#Infrastructure — FinScans

News 📈 Stocks

Meta Unveils Petal Cable, Boosting Corning's $6B AI Infrastructure Role

September 24, 2026 (47 days ago)

Meta's Petal subsea cable project and Corning's massive fiber supply deals underscore a critical industry pivot toward private, high-speed physical infrastructure to…

GLW META LITE +4

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News 📈 Stocks

Mid-Cap Stocks Offer Better Value Than Mega-Cap Tech, Says Hennessy Manager

September 24, 2026 (47 days ago)

Hennessy's Josh Wein identifies infrastructure and industrial mid-caps as strategic opportunities, favoring them over pricey mega-cap tech names amid a shifting market…

TPC CTRI NVDA +1

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News 📈 Stocks

GE Vernova Shares Dip 20% From Highs as AI Power Demand Drives Long-Term Outlook

September 23, 2026 (47 days ago)

Despite a 20% pullback from its peak, GE Vernova offers significant upside potential as it scales power infrastructure to meet the massive…

GEV OKLO SMR +4

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News 📈 Stocks

Meta Unveils 1 Petabit Transatlantic Cable to Support AI Infrastructure

September 23, 2026 (48 days ago)

Meta plans to double transoceanic data capacity by 2029 with its new Petal subsea cable, a strategic move to support AI growth…

New Era Energy Shares Jump 16% on 20-Year Texas Data Center Power Deal

September 23, 2026 (48 days ago)

New Era Energy secures a 20-year power supply deal with Vistra Corp for its Texas data center project, driving a 16% surge…

NUAI VST

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News 📈 Stocks

Riot Platforms Pivots to Data Center Hosting Amid $8.9 Billion Valuation

September 23, 2026 (48 days ago)

Riot Platforms is leveraging its massive Texas power infrastructure to secure recurring data center revenue, though the stock remains a leveraged proxy…

BTC RIOT AMD

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News 📈 Stocks

New Era Energy Shares Surge 30% on 20-Year Texas Data Center Power Deal

September 22, 2026 (48 days ago)

New Era Energy secures a 20-year power supply deal with Vistra Corp for its Texas data center, driving shares up 30% as…

NUAI VST

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News 📈 Stocks

Constellation Energy and Bloom Energy Capitalize on AI Power Demand

September 22, 2026 (48 days ago)

Constellation Energy and Bloom Energy are positioning themselves as essential infrastructure providers as AI data centers struggle to secure sufficient electricity to…

BE CEG NVDA +5

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News 📈 Stocks

Vinson & Elkins Adds 17 Partners as Infrastructure Dealmaking Accelerates

September 21, 2026 (49 days ago)

Vinson & Elkins expands its New York finance team with two senior hires, capitalizing on a record year of infrastructure dealmaking involving…

BE NVDA Lancium

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News 📈 Stocks

Arista and Vertiv Emerge as Core Infrastructure Plays for AI Data Centers

September 20, 2026 (50 days ago)

Arista Networks and Vertiv Holdings offer long-term exposure to the AI build-out by providing the essential networking, power, and cooling systems required…

ANET VRT

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News 📈 Stocks

Apollo Sees Higher-for-Longer Rates Fueling $150B AI Infrastructure Boom

September 20, 2026 (51 days ago)

Apollo Global Management reports strong institutional demand and a $150 billion high-grade capital solutions pipeline, focusing on structured financing for AI and…

APO AVGO NVDA +4

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News 🌐 Macro

SpaceX Plans $100 Billion Louisiana Spaceport Creating 3,000 Jobs by 2027

September 20, 2026 (51 days ago)

SpaceX's $100 billion Louisiana spaceport project promises 3,000 jobs by 2027, providing a potential late-career earnings boost for workers looking to optimize…

SpaceX

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