Disney's newly appointed Chief Marketing and Brand Officer, Asad Ayaz, has restructured the company's global marketing leadership, creating a new enterprise team to foster collaboration and a unified brand voice across all divisions.
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.
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.
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.
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.
As markets face significant pressure, certain portfolios tied to strategic commodities, resilient tech, and innovative crypto infrastructure are showing notable resilience. Analysts point to long-term thematic bets that are weathering the current storm.
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.
Fueled by explosive growth in AI infrastructure spending, Nvidia's commanding market position sets the stage for significant potential gains. Analysts project a revenue path that could see its stock reach new heights by the end of the decade.
Amid a volatile market chasing tech momentum, one investment firm is placing a significant bet on the steady, regulated growth of diversified energy provider Chesapeake Utilities, highlighting a strategic shift towards tangible infrastructure assets.
While regional tensions and market volatility capture headlines, a closer look reveals resilient companies with strong fundamentals. Driven by robust earnings and strategic positioning, select stocks in sectors from renewable energy to infrastructure present compelling cases for value-oriented investors navigating the complex landscape of early 2026.
Fueled by a landmark $20 billion funding round for AI firm Anthropic, infrastructure provider IREN is seeing its strategic shift from cryptocurrency mining to AI data centers validated by investors. With a key Microsoft partnership and surging capital flows into AI, the company's stock performance reflects a broader market reassessment of its role in high-performance computing.
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.
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.
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.
Amphenol Corporation (NYSE: APH), a key player in electronic connectors, received concurrent price target increases from Seaport Research and Citi. While analysts highlight growth potential, the stock's post-earnings dip underscores a cautious market stance toward the company's traditionally conservative guidance.
Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.
Africa's used vehicle market is on track to expand at nearly 7% annually, approaching a $200 billion valuation by 2033, as demand for affordable personal transport surges across the continent.
MarketAxess Holdings (MKTX), once a high-flying fintech darling, has seen its share price erode by nearly 70% over five years. As the bond trading platform grapples with shifting market dynamics and increased competition, investors are left debating whether the current valuation presents a rare buying opportunity or signals deeper structural challenges.
Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.
As speculative interest returns to the crypto markets, a handful of meme tokens are capturing attention with significant price movements and growing communities. Here’s a look at three assets showing notable activity in early February.
