Eaton is a giant multinational industrial company. The company's overarching goal is to produce products that help customers manage power. Data centers are a $4.3 billion business for Eaton, and ...

Boyd Gaming remains a 'buy,' offering above-average margins, recession resilience, and strong capital returns. Q4 softness stemmed from Las Vegas visitation declines, especially in the Rooms segment, ...

Nvidia has invested $2 billion in AI infrastructure provider CoreWeave, the companies announced. Shares of CoreWeave popped on the news. Nvidia purchased CoreWeave Class A common stock at $87.20 per ...

Data centers need a lot of power. NextEra Energy is a leader in producing clean power. The company is working with several leading technology companies to supply power to data centers. NextEra Energy ...

Compass Datacenters, acquired by Brookfield in 2023, is preparing to issue asset-backed securities tied to fully leased data centers in Phoenix and Toronto.

Corning and Meta penned a $6 billion fiber-optic supply deal Corning Inc (NYSE:GLW) shares are up 16.7% to trade at $110.80 at last check, after Meta penned a multiyear fiber-optic supply deal worth ...

On January 26, 2026, BofA described the semiconductor industry as increasingly bifurcated, noting that although some areas of the market appear stretched, some compute names still offer asymmetric ...

Sandisk blew away second-quarter earnings expectations and delivered strong third-quarter revenue guidance. The flash storage memory company reported 64% growth in its data center business. AI data ...

According to Reuters, on January 26, 2026, Microsoft Corporation (NASDAQ:MSFT) introduced the second-generation of its in-house artificial intelligence processor, Maia 200, as well as new software ...

The AI data center industry is pressing the government to help it get online fast. Hundreds of billions of dollars are at stake. Trump has helped coal and hurt renewables as part of his aid to the ...

In this WSJ’s Take On the Week, we compare the divergent strategies of Chevron and ExxonMobil as they navigate geopolitical instability in Venezuela and a push for cheap oil from President Trump. We ...