven by a dual organic and acquisition growth strategy. The insurance broker sees continued momentum into 2026, navigating a mixed pricing environment and leveraging its recent mega-merger with Assured Partners.

Jan 30, 2026

Business

The Incentive Gap: Why Most Companies' Sales Compensation Plans Are Failing to Deliver Growth

New research reveals a stark disconnect: while a majority of firms are ramping up investment in incentive pay to fuel growth, widespread execution errors are rendering these costly programs ineffective, leaving potential revenue on the table.

Feb 2, 2026

Business

Envestnet Bets on Dual Leadership Strategy, Taps Morningstar Veteran as Chief Growth Officer

Wealthtech giant Envestnet unveils a new executive structure, appointing Jonathan Linstra to spearhead growth initiatives alongside relationship management, backed by a $1 billion product investment plan.

Feb 2, 2026

Business

Warsh's Fed Dilemma: Navigating Growth, Inflation, and a Faltering Labor Market

If confirmed, incoming Fed Chair Kevin Warsh will inherit a booming yet bifurcated economy. Despite strong GDP growth and a surging stock market, stagnant hiring and sinking consumer confidence present a policy puzzle where interest rate cuts may offer no easy fix.

Feb 2, 2026

Business

KKR-Led Consortium Nears $10 Billion Takeover of Singapore's STT GDC in Major Asia Data Infrastructure Play

A KKR-led group is finalizing a deal to acquire Singapore-based data centre operator STT GDC, a move that underscores the intense global competition for digital infrastructure assets as AI-driven demand surges across Asia.

Feb 2, 2026

Business

Shopify Clamps Down on Data Use and Revamps Partner Billing in AI Commerce Push

Shopify has introduced stricter controls on how partners can use merchant data for AI training and overhauled its billing framework, moves aimed at balancing innovation with data privacy as it advances its 'agentic commerce' vision.

Feb 2, 2026

Business

Kinsale Capital's Niche Strategy Fuels Robust Growth Amid Valuation Scrutiny

Specialty insurer Kinsale Capital Group continues to outpace broader industry growth in key metrics, driven by its focus on underserved, higher-risk markets. However, its premium valuation and recent stock volatility have intensified debate among investors about its long-term sustainability.

Feb 2, 2026

Business

Freedom Capital Bullish on Mama's Creations, Sees National Growth and Innovation Driving Stock to $16

Freedom Capital initiates coverage on Mama's Creations (MAMA) with a Buy rating and a $16 price target, citing the company's expanding national footprint, product innovation, and strong recent earnings as key growth catalysts in the fresh meal sector.

Feb 2, 2026

Business

Reddit's Balancing Act: AI Data Ambitions, Brand Control, and a Shifting Ad Landscape

As YouTube emerges as a key AI training data source, Reddit navigates a complex web of challenges: protecting its community brands, defending ad revenue against TikTok and AI search, and proving the value of its data licensing strategy to investors.

Feb 2, 2026

Business

Beyond the Penny Label: Three TSX-Listed Small Caps With Strong Balance Sheets and Growth Ambitions

As the TSX rides a wave of broad-based earnings optimism, a closer look reveals smaller companies, often miscategorized as 'penny stocks', that combine financial resilience with clear growth trajectories. We examine three such firms with market caps up to CA$700 million.

Feb 2, 2026

Business

Cognyte Software Shares Surge 133% in Three Years, Defying Revenue Growth Concerns

Despite modest revenue growth and lack of profitability, Cognyte Software (NASDAQ: CGNT) has delivered a remarkable 133% return to shareholders over the past three years, highlighting a stark divergence between financial fundamentals and market optimism.

Feb 2, 2026

Business

Penny Stocks in Focus: Siebert Financial Tops List as Investors Seek High-Growth Opportunities

Amid a mixed market backdrop, penny stocks are drawing renewed attention for their growth potential. We analyze three standout picks, led by financial services firm Siebert Financial, highlighting their financial health and strategic moves in a volatile landscape.

Feb 2, 2026

Business

Beyond the Volatility: Three Tech Stocks Poised for Growth in a Shifting Market

Amidst a mixed economic backdrop, we spotlight three U.S. tech companies—Rumble, Daktronics, and Sandisk—whose strategic initiatives and robust growth projections set them apart for investors looking beyond near-term turbulence.

Feb 2, 2026

Business

Insider Confidence: Three High-Growth Stocks Where Leadership Has Skin in the Game

Amid a resilient but mixed market, companies with significant insider ownership are drawing investor attention. We examine three firms—spanning crypto, consumer staples, and finance—where management's substantial equity stakes align with ambitious earnings growth forecasts of up to 124%.

Feb 2, 2026

Business

Factory Data Casts Shadow Over Markets: S&P 500 Futures Dip Amid Uneven Global Recovery Signals

U.S. stock futures retreated Monday as investors parsed a mixed bag of global manufacturing data, raising fresh questions about the durability of corporate earnings against a backdrop of cooling factory activity in key European economies.

Feb 2, 2026

Business

Lyft's Stock Surge: Two Tailwinds Fueling Growth, One Red Flag Investors Should Heed

Lyft shares have dramatically outperformed the S&P 500, climbing nearly 20% in six months. While rider growth and improving cash flow paint an optimistic picture, underlying margin pressures reveal the intense competition in the ride-hailing sector.

Feb 2, 2026