Yemen's Houthi rebels have seized telecommunications equipment and vehicles from multiple UN offices in Sana'a, the United Nations reported Friday, marking a significant escalation in restrictions that threatens to cripple humanitarian operations in the war-torn country.
The Hotchkis & Wiley Global Value Fund credited Ericsson (ERIC) as a key driver of its fourth-quarter returns, as the telecom equipment maker's shares surged. The fund's latest investor letter details how strategic stock picks, particularly in non-U.S. markets, fueled its outperformance against a global benchmark.
As Verizon Communications navigates a $29 million ESOP share registration and heightened regulatory scrutiny of its $20 billion Frontier fiber acquisition, analysts are increasingly framing the telecom giant as a high-yield, bond-proxy utility. With heavy debt and dividend commitments constraining flexibility, the company's strategic moves are being watched for signs of how it will balance growth with its new, more regulated profile.
A new industry report reveals Latham & Watkins advised on a record $370bn in tech, media, and telecom deals last year, narrowly edging out rivals in a highly competitive legal advisory market.
As markets swing between hype and fundamentals, Royal KPN's consistent earnings growth and prudent governance present a compelling case for stability-focused investors in the telecom sector.
Ciena's stock rose sharply following announcements that Telekom Srbija Group and Trans Pacific Networks will deploy its high-capacity optical solutions, highlighting the growing demand for AI-ready network infrastructure in critical global corridors.
A new report from crypto market maker Wintermute Ventures forecasts a seismic shift, arguing that blockchain-based prediction markets will begin displacing traditional insurance by making hyper-specific risks tradable. The firm outlines a future where decentralized infrastructure becomes the new clearing layer for a programmable global economy.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
Despite Dell Technologies' strategic push into AI infrastructure and analyst endorsements, its stock continues to underperform the broader market, raising questions about the timing of its promised turnaround.
The startup, which pivoted from digital business cards, now provides the API infrastructure enabling AI companies to deploy chatbots directly within iMessage, RCS, and SMS, capitalizing on the shift away from traditional apps.
Oracle is launching a massive $45-$50 billion capital raise to aggressively expand its cloud infrastructure, fueled by long-term contracts with AI giants like OpenAI, NVIDIA, and Meta. The move underscores the fierce competition in the cloud arms race, even as the company's stock faces recent headwinds.
While tech captures headlines, a selection of energy and utility companies present a compelling case for reliable, high-yield dividend income in the coming year, backed by essential infrastructure and evolving demand drivers.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
QatarEnergy awards McDermott a pivotal contract to plan the removal of 27 aging offshore platforms, marking the nation's first major step in responsibly retiring legacy oil and gas infrastructure.
The tech giant plans a colossal capital raise through debt and equity to expand its cloud infrastructure, aiming to meet surging demand from major AI players amid growing investor scrutiny over spending.
Norfolk Southern has inaugurated its new 'East Edge' double-stack corridor, a decades-in-the-making infrastructure project linking Chicago to New England. The move is set to bolster intermodal capacity in the Northeast and could sharpen the railroad's competitive edge and investor appeal.
Bahrain's Tarabut, a regulated open banking platform, acquires AI engineering specialist Servable to embed advanced financial AI capabilities—from risk assessment to fraud detection—directly into its infrastructure for banks and fintechs across the Middle East.
As markets face significant pressure, certain portfolios tied to strategic commodities, resilient tech, and innovative crypto infrastructure are showing notable resilience. Analysts point to long-term thematic bets that are weathering the current storm.
CrossCurve's cross-chain bridge was exploited on February 2, leading to an estimated $3 million loss. The incident underscores the recurring security challenges within decentralized finance's bridging infrastructure.
Ondas Holdings Inc. (NASDAQ: ONDS), through its subsidiary American Robotics, has achieved a significant milestone with its Optimus drone system being added to the Defense Contract Management Agency's (DCMA) Blue List. This designation streamlines procurement for U.S. defense and critical infrastructure missions, bolstering the company's position in the competitive autonomous systems market.
