In a significant economic development win, international engineering firm Mecad USA has chosen the Tulsa Port of Catoosa for its U.S. headquarters and a new advanced manufacturing facility, citing Oklahoma's infrastructure and energy policy reforms as key factors.
Silicon Motion Technology (SIMO) reported robust Q4 2025 results, surpassing revenue and margin targets, as executives outlined a bullish outlook fueled by AI infrastructure needs, PCIe Gen5 adoption, and strategic market share gains. The company forecasts continued sequential growth through 2026, targeting record annual revenue despite industry-wide memory supply constraints.
DaVita Inc. reported third-quarter earnings in line with expectations, detailing its response to major hurricane disruptions and providing updates on supply chain challenges and the upcoming CMS 2025 payment rule. The company reaffirmed its full-year guidance while outlining potential headwinds and tailwinds for 2025.
A sharp downturn in AI-related tech stocks, triggered by AMD's disappointing outlook, spills over into crypto markets, pulling Bitcoin lower and hammering mining stocks closely tied to data center infrastructure.
Amazon files notice for over 2,200 corporate job cuts, signaling a continued push for efficiency as it ramps up spending on AI and cloud infrastructure, leaving investors to weigh near-term profit pressures against long-term growth bets.
Optical components leader Coherent is set to report quarterly results after the bell, with investors watching to see if surging AI infrastructure spending can propel a sixth straight earnings surprise and justify its meteoric stock rise.
Super Micro Computer (SMCI) smashed revenue expectations with a 123% surge in Q4 sales, fueled by voracious demand for AI infrastructure. While its outlook remains strong, the company signals that shifting customer dynamics and supply chain pressures are beginning to pinch profitability.
Shares of data center operator Applied Digital have skyrocketed on the AI infrastructure wave, but soaring costs, persistent losses, and a premium valuation signal significant risks for investors considering a buy now.
Shares of bitcoin miner and infrastructure developer TeraWulf jumped more than 10% Tuesday after the company announced key acquisitions in Kentucky and Maryland, signaling a major capacity expansion to meet rising data center and energy demands.
Shares of AST SpaceMobile surged over 10% following Elon Musk's comments positioning space infrastructure as a cost-effective foundation for future AI development, highlighting the growing synergy between the space and artificial intelligence sectors.
As U.S., Russian, and Ukrainian officials reconvene for a second round of technical talks, a massive overnight bombardment of Ukrainian energy infrastructure casts a long shadow over the prospects for diplomacy, deepening skepticism on the ground.
A relentless barrage of storms has brought Spain and Portugal to a crisis point, with critical infrastructure failing and thousands evacuated as rivers and reservoirs threaten catastrophic overflow.
The global manufacturing solutions provider posts record revenue of $7.1 billion, driven by a 35% surge in its data center business. CEO Revathi Advaithi credits the company's integrated approach to power, cooling, and compute for capitalizing on the AI infrastructure boom.
The AI voice synthesis leader has secured $500 million in a Series D round led by Sequoia Capital, more than tripling its valuation in under a year and underscoring fierce investor competition in generative AI infrastructure.
Analysts have modestly raised the fair value estimate for Helios Towers (LSE: HTWS) to £2.10 per share, reflecting a nuanced reassessment of the telecom infrastructure firm's risk profile and growth trajectory.
At its recent AI Summit, Cisco Systems unveiled a multi-pronged strategy to cement its role in enterprise AI infrastructure, deepening its alliance with Nvidia and launching a new partner program. In a significant move for its European operations, the company also secured a 15-year renewable energy agreement to power its Polish data centers, directly linking its AI growth to sustainable power sourcing.
UBS has raised its price target on Comfort Systems USA (FIX) to $1,310, maintaining a Buy rating. The upgrade reflects confidence in the HVAC leader's strong project pipeline, strategic acquisitions in key markets, and its positioning to capitalize on the booming data center and AI infrastructure build-out.
Salesforce's landmark $5.6 billion U.S. Army contract and its role in a new wildfire prevention consortium highlight the company's deepening integration into long-term government and critical infrastructure projects, moving its AI platforms beyond commercial CRM.
Despite Federal Reserve rate cuts, auto loan payments continue to climb, squeezing consumers and casting a shadow over 2026 sales forecasts. Industry leaders warn that rising vehicle prices, insurance costs, and emerging stress in subprime lending are keeping potential buyers out of the market.
A discounted cash flow valuation of UK IT infrastructure provider Softcat plc indicates its current share price is close to its intrinsic value estimate of £12.50, prompting debate among investors about its growth prospects.
