As the quest for reliable, carbon-free power intensifies, driven by data center expansion and policy shifts, nuclear energy is back in the spotlight. Analysts highlight Constellation Energy and Terrestrial Energy as key beneficiaries of this structural change.
As Mayor Zohran Mamdani's rent freeze for stabilized units nears, data reveals a city where tenants are increasingly staying put. Economists warn this could deepen the housing shortage, creating a paradox where a policy meant to provide stability may inadvertently fuel fiercer competition and higher costs in the broader market.
In a strategic move to capture the booming institutional staking market, Bitwise Asset Management has acquired Swiss-based infrastructure provider Chorus One. The deal grants Bitwise direct control over yield-generating operations as it expands its European footprint and on-chain product suite.
As Oklo advances its first Aurora reactor and fuel recycling plans, the company is positioning its small-scale nuclear technology as a critical solution to the soaring energy demands of artificial intelligence data centers, despite significant financial and execution hurdles.
In a strategic move to address the data-to-action gap in retail, GOcxm has acquired Emotive Technologies, integrating the latter's Apex AI predictive platform into its core shopper engagement suite.
An analysis of 2025 rental data reveals a split market across Florida's Treasure Coast, with prices falling in some communities like Port St. Lucie and Vero Beach while rising in Fort Pierce and Stuart, all against a backdrop of rents above the national average.
At its New York investor event, Western Digital detailed an accelerated roadmap for its next-generation HAMR drives and a strategic pivot squarely toward AI and cloud data centers, backed by a new $4 billion share repurchase program and bullish long-term financial targets.
New data reveals a stark contradiction in American spending habits: while nearly half admit impulse buys hurt their finances, the pursuit of instant joy and social pressure keeps wallets open. Experts warn of a 'restriction-binge' cycle and offer pathways to more intentional financial health.
As the AI race intensifies, investors face a stark choice between Nvidia's foundational chip empire and Palantir's data analytics software. Valuation and long-term strategic positioning are key battlegrounds in this high-stakes comparison.
Automatic Data Processing (ADP) reported steady fourth-quarter growth, driven by demand for its HCM platforms. While CEO Maria Black pointed to record client satisfaction and international expansion, analysts pressed management on AI monetization, margin pressures, and a noted dip in small business retention.
Data security firm Varonis Systems beat revenue expectations for Q4 2025, fueled by its accelerating transition to a cloud-based SaaS model. However, shares fell post-earnings as the market focused on near-term profitability pressures linked to the business model overhaul.
Littelfuse's robust Q4 earnings, driven by data center and utility demand, sparked a rally. But the analyst Q&A session revealed deeper investor focus on M&A integration, margin trajectory, and long-term growth sustainability.
New EU survey data for early 2026 points to a fragile uptick in retail sector confidence, marking a potential turning point after a prolonged slump. However, persistently low consumer sentiment suggests households remain wary, casting a shadow over the durability of the recovery.
At its Innovation Day, Western Digital detailed a dual-path strategy to develop ultra-high-capacity hard drives tailored for AI data centers, targeting 40TB models by 2026 and 100TB+ by 2029. The company simultaneously announced a major expansion of its share repurchase program, signaling strong confidence in its strategic direction amid intensifying competition.
Sangamo Therapeutics secures a critical FDA Accelerated Approval pathway for its Fabry disease gene therapy ST-920, backed by positive Phase 1/2 data. As the company begins its rolling BLA submission, investors weigh promising clinical results against persistent financial risks and a history of dilution.
Marvell Technology's acquisition of optical interconnect specialist Celestial AI marks a significant push to capture a larger share of the booming AI data center market, aiming to integrate compute and networking under a unified architecture.
Amid surging power demands driven by data centers and manufacturing, Siemens Energy is investing heavily in its U.S. workforce, with its specialized Gibsonton, Florida, plant playing a pivotal role in the global supply chain for gas turbine components.
Shares in Siemens Energy jumped nearly 9% following the company's dual announcement of a major U.S. manufacturing investment to meet AI data center power demand and a potential future spin-off of its struggling Siemens Gamesa renewable energy division, pending a stabilization of its operations.
Meta Platforms confronts a trifecta of high-stakes legal challenges across three continents, testing its core business models in social media, data privacy, and augmented reality hardware just as it doubles down on AI and the metaverse.
Biotech firm Perspective Therapeutics (CATX) has raised nearly $175 million in a follow-on equity offering, capitalizing on investor enthusiasm following promising early-stage data for its lead alpha-particle therapy candidate. The influx of cash alleviates immediate financial pressures but shifts the spotlight squarely onto upcoming clinical milestones and execution risks.
