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.
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.
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.
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.
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.
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.
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.
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.
French energy giant TotalEnergies is charting a complex course, restarting its major Mozambique LNG project while aggressively expanding into European EV charging. This dual focus on traditional fossil fuels and clean energy infrastructure presents a critical test for its market valuation and strategic direction.
Global infrastructure giant AECOM has appointed Ivan Chindurza as its Head of Renewables for Europe, a strategic hire aimed at capturing a larger share of the region's booming energy transition market and deepening its consultancy offerings beyond traditional construction.
Scotiabank has adjusted its price target for Oracle Corporation downward but reaffirmed its confidence in the tech giant's long-term strategy, citing its cloud infrastructure expansion and unique position in the competitive AI landscape.
The cryptocurrency XRP has tumbled to $1.44, its weakest valuation since November 2024, as a sharp downturn in Bitcoin triggers a wave of risk-off sentiment across digital asset markets.
Following the sale of its non-core Tools for Materials Processing business, Coherent plans to streamline operations, strengthen its balance sheet, and double down on high-growth photonics markets critical to AI and communications infrastructure.
Banco Santander Brasil reported a net income of BRL 4.1 billion for Q4 2025, marking a near 6% annual increase. While progress continues on its multi-year plan to achieve a return on equity above 20%, management acknowledged current challenges in specific loan portfolios and emphasized a strategic shift towards higher-value clients and digital personalization.
Bitcoin's rally shows signs of exhaustion as key data points to fading demand and tightening liquidity. With traders betting the Federal Reserve will hold rates steady in April, the digital asset faces a critical test of its recent highs.
Alphabet announces plans to nearly double capital expenditures this year, betting big on AI infrastructure as its cloud division outpaces rivals and drives revenue growth.
Atmos Energy reported a robust fiscal first quarter, with net income reaching $403 million. Performance was supported by a Texas regulatory benefit, operational resilience during Winter Storm Fern, and ongoing investments in infrastructure and customer growth, as the company reaffirms its full-year guidance.
Deepwater Asset Management's Gene Munster argues that the strategic merger between SpaceX and xAI is fundamentally about building 'data centers in the sky,' a move that could redefine cloud infrastructure and challenge the dominance of the 'Magnificent 7' tech giants.
Broadcom unveils its new Wi-Fi 8 platform, engineered specifically for enterprise AI workloads. The move highlights the chipmaker's strategic pivot to capture growing demand for high-capacity, low-latency wireless infrastructure as businesses accelerate AI adoption.
As the race for AI supremacy intensifies, Super Micro Computer (SMCI) is emerging from the shadows of its flashier tech peers. With a pivotal role in building the world's largest AI data centers and a unique modular approach, the server maker presents a compelling, if understated, investment case in the infrastructure underpinning artificial intelligence.
