A sharp sell-off in semiconductor and AI infrastructure stocks pressured the Nasdaq to a two-week low, offsetting gains in the Dow. The rotation follows mixed corporate earnings and signals a potential cooling of the recent tech frenzy.
While Oklo's advanced nuclear reactor technology has attracted major tech backers like Meta, analysts caution that its path to profitability—and potential dividends—remains a long-term prospect, making it a speculative growth story rather than an immediate income stock.
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.
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.
Cognizant Technology Solutions reported strong Q4 and full-year 2025 results, with revenue exceeding $20 billion and adjusted operating margin beating guidance. CEO Ravi Kumar attributed the performance to the company's pivot to an 'AI builder' model, which is helping clients bridge the gap between AI investment and tangible business value.
Investment bank Evercore Inc. reported its strongest financial year on record for 2025, fueled by a global M&A rebound and diversified business lines. Executives express optimism for continued growth in 2026, citing robust backlogs and strategic investments in talent and technology.
Cognizant Technology Solutions reported solid fourth-quarter results, highlighting growth in large deals and profitability. The IT services giant is pivoting its strategy to scale what it calls "agentic AI," aiming to close the gap between massive AI investments and tangible enterprise returns.
The regional quick-service chain is deploying PAR Technology's integrated suite of POS, payment, and hardware systems across its 300 locations, aiming to streamline operations and enhance customer experience amid growth plans.
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.
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.
At its recent AI Summit, Cisco Systems unveiled a multi-pronged strategy to cement its role in enterprise AI infrastructure, deepening its alliance with Nvidia and launching a new partner program. In a significant move for its European operations, the company also secured a 15-year renewable energy agreement to power its Polish data centers, directly linking its AI growth to sustainable power sourcing.
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.
Microsoft's latest quarterly earnings showcased robust revenue growth and profitability, yet a cautious outlook and heavy AI infrastructure investments have sparked a significant stock sell-off, raising questions about future margins and execution.
Pacific Gas & Electric and technology partner Itron are advancing a strategic collaboration focused on grid-edge intelligence. The initiative aims to bolster grid reliability, integrate renewable energy, mitigate wildfire risks, and support California's growing electric vehicle ecosystem.
In a strategic move to secure a foothold in lucrative federal and defense markets, Worksport Ltd. has partnered with the bipartisan government relations firm Potomac International Partners. The alliance aims to position Worksport's portable solar and energy storage systems as critical infrastructure solutions for agencies ranging from the Department of Defense to disaster response teams.
Wolfe Research upgrades Broadcom to 'Outperform,' citing its pivotal role in Google's expanding TPU program and broader AI infrastructure demand, setting a $400 price target despite recent market volatility.
Baron Discovery Fund's latest investor letter spotlights SiTime Corporation's (SITM) remarkable rally, attributing its surge to the company's pivotal role in next-generation AI and communication infrastructure. While the fund underperformed its benchmark in Q4, it remains bullish on a high-growth 2026.
Intel shares rallied sharply this week as reports of potential manufacturing deals with Apple and a new AI memory collaboration with SoftBank's Saimemory division offset concerns over recent financial losses and a new shelf registration filing. The developments signal a strategic pivot toward becoming a full-scale foundry and AI infrastructure player.
Palantir Technologies (PLTR) reported fourth-quarter revenue of $1.41 billion, exceeding analyst forecasts, as government and corporate investment in AI tools continues to accelerate. Wedbush Securities hailed the performance as another 'drop-the-mic' quarter, underscoring the company's leading position in the AI infrastructure race.
