Compass Point is adopting a bullish stance on Nebius Group . The firm initiated the artificial intelligence infrastructure stock with a buy rating and price target of $150, implying upside of 54%.

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 ...

COMPASS Pathways plc (NASDAQ:CMPS) is among the 7 Most Promising Psychedelic Stocks According to Hedge Funds. COMPASS ...

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 ...

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 ...

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 ...

Microsoft’s MSFT0.13%increase; green up pointing triangle earnings surge failed to energize investors on Wednesday as it reported higher-than-expected spending on data centers and other AI ...