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Will Stronger Operating Trends Amid Volatile Markets Change TC Energy's (TSX:TRP) Narrative?
Simply Wall St.3d agoneutral
Will Stronger Operating Trends Amid Volatile Markets Change TC Energy's (TSX:TRP) Narrative?

In the past few days, TC Energy reported stronger operating performance and indicated that full-year results are expected to exceed the prior year, even as energy markets remain volatile. The update highlighted that long-term themes such as dividend growth and growing natural gas infrastructure demand are being reassessed against concerns about leverage, capital intensity and macroeconomic risk. Next, we will examine how solid operating trends amid sector volatility could influence TC...

Fabrinet Sees AI Optical Demand Fueling Years of Growth, Expands Capacity
MarketBeat3d agoneutral
Fabrinet Sees AI Optical Demand Fueling Years of Growth, Expands Capacity

Fabrinet (NYSE:FN) executives said demand across data center interconnect, datacom, automotive and industrial markets remains strong, with the company expanding manufacturing capacity to support what Chairman and CEO Seamus Grady described as substantial multi-year growth opportunities. Speaking at

You’re Already Funding the AI Bubble — and You’ll Pay for the Bust
Benzinga3d agoneutral
You’re Already Funding the AI Bubble — and You’ll Pay for the Bust

The debate over the artificial-intelligence boom has mostly been framed as a market question: whether NVIDIA Corp.’s valuation is stretched, whether hyperscalers are overbuilding data centers, whether the capital-expenditure cycle can eventually be justified by revenue. According to Scott Ortkiese,...

NVIDIA Corporation (NVDA)’s Space Exploration Technologies (SPCX) Stake Traces Back to a Wild $1.25 Trillion Deal. Here’s How It Happened
Insider Monkey3d agoneutral
NVIDIA Corporation (NVDA)’s Space Exploration Technologies (SPCX) Stake Traces Back to a Wild $1.25 Trillion Deal. Here’s How It Happened

On August 14, 2026, NVIDIA Corporation (NASDAQ:NVDA) disclosed that its Space Exploration Technologies Corp. (NASDAQ:SPCX) stake was worth about $21 billion at the end of the second quarter. A position that traces back to a $10 billion investment NVIDIA made in Elon Musk’s xAI as part of a $20 billion funding round in January 2026, […]

Can Trane Technologies plc (TT) and Eaton Corporation, PLC (ETN) Become Major Winners from the AI Data Center Boom?
Insider Monkey3d agoneutral
Can Trane Technologies plc (TT) and Eaton Corporation, PLC (ETN) Become Major Winners from the AI Data Center Boom?

Trane Technologies plc (NYSE:TT) and Eaton Corporation, PLC (NYSE:ETN) announced a strategic collaboration on August 17, combining advanced thermal management and electrical system architectures to accelerate AI-factory deployment. By introducing a first-of-its-kind reference design for next-generation data centers, the partnership integrates power and cooling into a unified platform built in alignment with NVIDIA DSX platforms. […]

Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up?
Insider Monkey3d agoneutral
Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up?

On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive cluster of NVIDIA HGX B300 systems on IBM Cloud. The deal centers on scaling open-source AI model inference via NVIDIA Corporation (NASDAQ:NVDA)’s Spectrum-X Ethernet networking. Days later, on August 13, IBM doubled down by […]

Tencent Holdings (SEHK:700) Can Access Advanced AI Chips In China
Simply Wall St.3d agoneutral
Tencent Holdings (SEHK:700) Can Access Advanced AI Chips In China

Tencent Holdings (SEHK:700) is receiving shipments of Nvidia H200 AI chips under a new Chinese policy that permits limited deliveries to domestic tech giants. The H200 processors are expected to support Tencent's domestic AI projects within its cloud, advertising and consumer platforms. Chinese authorities are using controlled access to advanced Nvidia chips to back local AI development while keeping export rules in view. The move may influence how Tencent allocates capital to data centres...