#Infrastructure — FinScans

Analyst 📈 Stocks

Dycom Industries Backlog Surges 25% as Infrastructure Demand Accelerates

September 19, 2026 (51 days ago)

Dycom Industries reports strong quarterly results driven by a 25% backlog increase and expansion into data center infrastructure, fueling investor confidence in…

DY

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News 📈 Stocks

Equinix Plans $5B-$7B Annual Data Center Expansion to Capture AI Demand

September 19, 2026 (51 days ago)

Equinix targets low-20% returns on $5B-$7B annual data center investments, betting on AI-driven demand and high-density infrastructure to fuel mid-term growth.

EQIX

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News 📈 Stocks

Arista and Synopsys Emerge as Long-Term Infrastructure Plays for AI Growth

September 19, 2026 (52 days ago)

Arista Networks and Synopsys provide the foundational hardware and software tools necessary to sustain the next decade of AI compute growth, positioning…

ANET SNPS

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News 📈 Stocks

Corning Secures Multibillion-Dollar Verizon Fiber Deal Through 2032

September 19, 2026 (52 days ago)

Corning's new multibillion-dollar deal with Verizon adds to its growing AI-driven infrastructure portfolio, supporting a 70% year-to-date rally in GLW shares.

GLW VZ NVDA +2

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News 📈 Stocks

AI Infrastructure Demand Remains Robust Despite Market Volatility

September 18, 2026 (53 days ago)

AI infrastructure spending remains on track as companies pivot from model training to profitable inference, with record backlogs at major tech firms…

NVDA AMD GOOGL +8

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News 📈 Stocks

Google and NVIDIA Launch AI Energy Management Alliance to Boost Grid Capacity

September 18, 2026 (53 days ago)

Tech giants and energy firms form the AI Energy Management Alliance to incentivize flexible data center power consumption, aiming to unlock 100GW…

NVDA GOOGL DLR +5

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News 📈 Stocks

Apollo President Zelter Sees Unprecedented AI Capex Driving Debt Demand

September 18, 2026 (53 days ago)

Apollo's Jim Zelter highlights the massive scale of AI infrastructure investment, noting that companies must tap into both public and private capital…

NVDA AVGO GOOGL

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News 📈 Stocks

Microsoft Targets 38 Gigawatts of Data Center Capacity by 2032

September 18, 2026 (53 days ago)

Microsoft's aggressive 38-gigawatt data center expansion plan pressures free cash flow, yet the company maintains a strong balance sheet and flexible investment…

MSFT

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News 📈 Stocks

Brightline West Faces $21B Cost Surge as Equity Deadline Looms

September 17, 2026 (53 days ago)

Brightline West faces a critical funding crunch as costs surge to $21 billion, forcing the developer to rely on a $6 billion…

Brightline Florida Brightline West

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News 📈 Stocks

SpaceX Targets 2027 for Orbital AI Data Centers Amid Engineering Hurdles

September 17, 2026 (53 days ago)

While SpaceX's institutional backing remains strong with $116 billion in hedge fund interest, the firm faces significant engineering and economic challenges in…

SPCX RKLB CRWD +1

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Earnings 📈 Stocks

Forgent Power Solutions Reports Record $462M Q4 Revenue, Up 94% Year-Over-Year

September 16, 2026 (54 days ago)

Forgent Power Solutions posted record Q4 results, with revenue up 94% and a $3 billion backlog, as the company scales its modular…

FPS

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News 📈 Stocks

Labor Shortages Threaten to Delay AWS and Azure Data Center Expansions

September 16, 2026 (55 days ago)

Construction labor shortages are stalling data center buildouts for tech giants Amazon and Microsoft, threatening to inflate capital costs and delay the…

AMZN MSFT

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