Quantum services (NYSE: PWR) is in a sweet spot as it is positioned to benefit from the infrastructure buildout needed to boost artificial intelligence (AI) and modernize the power grid. The company’s order book has never been larger, reaching a record $48.5 billion at the end of the first quarter. The stock has more than…
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…
For decades, the dominant question in capital markets was who could trade faster, price better, and access liquidity more efficiently than others. High-frequency trading companies spent billions on reducing latency to microseconds. Investment banks built global distribution networks. The exchanges competed on volume and order flow. That question is starting to matter less. Quieter competition…
For a while now, Super Micro Computer (SMCI) has felt like one of the most frustrating AI stories on the market. On paper, Super Micro Computer is right in the middle of the artificial intelligence (AI) boom, building high-performance servers and liquid-cooled systems that power modern AI workloads. As companies race to build bigger AI…
Some people say that artificial intelligence has gone too far. For example, AI can now create realistic images and audio known as “deepfakes” that mislead audiences, chatbots can store information from “conversations” with users (1), and 80% of Gen Zers surveyed reported they would marry an AI (2). Must read But Larry Fink, billionaire CEO…
Joby Aviation, Inc. Q1 2026 Earnings Call Summary – Moby Strategic Execution and Operational Maturity Selection for the White House-backed eIPP program provides a significant opportunity to participate in five applications covering 11 states, including New York, Texas and Florida, as the company moves toward FAA type certification. The performance is based on the maturity…
Oracle Corporation’s (ORCL) latest leadership shakeup adds a new variable to an already changing investment story. Oracle named Hilary Maxson as chief financial officer, effective April 6, bringing in an experienced financial executive who served as executive vice president and group chief financial officer at Schneider Electric (SBGSY) at a time when the company is…
Data center construction has quietly become one of the most important forms of infrastructure in the modern economy. They are the foundation of payments, logistics, cloud software and public services. As AI drives demand for computing power, their role expands further, shifting them from a niche real estate class to something closer to a core…
SquareFi emerged from stealth with a stablecoin-enabled financial infrastructure platform aimed at fintechs and international platforms. The company debuted after processing $250 million in transaction volume. In a statement, SquareFi said its product is an API stack intended to help businesses move funds, launch financial services, and manage cross-border operations. The company said that the…
Nvidia’s fiscal 2026 third-quarter earnings not only marked another monster quarter, they marked a turning point. The company used its earnings call to make something very clear: the rise of AI is not slowing and it is not a bubble fueled by hype. It’s the start of a multi-year infrastructure buildout that could reshape the…
