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AI infrastructure

Palantir (PLTR) Stock This Week: Navy’s $448M ShipOS Push, Chain Reaction AI Infrastructure Bet, and What to Watch Next Week (Updated Dec. 12, 2025)

Palantir (PLTR) Stock This Week: Navy’s $448M ShipOS Push, Chain Reaction AI Infrastructure Bet, and What to Watch Next Week (Updated Dec. 12, 2025)

Updated: December 12, 2025 — Palantir Technologies Inc. (PLTR) closed Friday at $183.57, ending a choppy week modestly higher even after a late-week pullback tied to broader “AI trade” volatility. Investing.com Investors spent the past several days weighing two powerful
13 December 2025
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Bloom Energy Stock (NYSE: BE) Slides as the AI Infrastructure Trade Wobbles — Latest News, Analyst Forecasts, and What’s Next (Dec. 12, 2025)

Bloom Energy Stock (NYSE: BE) Slides as the AI Infrastructure Trade Wobbles — Latest News, Analyst Forecasts, and What’s Next (Dec. 12, 2025)

Bloom Energy (BE) stock fell sharply on Dec. 12, 2025 as AI-linked names sold off after Oracle and Broadcom updates. Here’s the latest news, analyst targets, and key catalysts. Dec. 12, 2025 — Bloom Energy Corporation (NYSE: BE) was trading
12 December 2025
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Marvell Technology (MRVL) Stock: AI Infrastructure Star Faces Fresh Amazon and Microsoft Risks After November Rally

Marvell Technology (MRVL) Stock: AI Infrastructure Star Faces Fresh Amazon and Microsoft Risks After November Rally

Marvell Technology, Inc. (NASDAQ: MRVL) has had a dramatic few weeks. Since November 21, 2025, when the stock traded around the high‑$70s, Marvell has reported record earnings, announced a multi‑billion‑dollar AI acquisition, seen analysts race to lift price targets —
11 December 2025
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Cisco Stock (CSCO) Today: AI Infrastructure Boom, Splunk Synergies and Fresh Analyst Upgrades Push Shares Toward 52‑Week Highs

Cisco Stock (CSCO) Today: AI Infrastructure Boom, Splunk Synergies and Fresh Analyst Upgrades Push Shares Toward 52‑Week Highs

Published: December 8, 2025 Cisco Systems, Inc. (NASDAQ: CSCO) is ending 2025 as one of the quieter winners of the AI infrastructure boom. After a year of rising AI‑driven networking orders and the full integration of its $28 billion Splunk
8 December 2025
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Lumentum (LITE) Stock: AI Infrastructure Darling or Overpriced Risk? Latest News, Price Targets and Forecasts as of December 3, 2025

Lumentum (LITE) Stock: AI Infrastructure Darling or Overpriced Risk? Latest News, Price Targets and Forecasts as of December 3, 2025

As of December 3, 2025, Lumentum Holdings Inc. (NASDAQ: LITE) sits near the center of the AI infrastructure trade. The optical and photonics specialist has turned into one of 2025’s most explosive winners, with the stock up roughly 250% year
3 December 2025
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Brookfield Corporation (BN) Stock: Institutional Buying, AI Infrastructure Push and Preferred Share Deal – Update for November 29, 2025

Brookfield Corporation (BN) Stock: Institutional Buying, AI Infrastructure Push and Preferred Share Deal – Update for November 29, 2025

Brookfield Corporation stock (NYSE: BN, TSX: BN) heads into the final stretch of 2025 with fresh signs of institutional confidence, a revamped capital structure, and a growing bet on artificial intelligence infrastructure. On November 29, 2025, new regulatory filings showed
30 November 2025
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Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

What Happened Movano Inc. (NASDAQ: MOVE) and Corvex, Inc., a GPU‑accelerated AI cloud company, signed a definitive all‑stock merger agreement. The combined business will focus squarely on secure, high‑performance AI infrastructure—including GPU clusters for training/inference, confidential computing, and inference‑as‑a‑service—repositioning Movano
10 November 2025
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