AI Infrastructure Boom Fuels Analyst Upgrades & Major 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 -- Boost Run Inc. (NASDAQ: BRUN) shares rose 9.5% on Tuesday following the announcement of a five-year AI cloud services agreement valued at $525.6 million with a sovereign AI company.

Under the agreement, Boost Run will deliver compute capacity powered by NVIDIA GB300 NVL72 GPUs, along with network storage and CPU node services. The acceptance of the initial infrastructure is expected to begin in early second quarter 2027.

The contract brings Boost Run’s total contract value to

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