Semiconductor Infrastructure

Business

Silicon Motion Projects Record 2026 Revenue on AI-Driven Storage Demand and Gen5 Controller Ramp

Silicon Motion Technology (SIMO) reported robust Q4 2025 results, surpassing revenue and margin targets, as executives outlined a bullish outlook fueled by AI infrastructure needs, PCIe Gen5 adoption, and strategic market share gains. The company forecasts continued sequential growth through 2026, targeting record annual revenue despite industry-wide memory supply constraints.

Feb 4, 2026

Business

Cerebras Systems Secures $1 Billion, Valuation Soars to $23.1 Billion as AI Chip Race Intensifies

AI chip challenger Cerebras Systems has nearly tripled its valuation in just over four months, raising $1 billion in a late-stage round led by Tiger Global. The massive funding underscores the fierce competition and strategic maneuvering in the high-stakes AI infrastructure sector.

Feb 4, 2026

Business

Tech Sell-Off Drags Bitcoin Below $74K as AI Fears Intensify

A sharp downturn in AI-related tech stocks, triggered by AMD's disappointing outlook, spills over into crypto markets, pulling Bitcoin lower and hammering mining stocks closely tied to data center infrastructure.

Feb 4, 2026

Business

Amazon Announces Fresh Round of Corporate Layoffs, Balancing Cost Discipline with AI Ambitions

Amazon files notice for over 2,200 corporate job cuts, signaling a continued push for efficiency as it ramps up spending on AI and cloud infrastructure, leaving investors to weigh near-term profit pressures against long-term growth bets.

Feb 4, 2026

Business

Coherent Eyes Another Beat as AI Demand Fuels 164% Rally Ahead of Q2 Earnings

Optical components leader Coherent is set to report quarterly results after the bell, with investors watching to see if surging AI infrastructure spending can propel a sixth straight earnings surprise and justify its meteoric stock rise.

Feb 4, 2026

Business

Super Micro Soars on AI Boom, But Faces Margin Squeeze as Customer Landscape Shifts

Super Micro Computer (SMCI) smashed revenue expectations with a 123% surge in Q4 sales, fueled by voracious demand for AI infrastructure. While its outlook remains strong, the company signals that shifting customer dynamics and supply chain pressures are beginning to pinch profitability.

Feb 4, 2026

Business

Arm's February 4 Earnings: A Litmus Test for AI Ambitions and Market Sentiment

As Arm Holdings prepares to report its Q3 FY2026 results, the semiconductor design giant stands at a crossroads. Investors are looking beyond recent stock volatility for signs that its licensing momentum and AI strategy can justify a premium valuation in a choppy market.

Feb 4, 2026

Business

Applied Digital's AI Data Center Boom: A 375% Rally Masks Mounting Investor Concerns

Shares of data center operator Applied Digital have skyrocketed on the AI infrastructure wave, but soaring costs, persistent losses, and a premium valuation signal significant risks for investors considering a buy now.

Feb 4, 2026

Business

TeraWulf Shares Surge Over 10% on Strategic Expansion Moves

Shares of bitcoin miner and infrastructure developer TeraWulf jumped more than 10% Tuesday after the company announced key acquisitions in Kentucky and Maryland, signaling a major capacity expansion to meet rising data center and energy demands.

Feb 4, 2026

Business

AST SpaceMobile Soars on Musk's Vision: Space-Based AI Compute Fuels Investor Optimism

Shares of AST SpaceMobile surged over 10% following Elon Musk's comments positioning space infrastructure as a cost-effective foundation for future AI development, highlighting the growing synergy between the space and artificial intelligence sectors.

Feb 4, 2026

World

Talks Resume Amid Escalation: Ukraine Peace Negotiations Open in Abu Dhabi as Russian Strikes Intensify

As U.S., Russian, and Ukrainian officials reconvene for a second round of technical talks, a massive overnight bombardment of Ukrainian energy infrastructure casts a long shadow over the prospects for diplomacy, deepening skepticism on the ground.

Feb 4, 2026

World

Storm Leo Unleashes Fury on Iberia, Pushing Rivers to the Brink Days After Deadly Predecessor

A relentless barrage of storms has brought Spain and Portugal to a crisis point, with critical infrastructure failing and thousands evacuated as rivers and reservoirs threaten catastrophic overflow.

Feb 4, 2026

Business

Flex Beats Q3 Forecasts on Surging Data Center Demand, Raises Full-Year Outlook

The global manufacturing solutions provider posts record revenue of $7.1 billion, driven by a 35% surge in its data center business. CEO Revathi Advaithi credits the company's integrated approach to power, cooling, and compute for capitalizing on the AI infrastructure boom.

Feb 4, 2026

Business

ElevenLabs Voice AI Startup Soars to $11 Billion Valuation in Major Funding Haul

The AI voice synthesis leader has secured $500 million in a Series D round led by Sequoia Capital, more than tripling its valuation in under a year and underscoring fierce investor competition in generative AI infrastructure.

Feb 4, 2026

Business

Helios Towers Sees Slight Valuation Uplift as Analysts Adjust Models

Analysts have modestly raised the fair value estimate for Helios Towers (LSE: HTWS) to £2.10 per share, reflecting a nuanced reassessment of the telecom infrastructure firm's risk profile and growth trajectory.

Feb 4, 2026

Business

Cisco Doubles Down on AI Networking, Anchors European Expansion with Major Renewable Energy Deal in Poland

At its recent AI Summit, Cisco Systems unveiled a multi-pronged strategy to cement its role in enterprise AI infrastructure, deepening its alliance with Nvidia and launching a new partner program. In a significant move for its European operations, the company also secured a 15-year renewable energy agreement to power its Polish data centers, directly linking its AI growth to sustainable power sourcing.

Feb 4, 2026

Business

UBS Boosts Comfort Systems USA Target to $1,310, Citing Robust Backlog and AI-Driven Demand

UBS has raised its price target on Comfort Systems USA (FIX) to $1,310, maintaining a Buy rating. The upgrade reflects confidence in the HVAC leader's strong project pipeline, strategic acquisitions in key markets, and its positioning to capitalize on the booming data center and AI infrastructure build-out.

Feb 4, 2026

Business

Salesforce Secures Major Defense, Public Safety AI Deals, Signaling Strategic Shift

Salesforce's landmark $5.6 billion U.S. Army contract and its role in a new wildfire prevention consortium highlight the company's deepening integration into long-term government and critical infrastructure projects, moving its AI platforms beyond commercial CRM.

Feb 4, 2026

Business

Softcat Shares Trade Near Fair Value, DCF Analysis Suggests

A discounted cash flow valuation of UK IT infrastructure provider Softcat plc indicates its current share price is close to its intrinsic value estimate of £12.50, prompting debate among investors about its growth prospects.

Feb 4, 2026

Business

Microsoft Earnings: Strong Results Clouded by AI Spending and Capacity Concerns

Microsoft's latest quarterly earnings showcased robust revenue growth and profitability, yet a cautious outlook and heavy AI infrastructure investments have sparked a significant stock sell-off, raising questions about future margins and execution.

Feb 4, 2026