Goldman Sachs has significantly increased its forecast for global data center capacity, projecting a $6 trillion expansion by 2030 fueled by AI demand. The bank identified several utility and power generation stocks poised to benefit from the surge in electricity consumption.
Logistics giant C.H. Robinson Worldwide (CHRW) saw its stock drop after disclosing a $604 million advisory jury verdict against it in a Texas lawsuit related to a trucking accident.
Investment firm BTIG has released its highest-conviction real estate stock ideas for the second half of 2026, selecting companies across six distinct sectors including Prologis, SL Green, and D.R. Horton.
RingCentral stock surged after the cloud communications firm reported second-quarter results that beat analyst estimates, raised its full-year profit outlook, and announced a significant increase to its quarterly dividend.
U.S. stock indexes opened with a mixed performance on Friday, with the Dow gaining slightly while the Nasdaq fell, as traders assessed a recent tech rout, new tariffs, and rising Middle East tensions.
Shares of the data center REIT surged after the company reported second-quarter results that beat analyst expectations and raised its full-year financial outlook, citing strong demand from cloud and AI clients.
ServiceNow reported second-quarter results that beat analyst estimates, highlighted by its AI-related annual contract value crossing the $1 billion threshold and a reacceleration in subscription revenue growth.
A report from Investing.com highlights exchange-traded funds in energy, healthcare, international equity, real estate, dividend value, and fixed income as potential tools for investors seeking to reduce concentration risk in technology-focused portfolios.
A coalition of technology leaders, including Meta, Microsoft, and Nvidia, has publicly called on the U.S. government to support open-weight AI models, arguing they are crucial for innovation, security, and national competitiveness.
