Russian forces launched a wave of attacks on Ukraine's capital Kyiv and second city Kharkiv early Tuesday, targeting energy infrastructure and residential areas amid sub-zero temperatures, officials said.
As the AI infrastructure race intensifies, Nvidia appears poised for another year of robust growth, driven by system-level sales, a resilient margin profile, and a formidable software ecosystem that competitors struggle to match.
Meta Platforms' aggressive push into AI infrastructure, announced alongside robust earnings guidance, has investors weighing its massive capital expenditure plans against a valuation that suggests the market may already be pricing in future growth.
A 23-year-old driver has been arrested on suspicion of driving under the influence after his vehicle crashed into a two-story Fairfield home, trapping a child under fallen debris. First responders successfully rescued the child, who was unharmed.
Silicon Valley's SiTime Corp. is finalizing a landmark deal to acquire the timing device division of Japan's Renesas Electronics, a move set to reshape the semiconductor landscape for wireless and AI infrastructure.
Vertiv's launch of its 'Next Predict' AI service aims to transform data center maintenance. While it strengthens the company's AI infrastructure narrative, investors are weighing rich valuations against execution risks in a maturing growth cycle.
Beyond the headlines of rocket launches, companies building the critical infrastructure for the orbital economy are gaining strategic importance. Redwire Corporation (NYSE: RDW), with its niche technologies powering everything from lunar missions to potential space-based data centers, presents a compelling, if complex, investment thesis in the burgeoning space sector.
The NAND flash memory specialist's stock skyrocketed last month, propelled by surging prices and blockbuster earnings that smashed Wall Street estimates, highlighting its pivotal role in the AI infrastructure build-out.
Lumentum Holdings Inc. has transformed from a consumer electronics supplier into a key player in AI infrastructure, driving a V-shaped recovery. While surging demand for high-speed optical modules paints a bullish picture, its premium valuation demands scrutiny.
Over 247,000 residential customers of Potomac Edison, a FirstEnergy subsidiary in Maryland, will see automatic credits on their utility bills this month. The move, part of a state-mandated relief program, underscores the delicate balance utilities must strike between regulatory compliance, infrastructure investment, and consumer affordability pressures.
As wireless networks strain under exponential data growth, AT&T's vast fiber infrastructure and deep spectrum portfolio are emerging as critical competitive advantages, setting the stage for a potential market rerating.
Cipher Mining Inc. (CIFR), once a traditional cryptocurrency miner, has rapidly transformed into a key developer of industrial-scale data centers, capitalizing on the insatiable power demands of artificial intelligence. With a portfolio exceeding 3 gigawatts, primarily in power-rich West Texas, the company is now building the physical backbone for tech giants. This strategic pivot, however, raises critical questions about capital allocation and the sustainability of the AI infrastructure rush.
As the AI infrastructure race intensifies, a critical bottleneck is emerging: memory. With demand for high-bandwidth memory (HBM) skyrocketing, Micron Technology finds itself at the center of a new investment thesis, drawing comparisons to the early days of Nvidia's AI-driven ascent.
As AI infrastructure scales, reliability becomes paramount. Credo Technology Group, once a niche connectivity player, is now seeing explosive growth as its solutions become critical to preventing costly failures in hyperscale data centers. With revenue soaring over 270% and margins expanding, the debate is whether Credo is a cyclical beneficiary or the foundational 'toll road' of modern AI computing.
SiTime Corporation (NASDAQ: SITM), a leader in MEMS-based timing solutions, is attracting bullish attention as its technology becomes increasingly critical for AI infrastructure and high-performance computing. With strong recent financials and strategic expansion, the company is navigating both opportunities and risks in a complex semiconductor landscape.
Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.
As global data center expansion strains power grids, Fluence Energy's energy storage solutions are emerging as a critical piece of infrastructure. Despite recent operational headwinds, a massive backlog and structural demand trends paint a bullish picture for the company.
While aggressively deploying AI across its vast logistics network, FedEx is taking a measured, pilot-stage approach to warehouse automation and drones, CEO Raj Subramaniam tells The New York Times. The shipping giant, handling $2 trillion in global commerce, prioritizes scalable infrastructure over unproven robotics for its 17 million daily packages.
Amid surging power demands from AI and electrification, NANO Nuclear Energy Inc. (NNE) is attracting bullish investor attention. Analysts point to its microreactor technology as a potential solution for decentralized, high-density energy needs, drawing comparisons to infrastructure giant NextEra Energy's growth trajectory.
Often overshadowed by flashier tech names, glass and materials science giant Corning has secured a multi-year, $6 billion agreement with Meta Platforms to supply optical fiber for AI data centers, positioning itself as a critical but under-the-radar beneficiary of the infrastructure build-out.
