Nokia (NOK) rallies on AI momentum: Q1 2026 beat, higher optical/IP outlook, dividend declared, and portfolio moves sharpen the stock’s story.
AI has turned data centers into a power and policy battleground. Here’s what’s new in 2026: grid strain, local moratoriums, liquid cooling, and nuclear PPAs.
Corning (GLW) jumps on a new Nvidia partnership and strong Q1. Here’s what drove the move, the numbers, risks, and what to watch next.
Cloud in 2026: AI-fueled capex, sovereign cloud goes live, EU portability rules bite, and physical risks reshape resilience and strategy.
MRVL surges on record FY26, stronger FY27 guidance, and AI‑focused deals. Here’s what’s driving the stock—and what to watch next.
NVIDIA invests $2B in Nebius (NBIS) as Independence, Missouri approves a 1.2 GW “AI factory,” signaling a rapid buildout of hyperscale AI compute.
