Capacity Expansion

The CEO of a major data center provider just explained the growing problem of AI

amefika1 week ago04 mins

Modine Manufacturing (MOD) rose approximately 5% after earnings, but the bigger story may be what management revealed about the growing tension within AI data center buildouts. CEO Neil Brinker described cooling infrastructure as a mission-critical part of the AI expansion cycle, and “Hyperscalers are racing to secure the cooling capacity needed to support next-generation AI…

Prediction: TSMC Stock Will Soar After January 15

amefika5 months ago05 mins

TSMC’s revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant looks poised for faster growth in 2026. TSMC’s ability to deliver a better-than-expected outlook when it releases its results on January 15 could be a tailwind for the company’s share price. 10 stocks we like better than Taiwan Semiconductor Manufacturing…