In a strategic move to cut costs and bolster infrastructure, Telia Norway and Lyse-owned Ice are merging their mobile radio access networks into a new joint venture, aiming to build a nationwide challenger to market leader Telenor.
Investment firm CapWealth Advisors has significantly increased its stake in telecom provider Lumen Technologies, signaling confidence amid the company's strategic pivot towards enterprise and AI infrastructure.
The British government's move to retroactively alter leasehold ground rent contracts is undermining a foundational pillar of its investment landscape: trust in the rule of law. This erosion of contractual certainty risks deterring the long-term capital essential for growth, from energy to AI infrastructure.
A broad crypto market sell-off has dragged AI-linked tokens to one of their steepest weekly declines in recent memory, erasing billions in value. Despite the price pain, key infrastructure projects in the decentralized AI and agent ecosystem continue to advance.
An international nuclear services firm moves forward with plans to seek regulatory approval for new power generation at the long-closed Kewaunee site, potentially revitalizing a key piece of Wisconsin's energy infrastructure.
As CoreWeave prepares to report Q4 earnings, the market's focus sharpens on the AI infrastructure firm that has become Nvidia's largest disclosed investment. With a soaring stock and a bold expansion plan, analysts are revisiting the thesis amid both optimism and legal headwinds.
Conagra Brands (CAG) shares have surged recently, closing at $18.51 and sparking renewed investor interest. While short-term momentum appears positive, a deeper look reveals a stark five-year decline in shareholder returns, raising questions about whether the current price represents a genuine opportunity or a fleeting rally.
A new report from crypto market maker Wintermute Ventures forecasts a seismic shift, arguing that blockchain-based prediction markets will begin displacing traditional insurance by making hyper-specific risks tradable. The firm outlines a future where decentralized infrastructure becomes the new clearing layer for a programmable global economy.
Facing pressure from both investors and regulators, banks and wealth managers are turning to pass-through voting mechanisms to reclaim shareholder influence and align stewardship with client values, even within passively managed funds.
Despite Dell Technologies' strategic push into AI infrastructure and analyst endorsements, its stock continues to underperform the broader market, raising questions about the timing of its promised turnaround.
The energy giant reported industry-leading earnings and cash flow, driven by record production and deep cost cuts, while returning billions to shareholders and outlining an ambitious growth plan through 2030.
Firm Capital Property Trust (TSE:FCD.UN) delivered a 22% total shareholder return over the past year, buoyed by dividends, despite a more modest share price gain and underlying earnings pressure. The performance highlights the complex dynamics between dividend yield, market sentiment, and fundamental business health in the current real estate investment trust (REIT) landscape.
The startup, which pivoted from digital business cards, now provides the API infrastructure enabling AI companies to deploy chatbots directly within iMessage, RCS, and SMS, capitalizing on the shift away from traditional apps.
NETSTREIT Corp. (NYSE: NTST) has delivered impressive shareholder returns over the past year, significantly outpacing its longer-term performance. As the stock hovers near $19, investors and analysts are debating whether its current price fully reflects the fundamentals of this necessity-based retail REIT or if momentum has gotten ahead of value.
Zions Bancorporation has authorized a new $75 million stock repurchase program, a move analysts see as a bet on its undervalued shares and a commitment to shareholder returns as regional banks navigate a cautious regulatory environment.
ASML's Q4 2025 bookings, driven by AI chip demand, smashed forecasts. While management raises 2026 guidance, shareholders question the durability of the surge and the company's exposure to geopolitical headwinds.
While tech captures headlines, a selection of energy and utility companies present a compelling case for reliable, high-yield dividend income in the coming year, backed by essential infrastructure and evolving demand drivers.
An AI-driven analysis suggests JPMorgan Chase stock could see a slight decline to around $295 by mid-April, as the banking giant contends with rising operational costs and regulatory uncertainty, despite strong fundamentals and shareholder returns.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
QatarEnergy awards McDermott a pivotal contract to plan the removal of 27 aging offshore platforms, marking the nation's first major step in responsibly retiring legacy oil and gas infrastructure.
