
These pipeline companies are cashing in on the AI data center power boom.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

These pipeline companies are cashing in on the AI data center power boom.

Tesla Inc’s solar strategy is getting a much bigger test in Texas. Just a day before Elon Musk declared that "solar is so obviously the future," a Houston-area school board was preparing to vote on Tesla’s proposed $10.1 billion Project...

Coca-Cola may be a Goldilocks investment in a high-bond-yield/low-equity-yield world.

Cathie Wood just bought more shares of Archer Aviation for her company's flagship ETF.

Earlier this month, Quanta Services, Inc. appointed Ellen Rubin, an AI and cloud infrastructure veteran and current Operating Partner at Glasswing Ventures, to its Board of Directors, adding experience from Amazon Web Services, multiple enterprise software start-ups, and Allegion’s boardroom. Her background in AI, hybrid cloud, and security could help Quanta align its power infrastructure and utility solutions more closely with the technical needs of data centers and other AI-related...

AngloGold Ashanti has delivered a very strong multi year share price run, and the question now is whether that kind of move is still backed by the cash the business can generate. For anyone looking at the stock today, the issue is less about past gains and more about whether current cash flows can justify paying around US$103 per share. Over the past 5 years the share price has risen by about 7x, which puts a lot of weight on the cash flow story behind AngloGold Ashanti. The business depends...

Circle Internet Group (NYSE:CRCL) launched Arc, a purpose-built open Layer 1 blockchain for financial markets, as its public mainnet. Arc integrates Circle's USDC and EURC stablecoins for payments, FX, trading, lending, and asset issuance with dollar-denominated gas fees. The network is backed by an institutional validator set that includes BlackRock, DTCC, Mastercard, Visa, and other financial players. More than 100 ecosystem partners, including banks, payment networks, asset managers,...

On July 21, Interactive Brokers Group (NASDAQ:IBKR) reported results for the quarter ended June 30, with earnings of $0.69 per diluted share, up from $0.51 a year earlier. Net revenues rose to $1.90 billion from $1.48 billion. That is a big leap for a business that was already highly profitable, and the pretax margin still […]

Tech stocks delivered huge returns over the past decade, but there's a catch.

Selling a business for an estimated $19 million sounds like the hard part is already over. For one 35-year-old, though, figuring out what to do with the money may be just as complicated. About 70% of the value they expect...

The stock sits below where it closed on day one, even though revenue nearly doubled last quarter.

On August 18, Infosys (NYSE:INFY) announced a long-term deal to manage the enterprise software behind Knorr-Bremse AG, a maker of braking systems for rail and commercial vehicles. The work stretches from ERP and data platforms to engineering and product lifecycle tools, and it runs on Infosys Topaz, the company’s AI offering. It is a nice […]
September 15, 2026, marked a shift in AI governance when OpenAI Chief Global Affairs Officer Chris Lehane confirmed during a Washington briefing that OpenAI, Anthropic, and Google DeepMind have been coordinating on safety protocols for several weeks. This confirmation moves the industry from abstract discussion toward active coalition-building, though the proposed structure remains unformalized. While […]

During the September 17 episode of Mad Money, a caller asked why Reddit, Inc. (NYSE:RDDT) has remained range-bound and gradually drifted downward despite a long-term bullish outlook. Jim Cramer replied: Alright, my take is that this is a $29 billion company. I think that there are companies that would pay $40 billion for just the […]

On September 17, CoreWeave (NASDAQ:CRWV) said it has kept signing customers at higher prices since June 30. Its third quarter contracts run just three to six months, yet they price out around $40 million of annualized revenue per megawatt of power. That is a striking number for an AI cloud that is still losing money. […]

During the September 16 episode of Mad Money, a caller holding Dominion Energy, Inc. (NYSE:D) shares asked for thoughts on NextEra Energy, Inc. (NYSE:NEE) and its outlook regarding the upcoming conversion of Dominion shares into NextEra stock if the merger is approved. Jim Cramer was quick to say: Take the money and run. Honestly, I […]

On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers inside a car. The goal is to make that kind of monitoring cheap enough to spread beyond premium models and into everyday vehicles. It is a big job for a package that […]
Investing.com - SpaceX’s weighting in the Nasdaq 100 Index will more than double to 2.82% when the benchmark's quarterly rebalance takes effect on Monday, Bloomberg reported, citing data from the index provider.

On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland. The site will grow in stages to 165 MW of contracted capacity, and construction on the first 50 MW is already under way. It is a big physical commitment from a company that sells […]

AbbVie's market-beating days don't seem to be over yet.

Jim Cramer touts a former mobile phone king as an AI buy, though its Q2 cash flow raises questions.

Grab Holdings is back in focus after a fresh valuation update trimmed its fair value estimate from US$5.97 to US$5.82, alongside a wide spread in current analyst price targets between US$4.90 and US$6.25. This range reflects how differently analysts are weighing execution risks and potential rewards around Superbank and recent acquisitions. As you read on, you will see how these shifting targets feed into the broader story and how to track the evolving narrative around Grab Holdings over...

BigBear.ai Holdings has seen its share price move sharply over the past few years, and the swing now raises a straightforward question for you as an investor. Is the current US$2.80 price tag justified by the sales the business is generating today and is expected to produce over time? Over the past 3 years the stock has delivered a gain of 97.2%, which puts the spotlight squarely on whether that share price journey lines up with the revenue base behind it. The company’s ability to convert...

Cleveland-Cliffs (CLF) is in focus after committing US$1b to modernize its Middletown Works facility in Ohio, supported by a US$500m U.S. Department of Energy award that increases attention on operations and sustainability. Recent trading reflects that story. Cleveland-Cliffs’ 30-day share price return of 11.91% and 7-day gain of 3.65% point to building short-term momentum, even though the year-to-date share price is down 8.09% and the 5-year total shareholder return is down 39.02%. Scan how...

On September 10, Atlassian Corporation (NASDAQ:TEAM) rolled out a set of tools built around a question most software companies still can’t answer well: once you let AI agents loose on a codebase, who is actually watching them? The new capabilities, spanning Jira and Atlassian’s DX platform, are meant to give engineering teams a way to […]

An educated professional was preparing to retire shortly after turning 65 when she discovered something that upended her plans: Medicare is not free. Until she began the enrollment process, she had assumed the program provided seniors with complete health coverage...

On September 15, Nasdaq (NASDAQ:NDAQ) said its Verafin unit had partnered with Stablecore to fuse traditional banking data with digital asset activity inside one financial crime detection platform. The pitch is simple: crooks now move money between bank accounts and crypto to cover their tracks, and most compliance software still can’t see both sides of […]
Key Stats for Corning Incorporated 52-Week Range: $77. 05 to $271.

On September 16, toward the end of the lightning round, a caller asked what Jim Cramer thinks of Redwire Corporation (NYSE:RDW). Mad Money host replied: We are in a rate-tightening cycle. In a rate tightening cycle, we cannot buy companies that are losing money left and right. It just won’t work. Record Revenue Expansion Driven […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.