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Bloom Energy jumped after confirmation it will be added to the S&P 500, as investors also cited strong earnings showing rising data center demand and revenue above $1.065 billion.
Broadcom reported record Q3 FY 2026 revenue of $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion. It guided Q4 consolidated revenue to $34.8 billion and AI revenue to $21.7 billion.
J.P. Morgan Asset Management’s Bill Eigen is growing increasingly cautious about the financial architecture underpinning the artificial intelligence boom, warning that investors should watch the pace of AI growth, spending and valuations rather than simply their headline levels. Watching The ‘Second Derivative,’ Not Ju
The successful IPO of Elon Musk's SpaceX may help bring the questionable idea of AI data centers in space closer to the realm of plausibility. Engineering and technical issues are being solved and SpaceX now has considerably more capital, but economically, the concept remains challenging even as rocket launches become
The successful IPO of Elon Musk's SpaceX may help bring the questionable idea of AI data centers in space closer to the realm of plausibility. Engineering and technical issues are being solved and SpaceX now has considerably more capital, but economically, the concept remains challenging even as rocket launches become