AI Infrastructure
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Tech Sector Faces Earnings Volatility as Investors Weigh AI Demand
Tech stocks brace for critical earnings reports from Alphabet and Intel, while memory sector volatility highlights investor caution over AI infrastructure demand.
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Meta to Enter Cloud Market by Selling Excess AI Compute Power
Meta is reportedly launching a cloud business to sell excess AI computing power, aiming to diversify revenue and challenge industry giants like AWS and Azure.
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IREN and Neocloud Stocks Face Volatility as Meta Compute Strategy Shifts Market Dynamics
IREN and Nebius shares fell as Meta Platforms’ expansion into cloud compute signals potential structural competition for independent AI infrastructure providers.
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Bill Gates Warns Big Tech: Data Center Expansion Must Not Burden Ratepayers
Microsoft co-founder Bill Gates has warned major tech firms that the public will not tolerate data center expansion if it leads to higher electricity costs for households.
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Australia’s $155 Billion Data Centre Boom: Economic Savior or Resource Strain?
Australia faces a critical trade-off as a $155 billion data centre investment wave drives GDP growth while threatening to spike energy prices and strain national infrastructure.
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HPE Surges as Fiscal 2026 Results Outpace Long-Term Strategic Goals
Hewlett Packard Enterprise reports a record-breaking second quarter for fiscal 2026, driven by AI demand and networking synergies, positioning the company two years ahead of its 2028 financial targets.
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POET Technologies Secures $500 Million Strategic Agreement with Lumilens to Scale AI Optical Infrastructure
POET Technologies (NASDAQ: POET) has entered a landmark $500 million partnership with Lumilens to advance wafer-level photonic integration, triggering a 24% surge in stock valuation.
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Nebius Group Stock Slides 6.5% Amid Insider Selling
Nebius Group (NASDAQ:NBIS) shares dropped 6.5% on Tuesday following a wave of insider activity and mixed signals from Wall Street analysts.
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Nebius Hits All-Time High Amid Acquisition and Expansion Push
Nebius Group stock surged to an all-time high of $149.80 following reports of potential acquisition talks with AI21 Labs and plans for a massive new AI factory in Finland.
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CoreWeave Secures $21B Meta Deal Amid Debt Expansion
CoreWeave stock gains momentum following a $21 billion infrastructure deal with Meta, even as the company navigates significant debt obligations.
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Applied Digital Stock Surges After Q3 Revenue Blowout
Applied Digital shares jumped 10% following a strong Q3 FY2026 earnings report, driven by massive revenue growth in its high-performance computing segment.
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Nebius Group Stock Volatility After Q4 Earnings Miss, Expansion
Nebius Group’s stock experienced volatility after its Q4 2025 earnings missed analyst expectations. The AI infrastructure company is rapidly expanding its data center capacity and strategic offerings.
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Singtel Shares Surge as STT GDC Acquisition Talks Advance
Singapore Telecommunications (Singtel) shares saw a significant climb on the Singapore Exchange (SGX) following confirmation of advanced talks to join a KKR-led consortium for the acquisition of ST Telemedia Global Data Centres (STT GDC). The potential deal, valued at over…
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Arista Networks Stock Rises Amid Institutional Inflows, AI Infrastructure Demand
Arista Networks (ANET) is experiencing renewed investor interest, propelled by significant institutional investments and its strategic position in the rapidly expanding artificial intelligence (AI) infrastructure market.
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Mining Titans Eye Mega-Merger: Glencore and Rio Tinto Revive Talks Amid Surging Demand for Green Metals
Glencore and Rio Tinto have revived merger talks to form the world’s largest mining company, driven by soaring global demand for critical metals essential for the energy transition and AI infrastructure. This comes after previous negotiations collapsed in 2024 and…