Nokia Gains Over 60% Year-to-Date as AI Infrastructure Demand Accelerates
Nokia shares are up more than 60% year-to-date as rising demand for optical networking gear and hyperscaler partnerships reshape the legacy telecommunications supplier.
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Bitcoin Miner Iren Pivots to AI Infrastructure, Challenging CoreWeave
Former Bitcoin miner Iren is redirecting its high-performance compute assets toward AI cloud services, emerging as a distinct competitor to specialized cloud provider CoreWeave.
Inside Oklo's Commercial Strategy as Nuclear Microreactors Target AI Energy Demand
Advanced nuclear energy developer Oklo is scaling up its factory-built microreactor strategy, targeting power-hungry data centers and AI infrastructure with behind-the-meter deployments starting in late 2027.
Broadcom and Oracle Signal Strong AI Infrastructure Growth Despite Recent Stock Pullbacks
Broadcom and Oracle continue to log strong revenue growth in their respective chip and cloud units as tech giants expand data center capacity, even as both stocks face valuation recalibrations.
Amazon Secures Rights to Buy $340M in Generac Stock Amid Data Center Power Deal
Amazon has obtained warrants to purchase up to $340 million in Generac stock as part of a multi-billion dollar deal to supply backup power generators for data centers.
Options Market Signals AI Risks Overshadow Federal Reserve Interest Rate Concerns
Options traders are prioritizing risks surrounding the rapid artificial intelligence infrastructure buildout over Federal Reserve rate decisions, with equity volatility spiking on semiconductor pullbacks.
