Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.
Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.
Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.
Months after a sudden $19 billion liquidation event rocked crypto markets, a war of words has erupted among industry CEOs. The debate centers on whether the crash was caused by a technical glitch, systemic leverage, or aggressive yield marketing, exposing deep fissures in the industry's post-mortem analysis.
In the aftermath of the devastating '10/10' market crash of 2025, Binance finds its dominance and trust metrics under a microscope. While the exchange compensated users and maintains its user base, questions about systemic risk and centralization linger, shaping the post-crash narrative.
Erasca (ERAS) gains significant analyst momentum as Mizuho initiates coverage with an 'Outperform' rating and a $16 price target, citing confidence in its 2026 proof-of-concept milestones for RAS-targeted cancer therapies.
Jacobs Solutions lands pivotal roles in California wastewater upgrades and UK nuclear project, reinforcing its position in sustainable infrastructure despite shares trading below analyst targets.
Silver prices have erased most of their historic 2025-2026 gains in a dramatic reversal, highlighting the profound and volatile impact of Chinese retail speculation on global commodity markets.
Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
In a significant strategic shift, Hut 8 Corp. is decommissioning a key mining site and redirecting capital toward AI and high-performance computing infrastructure, signaling a move to diversify beyond volatile cryptocurrency markets.
Shares of Sterling Infrastructure have soared over 150% in the past year, fueled by its central role in U.S. infrastructure projects. As the stock hovers near $358, analysts and investors are debating whether the rally has run its course or if there's still room to grow.
Gold and silver futures suffered a dramatic reversal Friday, erasing significant gains from a massive rally. The sharp decline coincided with broader market jitters and a key Federal Reserve nomination.
Freeport-McMoRan has revised its copper production guidance downward following a fatal accident at its flagship Grasberg mine in Indonesia, compounding concerns over the company's long-term operational and financial trajectory.
Investment firm Needham & Company has reiterated its Buy rating and $21 price target for TeraWulf (WULF), citing the company's strategic shift from Bitcoin mining to high-performance computing and AI infrastructure as a core growth catalyst.
Applied Optoelectronics (AAOI) is positioning itself at the forefront of the AI infrastructure build-out, securing a significant 800G transceiver order from a hyperscale customer and expanding its Texas manufacturing footprint. While these moves signal strong revenue momentum, they also amplify existing concerns over customer concentration and profitability.
Polish cybersecurity authorities have attributed a wave of disruptive cyberattacks in late December to a hacking group linked to Russia's FSB, marking a potential escalation in tactics against energy and heating infrastructure during a severe winter storm.
While public attention focuses on flashy AI applications, Baseten is building the critical infrastructure beneath them. Its explosive growth and backing from investors like Nvidia signal its pivotal role in the AI economy's next phase.
Brookfield Infrastructure Partners L.P. (BIP) reports robust 2025 results, marking its 17th consecutive annual distribution increase while spotlighting data and AI infrastructure as core growth drivers. The update fuels debate on whether the firm's narrative is shifting from a pure income play to a growth-oriented infrastructure enabler.
