Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.
As the AI infrastructure boom fuels demand for high-speed networks, Ciena's long-term valuation narrative is being rewritten. Analysts now see a fair value of approximately $237 per share, underpinned by sustained revenue growth forecasts near 18%, even as the stock's recent rally prompts pockets of caution.
A series of analyst upgrades and bullish AI infrastructure forecasts have thrust Cisco Systems back into the spotlight, driving a reassessment of the networking giant's stock. While recent momentum is strong, investors are weighing whether the AI growth story is already priced in.
NextEra Energy and Xcel Energy have formed a strategic partnership to accelerate the development of power infrastructure—including renewables, storage, and grid tech—specifically to meet the surging electricity demands of AI data centers. The move underscores how utilities are scrambling to adapt to a new era of concentrated, power-hungry loads.
CNBC's Jim Cramer praised Sphere Entertainment (SPHR) during his 'Lightning Round,' highlighting its immersive technology and live events business. The bullish sentiment comes as the company navigates a competitive entertainment landscape and broader market volatility.
CNBC's Jim Cramer expressed caution on Axon Enterprise (NASDAQ: AXON), suggesting the stock remains 'too heavy' despite its role in high-profile law enforcement contracts. The commentary comes as the company's technology faces increased public and regulatory examination.
CNBC's Jim Cramer offered a nuanced assessment of Marvell Technology, praising its execution but labeling it a 'derivative' company in the competitive semiconductor landscape, sparking debate among investors.
Driven by unprecedented demand for high-bandwidth memory in AI systems, Micron Technology is posting record results and locking in long-term contracts, leading some investors to argue the stock remains undervalued despite its recent rally.
Despite recent headwinds, Euronet Worldwide (EEFT) presents a compelling bull case. Trading at a significant discount to historical valuations, the company's accelerating digital transformation and resilient core infrastructure suggest potential for a re-rating if operational momentum improves.
BTQ Technologies announces a strategic collaboration with Taiwan's Industrial Technology Research Institute to validate its quantum computing memory chip. While the deal highlights its post-quantum cryptography ambitions, the company's steep valuation premium and mounting losses present a stark contrast to its recent share price slump.
Micron Technology's stock, riding the AI wave to multi-year highs, faces a critical juncture as its valuation gap widens. While long-term momentum remains strong, recent volatility and a significant premium to some fair value estimates prompt investors to weigh the sustainability of its rally against potential market and geopolitical risks.
Super Micro Computer's explosive quarterly revenue, fueled by AI infrastructure demand, has reignited investor enthusiasm. However, a closer look reveals significant vulnerabilities, including extreme customer concentration and eroding margins, that could threaten its long-term trajectory.
As data center power demands surge and U.S. tariffs on Chinese lithium-ion batteries loom, Eos Energy Enterprises' non-lithium, zinc-based storage technology is attracting investor attention for its potential in grid-scale and data center applications.
The medtech giant surpassed financial expectations, driven by robust performance in its core imaging and pharmaceutical diagnostics segments, while outlining a strategic shift towards becoming a comprehensive healthcare solutions provider.
Microsoft's Q1 FY26 results showcase explosive 18% revenue growth, driven by its AI and cloud divisions. While the tech giant's strategic bets appear to be paying off, analysts weigh the impact of massive infrastructure spending and increasing competition on its long-term trajectory.
Alphabet Inc. (GOOGL) has transformed from an AI observer to the indispensable infrastructure backbone of the industry. With blockbuster Q3 results and a solved 'Innovator's Dilemma,' the tech giant is leveraging its unique scale to fuel sustained growth.
CEO Alex Karp argues Palantir’s explosive growth and unique AI infrastructure warrant a valuation framework distinct from typical software firms, as the company posts a 70% revenue surge and ambitious 2026 guidance.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Since its 2024 spin-off, GE Vernova's stock has soared over 100%, fueled by the AI-driven energy infrastructure boom. We analyze whether the momentum can last.
Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.
