Ethereum's dominant liquid staking protocol, Lido, has launched its modular stVaults on mainnet, enabling protocols and institutions to create tailored staking solutions. Consensys's Linea and analytics firm Nansen were among the first to deploy, signaling a shift towards more flexible staking infrastructure.
Deutsche Bank has upgraded AI infrastructure provider CoreWeave to 'Buy,' significantly raising its price target to $140, citing a strong medium-term outlook and capacity expansion plans backed by a deepened partnership with Nvidia.
Standex International reports robust second-quarter results, with organic growth reaching 6.4% and record quarterly orders. The company's strategic pivot towards high-growth markets like electrical grid infrastructure and new product development is now materially boosting the top line.
Standex International reported resilient Q1 2025 earnings with record gross margins above 40%, while announcing a transformative $462 million acquisition of Amran/Narayan Group, a leader in instrument transformers, aiming to double its exposure to fast-growing electrical infrastructure markets.
The global professional services giant reported stronger-than-expected fourth-quarter results, with revenue climbing 8.7% to $6.60 billion. Strategic investments in digital infrastructure and artificial intelligence are credited for driving growth despite headwinds in insurance pricing.
Millions of Social Security beneficiaries will see their February payments arrive on schedule, with amounts reflecting this year's cost-of-living adjustment. Here is the complete calendar and key details.
Walmart is significantly expanding its electric vehicle charging infrastructure, with planned installations at select stores across 19 states, advancing its goal to build a nationwide network by 2030.
Shares of Chinese data center operator VNET Group have skyrocketed over the past year, with the majority of Wall Street analysts maintaining Buy ratings and projecting significant further upside, fueled by strong demand for digital infrastructure.
In a significant industry pivot, Nasdaq-listed Bit Digital announces plans to completely exit Bitcoin mining, citing capital inefficiency and redirecting focus to Ethereum infrastructure and AI. This move follows a broader trend of crypto firms abandoning mining operations post-halving and amidst the AI boom.
As demand for AI infrastructure surges, Broadcom's custom chip business positions it for sustained growth, with analysts highlighting its potential for long-term portfolio gains despite its absence from some top stock lists.
Despite reporting strong quarterly earnings, Microsoft shares suffered one of their worst single-day drops in history as investors balked at soaring capital expenditures for AI infrastructure and signs of slowing growth in its Azure cloud division.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
The Bancorp (TBBK) capped off fiscal 2025 with robust earnings, driven by surging fintech payments and improved credit quality. Management outlined a bullish multi-year forecast, projecting significant profit growth anchored by three core digital initiatives and sustained capital returns to shareholders.
Dutch payments giant Adyen is forging ahead with two key partnerships—enabling SNAP EBT payments in the U.S. with Forage and launching embedded solutions in Asia-Pacific with Raptor—as it seeks to reignite growth while its shares languish well below historic highs.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Meta Platforms delivered a stronger-than-expected quarter, fueled by robust advertising revenue and user growth. However, the company's sharply rising expense forecasts for AI and infrastructure investments are drawing increased analyst attention.
Despite reporting a 22% surge in Q4 2025 net income to $4.1 billion, global payments giant Mastercard is cutting approximately 1,400 jobs as part of a strategic review, highlighting the complex balance between growth and operational efficiency in the fintech sector.
Elon Musk is reportedly in early-stage talks to merge his flagship companies—SpaceX, Tesla, and xAI—into a single, trillion-dollar technology and infrastructure behemoth ahead of a potential SpaceX IPO, sources familiar with the matter indicate.
Nvidia strengthens its pivotal role in global AI infrastructure through a multi-pronged strategy: securing H200 chip approvals for China, engaging in advanced funding talks with OpenAI, and expanding partnerships with CoreWeave and international research bodies.
