ASML Q1 2026 Earnings: AI Demand Is Outpacing Chip Supply
ASML posted €8.8B in Q1 2026 revenue and lifted its full-year outlook to €40B as AI-driven chip demand outpaces global semiconductor supply.
AI infrastructure
America’s Power Grid Can’t Keep Up With AI Demand
AI data centers are straining America’s power grid, stalling billions in projects. Here’s what it means for energy markets and capital allocation.
Oracle and Bloom Energy Bet 2.8 GW on Fuel Cells for AI
Oracle and Bloom Energy are expanding their strategic partnership to deploy 2.8 GW of on-site fuel cell power for AI data centers, sending Oracle stock up 12.7%.
CoreWeave: How the GPU Cloud IPO Became Wall Street’s AI Darling
CoreWeave has surged 176% since its 2025 IPO. Here’s what the GPU cloud provider’s rise reveals about the next phase of AI infrastructure investment.
Nokia’s 60% Rally: The AI Infrastructure Comeback Story
Nokia stock has surged over 60% in 2026, fueled by a Bank of America upgrade and rising demand for AI data center networking. Here’s what’s driving the comeback.
AI Infrastructure Stocks in 2026: Who’s Winning the Semiconductor Arms Race
AI adoption is accelerating across industries, reshaping valuations and competitive moats. Here’s what the latest data reveals about market leaders and …