Barclays raises Astera Labs' price target to $165, naming it a top pick for AI integration plays in its 2026 semiconductor outlook, while contrasting analyst views highlight the evolving debate on AI's infrastructure demands.
MaxLinear Inc. reported a 48% year-over-year revenue jump for Q4 2025, powered by its infrastructure business, even as it manages a near-term dip in broadband and intensifying competition in key markets.
Brookfield Infrastructure Partners capped a strong 2025 with double-digit FFO growth, a record capital recycling program, and a raised distribution. Management highlighted a massive, disciplined expansion in data infrastructure to meet AI-driven demand, forecasting a return to 10%+ growth targets.
Chip designer MaxLinear capped off a transformative 2025 with a strong fourth quarter, reporting 30% full-year revenue growth and positive cash flow ahead of schedule. CEO Kishore Seendripu pointed to surging demand in data center optical interconnects and wireless infrastructure as key catalysts, positioning the company for even faster growth in 2026.
Digital Realty Trust makes a strategic entry into Malaysia with the acquisition of the TelcoHub 1 data center and secures a critical $373 million supply agreement with Schneider Electric, positioning itself to capture surging demand for AI-ready infrastructure in the region.
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.
Hess Midstream Partners LP (HESM) signals a pivotal shift towards robust free cash flow generation, forecasting a 40% drop in capital expenditures for 2026 as its core system build-out concludes. Despite near-term weather headwinds, strong minimum volume commitments underpin financial targets through 2028.
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.
Oracle shares slid in premarket trading after the company unveiled plans to raise up to $50 billion this year to fuel its cloud and AI expansion, prompting investor unease over its growing debt burden and the long-term payoff of the sector's spending spree.
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.
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.
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.
Siemens AG is doubling down on its digital transformation, channeling investments into battery storage, AI-driven industrial solutions, and data analytics while continuing a substantial share repurchase program. This analysis examines whether these strategic moves can translate into sustainable shareholder value amid a complex financial landscape.
Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.
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.
