AI Infrastructure & Power Demand Drives Analyst Upgrades, New Deals

Investing.com -- BorgWarner Inc (NYSE: BWA) shares surged nearly 5% in Tuesday trading after Morgan Stanley raised its rating on the automotive supplier, citing a growing opportunity to capitalize on the artificial intelligence infrastructure boom through off-grid power generation. The Wall Street firm upgraded the stock to Overweight from Equalweight and boosted its price target to $95 from $71, signaling increased confidence in the company's ability to expand beyond its core transportation mar

Investing.com -- Applied Digital Corp (NASDAQ: APLD) shares rose 2.8% on Tuesday morning after the data center operator secured up to one gigawatt of potential power capacity in Finland, marking its initial expansion into international markets. The agreement establishes a footprint for a prospective large-scale artificial intelligence campus, with initial power availability anticipated to begin in 2028.

While the Dallas-based company has initiated marketing efforts and commenced discussions wit

Investing.com -- Xanadu Quantum Technologies Ltd (NASDAQ: XNDU) shares rose 17% in Tuesday trade following the announcement of a strategic multi-year partnership with GlobalFoundries Inc (NASDAQ: GFS) to develop high-volume production capabilities for utility-scale quantum computing.

The partnership combines Xanadu's photonic design expertise with GlobalFoundries' semiconductor manufacturing capabilities to accelerate development of advanced photonic components, including ultra-low loss silicon

Investing.com -- Waymo has significantly upsized its maiden private debt offering to $5 billion, capitalizing on strong lender appetite as the autonomous vehicle operator ramps up capital-intensive expansion plans across domestic and international markets.

According to Bloomberg reporting, the driverless unit of Alphabet Inc (NASDAQ: GOOGL) secured commitments from major private credit investors, including Pacific Investment Management Co., Blackstone Inc., and Sixth Street Partners. The loan w