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Investing.com -- The orbital data center thesis just got its most credible test yet: on Sep 24, 2026, Alphabet/Google (GOOG) announced Project Suncatcher — launching a prototype satellite carrying its own Tensor Processing Units (TPUs) into Low Earth Orbit (LEO) via SpaceX’s Transporter-18 rideshare. Meanwhile, NVIDIA (NVDA) has been named the exclusive chip supplier for SpaceX’s orbital data center ambitions — a constellation potentially scaling to one million compute satellites. Read more

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Investing.com -- Alphabet Inc's (NASDAQ: GOOGL) Google has officially launched Project Suncatcher, an ambitious orbital computing initiative aimed at deploying its proprietary artificial intelligence chips into space to bypass growing terrestrial energy and infrastructure constraints. The tech giant announced Thursday that it is preparing to launch a prototype satellite equipped with its Trillium Tensor Processing Units (TPUs) aboard SpaceX's (NASDAQ: SPCX) upcoming Transporter-18 rideshare miss

Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.

1. Hut 8 Corp (NASDAQ: HUT) - UBS set a Buy rating with a $143 price target, implying 45% upside. The analyst believes HUT offers the best

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Everpure shares are surging after the data storage company raised its fiscal 2028 outlook, citing growth opportunities from business with hyperscalers.

Shares of Everpure (P) were up nearly 18% to pace S&P 500 risers Thursday, a day after the data storage firm guided for fiscal 2028 revenue of $7 billion to $7.3 billion and operating income of $1.7 billion to $1.9 billion. Analysts polled by Visible Alpha had expecte

Investing.com - Bank of America has revised its forecast for the US 10-year Treasury yield to 5.0% by year-end, up from its previous estimate of 4.5%, according to a research note released Thursday.

The bank also raised its 2-year yield forecast to 5.0% from 4.5%, slightly above current forward rates. The revisions come as markets face multiple risks including energy concerns related to Iran, fiscal challenges, trade tensions, and artificial intelligence uncertainties ahead of US midterm electi

Investing.com -- Goldman Sachs raised its Brent crude oil price forecast to $85 per barrel for December as energy prices increased over the past several weeks across Asia-Pacific markets.

The bank's commodities strategists adjusted their outlook as energy prices moved higher, which is expected to be reflected in import prices and producer prices in September across many economies in the region. Consumer prices will see smaller increases due to fiscal subsidies and regulated prices in many count

Ever-higher costs to service mounting debt loads pose a major risk to governments around the world, economists have warned.

Global debt rose by $10 trillion in the first half of the year to top $365 trillion, according to research published by the Institute of International Finance on Wednesday.

State debts are rising as yields on medium- and long-term government bonds issued by a slew of the world’s biggest economies hit their highest levels in more than a decade — including in the U.S., Japa

Investing.com -- Utility stocks fell nearly 2% on Wednesday as the 10-year Treasury yield rose above 5.1%, according to BTIG. The sector has declined about 6% since late August as the 10-year yield climbed roughly 35 basis points during that period.

The last time 10-year rates stayed above 5% was in 2006-2007. During that period from mid-2006 through 2007, S&P 500 utility stocks traded at an average three-year forward price-to-earnings ratio of about 13.7 times, which matches current valuation

Investing.com -- BCA Research told clients in a note that the Federal Reserve’s return to rate hikes is unlikely to derail U.S. stocks. It pointed to history showing the S&P 500 has gained over every full Fed tightening cycle since 1980.

"The Fed’s first hike is unlikely to be an equity-market cliff," strategists Noah Weisberger and Yifei Liu wrote in a note.

The Fed raised rates last week. BCA expects a shallow cycle, with one or two more 25-basis-point increases. The firm said that path is a

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Meta’s latest consumer AI product is sending such big shockwaves through the market that it’s even inflaming a long-time rivalry in the brokerage business between 55-year old investing giant Charles Schwab, and Robinhood, an icon of the post-Covid trading boom among young investors.Shares of Schwab fell 6% Tuesday, touching the lowest since early July and the stock is now down more than 8% since Meta announced Muse. Meanwhile, Robinhood’s stock was higher, notching anotheryear-t

Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.

Analyst Elizabeth Porter argued that agents like Muse and Instinct, personal assistants that complete tasks on users' behalf, could expand the volume of interactions businesses field, cushioning contact-center vendors whose seat-based models have been under pressure fro

Super Micro Computer, Inc. (SMCI) announced it has begun shipping Nvidia Vera Rubin NVL72 racks integrated with its Data Center Building Block Solutions (DCBBS) and direct liquid cooling stack (DLC-2), according to a company press release dated Sept. 23, 2026.

