Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Oracle Corp. plans a colossal $45-$50 billion capital raise in 2026 to expand its cloud infrastructure, aiming to meet surging demand from AI giants like OpenAI and Nvidia. The move comes as the company's aggressive data center spending pushes its free cash flow negative, a condition projected to last for years.
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.
Meta CEO Mark Zuckerberg's forecast of a major AI infrastructure build-out through 2026 suggests continued robust spending on Nvidia's hardware, reinforcing the chipmaker's central role in the ongoing tech boom.
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.
Shares of Uniti Group Inc. (UNIT) surged Friday, extending a three-day rally after the telecom infrastructure firm successfully raised $960 million through a novel securitization of its residential fiber assets, signaling strong investor appetite for its expansion strategy.
Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.
HMRC opens phone lines and boosts digital services on the final Saturday before the January 31 deadline, as over a million taxpayers missed the cut-off last year.
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.
ExxonMobil's 2025 year-end results underscore a reshaped corporate strategy, delivering record shareholder returns and production milestones in Guyana and the Permian, while advancing carbon capture and enterprise digitalization.
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.
After a volatile debut, Figma's stock presents a classic growth investing dilemma. Bulls point to its rapid user adoption and potential to reshape digital design, while its lofty valuation demands flawless execution in a competitive market.
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.
Ziff Davis has consolidated its key shopping assets into the AI-powered RetailMeNot Group, aiming to drive advertising and commerce revenue. This strategic pivot underscores the company's broader push to leverage artificial intelligence across its digital portfolio, though investors remain divided on its long-term prospects amid structural challenges.
A prominent crypto analyst warns that Bitcoin could retest a critical long-term support level near $57,000, signaling a deepening correction as the digital asset market stumbles into 2026.
Bitcoin struggles to find a floor, trading near November lows as the nomination of Kevin Warsh for Fed Chair fails to spark a rally. Persistent outflows from US spot ETFs and a broader risk-off mood compound the pressure, raising fresh doubts about the cryptocurrency's 'digital gold' narrative.
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.
