Tether's flagship stablecoin continues to expand its user base and reserves even as the broader crypto market contracts, solidifying its critical role in digital asset infrastructure while raising fresh questions about systemic risks.
Following the sale of its non-core Tools for Materials Processing business, Coherent plans to streamline operations, strengthen its balance sheet, and double down on high-growth photonics markets critical to AI and communications infrastructure.
German chipmaker Infineon Technologies is making a bold push into AI data centers and electric vehicle semiconductors, backed by fresh investments and solid earnings. Yet, its stock's recent volatility and premium valuation have left investors weighing the long-term promise against near-term risks.
Lam Research announces a new COO, a strategic board appointment, and a multi-year R&D partnership with CEA Leti, positioning the semiconductor equipment giant at the forefront of the AI and high-performance computing wave.
Caterpillar secures a landmark 2-gigawatt deal to power a major AI data center campus, signaling a strategic pivot as demand for reliable, high-capacity energy solutions soars alongside artificial intelligence infrastructure.
Honda Motor reports a significant recovery in global vehicle production for December, alongside a sharp rise in exports to the United States, indicating a potential easing of the semiconductor shortages that have plagued the auto industry.
Micron Technology has broken ground on a massive, $24 billion semiconductor fabrication facility in Singapore, a strategic move to cement its position in the booming AI memory market. The project, focusing on advanced NAND and high-bandwidth memory (HBM) packaging, aims to meet surging data storage demands while integrating R&D to accelerate innovation.
Alphabet announces plans to nearly double capital expenditures this year, betting big on AI infrastructure as its cloud division outpaces rivals and drives revenue growth.
Atmos Energy reported a robust fiscal first quarter, with net income reaching $403 million. Performance was supported by a Texas regulatory benefit, operational resilience during Winter Storm Fern, and ongoing investments in infrastructure and customer growth, as the company reaffirms its full-year guidance.
A10 Networks reported record quarterly and annual revenue for 2025, driven by strong demand for its security and cloud infrastructure solutions that support AI workloads. The company forecasts 10-12% revenue growth for 2026, citing a diversified customer base and sustained enterprise investment.
Deepwater Asset Management's Gene Munster argues that the strategic merger between SpaceX and xAI is fundamentally about building 'data centers in the sky,' a move that could redefine cloud infrastructure and challenge the dominance of the 'Magnificent 7' tech giants.
Broadcom unveils its new Wi-Fi 8 platform, engineered specifically for enterprise AI workloads. The move highlights the chipmaker's strategic pivot to capture growing demand for high-capacity, low-latency wireless infrastructure as businesses accelerate AI adoption.
As the race for AI supremacy intensifies, Super Micro Computer (SMCI) is emerging from the shadows of its flashier tech peers. With a pivotal role in building the world's largest AI data centers and a unique modular approach, the server maker presents a compelling, if understated, investment case in the infrastructure underpinning artificial intelligence.
Despite recent investor jitters over soaring capital expenditures, a closer look at Meta Platforms' strategy reveals a deliberate, infrastructure-heavy push into AI that is already driving measurable gains in user engagement and ad performance.
NexGen Energy Ltd. (NXE) has unveiled exceptional high-grade uranium assay results from its Patterson Corridor East discovery, adjacent to its flagship Arrow deposit in Saskatchewan's Athabasca Basin. The findings, including an ultra-high-grade intercept of 74.8% U₃O₈, bolster the case for a world-class resource and potential infrastructure synergies, positioning the company amid strong uranium market fundamentals.
In a landmark shift, Canadian telecom giant BCE has cut its dividend for the first time in decades, using the proceeds from selling its MLSE stake to fund a major U.S. fiber expansion. The move signals a new capital allocation strategy focused on debt reduction and high-growth infrastructure, reshaping its return profile for investors.
As Redwire Corporation rides a wave of space contract news, a stark disconnect emerges between its market price and fundamental valuation. Deep-dive analysis suggests the stock is significantly overvalued, raising questions about investor optimism in the high-risk space infrastructure sector.
TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.
In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.
