Edge Computing

Business

Northland Cuts Bitdeer Price Target to $25 After December Update, Maintains Bullish Stance

Northland Capital has revised its price target for Bitdeer Technologies (BTDR) downward to $25, citing a more conservative valuation approach following the company's latest operational update. The firm, however, reaffirmed its Outperform rating, signaling continued confidence in the blockchain and high-performance computing firm's long-term strategy.

Jan 30, 2026

Business

GE HealthCare Technologies Gains Analyst Favor, 2026 Outlook Brightens on Market Recovery

Goldman Sachs and Evercore ISI analysts have raised price targets for GE HealthCare Technologies (GEHC), citing a projected market recovery and strong capital expenditure trends by 2026. The medical devices firm is highlighted as a top hedge fund pick.

Jan 30, 2026

Business

IBM's AI and Quantum Ambitions Fuel Optimism as Bank of America Lifts Price Target

Following a robust Q4 earnings beat, IBM's strategic focus on hybrid cloud, AI, and quantum computing earns a price target upgrade from Bank of America, with analysts citing improved growth and free cash flow trajectory.

Jan 30, 2026

Business

Benchmark Names T-Mobile (TMUS) a 2026 Best Idea

T-Mobile US Inc. (NASDAQ:TMUS) ranks among the most promising QQQ stocks according to hedge funds. On January 21, Benchmark reaffirmed its Buy rating on T-Mobile US Inc. (NASDAQ:TMUS) with a $295 price target, classifying the telecom provider as a “2026 Benchmark Best Idea.” The firm remains confident that T-Mobile’s network strengths and potential for expanded […]

Jan 30, 2026

Business

Greenlight Capital Bets on Natural Gas: Antero Resources Added to Portfolio as Energy Strategy Shifts

In its Q4 2025 letter, David Einhorn's Greenlight Capital revealed a new position in Antero Resources (AR), signaling a strategic move into the natural gas sector. The hedge fund's portfolio returned 8.5% for the quarter, outpacing the S&P 500.

Jan 30, 2026

Business

Greenlight Capital Exits Brighthouse Financial Stake, Citing 'Challenging Situation' Resolution

David Einhorn's Greenlight Capital has closed its position in insurer Brighthouse Financial following a sale agreement, detailing the move in its latest investor letter. The hedge fund reported solid quarterly returns but continues to trail the broader market.

Jan 30, 2026

Business

Analysts Bullish on ASML: TD Cowen Lifts Price Target to €1,500 on Surging EUV Demand

Investment firm TD Cowen has significantly increased its price target for semiconductor equipment leader ASML Holding, citing robust bookings for its cutting-edge EUV lithography systems and a clear path for capacity expansion to meet relentless AI-driven demand.

Jan 30, 2026

Business

Bitcoin vs. Ethereum: Navigating the Crypto Dip for Maximum Returns

As Bitcoin and Ethereum trade significantly below recent peaks, investors face a critical choice. While both present compelling opportunities, a deeper analysis of market dynamics, institutional sentiment, and long-term narratives suggests one digital asset may hold a decisive edge in the current cycle.

Jan 30, 2026

Business

Analysts Bullish on Cipher Mining as Pivot to AI Infrastructure Gains Momentum

Keefe Bruyette significantly raises its price target for Cipher Mining (CIFR), citing the company's strategic expansion into AI and high-performance computing data centers as a key growth driver.

Jan 30, 2026

Business

Penguin Solutions Emerges from Rebrand: Undervalued AI Play or Overpriced Gamble?

Following its strategic rebrand from SMART Global Holdings, Penguin Solutions (PENG) is positioning itself at the forefront of AI and high-performance computing infrastructure. Yet, its stock tells a complex story of short-term volatility against long-term potential, raising questions about its true valuation in a heated market.

Jan 30, 2026

Business

MARA Secures French Nod for Exaion Acquisition, Gaining a Regulated Foothold in Europe's Digital Infrastructure

French regulators have greenlit MARA Holdings' takeover of EDF's data center unit Exaion, imposing strict conditions on energy use and data protection. The deal marks a significant, albeit tightly supervised, expansion of the bitcoin miner's European ambitions into high-performance computing.

Jan 30, 2026

Business

From Bitcoin Miner to AI Powerhouse: How Cipher Mining Is Fueling the Data Center Boom

Cipher Mining Inc. (CIFR), once a traditional cryptocurrency miner, has rapidly transformed into a key developer of industrial-scale data centers, capitalizing on the insatiable power demands of artificial intelligence. With a portfolio exceeding 3 gigawatts, primarily in power-rich West Texas, the company is now building the physical backbone for tech giants. This strategic pivot, however, raises critical questions about capital allocation and the sustainability of the AI infrastructure rush.

Feb 3, 2026

Business

Interactive Brokers Rides Market Momentum as Key Metrics Surge in January

Shares of the electronic brokerage firm edged higher after reporting strong monthly performance figures, fueled by a sustained rally in U.S. securities trading and significant growth in client activity.

Feb 3, 2026

Business

Fluence Energy: Powering the AI Boom with Grid-Scale Batteries

As global data center expansion strains power grids, Fluence Energy's energy storage solutions are emerging as a critical piece of infrastructure. Despite recent operational headwinds, a massive backlog and structural demand trends paint a bullish picture for the company.

Feb 3, 2026

Business

NANO Nuclear Energy Inc. Gains Traction as Investors Eye Next-Gen Nuclear for AI and Electrification Boom

Amid surging power demands from AI and electrification, NANO Nuclear Energy Inc. (NNE) is attracting bullish investor attention. Analysts point to its microreactor technology as a potential solution for decentralized, high-density energy needs, drawing comparisons to infrastructure giant NextEra Energy's growth trajectory.

Feb 3, 2026

World

Cuba Confirms Diplomatic Contacts with U.S., Denies Formal Negotiations Amid Deepening Crisis

Havana acknowledges 'communications' with the Trump administration but stops short of confirming talks, as fuel shortages and U.S. pressure push the island toward a humanitarian brink.

Feb 3, 2026

Business

TSMC's Global Dominance and AI Boom Fuel Bullish Investment Thesis

Taiwan Semiconductor Manufacturing Company (TSMC) continues to solidify its position as the indispensable engine of the global tech industry. Driven by insatiable AI demand and strategic global expansion, the chipmaking titan's financial performance and long-term outlook are drawing intense investor scrutiny and bullish projections.

Feb 3, 2026

Business

Power Solutions International: Can the Engine Maker Ride the AI Data Center Boom?

After a sharp post-earnings sell-off and insider sales, Power Solutions International (PSIX) faces a critical test. Investors are weighing near-term execution risks against the company's strategic positioning in the surging demand for data center power generation.

Feb 3, 2026

Business

Rambus Caps Record Year on AI and Data Center Demand, Navigates Supply Chain Hiccup

Rambus reported record annual revenue and earnings for fiscal 2025, fueled by strong DDR5 adoption and AI-driven data center growth. While a one-time supply chain issue is expected to pressure Q1 2026 product revenue, management expressed confidence in a swift recovery and sustained long-term momentum.

Feb 2, 2026

Business

Caterpillar Powers Up: Inks Major Deal to Fuel AI Data Center Boom with Monarch Campus

Industrial giant Caterpillar secures a landmark agreement to supply 2 gigawatts of power generation and storage to the Monarch Compute Campus, positioning itself at the forefront of meeting the surging energy demands of artificial intelligence infrastructure.

Feb 2, 2026