Elon Musk consolidates his space and AI ventures, positioning SpaceX's Starship rocket as the cornerstone for an ambitious vision of space-based computing infrastructure.
In a significant economic development win, international engineering firm Mecad USA has chosen the Tulsa Port of Catoosa for its U.S. headquarters and a new advanced manufacturing facility, citing Oklahoma's infrastructure and energy policy reforms as key factors.
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.
TransDigm Group concluded fiscal 2024 with robust cash reserves nearing $6.3 billion, powered by high-margin aftermarket revenues. While navigating Boeing strike impacts and a slower OEM recovery, the aerospace supplier projects steady growth for 2025 and signals continued aggressive capital deployment for acquisitions and shareholder returns.
Despite a recent share price dip, Fairfax Financial Holdings (TSE:FFH) has delivered staggering long-term returns for investors, with total shareholder return reaching 394% over five years. We examine the fundamentals behind the rally and what it signals for the future.
Mortgage insurer Enact Holdings (ACT) reported solid fourth-quarter results, surpassing earnings expectations and outlining a significant shareholder return program, as disciplined expense management and resilient credit metrics bolster confidence.
Despite industry headwinds, Lear Corporation (LEA) reported a resilient fourth quarter, marked by record contract wins and a strategic focus on automation and innovation that is setting the stage for margin expansion and shareholder returns in the coming year.
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.
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.
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.
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.
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.
