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.
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.
Meta Platforms' staggering capital expenditure forecast for 2026, heavily weighted toward AI infrastructure, underscores the intensifying tech investment cycle. Specialized cloud provider CoreWeave emerges as a likely key beneficiary, its fortunes tied to the hyperscaler spending spree.
Microsoft's stock faced its steepest single-day drop in months, closing down 10% despite posting strong quarterly earnings. The sell-off was driven by investor concerns over surging capital expenditures and the company's significant financial ties to OpenAI.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
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.
Despite posting strong quarterly earnings, Microsoft's stock suffered its worst single-day drop in years as Wall Street focused on soaring capital expenditures and a slight deceleration in cloud revenue growth, highlighting the intense pressure on tech giants to deliver immediate AI payoffs.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
The global payments giant reported a 15% surge in net revenue and processed a record 69.4 billion transactions in its fiscal first quarter, signaling resilient consumer confidence and a rebound from previous quarters.
Rising global defense budgets are accelerating the adoption of artificial intelligence in military systems, with companies racing to develop advanced sensing and threat-detection capabilities through strategic partnerships and acquisitions.
Oracle announces plans to raise up to $50 billion in 2026 through debt and equity to massively expand its cloud data centers, aiming to meet surging demand from AI leaders like Nvidia, OpenAI, and xAI.
A quiet crisis is eroding the foundation of U.S. economic decision-making. As key federal data agencies face budget cuts, political pressure, and operational challenges, the resulting information gap could leave policymakers and businesses 'flying blind,' increasing the risks of policy missteps, deeper recessions, and prolonged unemployment.
The Italian construction giant Webuild secures a major contract to build a critical section of the SS106 Jonica road, a project set to enhance connectivity in Calabria while creating hundreds of jobs and employing advanced construction technologies.
Palantir Technologies expands its strategic footprint in Asia through a deepened partnership with HD Hyundai, while securing a pivotal role in building sovereign AI data centers across Europe, the Middle East, and Africa with Sovereign AI and Accenture.
In a strategic move to solidify its position in the booming AI data center market, Amphenol has struck a deal to acquire CommScope's Connectivity and Cable Solutions division, marking one of its most significant acquisitions to date.
Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
Applied Optoelectronics (AAOI) shares have experienced significant volatility following a major 800G transceiver order and strategic expansion into AI-focused products. With the stock trading above analyst targets after a strong multi-year run, investors are weighing future growth prospects against current valuation concerns.
Despite a mixed earnings report, Texas Instruments stock surged over 11% this week, powered by explosive growth in its data center business as AI demand fuels infrastructure spending.
In a strategic move to modernize financial services, DXC Technology partners with Ripple to embed digital asset custody and payment solutions directly into legacy core banking systems, aiming to facilitate institutional adoption of blockchain technology.
