SoftBank Group is in advanced talks to acquire DigitalBridge Group, a private equity firm that invests in assets such as data ...
Nearly a year after the launch of the AI Opportunity Plan in the United Kingdom, which was promoted by Prime Minister Keir ...
Beyond passing a two-year state budget, the GOP supermajority of the Kentucky General Assembly plans to advance bills ...
Galaxy Digital is aggressively transitioning from digital assets to a diversified financial and AI infrastructure platform.
MayimFlow, the Built World stage winner at this year’s TechCrunch Disrupt, is a good example. The startup is focused on ...
Senate Bill 79 would require the Indiana Utility Regulatory Commission to establish a group to determine how much demand data centers would place on Indiana’s electricity grid. If passed, the group ...
Broadcom (AVGO) is upgraded to Strong Buy, as aggressive earnings revisions drive forward P/E ratios to attractive levels.
Altogether, that adds up to 32.2%, or about a third of total portfolio assets. However, he also has exposure to other AI ...
Energy markets in 2025 defied narratives as supply, demand, infrastructure, and capital discipline—not policy—determined ...
TSMC’s earnings per share are expected to grow at a 22% annualized rate. Management expects chip revenue from AI to grow over ...
Here are my " Top 10 Investment Themes for 2026" for your review and consideration, many of which follow my overarching macro ...
Starcloud’s successful deployment of an orbital AI data center marks a pivotal test for space-based data center ...