SPX Technologies (SPXC) received JPMorgan Overweight rating with $260 target while trading at $224.41; Q4 revenue $637.3M (up 19.4%), 50% data center growth in 2026, company investing $100M in HVAC ...
The AI investment narrative is evolving. While 2025 was defined by a powerful, broad-based mega-cap rally driven by enthusiasm around artificial intelligence, the backdrop for 2026 looks more ...
Solaria has secured approximately €0.7 billion in data center infrastructure revenues for 2026-30, with about half already confirmed. RBC estimates the committed data center revenues could finance at ...
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