A CBRE report reveals that delays in obtaining permits, zoning approvals, and power are putting a major dent in overall new ...

Microsoft, Google, Amazon, Meta and others signed a nonbinding pledge agreeing to cover the cost of powering AI data centers.

If you’re worried about data centers and AI inflating your electricity bill, you’re not alone. A California watchdog released ...

Under President Donald J. Trump’s leadership, America’s leading AI and technology companies gathered at the White House to ...

After teasing a 'ratepayer protection pledge' in his State of the Union, President Trump today revealed which companies have ...

The key ones are the first three: that the companies building data centers pledge to pay for new generating capacity, either building it themselves or paying for it as part of a new or expanded power ...

JPMorgan’s Stephen Tusa just initiated coverage of SPX Technologies SPXC with an Overweight rating and a $260 price target, and the signal is unambiguously bullish. The thesis is straightforward: SPX ...

Nvidia's Data Center segment drove 91.5% of Q4 2026 revenue, with total revenue up 73.2% year-over-year and EPS nearly doubling. Click to read why NVDA is a Sell.

Seagate’s now shipping 40+TB HDDs to support growing AI data center workloads and are qualified at two hyperscale data center ...

Moody's Corporation (MCO) 47th Annual Raymond James Institutional Investor Conference March 3, 2026 10:25 AM ESTCompany ParticipantsMichael West - ...

The market is giving investors a gift of an entry point in Nvidia . Accordingly, we're upgrading Nvidia back to our buy-equivalent 1 rating, in line with Jim Cramer's commentary from Monday's Morning ...

Among the stocks screened for valuation changes, 13.1% saw increases of 10.0% or more—higher than the previous quarter’s 11.5 ...