Celestica is shifting its business model from contract manufacturing to co-design and supply for AI infrastructure, targeting demand for 800G and 1.6T Ethernet and cluster switches. The company report…
Seeking Alpha rated National Energy Services Reunited Corp. (NESR) a "Strong Buy" on May 28, 2026, citing the company's role in Gulf energy and AI infrastructure through its exposure to Saudi Arabia's…
Applied Digital is developing "Delta Forge 1," a $3.6 billion AI factory campus in Rapides Parish, Louisiana, with a 430 MW capacity and a 300 MW lease valued at $7.5 billion over 15 years. The initia…
Meta Platforms is rolling out consumer subscription plans for Instagram, Facebook, and WhatsApp, including new AI-focused tiers under the Meta One brand, with "Plus" plans starting at $3.99 per month …
Industrial and transportation stocks surged to 52-week highs Wednesday, led by Dycom Industries, Vicor Corporation, Shoals Technologies Group, and Luxfer Holdings. The rally reflected investor rotatio…
Goldman Sachs projects that AI infrastructure spending will drive roughly 50% of S&P 500 earnings per share growth over the next two years, with Nvidia and Micron together accounting for about one-thi…
Fluence Energy received a "Strong Buy" rating from a Seeking Alpha analyst who argued the company is transitioning into an AI infrastructure provider with proprietary sub-100ms power-conditioning tech…
Texas Instruments reported a Q1 demand revival driven by AI data-center spending and traditional end markets, with overall revenue up 19% year-over-year and data-center revenue rising approximately 90…
Dell Technologies reported a record $43 billion AI server backlog and $64.1 billion in AI orders for fiscal 2026, with $25.2 billion in AI shipments, and guided to roughly $50 billion in AI revenue fo…
Investment firm HSBC estimates Microsoft's partnership with Anthropic could generate up to $43 billion in additional annual Azure revenue by 2030. The projection, reported by Seeking Alpha, is based o…
Corning (GLW) received a Buy rating with 10-15% upside from a Seeking Alpha analyst, driven by AI-related optical demand tied to a reported long-term partnership with Nvidia, a tariff-protected U.S. s…
Corsair Gaming announced the launch of CORSAIR PRO, a new portfolio of AI workstations and servers built on NVIDIA Grace Blackwell technology, on May 22, 2026. The company's stock rose approximately 1…
A Seeking Alpha analyst projects Microsoft's capital expenditures could reach $190 billion by 2026, creating an "infrastructure trap" that justifies a 'Sell' rating and a 20% downside target to $300-$…
INNIO Group filed for a $2 billion initial public offering on the Nasdaq under the ticker "INIO," citing surging electricity demand from AI data centers as a key growth driver. The company, which supp…
Palantir Technologies reported commercial revenue growth of 133% year-over-year and bookings of $1.2 billion, with remaining deal value increasing 98% YoY. The company posted a 60% adjusted operating …
Bank of America has identified Nvidia, AMD, Broadcom, Micron Technology, and Marvell Technology as top semiconductor picks, citing sustained AI-related spending and a projected $1.7 trillion total add…
Bank of America analyst Wamsi Mohan raised his price target on Apple to $380 from $330 and reiterated a Buy rating, citing Apple's potential advantage in an agentic AI era. Mohan argued that the smart…
Ciena Corporation raised its revenue guidance to $5.9-$6.3 billion for the fiscal year ending March 2026, following record first-quarter results driven by demand for its optical networking portfolio. …