Hess Midstream Partners LP (HESM) signals a pivotal shift towards robust free cash flow generation, forecasting a 40% drop in capital expenditures for 2026 as its core system build-out concludes. Despite near-term weather headwinds, strong minimum volume commitments underpin financial targets through 2028.
In a strategic move to solidify its position in the booming AI data center market, Amphenol has struck a deal to acquire CommScope's Connectivity and Cable Solutions division, marking one of its most significant acquisitions to date.
Siemens AG is doubling down on its digital transformation, channeling investments into battery storage, AI-driven industrial solutions, and data analytics while continuing a substantial share repurchase program. This analysis examines whether these strategic moves can translate into sustainable shareholder value amid a complex financial landscape.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.
The severe winter storm Fern, leaving nearly a million customers without power, has starkly highlighted the U.S. electrical grid's persistent vulnerabilities. This comes despite repeated warnings from reliability monitors about the system's growing strain.
A Utah couple with a $180,000 income sought advice on using a $7,300 bonus. Dave Ramsey's firm counsel: shore up emergency savings, attack their HELOC debt, and postpone both a long-awaited honeymoon and speculative IPO investing until their financial foundation is secure.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
Oracle shares slid in premarket trading after the company unveiled plans to raise up to $50 billion this year to fuel its cloud and AI expansion, prompting investor unease over its growing debt burden and the long-term payoff of the sector's spending spree.
Oracle announces plans to raise up to $50 billion in 2026 through debt and equity to massively expand its cloud data centers, aiming to meet surging demand from AI leaders like Nvidia, OpenAI, and xAI.
A quiet crisis is eroding the foundation of U.S. economic decision-making. As key federal data agencies face budget cuts, political pressure, and operational challenges, the resulting information gap could leave policymakers and businesses 'flying blind,' increasing the risks of policy missteps, deeper recessions, and prolonged unemployment.
The Italian construction giant Webuild secures a major contract to build a critical section of the SS106 Jonica road, a project set to enhance connectivity in Calabria while creating hundreds of jobs and employing advanced construction technologies.
TransDigm Group's recent acquisitions of Stellant Systems and Jet Parts Engineering, totaling over $3 billion, have analysts debating whether the moves solidify its lucrative aftermarket strategy or stretch its leveraged balance sheet too thin ahead of a critical earnings season.
Palantir Technologies expands its strategic footprint in Asia through a deepened partnership with HD Hyundai, while securing a pivotal role in building sovereign AI data centers across Europe, the Middle East, and Africa with Sovereign AI and Accenture.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
Applied Optoelectronics (AAOI) shares have experienced significant volatility following a major 800G transceiver order and strategic expansion into AI-focused products. With the stock trading above analyst targets after a strong multi-year run, investors are weighing future growth prospects against current valuation concerns.
In a strategic move to modernize financial services, DXC Technology partners with Ripple to embed digital asset custody and payment solutions directly into legacy core banking systems, aiming to facilitate institutional adoption of blockchain technology.
Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.
While investors chase AI's headline names, optical networking leader Ciena has quietly outperformed the sector. With surging demand for high-speed data transmission and an attractive valuation, it presents a compelling case for the coming year.
Broadcom secures a landmark agreement to supply OpenAI with custom AI accelerators, marking a strategic pivot to become a core silicon partner for hyperscalers and deepening its integration into the global AI build-out.
