MarketPulse

AI expansion

6 articles
BenzingaBenzinga··Lekha Gupta

Data Center Play Bets on Robotics: GPUS Surges on AI Partnership

Hyperscale Data ($GPUS) partners with AGIBOT on robotic systems, forecasts Q1 2026 revenue of $43-45M with 72-80% YoY growth.
GPUSGPUSpDrevenue growthAI expansion
The Motley FoolThe Motley Fool··Eric Volkman

Storage Stocks Rally on AI Boom: SanDisk Surges as Morgan Stanley Lifts Seagate Target

SanDisk surged 3.19% as Morgan Stanley raised Seagate's price target 24% to $582, citing AI-driven storage demand persisting through 2028.
SNDKSTXstorage demandAI expansion
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Power Play: Why Energy Stocks, Not Chips, Will Win AI's Next Chapter

AI infrastructure's power demands shift focus from semiconductors to energy. Three utilities positioned to dominate: Brookfield Renewable, NextEra Energy, and Bloom Energy.
NVDAMSFTGOOGGOOGLBE+11artificial intelligenceclean energy
The Motley FoolThe Motley Fool··Rick Orford

IREN's AI Infrastructure Bet: Dilution Risk or Growth Opportunity?

IREN's AI infrastructure capital raise triggers shareholder dilution concerns but may present buying opportunity if management executes expansion successfully.
IRENgrowth opportunityAI infrastructure
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Trade Desk Soars 30% on OpenAI Partnership Rumors and CEO's $151M Stock Bet

The Trade Desk surged 30.7% Thursday after reports of OpenAI partnership and CEO Jeff Green's record $151M stock purchase of 6 million shares.
TTDstrategic partnershipAI expansion
BenzingaBenzinga··Namrata Sen

Energy Department Awards Record $26.5B Loan for Southern Grid Modernization

DOE awards record $26.5B loan to Southern Company for grid modernization across Georgia and Alabama, supporting infrastructure upgrades serving 15 million homes.
MSFTAMZNSOSOJCSOJD+3data centersrenewable energy