Technology Infrastructure

Business

Palantir's AI Ambitions Take Flight: Record Growth Fuels Global Expansion Beyond Government Roots

Palantir Technologies' latest earnings reveal explosive growth driven by its Artificial Intelligence Platform (AIP), signaling a pivotal shift toward commercial enterprise adoption. While its valuation raises questions, strategic partnerships in Asia and Europe underscore its ambition to become a foundational global AI infrastructure player.

Feb 3, 2026

Business

NCR Atleos Stock Surge Puts Valuation in Spotlight: Undervalued Opportunity or Overheated Momentum?

Shares of NCR Atleos (NATL) have surged nearly 5% in a single day, extending a strong run of gains and putting the fintech infrastructure provider's valuation under the microscope. Analysts see potential upside, but a premium P/E ratio signals investor expectations are running high.

Feb 3, 2026

Business

Apple's Memory Crunch: A Hidden Windfall for Micron Investors

While Apple's latest earnings call focused on iPhone demand, CEO Tim Cook's repeated warnings of a severe memory chip shortage signal a major opportunity for suppliers like Micron Technology, which stands to gain from both pricing power and potential expanded contracts.

Feb 3, 2026

Business

Lenzing Seizes Control of TreeToTextile, Accelerating Next-Gen Fiber Scale-Up

The Lenzing Group has moved from minority investor to majority owner of Swedish innovator TreeToTextile, marking a decisive step in commercializing a promising new cellulose fiber technology. The move coincides with Lenzing's partnership with Karl Mayer to advance warp knitting applications for sustainable fibers.

Feb 3, 2026

Business

AT&T Bets Big on Fiber and Connected Health: A Dual-Pronged Strategy for Growth

AT&T makes two significant strategic moves, acquiring Lumen's fiber assets to expand its broadband footprint and partnering to launch a network-based fall detection device for seniors, as it seeks to leverage its core infrastructure for future growth.

Feb 3, 2026

Business

Oracle Secures Financial Path for AI Ambitions with $50 Billion Fundraising Plan, Barclays Reaffirms Bullish Stance

Barclays reiterates its Overweight rating on Oracle, citing reduced financial uncertainty after the tech giant outlined plans to raise up to $50 billion. The move is seen as crucial for funding its aggressive push into cloud and AI infrastructure while preserving its credit rating.

Feb 3, 2026

Business

Lumentum Shares Surge 8% Ahead of Earnings, Fueled by Analyst Optimism on AI Networking Demand

Lumentum Holdings Inc. saw its stock price climb over 8% on Monday, extending recent gains as investors positioned themselves ahead of quarterly results. The rally was supported by a series of bullish price target upgrades from major Wall Street firms, citing the company's exposure to the infrastructure needs of agentic AI and advanced reasoning networks.

Feb 3, 2026

Business

Nvidia's $100 Billion Question: CEO Huang Tempers Expectations as AI Capex Scrutiny Intensifies

Nvidia's stratospheric valuation faces a reality check as CEO Jensen Huang downplays speculation of a $100B OpenAI investment. The chipmaker's role as the indispensable 'tollbooth' for AI infrastructure is under the microscope, with markets demanding tangible growth catalysts beyond sentiment.

Feb 3, 2026

Business

China's Tech Giants Secure Massive NVIDIA H200 Chip Orders Amid Shifting Semiconductor Policy

Chinese authorities have approved ByteDance, Alibaba, and Tencent to purchase over 400,000 of NVIDIA's flagship H200 AI chips, signaling a pragmatic shift in Beijing's approach to balancing advanced U.S. technology with domestic chip ambitions.

Feb 3, 2026

Business

Bank of America Bullish on Celestica, Initiates Coverage with $400 Price Target

Bank of America has initiated coverage on electronics manufacturing services provider Celestica with a 'Buy' rating, citing the company's strategic position to capitalize on the AI data center infrastructure boom. The firm set a price target of $400, forecasting strong growth driven by custom server and networking switch demand.

Feb 3, 2026

Business

Dell Bucks IT Hardware Slowdown, Anchored by AI Server Demand

As a broader sector slump looms into 2026, Dell Technologies demonstrates resilience, with analysts pointing to its strength in artificial intelligence infrastructure as a key differentiator.

Feb 3, 2026

Business

Broadcom Emerges as a Top Compute Play as AI Demand Reshapes Semiconductor Landscape

Bank of America highlights Broadcom alongside Nvidia and AMD as a leading compute stock, fueled by robust AI infrastructure spending and compelling valuations, with Wells Fargo and Bernstein also raising targets.

Feb 3, 2026

Business

Micron Bets $24 Billion on Singapore NAND Megafab to Power AI Boom

Micron Technology has broken ground on a massive new NAND fabrication facility in Singapore, a decade-long, $24 billion project aimed at meeting explosive demand for AI and data storage. The move signals a strategic long-term pivot but raises questions about market cycles and capital discipline.

Feb 3, 2026

Business

Asia's Tech Titans: Navigating Volatility for High-Growth Returns

Amid global market uncertainty, savvy investors are shifting focus to Asia's resilient technology sector, where companies like Optowide Technologies, Zhejiang Century Huatong, and Digital Garage are demonstrating robust innovation and growth potential despite broader economic headwinds.

Feb 3, 2026

Business

Meta's AI Ambitions: Bold Spending Meets Sober Valuation After Earnings Surge

Meta Platforms' aggressive push into AI infrastructure, announced alongside robust earnings guidance, has investors weighing its massive capital expenditure plans against a valuation that suggests the market may already be pricing in future growth.

Feb 3, 2026

Business

SiTime Nears $3 Billion Acquisition of Renesas Timing Unit in Major Chip Industry Consolidation

Silicon Valley's SiTime Corp. is finalizing a landmark deal to acquire the timing device division of Japan's Renesas Electronics, a move set to reshape the semiconductor landscape for wireless and AI infrastructure.

Feb 3, 2026

Business

Analysts Revise Energy Recovery Target to $23, Betting on CO2 Refrigeration Momentum

Energy Recovery (ERII) sees its price target raised to $23 by analysts, reflecting increased confidence in the adoption timeline for its CO2 refrigeration technology, despite stable core valuation metrics. The shift underscores a nuanced market narrative focused on execution rather than a fundamental change in long-term prospects.

Feb 3, 2026

Business

Vertiv Bets on AI-Powered Predictive Maintenance to Cement Its Role in the Data Center Boom

Vertiv's launch of its 'Next Predict' AI service aims to transform data center maintenance. While it strengthens the company's AI infrastructure narrative, investors are weighing rich valuations against execution risks in a maturing growth cycle.

Feb 3, 2026

Business

Redwire Corporation: The Quiet Enabler of the New Space Race

Beyond the headlines of rocket launches, companies building the critical infrastructure for the orbital economy are gaining strategic importance. Redwire Corporation (NYSE: RDW), with its niche technologies powering everything from lunar missions to potential space-based data centers, presents a compelling, if complex, investment thesis in the burgeoning space sector.

Feb 3, 2026

Business

Lumentum's AI Pivot Fuels Growth, But Valuation Questions Loom

Lumentum Holdings Inc. has transformed from a consumer electronics supplier into a key player in AI infrastructure, driving a V-shaped recovery. While surging demand for high-speed optical modules paints a bullish picture, its premium valuation demands scrutiny.

Feb 3, 2026