Ukraine's energy minister has issued a stark warning that planned power outages could intensify in the coming days, citing significant generation shortfalls and the threat of new Russian aerial attacks targeting the nation's critical energy infrastructure.
NextEra Energy and Xcel Energy have formed a strategic partnership to accelerate the development of power infrastructure—including renewables, storage, and grid tech—specifically to meet the surging electricity demands of AI data centers. The move underscores how utilities are scrambling to adapt to a new era of concentrated, power-hungry loads.
CNBC's Jim Cramer offered a nuanced view on Broadcom (AVGO), acknowledging the chipmaker's strength while cautioning on near-term entry timing, as investors weigh its role in AI and infrastructure.
Oracle's ambitious plan to raise up to $50 billion for a massive AI infrastructure expansion has rattled investors, sending its stock down sharply. While the move underscores its commitment to competing with cloud leaders, concerns over execution risk and debt levels are taking center stage.
STERIS plc's shares have climbed over 20% in the past year, prompting a critical valuation debate. While a discounted cash flow model suggests the stock is fairly priced, its elevated P/E ratio compared to industry peers raises questions about its current premium. We examine the metrics and investor narratives shaping the outlook for this healthcare infrastructure leader.
A petition by Sempra's utilities to alter hydrogen blending mandates puts a spotlight on the practical challenges and financial implications of integrating the fuel into California's existing gas infrastructure, as the state balances climate goals with grid reliability.
Hospital leaders across Connecticut are mounting a fierce defense against a proposed increase in the state's provider tax, arguing that chronic Medicaid underpayments have pushed the healthcare system to a breaking point where new taxes could jeopardize care for vulnerable communities.
Nvidia CEO Jensen Huang predicts the AI revolution will fuel a historic infrastructure build-out, creating high-paying jobs for skilled trades. While wage growth is already evident, experts caution the sustainability of this boom hinges on addressing deep-seated labor shortages and long-term economic shifts.
UnitedHealth Group, already navigating a turbulent period, confronts a new challenge as federal regulators propose a near-flat payment increase for Medicare Advantage plans in 2027, threatening a key revenue driver for the healthcare giant.
A significant insider sale at Applied Digital, a key player in AI infrastructure, sparks debate among investors as the stock rides a wave of sector enthusiasm and soaring valuations.
Powell Industries (NYSE: POWL) reported mixed Q4 2025 results, with revenue slightly missing estimates but earnings beating expectations. The company's outlook remains robust, driven by a record order backlog extending into 2028, with significant momentum in data center and liquefied natural gas (LNG) infrastructure projects.
Bank of America pushes back against the recent tech stock rout, arguing investor fears of both weak AI returns and massive AI disruption are contradictory. The firm sees the selloff as a buying opportunity, forecasting AI infrastructure spending to hit $1.2 trillion by 2030.
As it navigates Chapter 11 bankruptcy, Spirit Airlines has filed to sell two preferential gates at Chicago O'Hare to United Airlines, a move that would inject funds for debt repayment while further intensifying the hub capacity battle between United and American.
The digital payments giant reported a 28% jump in quarterly profit, with Total Payment Volume hitting $475.1 billion. However, the company forecasts a decline in earnings per share for the coming year and announced the immediate departure of its CEO.
Super Micro Computer's explosive quarterly revenue, fueled by AI infrastructure demand, has reignited investor enthusiasm. However, a closer look reveals significant vulnerabilities, including extreme customer concentration and eroding margins, that could threaten its long-term trajectory.
Microsoft's Q1 FY26 results showcase explosive 18% revenue growth, driven by its AI and cloud divisions. While the tech giant's strategic bets appear to be paying off, analysts weigh the impact of massive infrastructure spending and increasing competition on its long-term trajectory.
Alphabet Inc. (GOOGL) has transformed from an AI observer to the indispensable infrastructure backbone of the industry. With blockbuster Q3 results and a solved 'Innovator's Dilemma,' the tech giant is leveraging its unique scale to fuel sustained growth.
Uber Technologies is making bold moves on multiple fronts, re-entering Greater China through Macau, testing cash payments in the U.S., and appointing a new CFO. These steps come as the company doubles down on investments in autonomous vehicles and AI, aiming to balance growth with financial discipline in a competitive global market.
As PayPal navigates a surprise CEO transition and underwhelming financial forecasts, major Wall Street firms are recalibrating their expectations, with price target cuts and cautious ratings reflecting a 'wait-and-see' stance on the digital payments giant.
CEO Alex Karp argues Palantir’s explosive growth and unique AI infrastructure warrant a valuation framework distinct from typical software firms, as the company posts a 70% revenue surge and ambitious 2026 guidance.
