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.
As data centers strain under AI workloads, a critical bottleneck is emerging in data transmission. Tower Semiconductor, often overlooked as a specialty foundry, is emerging as a key enabler of the pluggable optics technology set to dominate the next phase of AI infrastructure.
NVIDIA Corporation's strategic positioning at the center of the AI infrastructure boom continues to draw bullish investor sentiment. Analysts point to robust free cash flow growth, massive projected revenue from new platforms, and the enduring impact of AI scaling laws as key drivers for long-term value.
Amidst surging regional power demand from tech and industrial expansion, Portland General Electric (POR) is positioning itself as a critical infrastructure player. With robust financials, strategic clean energy investments, and a reliable dividend, the Oregon utility presents a compelling case for growth-oriented income investors.
Vicor Corporation (VICR) is navigating a critical transition, with its equity story now powered by a burgeoning high-margin licensing stream and its next-generation power delivery technology aimed at AI infrastructure. While the stock's valuation reflects optimism, execution on these dual fronts will determine its trajectory.
NexGen Energy Ltd. (NXE) has unveiled exceptional high-grade uranium assay results from its Patterson Corridor East discovery, adjacent to its flagship Arrow deposit in Saskatchewan's Athabasca Basin. The findings, including an ultra-high-grade intercept of 74.8% U₃O₈, bolster the case for a world-class resource and potential infrastructure synergies, positioning the company amid strong uranium market fundamentals.
In a landmark shift, Canadian telecom giant BCE has cut its dividend for the first time in decades, using the proceeds from selling its MLSE stake to fund a major U.S. fiber expansion. The move signals a new capital allocation strategy focused on debt reduction and high-growth infrastructure, reshaping its return profile for investors.
As Redwire Corporation rides a wave of space contract news, a stark disconnect emerges between its market price and fundamental valuation. Deep-dive analysis suggests the stock is significantly overvalued, raising questions about investor optimism in the high-risk space infrastructure sector.
TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
As the AI infrastructure boom fuels demand for high-speed networks, Ciena's long-term valuation narrative is being rewritten. Analysts now see a fair value of approximately $237 per share, underpinned by sustained revenue growth forecasts near 18%, even as the stock's recent rally prompts pockets of caution.
A key fair value estimate for advertising technology firm The Trade Desk has been revised downward, reflecting a more cautious stance from Wall Street on the company's future growth trajectory amid a shifting digital ad landscape.
Yum! Brands announces a strategic reduction of Pizza Hut's U.S. presence, closing 250 restaurants as part of a broader 'Hut Forward' initiative aimed at long-term growth in a digital-first market.
A series of analyst upgrades and bullish AI infrastructure forecasts have thrust Cisco Systems back into the spotlight, driving a reassessment of the networking giant's stock. While recent momentum is strong, investors are weighing whether the AI growth story is already priced in.
Ukraine's energy minister has issued a stark warning that planned power outages could intensify in the coming days, citing significant generation shortfalls and the threat of new Russian aerial attacks targeting the nation's critical energy infrastructure.
NextEra Energy and Xcel Energy have formed a strategic partnership to accelerate the development of power infrastructure—including renewables, storage, and grid tech—specifically to meet the surging electricity demands of AI data centers. The move underscores how utilities are scrambling to adapt to a new era of concentrated, power-hungry loads.
CNBC's Jim Cramer offered a nuanced view on Broadcom (AVGO), acknowledging the chipmaker's strength while cautioning on near-term entry timing, as investors weigh its role in AI and infrastructure.
Oracle's ambitious plan to raise up to $50 billion for a massive AI infrastructure expansion has rattled investors, sending its stock down sharply. While the move underscores its commitment to competing with cloud leaders, concerns over execution risk and debt levels are taking center stage.
