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Equinix Raises 2026 Outlook After Record Q1 on AI Demand

Stronger guidance signals rising enterprise adoption of AI in data centers.

Rogers Profit Jumps as 2026 Capex Cut Lifts Cash Outlook

Micron Extends AI-Fueled Rally as HBM Orders Are Booked Through 2026

Meta Rises as Analysts Highlight Engagement and EU Secures WhatsApp AI Access Pledge

Avista Refocuses on Utility Metrics, Raises Dividend and Details 2026 Guidance and Capex

AI Memory Crunch Forces Vendors to Rewrite Terms as Consumer Prices Climb

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

Velo3D Lands $32.6 Million DIU Deal for Project FORGE, Announces $30 Million PIPE

Oracle’s AI Buildout Stumbles as Debt Costs Rise and Data-Center Timelines Slip

GE Vernova Hits All-Time High After Raising Targets, Doubling Dividend and Expanding Buybacks

Google Sets 1,000x AI Serving Goal, Plans to Double Capacity Every Six Months

Amazon Sells $15 Billion in First U.S. Dollar Bonds in Three Years

Meta’s Q3 Beat Overshadowed as AI Spending Outlook Triggers Sharp Selloff

Meta Set to Report Q3 Results With Record Sales Forecast and Capex Under the Microscope

Meta’s AI Push Boosts Ad Performance as Wall Street Endorses Bigger 2025 Spend

IREN Stock Hits New High on First Full-Year Profit and Nvidia Preferred-Partner Status

Oracle Shares Log Best Weekly Gain Since 2001 With Soaring Cloud Demand

CoreWeave Surges Past $100 as AI Infrastructure Stocks Soar

CoreWeave Announces $4 Billion OpenAI Deal as Stock Rises 68% Post-IPO

Nvidia Rebounds After DeepSeek Shock, Eyes AI Growth Potential