Jacobs Solutions lands pivotal roles in California wastewater upgrades and UK nuclear project, reinforcing its position in sustainable infrastructure despite shares trading below analyst targets.
As Zurn Elkay Water Solutions prepares to report its quarterly results, investors are watching to see if the company can extend its impressive track record of exceeding revenue forecasts. We break down the key figures, peer performance, and market sentiment heading into the announcement.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
Veralto Corp. is set to report fourth-quarter earnings after Tuesday's market close, with investors watching for signs of sustained growth in water analytics and treatment demand. The report comes amid mixed signals from the broader environmental services sector.
In a major consolidation move within the quantum computing sector, IonQ has announced a definitive agreement to acquire U.S.-based semiconductor foundry SkyWater Technology for $1.8 billion. The deal aims to create a domestically controlled, vertically integrated platform to speed up the development and production of advanced quantum processors, citing both technological and national security imperatives.
While public attention focuses on flashy AI applications, Baseten is building the critical infrastructure beneath them. Its explosive growth and backing from investors like Nvidia signal its pivotal role in the AI economy's next phase.
BlackRock has increased its stake in the diversified precious metals miner Sibanye-Stillwater beyond 5%, signaling strong institutional confidence amid a historic rally in gold and platinum group metals. We examine the drivers behind the surge and what it means for investors.
Brookfield Infrastructure Partners L.P. (BIP) reports robust 2025 results, marking its 17th consecutive annual distribution increase while spotlighting data and AI infrastructure as core growth drivers. The update fuels debate on whether the firm's narrative is shifting from a pure income play to a growth-oriented infrastructure enabler.
Fueled by a landmark $20 billion funding round for AI firm Anthropic, infrastructure provider IREN is seeing its strategic shift from cryptocurrency mining to AI data centers validated by investors. With a key Microsoft partnership and surging capital flows into AI, the company's stock performance reflects a broader market reassessment of its role in high-performance computing.
Brookfield Infrastructure Partners capped a strong 2025 with double-digit FFO growth, a record capital recycling program, and a raised distribution. Management highlighted a massive, disciplined expansion in data infrastructure to meet AI-driven demand, forecasting a return to 10%+ growth targets.
As hyperscalers double down on AI, data center REITs like Equinix emerge as a stable, dividend-paying avenue for investors seeking exposure to the infrastructure backbone of the boom.
A KKR-led group is finalizing a deal to acquire Singapore-based data centre operator STT GDC, a move that underscores the intense global competition for digital infrastructure assets as AI-driven demand surges across Asia.
Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.
Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.
Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.
Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
Subsea 7 secures a significant contract from Shell for the Kaikias Waterflood project, reinforcing its position in complex deepwater engineering and extending its project visibility in the US Gulf of Mexico.
In a significant strategic shift, Hut 8 Corp. is decommissioning a key mining site and redirecting capital toward AI and high-performance computing infrastructure, signaling a move to diversify beyond volatile cryptocurrency markets.
Shares of Sterling Infrastructure have soared over 150% in the past year, fueled by its central role in U.S. infrastructure projects. As the stock hovers near $358, analysts and investors are debating whether the rally has run its course or if there's still room to grow.
