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Business
Inside the S&P 500 AI boom, industrials are getting as rich as tech stocks
Industrial stocks in the S&P 500 are reaching valuations comparable to tech stocks, fueled by the AI infrastructure boom.
Ai Infrastructure
22 trends tracked about this subject — the full history, oldest to newest below.
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Business
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Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff
Fuel-cell stocks are facing a significant selloff, led by a 13% drop in Bloom Energy shares.
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IBM CEO addresses Wall Street tech panic after delayed enterprise software deals surge back
IBM faces significant market pressure following a revised revenue forecast and concerns regarding the impact of AI infrastructure spending on software sales.
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Tech's AI debt boom, in one chart
AI infrastructure is driving a record surge in industrial leasing and a high-stakes battle over financing and debt.
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AMD Stock Rises on Vote of Confidence From a Big AI Chip Customer
AMD stock is climbing following the launch of its Helios AI rack system and a strategic expansion with Microsoft.
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America’s Lakes Are Shrinking. Data Centers Are Being Built Nearby
Growing concerns emerge as data centers are constructed near shrinking American lakes, shifting the focus from power to water availability.
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Mississippi homeowners blame a noisy data center plant for sleepless nights. The mayor's advice? "Consider selling."
Homeowners in Mississippi are reporting sleep loss and pollution linked to an unpermitted xAI power project in Black communities.
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If You're Not a Billionaire in San Francisco, You're Poor
5 news sources are covering this Business story right now — Archynetys is tracking how fast it spreads.
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Meta's Louisiana data center investment to reach $50 billion, aided by generous tax incentives
Meta is expanding its AI data center in Richland Parish, Louisiana, with total investments now exceeding $50 billion.
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Can AI answer the $3 trillion question?
Financial analysts are debating the sustainability of massive corporate investments in artificial intelligence infrastructure.
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Meta is building its first big Canadian data center as AI expansion crosses the border
Meta's $13 billion AI data center in Alberta marks the company's first major Canadian investment
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Amazon Returns to US Bond Market to Fund AI Infrastructure Build
Amazon is returning to the US bond market to secure billions in funding for its AI infrastructure and cloud expansion.
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Anthropic signs lease for TeraWulf data center in Kentucky
Anthropic has secured a massive $19 billion, 20-year lease for a TeraWulf AI-infrastructure campus in Kentucky.
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Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
Manufacturing snags have reportedly delayed Nvidia's next-gen Kyber AI rack system to 2028, triggering volatility in global tech stocks.
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$750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?
A projected $750 billion AI spending wave is prompting analysts to identify key infrastructure stocks following a recent market pullback.
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Nvidia offers start-up customers chance to swap compute power for revenue share
Nvidia's new revenue-sharing model for AI startups is making waves in the tech industry.
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Micron Stock Falls Even After Analyst Forecasts Strong Demand and $1,600 Target
Micron's stock price is falling despite positive analyst forecasts and a $1,600 target.
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Meta Stock Rises on Report It’s Building a Cloud Business. CoreWeave and Nebius Drop.
Meta stock is climbing as reports emerge that the company plans to launch a cloud business to challenge existing Big Tech rivals.
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Meta stock pops on news it will reportedly start a cloud computing business
Meta's stock surges as it reportedly enters the cloud computing market.
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Bloom Energy Stock Rallies After The Bell
Bloom Energy's stock surges after hours, driven by a major partnership expansion.
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Google caps Meta’s Gemini use as AI demand strains capacity
Google has imposed limits on Meta's use of its Gemini AI models due to high demand and infrastructure strain.
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AI data centers just got a government-mandated fast lane to the grid
The U.S. government is expediting power access for AI data centers, reshaping energy grid regulations.