Telecom Infrastructure

Business

The Vanishing Numbers: How America's Fraying Economic Data Infrastructure Threatens Jobs and Stability

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.

Feb 2, 2026

World

Italy's Infrastructure Push: Webuild Lands €531 Million Contract for Key Calabrian Road Project

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.

Feb 2, 2026

Business

Palantir Cements AI Ambitions with Major Korean Industrial Deal and European Sovereign AI Infrastructure Project

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.

Feb 2, 2026

Business

Amphenol Doubles Down on AI Infrastructure with Major CommScope Acquisition

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.

Feb 2, 2026

Business

Amdocs Earnings Preview: Telecom Software Giant Faces Pivotal Q4 Amid Industry Shifts

As Amdocs prepares to report its quarterly earnings, investors are weighing its growth trajectory against a backdrop of mixed sector performance and heightened scrutiny on profitability.

Feb 2, 2026

Business

Applied Optoelectronics Hits All-Time High as AI Infrastructure Demand Fuels Rally

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.

Jan 31, 2026

Business

Applied Optoelectronics Soars on AI Infrastructure Demand: Is the Rally Sustainable?

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.

Jan 31, 2026

Business

DXC and Ripple Forge Alliance to Bridge Traditional Banking with Digital Asset Infrastructure

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.

Jan 30, 2026

Business

Siemens Bets Big on Digital Infrastructure: Can Share Buybacks and New Tech Ventures Drive Growth?

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.

Jan 30, 2026

Business

Cantor Fitzgerald Bullish on Sterling Infrastructure, Sees Multi-Year Boom in Engineering & Construction

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.

Jan 30, 2026

Business

Broadcom Cements AI Infrastructure Role with Major OpenAI Chip Deal

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.

Jan 30, 2026

Business

Advanced Drainage Systems: Is the Market Underestimating This Infrastructure Play?

Shares of Advanced Drainage Systems (NYSE: WMS) have shown resilience amid recent market volatility, posting solid long-term gains. With a fair value estimate suggesting potential upside, investors are weighing the stock's premium valuation against its growth trajectory in the construction sector.

Jan 30, 2026

Business

Beyond Nvidia: How Broadcom is Quietly Powering the AI Infrastructure Boom

As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.

Jan 30, 2026

Business

Musk's Grand Ambition: SpaceX and xAI in Merger Talks to Pioneer Space-Based AI Infrastructure

Elon Musk is reportedly in discussions to merge his aerospace giant SpaceX with his artificial intelligence venture xAI, aiming to create an integrated powerhouse for deploying AI data centers in orbit, powered by space solar energy.

Jan 30, 2026

Business

Analysts Bullish on Cipher Mining as Pivot to AI Infrastructure Gains Momentum

Keefe Bruyette significantly raises its price target for Cipher Mining (CIFR), citing the company's strategic expansion into AI and high-performance computing data centers as a key growth driver.

Jan 30, 2026

Business

Liberty Energy Navigates Market Turbulence, Bets Big on Power Infrastructure Expansion

Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.

Jan 30, 2026

Business

AT&T's Strategic Pivot Pays Off: Shares Soar on Strong Cash Flow and Aggressive Shareholder Returns

Driven by robust subscriber growth, a surge in free cash flow, and a new $10 billion buyback plan, AT&T's stock rallied over 10% this week, signaling renewed investor confidence in the telecom giant's convergence strategy.

Feb 2, 2026

Business

Verizon Stock Soars 11.8% on Strong Earnings and Ambitious 2026 Outlook

Shares of Verizon Communications surged nearly 12% on Friday, marking their third consecutive day of gains, after the telecom giant posted solid annual results and unveiled aggressive growth targets for its core wireless and broadband businesses.

Jan 31, 2026

Business

Verizon Charts Turnaround Path After Frontier Deal, Vows to Tackle Churn and Boost Returns

Verizon outlined a sweeping operational overhaul on its Q4 2025 earnings call, spotlighting robust subscriber growth post-Frontier acquisition and a sharpened focus on customer retention. The telecom giant announced a massive $25 billion buyback program and committed to slashing costs by $5 billion, while addressing recent network reliability issues head-on.

Jan 31, 2026

Business

Verizon's Fiber Push and Subscriber Surge Fuel Turnaround Optimism

Verizon Communications posts its strongest customer gains since 2019, bolstered by a key fiber acquisition and a renewed strategic focus under CEO Hans Vestberg, signaling a potential inflection point for the telecom giant.

Jan 30, 2026