Jefferies upgraded power producer Vistra Corp. to buy on Monday, arguing that the share price doesn't accurately reflect the likelihood of future data center deals. The investment bank also increased ...

The shares of AI data center giant Applied Digital Corp (NASDAQ:APLD) are down 8.3% to trade at $28.91 at last check, a dismal outlook from semiconductor giant Qualcomm (QCOM) and increased AI ...

The UK government’s Department for Science, Innovation and Technology (DSIT) has completed what it calls the “discovery phase” of its bid to create a National Data Library (NDL). The NDL was trumpeted ...

Automatic Data Processing received authorization from its board to buy back $6 billion worth of stock. The new share repurchase authorization replaces in its entirety ADP's 2022 authorization for $5 ...

A pair of phase 3 psoriasis studies of Alumis’ TYK2 inhibitor have hit their primary endpoints, setting the biotech up to file for approval of a potential challenger to Bristol Myers Squibb’s Sotyktu.

An ambitious data-center project in Utah is going to need about one-quarter of the power the entire state currently uses. David Gray, co-chief executive for the project’s developer, knows he can’t get ...

Snowflake (NYSE:SNOW) shares have surged by nearly 50% this year, although the stock fell on Thursday after the Q3 results were announced. Investors seem to be worried as product revenue growth slowed ...

What's the best data center stock play right now for investors? We asked Seeking Alpha analysts Michael Del Monte, Julian Lin, and The J Thesis for their picks. Michael Del Monte: Broadcom (AVGO) is ...

Bloom Energy Corp (NYSE: BE) shares are trading higher Thursday morning, extending a powerful rally driven by the company's pivot to powering AI data centers. Here’s what investors need to know. What ...

Stocks spent Tuesday in the dumpster, with the S&P 500 and the Dow each marking four-day losing streaks. Semiconductor stocks got badly hit–as did equities tied to the AI trade. Still, the situation ...