Each Vera Rubin NVL72 rack contains 72 Nvidia Rubin GPUs and 36 Nvidia Vera CPUs arranged across 18 compute trays. The trays connect through nine sixth-generation Nvidia NVLink switch trays, delivering 216 TB/s of scale-up bandwidth. Each

ITASCA, Ill. - Quanome Technologies, Inc. (NASDAQ:QNME) entered into an approximately $18.8 million purchase agreement for computing infrastructure powered by Nvidia GPU technology on September 16, according to a press release statement.

The equipment will support the development of an AI cloud business through the company’s subsidiary, XDT Infrastructure I, LLC. The purchase represents an initial step in the company’s planned phased development of XDT.

The subsidiary aims to provide businesse

ProQR Therapeutics N.V. (Nasdaq: PRQR) announced the appointment of Chris Hart, PhD, as Chief Data and AI Officer and Thomas Wolf, PhD, as a strategic AI advisor to its board of directors, the company said in a statement dated Sept. 23, 2026.

Hart most recently served as Vice President of Data Science and AI/ML in the Genetic Medicines team at Eli Lilly and Company. He previously founded Creyon Bio and spent seven years at Ionis Pharmaceuticals, where he led the company’s functional genomics gr

PLEASANTON, Calif. - Veeva Systems (NYSE:VEEV) announced today that another top 20 biopharma company has committed to its Vault CRM platform, bringing the total to 14 of the top 20 biopharma firms, according to a press release statement.

The company stated that Vault CRM now has more than 190 live customers. Recent commitments include Amgen, Biogen, Eli Lilly and Company, and Regeneron.

Vault CRM is designed to serve as a customer relationship management system for life sciences companies. The

Investing.com -- Goldman Sachs believes South Korea's KOSPI index is set up for a near-term "tactical breakout," though analyst Chris Cha flagged headwinds building into October in a note on Wednesday.

Cha said retail investors have net-sold more in September, about 18 trillion won, than they bought across July and August combined, defending the 7,000 level, but that this overhang is beginning to exhaust.

With rate fears now priced in after the Fed and a pivot toward a risk-on, agentic AI them

Investing.com -- The Hashgraph Group (THG) has secured a listing for its AI-agent identity software on IBM’s cloud marketplace and signed a global partnership with the U.S. technology company, Investing.com has learned.

The Swiss Web3 and AI firm, which builds enterprise software on Hedera’s distributed ledger, said its IDTrust platform had been validated and listed on the IBM Cloud Catalog, making it among the first commercial Hedera-based applications sold directly as a service through a majo

By Niket Nishant and Wayne Cole

Sept 23 (Reuters) - Global shares paused on Wednesday after a four-day winning streak as oil prices drifted higher while investors awaited details on peace efforts in the Middle East.

Hopes of improving crude supplies have weighed on oil prices for most of this week. A sustained resumption of oil flows through the Strait of Hormuz would help significantly to keep inflation in check, which in turn would impact the global outlook for interest rates.

However, caut

Citi analyst Jason Bazinet reiterated a Buy rating and $270.00 price target on Take-Two Interactive (NASDAQ: TTWO), following a meeting with three members of the company's management team, including CEO Strauss Zelnick, CFO Lainie Goldstein, and investor relations officer Nicole Shevins.

Discussions covered GTA Online timing, streaming, NBA 2K, and capital allocation. Management declined to confirm a reported 2027 launch window for GTA Online, which had been suggested by commentary on Twitch. T

Investing.com -- Chinese authorities are reviewing the use of Broadcom’s hardware in state-backed data centres, the Financial Times reported.

According to the FT report, China’s State-owned Assets Supervision and Administration Commission found Broadcom Inc (AVGO) switches could account for as much as 90% of equipment in some state-owned data centres. That’s not a dependency — that’s a monopoly, and Beijing clearly views it as a vulnerability. Read more

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Investing.com -- China imported $4.76 billion worth of semiconductor production equipment in August, marking a 16% increase from the same month last year, according to Jefferies analysis of Chinese customs data released last week.

The August figure represents a shift after steady year-over-year declines since November 2025. June and July imports were roughly flat compared to the prior year before August showed double-digit growth.

For the first eight months of 2026, total semiconductor product