New EU survey data for early 2026 points to a fragile uptick in retail sector confidence, marking a potential turning point after a prolonged slump. However, persistently low consumer sentiment suggests households remain wary, casting a shadow over the durability of the recovery.
At its Innovation Day, Western Digital detailed a dual-path strategy to develop ultra-high-capacity hard drives tailored for AI data centers, targeting 40TB models by 2026 and 100TB+ by 2029. The company simultaneously announced a major expansion of its share repurchase program, signaling strong confidence in its strategic direction amid intensifying competition.
Sangamo Therapeutics secures a critical FDA Accelerated Approval pathway for its Fabry disease gene therapy ST-920, backed by positive Phase 1/2 data. As the company begins its rolling BLA submission, investors weigh promising clinical results against persistent financial risks and a history of dilution.
Marvell Technology's acquisition of optical interconnect specialist Celestial AI marks a significant push to capture a larger share of the booming AI data center market, aiming to integrate compute and networking under a unified architecture.
Amid surging power demands driven by data centers and manufacturing, Siemens Energy is investing heavily in its U.S. workforce, with its specialized Gibsonton, Florida, plant playing a pivotal role in the global supply chain for gas turbine components.
Shares in Siemens Energy jumped nearly 9% following the company's dual announcement of a major U.S. manufacturing investment to meet AI data center power demand and a potential future spin-off of its struggling Siemens Gamesa renewable energy division, pending a stabilization of its operations.
Meta Platforms confronts a trifecta of high-stakes legal challenges across three continents, testing its core business models in social media, data privacy, and augmented reality hardware just as it doubles down on AI and the metaverse.
Biotech firm Perspective Therapeutics (CATX) has raised nearly $175 million in a follow-on equity offering, capitalizing on investor enthusiasm following promising early-stage data for its lead alpha-particle therapy candidate. The influx of cash alleviates immediate financial pressures but shifts the spotlight squarely onto upcoming clinical milestones and execution risks.
Power management giant Eaton reports robust fourth-quarter results, fueled by surging data center and aerospace demand, while announcing plans to separate its $3 billion Mobility business to sharpen focus on higher-growth electrical and aerospace markets.
As the artificial intelligence revolution drives an unprecedented surge in electricity demand, advanced nuclear energy developer Oklo Inc. is emerging as a critical infrastructure player. Analysts highlight its unique positioning to provide clean, reliable power for data centers, with significant growth potential on the horizon.
The financial technology provider's latest integrations for its Banno Digital Platform aim to deliver richer data and embedded controls for community banks and credit unions, potentially strengthening client retention in a competitive landscape.
Peabody Energy, the U.S. coal giant, is drawing investor attention not just for its core business but for a multi-pronged growth strategy. Analysts point to undervalued coal assets, a burgeoning critical minerals portfolio, and a cyclical demand boost from AI data centers as potential catalysts.
Advanced Micro Devices (AMD) garners a reiterated Buy rating and $300 price target from Susquehanna, with strong data center demand and the upcoming MI450 AI accelerator seen as key growth drivers for the semiconductor giant.
Astera Labs (ALAB) has announced major updates to its connectivity platform, targeting the surging demands of AI and hyperscale data centers. The move signals the company's strategic push to cement its role in the semiconductor ecosystem powering next-generation computing.
Elon Musk's SpaceX has finalized its acquisition of artificial intelligence firm xAI, a strategic move that brings several of the billionaire's ventures under a tighter technological umbrella. The deal directly involves Tesla, which holds a stake in xAI, placing the electric vehicle and robotics company at the heart of evolving questions about governance, data sharing, and financial participation in Musk's broader ecosystem.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.
Solana's price struggles near the psychologically key $100 level, with on-chain data revealing a pullback in accumulation by long-term holders, raising concerns over the sustainability of any near-term rebound.
New Census data reveals a dual trend: a continued rise in rental vacancies offering relief to tenants, alongside a modest uptick in the national homeownership rate, driven largely by younger Americans.
The investment firm sold its entire 2.55 million-share stake in the telecom and fiber provider, which has seen its stock surge on AI data center demand but remains weighed down by a costly transformation and significant debt.
OrthoLite subsidiary Cirql releases data showing its recycled material formulas can cut the carbon footprint of midsoles by up to 39%, as the footwear industry faces mounting pressure to meet sustainability targets.
