AI
This AI infrastructure stock will rise on agentic AI boom, Bank of America says
Penguin Solutions is likely to be a major beneficiary of the potential agentic AI boom, which should support its share growth, per Bank of America.
Keyword
Infrastructure
16 stories in the last 7 days, reading bullish overall. Coverage has slowed in the last day.
- 7-day mood
- +31.5Bullish +32
- Stories, 7 days
- 16
- Last 24 hours
- 1below usual
- Sources
- 14in the latest 30
Mood and coverage · last 7 days
Market chart- Infrastructure · 6-hour average
- Hourly reading
- Stories per hour
View as table
| Day | Mood | Stories |
|---|---|---|
| Fri, Oct 9 | +83.8 | 1 |
| Thu, Oct 8 | −14.1 | 4 |
| Wed, Oct 7 | 0.0 | 2 |
| Tue, Oct 6 | +54.0 | 3 |
| Mon, Oct 5 | +38.5 | 4 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | +28.1 | 2 |
| Fri, Oct 2 | — | 0 |
Latest on Infrastructure
Newest firstIndustrials
Increasing Number of Attacks Exposing Critical Infrastructure Security Gaps
Visibility issues, legacy assets and AI threats led to over half experiencing a breach in the last year.
Industrials
Bam targets UK expansion with £435m A.Hak takeover
Royal Bam Group has agreed a €504m (£435m) takeover of Dutch infrastructure specialist A.Hak, with plans to expand the acquired company's operations in the UK.…
Industrials
Monid's $7.7M Seed Signals the First Dedicated Infrastructure Raise for Agent Commerce
The web was designed for human interaction - clicking buttons, managing accounts, navigating subscription paywalls. But as AI agents evolve into autonomous buy…
Industrials
Skanska Further Expands Waterfront Infrastructure at R.I. Naval Station
The new pier will feature a higher deck elevation to accommodate projected sea level rise.
Industrials
Cloud, on-premises or hybrid: Securing robotics infrastructure
A robot arm doesn't care where the server lives There is no single safest option. Cloud, on-premises and hybrid setups can all protect robotics systems well. T…
Markets
How Meta's stock can surge to $1,000, according to the biggest bull on Wall Street
A Wells Fargo analyst warns of a near-term profit hit from AI infrastructure spending and legal costs - but thinks that will set up massive gains by 2028.
Industrials
DOT awards $426M for critical infrastructure projects
The largest awards include $85.1 million for an 8-mile, four-lane highway in Kentucky and $85 million to add lanes along about 20 miles of I-4 in Florida.
Energy
What Dakota Access And California Show About Energy Infrastructure Ten Years Later
Ten years ago this fall, thousands of protesters camped along the Missouri River in North Dakota to stop the Dakota Access Pipeline. The Standing Rock demonstr…
Industrials
Teradyne invests in Bright Machines to advance AI infrastructure manufacturing
Teradyne, a provider of automated test equipment and advanced robotics systems, and Bright Machines, a next-generation manufacturer bringing AI and data center…
Industrials
Excelerate Technology wins ESA contract for robotic security system at UK critical infrastructure site
Excelerate Technology has been awarded a co-funded contract by the European Space Agency Business Applications and Space Solutions (ESA BASS) program to build…
AI
This 'premier' data center play has 30% upside ahead, says BMO
Data center demand will continue to push this digital infrastructure company higher, according to BMO Capital Markets.
Geopolitics
Russia ramps up attacks on Kyiv infrastructure as U.S. makes fresh push for peace talks
Russia has pledged to intensify strikes on Kyiv and other Ukrainian cities after a drone attack damaged the capital's key Northern Bridge over the weekend.
AI
LinkedIn cofounder says AI infrastructure is the 'only reason we're not in a recession'
LinkedIn cofounder says AI infrastructure is the 'only reason we're not in a recession'
AI
America's data center fight is a preview of what's to come for the rest of the world
America's fight over data centers is going global. Communities across Europe and Asia are pushing back over the rising costs of the AI infrastructure boom.
Industrials
'What Is Happening Today Is Development in Reverse'
A conversation with UNDP chief Alexander De Croo about building infrastructure in active conflict zones.
Industrials
Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of September 30, 2026
HOUSTON, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Kayne Anderson Energy Infrastructure Fund, Inc. (the "Company") (NYSE: KYN) today provided a summary unaudited state…
Energy
Better Energy Sector ETF: Vanguard Energy ETF or First Trust Infrastructure Fund?
VDE captures broader energy markets with 37.7% 1-year returns, while EMLP prioritizes utilities and pipelines for higher income.
Industrials
Building big things in the U.S. is hard. A Senate deal aims to fix that.
A sweeping bipartisan plan takes aim at the bottlenecks scuttling new infrastructure.
AI
Solomon Asamoah on Ghana's AI Infrastructure Test: Compute Cannot Outrun Power and Water
Artificial intelligence is usually discussed as software, but its limits are increasingly physical. Every model depends on processors housed in data centres, c…
AI
Restate lands $20M as the need for durable infrastructure increases with AI agents
Founded by Apache Flink veterans, the startup is taking on workflow heavyweight Temporal.
Industrials
M Group targets 42% emissions cut by 2030
Infrastructure contractor M Group has set a target to cut its Scope 1 and 2 carbon emissions by 42 per cent from 2022 levels by 2030. The infrastructure contra…
Industrials
Contractors nail down infrastructure projects to wrap up construction season
Builders reported project wins for roads, highways, airports, rail jobs and water facilities in the infrastructure sector to close the summer.
AI
Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm
Samsung Electronics and its five affiliates are investing $1 billion in KKR-launched Helix as the group expands its push into global AI infrastructure.
AI
Source: Inference provider Modal Labs closing in on $750M round at $15.75B valuation
The new financing is expected to more than triples the AI infrastructure startup's valuation from just four months ago.
Industrials
MPs launch twin inquiries into infrastructure project delivery
Parliamentarians have launched two inquiries into how government can improve procurement and strengthen civil-service capability to deliver major infrastructur…
Transport
Avanti West Coast services to be nationalised from March
The move is part of a plan to improve rail infrastructure, cut train delays and improve experiences for passengers.
AI
China wants in on U.S. AI data center boom. Here's why
Chinese data center manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remain
Industrials
Inside Britain's Infrastructure Of Information Control
The term "Orwellian" is not supposed to be a compliment. But far too often in the modern world, governments behave as if George Orwell's warnings against total…
Industrials
Infrastructure contractors dodged a funding cliff, but another looms on Dec. 11
The deadline to extend federal surface transportation programs under the IIJA has been pushed to Dec. 11, "but not all of the money moved with it," according t…
