data centers

The UBS Group's trading desk sent a warning to clients late Wednesday, urging investors to “reduce risk meaningfully” in tech stocks as the AI trade grows increasingly crowded. The bank’s traders flagged a troubling shift in how markets are pricing AI-related names, particularly...

Canada Pension Plan Investment Board (CPP Investments) has entered into a strategic partnership with CtrlS Datacenters Ltd., a data center operator in India, committing up to $715 million to scale its digital infrastructure footprint. The partnership "aims to speed up the development of next-...

Sen. Elizabeth Warren (D-Mass) pushed four major infrastructure investors for details about their data center investments, zeroing in on whether the same firms can sit on both sides of the power equation as owners of electricity providers and large energy users. In letters sent Friday, Warren...

Sequoia Partner Shaun Maguire is an investor in SpaceX (NASDAQ:SPCX) via his company and personal holdings. The investor shared his thoughts on the company going public and why investors may be undervaluing future opportunities. SpaceX IPO SpaceX went public on Friday with a valuation near $2...

SpaceX President and Chief Operating Officer Gwynne Shotwell, one of the Elon Musk-led space company's earliest employees, shared her thoughts on pricing and the company's future during an interview on IPO day Friday. The SpaceX IPO Shotwell addressed the decision to price shares at $135, even with...

Investor Chamath Palihapitiya has shared a detailed breakdown of SpaceX and its valuation ahead of the company's highly anticipated IPO. In his analysis, he compares SpaceX's impact on space access to a historic shift in global trade that dates back to 1497. A Centuries‑Old Analogy for SpaceX's...

Anthropic is moving to take greater control of the computing infrastructure that powers its AI models, pursuing data center leases that would place the company in direct control of operating its own facilities. The effort could secure vast amounts of power-intensive capacity as the company...

Elon Musk’s xAI and SpaceX are facing a new lawsuit in Mississippi, adding to a growing wave of opposition to AI data center projects and the infrastructure that powers them across the U.S. Mississippi Residents Accuse xAI, SpaceX Of Creating Public Nuisance Three Mississippi residents have...

Oracle Corporation (NYSE:ORCL) stock looks to regain momentum when the company reports fourth-quarter financial results on Wednesday after market close. Here are the earnings estimates, what experts are saying ahead of results and key items to watch. Oracle Q4 Earnings Estimates Analysts expect...

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...

Qualcomm Inc (NASDAQ:QCOM) stock slid on Friday as a broader semiconductor sell-off weighed on the stock, following negative reaction to Broadcom Inc (NASDAQ:AVGO) guidance. JPMorgan analyst Samik Chatterjee kept Qualcomm at Neutral but raised his price forecast to $265 from $160, saying the...

The AI boom is creating an unexpected trend: data centers are increasingly looking to become their own utilities. For years, developers built facilities and then connected them to the grid. • Hyliion Holdings stock is feeling bearish pressure. What’s weighing on HYLN shares? But...

As New York lawmakers move closer to restricting new AI data center construction, Sen. Bernie Sanders (I-Vt.) argued that concerns once dismissed as anti-technology are increasingly gaining mainstream support. Bernie Sanders Says Support Is Growing On Tuesday, Sanders took to X and pointed to...

Best known for years as a company powering smartphones, Qualcomm Inc (NASDAQ:QCOM) stock has surged over the last year as the technology giant continues to diversify its revenue stream and advance its position in key growth areas like artificial intelligence and data centers. The company made its...

Hewlett Packard Enterprise (NYSE:HPE) is having the kind of earnings day that rewrites analyst models in real time.  Shares surged 25% intraday, tagging a new 52-week high of $64.25 before pulling back. That’s the company’s biggest single-day move in history.   HPE stock is moving...