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Fermi (FRMI) Selects TSK to Lead Engineering, Project Management for Phase Two of Project Matador in Texas
Insider Monkey36d agoneutral
Fermi (FRMI) Selects TSK to Lead Engineering, Project Management for Phase Two of Project Matador in Texas

Fermi Inc. (NASDAQ:FRMI) is one of the undervalued stocks with high upside potential. On June 26, Fermi America selected Spanish EPC contractor TSK to lead engineering and project management for the second phase of “Project Matador,” a massive Texas power campus. TSK will oversee permitting and infrastructure planning for three Siemens SGT6-5000F gas turbines, which […]

Fermi (FRMI) Is Down 7.4% After Governance Rift Deepens Around Project Matador Strategy Shift
Simply Wall St.40d agoneutral
Fermi (FRMI) Is Down 7.4% After Governance Rift Deepens Around Project Matador Strategy Shift

In June 2026, Fermi Inc. and co-founder and major shareholder Toby R. Neugebauer engaged in an escalating governance dispute over his consent solicitation to call a special shareholder meeting and influence the Company’s direction and Project Matador. Amid this contest, Fermi advanced Project Matador by signing a service agreement with TSK Electronica y Electricidad USA for three Siemens SGT6-5000F gas turbines, aiming to accelerate engineering, permitting, and execution for its next phase...

Is Bitzero Holdings (CNSX:AIBZ.U) Quietly Recasting Its AI Edge With This Norway Lease Deal?
Simply Wall St.46d agoneutral
Is Bitzero Holdings (CNSX:AIBZ.U) Quietly Recasting Its AI Edge With This Norway Lease Deal?

Bitzero Holdings Inc. recently reported continued progress on its 110 MW Norway data center campus, with foundations under construction for two 60 MW transformers and the regional grid operator upgrading its substation to integrate new Siemens GIS switchgear for future capacity needs. Coming just after Bitzero’s addition to the Nasdaq Composite Index and a 15-year lease agreement for the Norway campus with OneQode Networks, these infrastructure milestones highlight the company’s push to...

How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Insider Monkey47d agoneutral
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI

NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over-year, while data center revenue rose 92% to $75.2 billion. On June 16, 2026, NVIDIA said NVIDIA XR AI was available in public beta, giving developers a framework […]

Jim Cramer Calls Siemens Partnership With Xometry a “Major Endorsement”
Insider Monkey47d agobullish
Jim Cramer Calls Siemens Partnership With Xometry a “Major Endorsement”

Xometry, Inc. (NASDAQ:XMTR) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings. Cramer highlighted the company’s stock price action during the episode, as he said: Here’s a stock that’s up almost 45% year-to-date, 180% over the past 12 months. […]

Keysight Technologies (KEYS) Stock Could Be 5.1% Undervalued After AI Deals And Strong Outlook
Simply Wall St.47d agoneutral
Keysight Technologies (KEYS) Stock Could Be 5.1% Undervalued After AI Deals And Strong Outlook

Keysight Technologies (KEYS) is back in focus after a series of AI centered moves, including a Siemens partnership for automated testing and the completed acquisition of VPIphotonics for photonic system simulation. See our latest analysis for Keysight Technologies. Those AI focused updates have coincided with strong market interest, with Keysight Technologies posting a 90 day share price return of 31.04% and a 1 year total shareholder return of 127.09%, signalling firm momentum rather than a...

How nVent Electric (NVT) Is Building Its AI Data Center Case Around Liquid Cooling Infrastructure
Insider Monkey49d agoneutral
How nVent Electric (NVT) Is Building Its AI Data Center Case Around Liquid Cooling Infrastructure

nVent Electric plc (NYSE:NVT) is one of the fastest-growing data center cooling stocks to invest in right now. The company’s latest data center cooling angle came on June 1, 2026, when Siemens announced a reference architecture for NVIDIA AI data centers that incorporated nVent-aligned design considerations. The reference design targets NVIDIA DSX Vera Rubin NVL72 […]

Why Keysight (KEYS) Stock Is Trading Up Today
StockStory53d agoneutral
Why Keysight (KEYS) Stock Is Trading Up Today

Shares of electronic measurement provider Keysight (NYSE:KEYS) jumped 3.1% in the afternoon session after the company announced it had joined the Siemens Digital Industries Software Technology Partner Program, a move aimed at enhancing software testing for manufacturers.

Is Keysight’s 6G and Photonics Push Altering The Investment Case For Keysight Technologies (KEYS)?
Simply Wall St.54d agoneutral
Is Keysight’s 6G and Photonics Push Altering The Investment Case For Keysight Technologies (KEYS)?

