#Infrastructure

📰News 🏭 Commodities — 📊 Neutral

Bonneville Power Administration Reconsiders Joining CAISO's EDAM Market

September 9, 2026 (16 days ago)

BPA Administrator Travis Kavulla signals a potential pivot toward CAISO's EDAM, citing superior market depth and improved governance structures as key factors…

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📰News 📈 Stocks

Core & Main Targets H2 Margin Expansion Amid Data Center Growth

September 9, 2026 (16 days ago)

Core & Main leverages data center expansion and municipal infrastructure demand to drive growth, offsetting residential softness while accelerating share buybacks and…

NVDA

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📰News 📈 Stocks

Google Commits $15 Billion to Finland AI Infrastructure and Nuclear Power

September 9, 2026 (16 days ago)

Google's $15 billion investment in Finnish AI infrastructure and a 22-year nuclear power deal secures critical energy capacity to support its $514…

GOOG

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📰News 📈 Stocks — 📈 Bullish

Perma-Pipe Reports 24% Sales Growth and Secures $90M Credit Facility

September 9, 2026 (16 days ago)

PPIH shares show momentum as the company reports a 24% revenue jump, record backlog of $142.3 million, and increased financial flexibility to…

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📰News 📈 Stocks — 📈 Bullish

Core & Main Q2 Sales Rise 2.5% to $2.1B on Data Center and Municipal Demand

September 9, 2026 (16 days ago)

Core & Main posted a 2.5% sales increase in Q2, bolstered by surging data center activity and municipal infrastructure projects, while maintaining…

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📰News 📈 Stocks

AI Infrastructure Stocks Target Higher Valuations Amid 2027 Growth Cycles

September 9, 2026 (16 days ago)

Infrastructure-focused AI stocks like Micron, CoreWeave, and Astera Labs are signaling strong growth potential, with analysts projecting significant upside based on 2027…

MU CRWV NBIS

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📰News 📈 Stocks — 📈 Bullish

Core & Main Shares Rise 1% After Q2 EPS Beats Estimates at $0.94

September 9, 2026 (16 days ago)

Core & Main shares climbed 1.04% in premarket trading as the infrastructure distributor posted a Q2 earnings beat and reaffirmed its full-year…

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📰News 📈 Stocks

Coinbase Shares Rise 1.85% as ION Tech Boosts Prediction Market Infrastructure

September 9, 2026 (16 days ago)

Coinbase stock gains 1.85% as the firm adopts ION's XTP platform to handle surging volumes and automated clearing for its regulated prediction…

COIN

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📰News 📈 Stocks — 📊 Neutral

McKinsey Projects $7 Trillion Global Investment in AI Data Center Build-Out

September 9, 2026 (16 days ago)

Global AI infrastructure requires $7 trillion in capital as firms like Anthropic seek massive debt financing to scale data centers and maintain…

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📰News 📈 Stocks

HPE Shares Dip 5% Despite 270% Routing Revenue Growth Amid Oracle Deal

September 9, 2026 (16 days ago)

HPE's recent stock dip masks a structural growth opportunity as a strategic warrant deal with Oracle secures long-term, high-margin networking revenue despite…

ORCL

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📰News ₿ Crypto

US Town Weighs 18-Month Moratorium on Data Centers and Crypto Mining

September 9, 2026 (17 days ago)

Local authorities are considering an 18-month ban on data centers and crypto mining, potentially impacting regional demand for high-performance computing hardware and…

BTC NVDA

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📰News 📈 Stocks

Corning Shares Rise on Multibillion-Dollar Verizon Optical Fiber Deal

September 8, 2026 (17 days ago)

Corning shares gained momentum after securing a multibillion-dollar supply contract with Verizon, bolstering its position in the optical communications market.

VZ

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