AI infrastructure

SharonAI secures $1.25B Australian AI infrastructure deal with ESDS, deploying 8K B300 cluster and generating revenue from Q3 2026 onward.

Marvell stock surged 12.84% after Nvidia announced a $2 billion investment and strategic partnership to develop AI infrastructure, custom processors, and networking solutions.

Class action lawsuit alleges $ORCL concealed massive CapEx increases and associated risks amid AI infrastructure expansion, following analyst downgrades and disappointing results.

Kessler Topaz files class action against $ORCL alleging material misstatements about AI capabilities and CapEx between June-December 2025. Lead plaintiff deadline set for April 6, 2026.

S&P 500 surges 2.6%, Nasdaq 3.6% on dovish Fed signals and Iran de-escalation hopes, though March remains one of worst months in years.

Cathie Wood's Ark Invest adds to CoreWeave, Oklo, and DoorDash after recent pullbacks, signaling conviction in AI infrastructure, nuclear energy, and established tech.

Hyperscale Data's cash and Bitcoin holdings represent 157% of market cap, positioning the company as a crypto-native enterprise with plans to divest subsidiary ACG.

Meta trades at lowest Magnificent Seven valuation amid 24% revenue growth, but $115-135B capex plans raise questions about disciplined returns on AI investments.

$NVDA down 10.2% in 2026 despite securing $1 trillion in visible AI demand through 2027, signaling investor pessimism contradicted by fundamentals.

Nvidia stock hits year-low valuations despite 72% revenue growth expectations, attracting value investors to the AI chip leader's expanding portfolio.

$NVDA falls 20% as Rubin chip delayed to late 2026. Stock appears cheap historically but expensive versus market. Energy costs pose risks to AI spending.

Investors are dumping AI stocks amid valuation concerns, but analysts warn this pullback could be a costly mistake given robust earnings growth and real cash flows.

AIxCrypto completes $41M strategic transformation, rebrands, and refocuses on AI agents and real-world asset tokenization for 2026 growth.

Micron boosts capex guidance to $25B+ to meet AI chip demand, signaling strong tailwinds for equipment suppliers like Lam Research, which has tripled in a year.

Despite underperformance versus S&P 500, Amazon's AWS, advertising, and e-commerce automation present compelling investment opportunities.

LT350 released whitepaper on distributed AI inference platform converting parking lots into power-sovereign data centers, addressing datacenter capacity constraints.

Analysis identifies $EPD, $EVRG, and $UPS as compelling dividend stocks with yields ranging from 3.4% to 6.8%, each offering distinct growth catalysts.

Oil prices above $100/barrel threaten AI infrastructure spending by raising energy and construction costs, risking investment delays and potential recession headwinds for tech stocks.

Nvidia announced Space-1 Vera Rubin module for orbital data centers, positioning itself in emerging space infrastructure market amid significant cost and bandwidth challenges.

Netflix and Sony raise prices as OpenAI warns of Microsoft dependency risks. Arm enters chip production; regulatory scrutiny intensifies on AI partnerships and labor displacement.