In early June 2026, Keysight Technologies announced new high-bandwidth signal analyzers, expanded photonic design support with GlobalFoundries, and 6G research collaborations with NTT DOCOMO and NTT, alongside joining Siemens’ Technology Partner Program through its Eggplant Test software. Together, these moves extend Keysight’s role at the center of complex wireless, photonics, and software validation workflows, potentially deepening its integration across customers’ design and test...

Hallador Energy (HNRG) De-Risks Merom Project With $350 Million Turbine Purchase
Insider Monkey58d agoneutral
Hallador Energy (HNRG) De-Risks Merom Project With $350 Million Turbine Purchase

With $118 million in hedge fund investment in the stock as of Q1 2026, Hallador Energy Company (NASDAQ:HNRG) is among the best coal stocks to invest in. In addition to being one of the best coal stocks, Hallador Energy Company (NASDAQ:HNRG) made its most decisive move yet toward becoming a natural gas power generator on […]

Nvidia Siemens Tie Up With nVent Puts AI Valuation In Focus
Simply Wall St.61d agoneutral
Nvidia Siemens Tie Up With nVent Puts AI Valuation In Focus

Nvidia and Siemens have partnered with nVent Electric (NYSE:NVT) to create a blueprint for AI data centers. The collaboration focuses on critical electrical, cooling and safety infrastructure tailored to AI workloads. The project highlights nVent's role in next generation data center design tied to rising AI demand. For investors tracking NYSE:NVT, this development adds a new angle beyond recent share price moves. The stock trades at $173.88, with returns of 5.5% over the past week, 62.8%...

Intel’s AI Rackscale Push And Agentic Clouds Confront Valuation Risks
Simply Wall St.61d agoneutral
Intel’s AI Rackscale Push And Agentic Clouds Confront Valuation Risks

Intel (NasdaqGS:INTC) is expanding its AI focus toward full rackscale systems and infrastructure, working with partners such as Foxconn and SambaNova. The company is supporting disaggregated, agentic AI inference clouds, highlighted by a joint rackscale inference demo at Computex. New alliances with Siemens and Hitachi, plus PC collaborations and the Vector Core Compute platform, aim to address enterprise AI and inference workloads. Intel, traded as NasdaqGS:INTC, has long been known for...

Fluence Energy (FLNC) to Collaborate with Siemens and Nvidia to Develop AI Data Centers
Insider Monkey61d agoneutral
Fluence Energy (FLNC) to Collaborate with Siemens and Nvidia to Develop AI Data Centers

Fluence Energy, Inc. (NASDAQ:FLNC) is included among the 10 Best Renewable Energy Stocks to Buy According to Billionaires. Fluence Energy, Inc. (NASDAQ:FLNC) is a global market leader in energy storage products and services, and cloud-based software for renewables and storage assets. Fluence Energy, Inc. (NASDAQ:FLNC) received a significant boost on June 1 when it was […]

Assessing Fluence Energy (FLNC) Valuation After Nvidia And Siemens AI Data Center Partnership
Simply Wall St.62d agobullish
Assessing Fluence Energy (FLNC) Valuation After Nvidia And Siemens AI Data Center Partnership

Fluence Energy (FLNC) is back on investor radar after a sharp share price move triggered by its new three way partnership with Nvidia and Siemens to supply battery storage for AI focused data centers. See our latest analysis for Fluence Energy. The stock’s recent enthusiasm around AI data centers has been volatile, with a 1 day share price return that fell 10.96% after a 30 day share price return of 101.54%. Its 1 year total shareholder return of 412.37% contrasts with a 3 year total...

Intel Racks Up AI Partnerships To Challenge Nvidia In Data Centers
Simply Wall St.63d agobullish
Intel Racks Up AI Partnerships To Challenge Nvidia In Data Centers

Intel (NasdaqGS:INTC) introduced new rackscale AI infrastructure at Computex, targeting agentic and inference workloads in data centers. The company announced the commercial launch timeline for Xeon 6+ processors on its 18A process, aimed at AI and cloud-scale compute. Intel expanded collaborations with partners including Foxconn, Siemens, and Hitachi to support multi-vendor, disaggregated AI systems. For investors tracking AI compute, Intel (NasdaqGS:INTC) is moving beyond single-chip...

Does Fluence Energy’s (FLNC) Nvidia-Siemens Blueprint Tie Its Future to AI Data Center Power Needs?
Simply Wall St.63d agoneutral
Does Fluence Energy’s (FLNC) Nvidia-Siemens Blueprint Tie Its Future to AI Data Center Power Needs?

In recent days, Siemens and Nvidia announced a three-way collaboration with Fluence Energy to create an AI data center reference architecture that integrates Fluence’s Smartstack battery platform to support power-intensive NVIDIA DSX Vera Rubin “AI factory” designs. While this blueprint does not represent firm orders, it places Fluence’s grid-scale storage at the center of how future AI data centers could manage grid constraints and reliability challenges. Next, we’ll examine how Fluence’s...