Digital Infrastructure

Business

CLEAR Secure Expands Government Footprint: CEO Joins NY Fed Board, Lands Major Medicare Identity Verification Contract

CLEAR Secure, the biometric identity company known for its airport expedited lanes, is deepening its ties to core government systems. CEO Caryn Seidman Becker's appointment to the Federal Reserve Bank of New York's board and a new contract with the Centers for Medicare & Medicaid Services signal a strategic push into financial and public health infrastructure.

Jan 30, 2026

Business

U.S. Regulators and Lawmakers Signal Major Shift Toward Crypto Framework

In a landmark day for digital asset policy, U.S. regulators unveiled a coordinated initiative while a key Senate committee advanced market structure legislation, signaling a potential end to years of regulatory uncertainty.

Jan 30, 2026

Business

Beyond the Chipmakers: The Power Giant Quietly Energizing America's AI Boom

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.

Jan 30, 2026

Business

Morgan Stanley Bullish on Full Truck Alliance, Sees 30%+ Transaction Revenue Surge by 2026

Despite a mixed analyst outlook, Morgan Stanley projects robust growth for Full Truck Alliance's core commission business, even as overall revenue faces headwinds. The digital freight platform's long-term strategy is gaining favor.

Jan 30, 2026

Business

Analysts Bullish on Core Scientific's AI Pivot, Price Targets Raised

Wall Street firms Keefe Bruyette and BTIG have raised price targets on Core Scientific, citing the company's strategic shift from Bitcoin mining to high-performance computing infrastructure for AI as a key driver for future growth.

Jan 30, 2026

Business

Bloom Energy Soars on Landmark $2.65 Billion AEP Deal, Fueling AI Data Center Power Thesis

Bloom Energy's stock surged after American Electric Power's subsidiary locked in a massive 20-year fuel cell agreement, a move analysts say validates the company's technology for critical infrastructure like AI data centers and signals a pivotal shift in its growth narrative.

Jan 30, 2026

Business

Alacriti's Quiet Revolution: Modernizing the Pipes of Global Finance

As financial institutions worldwide grapple with sluggish, fragmented payment systems, fintech firm Alacriti is gaining traction by offering a pragmatic path to modernization—not through disruption, but by building essential infrastructure.

Jan 30, 2026

Business

Ciena Shares Surge on Key Optical Network Deals in Europe and Asia-Pacific

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.

Jan 30, 2026

Business

Beyond the Hype: Two Tech Stocks Poised for Explosive Growth in the AI and Quantum Era

While past winners like Nvidia have created fortunes, the next wave of wealth generation may lie with specialized players in AI infrastructure and quantum computing. We analyze two high-potential, high-risk contenders.

Feb 5, 2026

Business

Alphabet's AI Ambition Meets Market Skepticism: Strong Earnings Overshadowed by Soaring Capex Plans

Google's parent company closed 2025 with robust profit and revenue, powered by surging cloud demand. Yet, a sharp increase in planned capital expenditure for AI infrastructure spooked investors, sending shares lower and signaling a new, more uncertain investment phase for the tech giant.

Feb 5, 2026

Business

The Branch is Not Dead: How Data and Analytics Are Redefining the Future of Physical Banking

Despite a decade of closures, major banks are reinvesting in branches—not as transaction centers, but as data-driven advisory hubs. Advanced analytics is key to personalizing service, improving profitability, and serving community needs in an increasingly digital world.

Feb 5, 2026

World

Amid Escalating Strikes, U.S.-Mediated Ukraine Peace Talks Enter Second Day in Abu Dhabi

As Russia intensifies winter attacks on Ukraine's energy infrastructure, negotiators from both sides, with U.S. envoys present, continue high-stakes talks seeking a path to end the nearly four-year war, despite a reported surge in civilian casualties.

Feb 5, 2026

Business

Powering the AI Boom: Two Utility Giants Poised for Growth

As surging data center demand electrifies the traditionally steady utility sector, NextEra Energy and Dominion Energy emerge as key infrastructure players with compelling total return prospects.

Feb 5, 2026

Business

Lear Caps Strong 2025 with Record Wins and Strategic Pivot, Eyes Steady Growth Amid Industry Shifts

Automotive supplier Lear Corporation reported robust 2025 financial results, highlighted by record new business awards in seating and E-Systems, significant operational savings, and a disciplined capital return strategy. While navigating a mixed global auto market, the company outlined a confident outlook for 2026, underpinned by its thermal comfort technology and digital transformation initiatives.

Feb 5, 2026

Business

Kennametal Beats Q2 Forecasts on Pricing Power and Restructuring Gains, Raises Full-Year Outlook

Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.

Feb 5, 2026

Business

Bhutan's Bitcoin Reshuffle: Himalayan Kingdom Moves $14M in BTC Amid Market Turmoil

On-chain data reveals the Royal Government of Bhutan has transferred over 184 Bitcoin to trading desks and exchanges as prices tumbled, marking its first significant wallet activity in months and raising questions about sovereign digital asset strategies during volatile conditions.

Feb 5, 2026

Business

Seeking Steady Income? Three Energy Giants Offering Robust Yields This February

Amid market volatility, investors are turning to reliable dividend payers. We examine three established energy infrastructure leaders with strong yields and the potential to benefit from long-term trends like AI-driven power demand.

Feb 5, 2026

Business

Foxconn Sees Robust Q1 on AI Server Demand, Beating Seasonal Trends

Foxconn, the world's largest electronics manufacturer and a key supplier to Nvidia, projects first-quarter performance to exceed its typical seasonal range, driven by surging shipments of AI infrastructure and stronger-than-expected consumer electronics.

Feb 5, 2026

Business

Alphabet Bets Big on AI: Plans Up to $185 Billion in Capital Spending to Fuel Tech Arms Race

Google's parent company Alphabet is set to nearly double its capital expenditure this year, committing up to $185 billion primarily for AI infrastructure, as it vies for dominance against rivals like OpenAI and Meta.

Feb 5, 2026

Business

Super Micro Computer Soars 13% on Blowout Earnings and AI-Driven Outlook

Shares of Super Micro Computer (SMCI) surged over 13% Wednesday following a stellar quarterly report, where sales more than doubled and the company issued a forecast pointing to continued explosive growth fueled by AI infrastructure demand.

Feb 5, 2026