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.
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.
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.
A wave of selling has hit enterprise software giants, with sector leaders like SAP and Salesforce shedding billions in market value. The trigger? Microsoft's latest earnings revealed a slowdown in its cloud growth, but the deeper unease stems from AI's potential to disrupt the very foundations of the SaaS business model.
Wells Fargo has upgraded Broadcom (AVGO) to Overweight and increased its price target to $430, pointing to the chipmaker's significant AI revenue trajectory and a robust software pipeline as key growth drivers through 2027.
Despite modest revenue growth and lack of profitability, Cognyte Software (NASDAQ: CGNT) has delivered a remarkable 133% return to shareholders over the past three years, highlighting a stark divergence between financial fundamentals and market optimism.
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.
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.
While the sales and marketing software segment broadly exceeded revenue expectations in Q3, investor sentiment has turned sour, with most stocks falling post-earnings. We analyze the divergent performances of Upland Software, Sprinklr, DoubleVerify, PubMatic, and Sprout Social.
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.
Rockwell Automation expands its partnership with Lucid Motors, deploying its FactoryTalk MES software and training programs at Saudi Arabia's inaugural electric vehicle production hub. The move aligns with the Kingdom's Vision 2030, positioning Rockwell as a key player in the region's high-tech manufacturing transformation.
Goldman Sachs raises its price target for Zeta Global (ZETA), citing strategic positioning ahead of an expected surge in software sector mergers and acquisitions driven by valuation gaps and synergy potential.
Progress Software Corporation (PRGS) sees bullish sentiment from Wall Street following its Q4 2025 results, with analysts highlighting its growing recurring revenue and strategic positioning in the enterprise software market.
