While investors chase AI's headline names, optical networking leader Ciena has quietly outperformed the sector. With surging demand for high-speed data transmission and an attractive valuation, it presents a compelling case for the coming year.
Broadcom secures a landmark agreement to supply OpenAI with custom AI accelerators, marking a strategic pivot to become a core silicon partner for hyperscalers and deepening its integration into the global AI build-out.
Shares of Advanced Drainage Systems (NYSE: WMS) have shown resilience amid recent market volatility, posting solid long-term gains. With a fair value estimate suggesting potential upside, investors are weighing the stock's premium valuation against its growth trajectory in the construction sector.
As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.
Elon Musk is reportedly in discussions to merge his aerospace giant SpaceX with his artificial intelligence venture xAI, aiming to create an integrated powerhouse for deploying AI data centers in orbit, powered by space solar energy.
While fintech has streamlined user interfaces, the backbone of finance remains slow. Cryptocurrency's native digital settlement presents a structural shift. Amid regulatory uncertainty, Cantor Fitzgerald identifies three public companies positioned to bridge the gap between traditional finance and the blockchain ecosystem.
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.
Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.
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.
Walmart is significantly expanding its electric vehicle charging infrastructure, with planned installations at select stores across 19 states, advancing its goal to build a nationwide network by 2030.
As trillion-dollar AI infrastructure spending fuels concerns of a market bubble, long-term investors are questioning whether broad index funds like the Vanguard S&P 500 ETF still offer a safe harbor.
SanDisk's fiscal Q2 2026 results smashed expectations, fueled by surging AI infrastructure needs and a tightening NAND market. The company announced a pivotal move towards multi-year commercial agreements, forecasting even stronger growth ahead.
A new report from crypto market maker Wintermute Ventures forecasts a seismic shift, arguing that blockchain-based prediction markets will begin displacing traditional insurance by making hyper-specific risks tradable. The firm outlines a future where decentralized infrastructure becomes the new clearing layer for a programmable global economy.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
Despite Dell Technologies' strategic push into AI infrastructure and analyst endorsements, its stock continues to underperform the broader market, raising questions about the timing of its promised turnaround.
The startup, which pivoted from digital business cards, now provides the API infrastructure enabling AI companies to deploy chatbots directly within iMessage, RCS, and SMS, capitalizing on the shift away from traditional apps.
Oracle is launching a massive $45-$50 billion capital raise to aggressively expand its cloud infrastructure, fueled by long-term contracts with AI giants like OpenAI, NVIDIA, and Meta. The move underscores the fierce competition in the cloud arms race, even as the company's stock faces recent headwinds.
Alibaba Group is making a major strategic push into artificial intelligence, launching a proprietary AI chip to challenge Nvidia, upgrading its Qwen models, and planning a massive marketing campaign for its AI app during the Lunar New Year holiday.
While tech captures headlines, a selection of energy and utility companies present a compelling case for reliable, high-yield dividend income in the coming year, backed by essential infrastructure and evolving demand drivers.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
