Investment firm CapWealth Advisors has significantly increased its stake in telecom provider Lumen Technologies, signaling confidence amid the company's strategic pivot towards enterprise and AI infrastructure.
A broad crypto market sell-off has dragged AI-linked tokens to one of their steepest weekly declines in recent memory, erasing billions in value. Despite the price pain, key infrastructure projects in the decentralized AI and agent ecosystem continue to advance.
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.
Firm Capital Property Trust (TSE:FCD.UN) delivered a 22% total shareholder return over the past year, buoyed by dividends, despite a more modest share price gain and underlying earnings pressure. The performance highlights the complex dynamics between dividend yield, market sentiment, and fundamental business health in the current real estate investment trust (REIT) landscape.
Bahrain's Tarabut, a regulated open banking platform, acquires AI engineering specialist Servable to embed advanced financial AI capabilities—from risk assessment to fraud detection—directly into its infrastructure for banks and fintechs across the Middle East.
Nomura's digital asset arm, Laser Digital, reports quarterly losses leading to reduced crypto exposure, even as it aggressively pursues a US banking charter and global expansion, highlighting a dual-track strategy of short-term risk management and long-term infrastructure build-out.
Microsoft's free cash flow took a significant hit last quarter due to soaring capital expenditures on AI infrastructure. While the drop spooked some investors, management signals a near-term easing, and analysts argue the market's reaction may have overlooked the long-term payoff and underlying financial strength.
Despite significant capital investment, Atmos Energy's return on capital employed (ROCE) remains stagnant at 5.9%, trailing the industry average. This raises questions about the utility's growth efficiency, even as its stock price has soared over 112% in five years.
Canadian National Railway announced the retirement of veteran investor relations executive Stacy Alderson, capping a 30-year career. Vice President of Engineering Jamie Lockwood will assume the expanded role of VP, Investor Relations and Special Projects, as the railway giant navigates a strategic transition.
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.
As financial institutions worldwide grapple with sluggish, fragmented payment systems, fintech firm Alacriti is gaining traction by offering a pragmatic path to modernization—not through disruption, but by building essential infrastructure.
U.S. equities edged higher Monday, buoyed by a rebound in semiconductor and AI infrastructure stocks, alongside a surge in rare earth companies following a new strategic initiative. Gains were tempered by falling energy shares, cryptocurrency volatility, and ongoing concerns over a partial government shutdown.
Hess Midstream Partners (HESM) capped off 2025 with robust operational results and the completion of its core infrastructure build-out. Management now signals a sharp pivot towards capital discipline, forecasting significantly lower spending through 2028 to fuel growing shareholder returns, even as severe winter weather tempers near-term volume expectations.
The British government's move to retroactively alter leasehold ground rent contracts is undermining a foundational pillar of its investment landscape: trust in the rule of law. This erosion of contractual certainty risks deterring the long-term capital essential for growth, from energy to AI infrastructure.
An international nuclear services firm moves forward with plans to seek regulatory approval for new power generation at the long-closed Kewaunee site, potentially revitalizing a key piece of Wisconsin's energy infrastructure.
As CoreWeave prepares to report Q4 earnings, the market's focus sharpens on the AI infrastructure firm that has become Nvidia's largest disclosed investment. With a soaring stock and a bold expansion plan, analysts are revisiting the thesis amid both optimism and legal headwinds.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
The startup, which pivoted from digital business cards, now provides the API infrastructure enabling AI companies to deploy chatbots directly within iMessage, RCS, and SMS, capitalizing on the shift away from traditional apps.
Oracle is launching a massive $45-$50 billion capital raise to aggressively expand its cloud infrastructure, fueled by long-term contracts with AI giants like OpenAI, NVIDIA, and Meta. The move underscores the fierce competition in the cloud arms race, even as the company's stock faces recent headwinds.
