Ryman Hospitality Properties has successfully expanded and extended its revolving credit facility to $850 million, providing the company with enhanced liquidity and revised covenants to navigate the evolving hospitality landscape and fund its long-term, experience-driven strategy.
Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.
Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.
Jacobs Solutions lands pivotal roles in California wastewater upgrades and UK nuclear project, reinforcing its position in sustainable infrastructure despite shares trading below analyst targets.
Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.
Ryman Hospitality Properties (RHP) presents a complex picture for investors. While boasting a strong 54% total return over five years, recent performance has been mixed, raising questions about whether its current share price of around $94.70 truly reflects its underlying value or future challenges.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
In a significant strategic shift, Hut 8 Corp. is decommissioning a key mining site and redirecting capital toward AI and high-performance computing infrastructure, signaling a move to diversify beyond volatile cryptocurrency markets.
Shares of Sterling Infrastructure have soared over 150% in the past year, fueled by its central role in U.S. infrastructure projects. As the stock hovers near $358, analysts and investors are debating whether the rally has run its course or if there's still room to grow.
Investment firm Needham & Company has reiterated its Buy rating and $21 price target for TeraWulf (WULF), citing the company's strategic shift from Bitcoin mining to high-performance computing and AI infrastructure as a core growth catalyst.
Applied Optoelectronics (AAOI) is positioning itself at the forefront of the AI infrastructure build-out, securing a significant 800G transceiver order from a hyperscale customer and expanding its Texas manufacturing footprint. While these moves signal strong revenue momentum, they also amplify existing concerns over customer concentration and profitability.
Polish cybersecurity authorities have attributed a wave of disruptive cyberattacks in late December to a hacking group linked to Russia's FSB, marking a potential escalation in tactics against energy and heating infrastructure during a severe winter storm.
While public attention focuses on flashy AI applications, Baseten is building the critical infrastructure beneath them. Its explosive growth and backing from investors like Nvidia signal its pivotal role in the AI economy's next phase.
Brookfield Infrastructure Partners L.P. (BIP) reports robust 2025 results, marking its 17th consecutive annual distribution increase while spotlighting data and AI infrastructure as core growth drivers. The update fuels debate on whether the firm's narrative is shifting from a pure income play to a growth-oriented infrastructure enabler.
Rights groups document a disturbing pattern of Iranian security forces raiding hospitals to arrest injured protesters and the medical personnel treating them, transforming sanctuaries of care into sites of fear and reprisal.
Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.
Amid a volatile market chasing tech momentum, one investment firm is placing a significant bet on the steady, regulated growth of diversified energy provider Chesapeake Utilities, highlighting a strategic shift towards tangible infrastructure assets.
A rescue operation in Putnam County, Illinois, ended with one fatality and a second worker airlifted to hospital after both became buried in soybeans while working inside a grain storage bin.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
