US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global
Wall Street Journal:LinkedIn:Robert Elfinger,Zak Kostura,Andrew C. Lindsey,Chris Teddy, andDavid GitlinLinkedIn:Robert Elfinger:Wesco CEO John Engel recently told The Wall Street Journal that staying ...
Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026
Wall Street Journal :
Bitcoin miners that are retooling data centers for AI have boosted their stocks; the CoinShares Bitcoin Mining ETF is up ~90% YTD even as bitcoin has slumped
Vicky Ge Huang / Wall Street Journal :
Micron reports Q1 revenue up 57% YoY to $13.64B, above $12.84B est., net income up 180% YoY to $5.24B, and Q2 revenue forecast above est.; MU jumps 5%+
CEO says it can only meet half to two-thirds of demand Akriti Shah / NewsMax.com : Micron Surges 13% on Upbeat Profit Forecast James Van Straten / CoinDesk : Micron crushes earnings, calming markets a...
Teneo survey of 350+ public-company CEOs: 68% plan to spend more on AI in 2026 than in 2025, <50% of AI projects generated more returns than they cost, and more
Ben Glickman / Wall Street Journal :
Goldman Sachs: just 33 US counties accounted for ~72% of all US data center capacity as of July; buildouts like AWS' in Oregon have transformed tiny communities
David Uberti / Wall Street Journal :
China's vision for its autonomous vehicle industry, backed by state support and infrastructure investment, is driving its lead in ADAS and robotaxi deployment
but who are they? Julie Halpert / Wall Street Journal : Do You Suffer From Motion Sickness in a Car? Help May Be on the Way Mario Herger / The Last Driver License Holder : Next Phase: From Robotaxi to...
China's Pony.ai says it can now build its most advanced autonomous driving system for 70% less and plans to start mass production of its robotaxis in mid-2025
Jiahui Huang / Wall Street Journal :
Sources: Nvidia has privately pushed back against new US export rules, arguing China can already make some H20-level chips; Nvidia sold ~$12B of H20s in FY 2024
Wall Street Journal :
Foxconn says revenue from cloud and networking, including AI servers, made up 26% of its Q4 revenue and will almost catch up with consumer electronics in 2025
Sherry Qin / Wall Street Journal :