Delegations from Ukraine, Russia, and the United States convened in the UAE capital for a critical diplomatic push to end the devastating conflict, even as a wave of Russian strikes on civilian infrastructure cast a long shadow over the negotiations.
Industrial manufacturer Hubbell Incorporated capped off 2025 with robust quarterly results, fueled by accelerating investments in utility infrastructure and a booming data center market. The company projects continued organic growth and margin expansion for the coming year.
MACOM Technology Solutions (MTSI) is scheduled to release its quarterly financial results before the market opens on Thursday. Investors will be watching for signs of whether the networking and analog chip specialist can maintain its strong revenue trajectory against a backdrop of mixed semiconductor sector performance.
GE Vernova (NYSE: GEV) is sharpening its focus on the booming grid modernization sector through a strategic alliance with utility giant Xcel Energy and the full acquisition of Prolec GE, moves that solidify its position in North America's energy transition infrastructure.
Power Integrations (NASDAQ:POWI) is scheduled to release its fourth-quarter financial results after market close on Thursday, with analysts anticipating a slight year-over-year revenue decline. The report comes as the analog semiconductor sector shows investor optimism despite uneven performance among key players.
Infrastructure specialist Construction Partners (NASDAQ: ROAD) is poised to release its fourth-quarter results Thursday morning. With mixed performance last quarter and shifting analyst expectations, here’s a breakdown of what investors should watch.
As the artificial intelligence revolution drives an unprecedented surge in electricity demand, advanced nuclear energy developer Oklo Inc. is emerging as a critical infrastructure player. Analysts highlight its unique positioning to provide clean, reliable power for data centers, with significant growth potential on the horizon.
Shares of infrastructure specialist Quanta Services (PWR) defied a broader market downturn, rising over 2% as investors position for the company's upcoming earnings report. The rally extends a strong year-to-date performance, but analysts question if the current price fully reflects future growth prospects.
Photronics (PLAB) is making a bold $330 million capital expenditure bet for 2026, signaling strong conviction in sustained demand for its critical semiconductor manufacturing components. The move follows a quarter of robust earnings beats and comes as the company solidifies its unique position as the sole U.S.-headquartered producer of trusted photomasks.
At a recent industry conference, Google's AI infrastructure lead detailed the rapid ascent of the Gemini model family and outlined the monumental infrastructure challenges ahead. In a wide-ranging discussion, he positioned specialized hardware, cross-stack collaboration, and even speculative space-based computing as critical to sustaining the AI boom, while cautioning that efficiency gains alone won't keep pace with exploding demand.
Amid surging demand for AI infrastructure, IREN Limited's vertically integrated model and rapid deployment capabilities position it as a key player. Despite a recent pullback, analysts point to strong operational execution and scalable design as catalysts for long-term growth.
SanDisk's explosive growth since separating from Western Digital has captivated the market, driven by its critical role in AI infrastructure. Yet, after such a meteoric rise, analysts warn that its sky-high valuation may pose significant risks for new investors.
For dividend-focused investors, the volatile energy sector still offers reliable income streams through specific business models. We examine three high-yield picks balancing infrastructure stability and strategic transition.
Super Micro Computer (SMCI), a key beneficiary of the AI infrastructure rush, presents a conundrum for investors. While its long-term returns are stellar, recent share price volatility and conflicting valuation signals—from DCF models screaming overvaluation to peer comparisons suggesting undervaluation—have left the market divided on its true worth.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.
At the Cisco AI Summit, an AWS executive outlined the critical gaps between AI experimentation and enterprise deployment, emphasizing the need for clear metrics, robust security for agentic workflows, and infrastructure built for an 'AI-first' future. The discussion also covered scaling challenges, sovereign cloud concerns in Europe, and the transformative potential—and current limits—of AI-assisted coding.
A proposal to fundamentally reshape how transactions are validated on Ethereum, dubbed 'Frame Transactions,' has been shortlisted for the network's upcoming Hegota upgrade. The concept, which has drawn public commentary from co-founder Vitalik Buterin, could redefine wallet infrastructure, mempool economics, and the broader MEV landscape.
Raymond James adds Crown Castle to its favorites list as the infrastructure REIT pivots to a pure-play tower model by 2026, drawing analyst support despite challenges from DISH Wireless defaults and a leveraged balance sheet.
Super Micro Computer (SMCI) delivered a blockbuster fourth quarter, with revenue more than doubling year-over-year to $12.68 billion and significantly outpacing Wall Street forecasts. The server maker's bullish guidance for the current quarter sent its shares higher, cementing its status as a key beneficiary of the AI infrastructure boom.
At a major investment forum, Blackstone President Jon Gray highlighted artificial intelligence as the foremost strategic issue for the world's largest alternative asset manager, outlining a dual approach of investing in foundational infrastructure while navigating sector-specific risks.
