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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Engineering firm Tecnimont and energy technology leader Baker Hughes have entered a strategic partnership to jointly pursue modular liquefied natural gas projects worldwide, aiming to deliver faster, more flexible, and lower-emission infrastructure.
In a strategic move to secure a foothold in lucrative federal and defense markets, Worksport Ltd. has partnered with the bipartisan government relations firm Potomac International Partners. The alliance aims to position Worksport's portable solar and energy storage systems as critical infrastructure solutions for agencies ranging from the Department of Defense to disaster response teams.
Stephen Gardner, the former CEO of Amtrak, has been appointed to the strategic advisory board of financial consultancy Telos Advisors. The move brings one of the rail industry's most prominent figures to a firm specializing in complex infrastructure projects.
Italian authorities announced the disruption of a series of cyberattacks, attributed to Russian actors, aimed at Olympic infrastructure and diplomatic sites just hours before the Games commence, amid heightened security and political tensions.
Despite a recent lull in share price performance, Wall Street is overwhelmingly positive on Amazon's strategic positioning to capitalize on the AI revolution, from cloud infrastructure to internal automation.
In a major consolidation move within the semiconductor industry, Texas Instruments has agreed to acquire wireless connectivity specialist Silicon Labs for approximately $7.5 billion, aiming to expand its embedded systems portfolio and secure future growth.
A delivery truck carrying workers veered off a mountain road in Bayawan City, Negros Oriental, plummeting into a 30-meter ravine and killing all nine on board. The tragedy renews focus on the country's persistently high rate of fatal road accidents linked to enforcement gaps and infrastructure failures.
