After Next Era’s Dominion: Utilities Eye More Mergers
NextEra Energy announces a $67 billion all-stock deal to buy Dominion Energy, a move that could kick off a broader wa...
AI Data Centers
This tag page curates 4 articles on AI Data Centers, tracking investor moves and stock trends to help you assess AI infrastructure bets and manage risk.
26 articlesFollow Gigawatts: Bernstein Sees Bitcoin Miners Rally
Bernstein flags a power-driven upside for bitcoin miners as $90 billion in AI data-center deals surge. The firm backs...
NextEra’s Billion Dominion Takeover Creates Largest Utility
NextEra Energy is pursuing a $67 billion all-stock deal to buy Dominion, aiming to create the world’s largest utility...
Optics Stock Rally Continues as Optoelectronics Firms Surge
Applied Optoelectronics leads an ongoing optics stock rally, with Lumentum and Coherent gaining as AI data-center spe...
Stock Split Watch: Sandisk in the AI Storage Boom Era
Sandisk has become a hot topic for investors watching big moves in AI storage. This guide breaks down what a stock sp...
Hut 8 AI Pivot Spurs Canaccord Target Jump to $130 Today
Hut 8 is pivoting to AI data center infrastructure, prompting a Canaccord upgrade that nearly doubles the firm’s pric...
Williams Eyes Upside Data From AI Data Center Boom
Williams Companies positions its gas and power assets to benefit from the rapid expansion of AI data centers, signali...
Grid Infrastructure Capex Cycle Gains Steam for Utilities
A durable capex cycle is forming around upgrading the power grid to handle AI, EV charging, and reshoring needs. Anal...
Navitas NVTS Eyes AI Data Centers, Semiconductor on Momentum
Navitas NVTS and ON Semiconductor are capturing attention as AI data-center demand climbs. Analysts see a potential r...
Great News Navitas Investors: 800V AI Bet Could Spark Growth
Navitas Semiconductor is pursuing an AI data-center power strategy built around 800V architecture. This move could re...
Vertiv Quietly Powering Every AI Data Center in America
Behind every AI breakthrough lies a power backstop. This article explains how Vertiv quietly powering every AI data c...
Applied Optoelectronics Rises as NVIDIA’s AI Demand Expands
Applied Optoelectronics shares climbed after a strong quarterly showing and renewed appetite for laser transceivers f...