In a wide-ranging discussion, NVIDIA CEO Jensen Huang outlined a fundamental shift from programmed to 'implicit' computing, urging businesses to prioritize experimentation and hands-on infrastructure knowledge over near-term ROI calculations to avoid being left behind.
Fueled by robust quarterly earnings and a bullish outlook for LNG and gas infrastructure, Baker Hughes shares have significantly outpaced the broader market, earning a chorus of 'Strong Buy' ratings from analysts.
In a candid discussion, Microsoft CTO Kevin Scott reflects on the breakneck pace of AI advancement, highlighting a growing 'capabilities overhang' where real-world applications struggle to keep up. He points to software development and looming demographic shifts as critical arenas for AI's impact, while cautioning against superficial use and infrastructure bottlenecks.
MPLX LP reported robust 2025 results, driven by its natural gas and NGL portfolio, and outlined a $2.4 billion capital plan for 2026 focused on expanding infrastructure in key shale basins to meet rising structural demand.
In a major push to decarbonize its transport network, Kenya has announced a comprehensive package of tax incentives for EV components and charging infrastructure, aiming to fast-track investment and meet its climate goals.
As the race to build AI infrastructure intensifies, Arista Networks stands out not just for its technology, but for its formidable financial strength. With no debt and a sizable cash reserve, the networking specialist is positioned to aggressively fund its roadmap while competitors navigate tighter capital markets.
The XRP Ledger's long-awaited Permissioned Domains feature goes live today following overwhelming validator support. While the upgrade is seen as a critical step toward regulatory‑ready infrastructure, analysts debate its immediate impact on XRP's price performance.
Delegations from Ukraine, Russia, and the United States convened in the UAE capital for a critical diplomatic push to end the devastating conflict, even as a wave of Russian strikes on civilian infrastructure cast a long shadow over the negotiations.
GE Vernova (NYSE: GEV) is sharpening its focus on the booming grid modernization sector through a strategic alliance with utility giant Xcel Energy and the full acquisition of Prolec GE, moves that solidify its position in North America's energy transition infrastructure.
The Hershey Company prepares to release its fourth-quarter results, with investors watching closely for signs of how the iconic chocolate maker is navigating persistent cost pressures and shifting consumer spending habits.
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.
At a recent industry conference, Google's AI infrastructure lead detailed the rapid ascent of the Gemini model family and outlined the monumental infrastructure challenges ahead. In a wide-ranging discussion, he positioned specialized hardware, cross-stack collaboration, and even speculative space-based computing as critical to sustaining the AI boom, while cautioning that efficiency gains alone won't keep pace with exploding demand.
SanDisk's explosive growth since separating from Western Digital has captivated the market, driven by its critical role in AI infrastructure. Yet, after such a meteoric rise, analysts warn that its sky-high valuation may pose significant risks for new investors.
For dividend-focused investors, the volatile energy sector still offers reliable income streams through specific business models. We examine three high-yield picks balancing infrastructure stability and strategic transition.
Super Micro Computer (SMCI), a key beneficiary of the AI infrastructure rush, presents a conundrum for investors. While its long-term returns are stellar, recent share price volatility and conflicting valuation signals—from DCF models screaming overvaluation to peer comparisons suggesting undervaluation—have left the market divided on its true worth.
Chipotle Mexican Grill announced plans for modest price increases this year, banking on its core higher-income customer base to absorb the cost. Executives revealed that 60% of their primary customers earn over $100,000 annually, insulating the chain from broader consumer spending pullbacks.
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.
PayPal's stock suffered its worst single-day drop in years after forecasting potential profit declines for 2026, citing consumer spending pullback and intense competition, prompting a leadership change.
At the Cisco AI Summit, an AWS executive outlined the critical gaps between AI experimentation and enterprise deployment, emphasizing the need for clear metrics, robust security for agentic workflows, and infrastructure built for an 'AI-first' future. The discussion also covered scaling challenges, sovereign cloud concerns in Europe, and the transformative potential—and current limits—of AI-assisted coding.
A proposal to fundamentally reshape how transactions are validated on Ethereum, dubbed 'Frame Transactions,' has been shortlisted for the network's upcoming Hegota upgrade. The concept, which has drawn public commentary from co-founder Vitalik Buterin, could redefine wallet infrastructure, mempool economics, and the broader MEV landscape.
