Telecommunications Infrastructure

Business

Ondas Holdings' Optimus Drone Secures Coveted DCMA Blue List Status, Paving Way for Accelerated Defense Adoption

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.

Feb 2, 2026

Business

Sanmina's Q4: Strong Revenue Meets Margin Pressure as Analysts Probe AI Growth and Integration Challenges

Sanmina posted robust Q4 revenue, fueled by communications and AI infrastructure demand, yet shares fell as investors scrutinized softer margins and the integration of ZT Systems. Analysts on the earnings call zeroed in on the path to profitability and market diversification.

Feb 2, 2026

Business

Beyond the Hype: How a Power Giant is Fueling the AI Revolution

As tech giants pour trillions into AI infrastructure, the insatiable demand for electricity is creating a new class of winners. NextEra Energy, America's largest utility, is emerging as a critical, if unexpected, backbone of the artificial intelligence boom through strategic partnerships with Alphabet and Meta.

Feb 2, 2026

Business

Energy Transfer Raises Payouts, Commits Billions to Pipeline Expansion in Dual-Pronged Strategy

Energy Transfer LP announced a significant increase to its quarterly distribution alongside a multi-billion dollar capital expenditure plan for new pipeline and infrastructure projects, signaling confidence in its cash flow stability and long-term growth prospects.

Feb 2, 2026

Business

SBA Communications Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of SBA Communications have faced persistent pressure, declining over 5% in the past year. A detailed analysis of its discounted cash flow and P/E ratio suggests the wireless infrastructure REIT may be significantly undervalued, presenting a potential entry point for long-term investors.

Feb 2, 2026

Business

Who Holds the Reins at Vossloh? Private Firms Command 50% Stake, Shaping Rail Supplier's Future

A deep dive into the share registry of German rail infrastructure specialist Vossloh AG reveals a concentrated ownership structure, with private companies holding a dominant 50% stake. This gives a small group significant sway over corporate strategy, while retail investors own a substantial but potentially less influential third of the company.

Feb 2, 2026

World

Ukraine, U.S., and Russia Set for Crucial Talks in Abu Dhabi Amid Escalating Winter Assaults

As winter deepens and Russian strikes intensify, President Zelenskyy announces a new diplomatic push for peace, with talks scheduled this week in the UAE. The negotiations unfold against a backdrop of skepticism and a humanitarian crisis fueled by attacks on critical infrastructure.

Feb 2, 2026

World

Russian Drone Attack on Miners' Bus in Eastern Ukraine Kills 12, Wounds Eight

A Russian drone strike targeted a bus carrying coal miners in Ukraine's Dnipropetrovsk region on Sunday, killing at least 12 workers and wounding eight others, in what Ukrainian officials describe as a deliberate attack on civilian infrastructure.

Feb 2, 2026

Business

Nomura's Crypto Conundrum: Losses Prompt Trading Pullback While US Banking Ambitions Advance

Nomura's digital asset arm, Laser Digital, reports quarterly losses leading to reduced crypto exposure, even as it aggressively pursues a US banking charter and global expansion, highlighting a dual-track strategy of short-term risk management and long-term infrastructure build-out.

Feb 2, 2026

Business

Salesforce Secures Major U.S. Army AI Contract, Joins Wildfire Tech Coalition

Salesforce expands its enterprise footprint with a landmark $5.6 billion defense contract and a new role in an AI-driven wildfire response initiative, signaling a strategic push into mission-critical government and infrastructure sectors.

Feb 2, 2026

Business

Texas Instruments Sees First Sequential Revenue Growth in 16 Years, Fueled by Surging Data Center Demand

Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.

Feb 2, 2026

Business

Oracle Seeks Massive $50 Billion War Chest to Fuel AI Cloud Race, Despite Cash Flow Strain

Oracle Corp. plans a colossal $45-$50 billion capital raise in 2026 to expand its cloud infrastructure, aiming to meet surging demand from AI giants like OpenAI and Nvidia. The move comes as the company's aggressive data center spending pushes its free cash flow negative, a condition projected to last for years.

Feb 2, 2026

Business

Unsealed Documents Reveal Jeffrey Epstein's Early Ties to Bitcoin and Crypto Elite

Newly released court files detail Epstein's involvement with key Bitcoin figures, investment discussions, and his role in funding pivotal infrastructure projects during the industry's nascency.

Feb 2, 2026

Business

CoreWeave's High-Stakes Balancing Act: Nvidia's $2B Bet Meets Investor Lawsuits

AI infrastructure provider CoreWeave finds itself at a critical juncture, buoyed by a deepened $2 billion partnership with chip giant Nvidia while simultaneously defending against securities lawsuits. Investors are weighing the promise of accelerated growth against allegations of misleading disclosures, creating a volatile mix for the high-flying stock.

Feb 2, 2026

Business

Zuckerberg's AI Roadmap Signals Sustained Demand for Nvidia's Chips

Meta CEO Mark Zuckerberg's forecast of a major AI infrastructure build-out through 2026 suggests continued robust spending on Nvidia's hardware, reinforcing the chipmaker's central role in the ongoing tech boom.

Feb 2, 2026

Business

Beyond the Drill Bit: How EQT Powers the AI Boom and Grid Reliability

As AI data centers drive an unprecedented surge in U.S. power demand, natural gas producer EQT is positioning itself as a critical pillar of energy security. Its proven operational resilience during extreme weather events underscores a strategic shift from a pure commodity play to an essential infrastructure partner.

Jan 31, 2026

Business

Uniti Group Soars 10.6% on $960 Million Fiber Network Securitization Deal

Shares of Uniti Group Inc. (UNIT) surged Friday, extending a three-day rally after the telecom infrastructure firm successfully raised $960 million through a novel securitization of its residential fiber assets, signaling strong investor appetite for its expansion strategy.

Jan 31, 2026

Business

SanDisk Soars on AI-Driven Demand, Shattering Earnings Forecasts

Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.

Jan 31, 2026

Business

Alphabet's Project Genie Aims to Reshape Digital Creation, Drawing Gaming Industry Scrutiny

Google's parent company unveils an AI-powered tool for generating interactive 3D worlds, signaling a strategic push into the core technology of game development and virtual experiences, with potential ripple effects across content creation and cloud infrastructure.

Jan 31, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026