Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation regarding the issuance of senior notes, alleging that the Offering Documents contained misleading statements about the company's financial needs for AI infrastructure development [1][4]. Group 1: Lawsuit Details - The lawsuit claims that Oracle failed to disclose the need for significant additional debt to build its AI infrastructure, which raised concerns about the creditworthiness of the bonds [4]. - Investors are encouraged to join the class action without incurring out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting their own achievements in recovering substantial amounts for investors [3]. - The firm has been recognized for its performance in securities class action settlements, including a notable settlement against a Chinese company and ranking highly in the number of settlements achieved [3]. Group 3: Next Steps for Investors - Interested investors can join the class action by visiting the provided link or contacting the firm directly for more information [2][5].

Jim Cramer came to Amazon.com Inc’s (NASDAQ:AMZN) defense on Friday morning, even as he acknowledged a fundamental shift in the market’s relationship with mega-cap technology stocks.Despite Amazon’s decline, major indices posted gains on Friday. The S&P 500 rose 0.96% to 6,863.56, while the Nasdaq-100 gained 0.88% to 24,764.51.Cramer: ‘I Will Defend Amazon’Speaking before Friday’s market open, Cramer, CNBC’s “Mad Money” host, said on X, “I will defend Amazon today. But it did trade to 197 yesterday as peopl ...

Financial Data and Key Metrics Changes - First quarter revenue increased by 44% year-over-year, reaching $809.5 million, with 3.5% organic growth and 40.6% from acquisitions [5][14] - Adjusted EBITDA rose by 63% to $112.2 million, with an adjusted EBITDA margin of 13.9%, the highest first quarter margin in company history [5][15] - Net income was reported at $17.2 million, while adjusted net income was $26.4 million, translating to adjusted earnings per diluted share of $0.47 [15] Business Line Data and Key Metrics Changes - The company has a project backlog of $3.09 billion, indicating strong demand across its markets [5][18] - The commercial sector is experiencing steady project bidding, supported by population migration to the Sun Belt and reshoring trends [6][8] - The public sector is expected to see a 10%-15% increase in contract awards for FY 2026 compared to FY 2025, particularly in small and medium-sized maintenance projects [8][9] Market Data and Key Metrics Changes - The company is actively participating in approximately 1,000 commercial sector projects across eight states [7] - The federal and state governments are continuing to invest in infrastructure, which is expected to drive demand for the company's services [8][9] Company Strategy and Development Direction - The company aims to double its revenue to over $6 billion by 2030, targeting an EBITDA margin growth to approximately 17% [12][13] - Recent acquisitions, including GMJ Paving Company, are part of a strategy to strengthen market position and expand geographic footprint [10][11] - The company is focused on both organic growth and strategic acquisitions to enhance shareholder value [12][81] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for infrastructure projects and the positive impact of recent acquisitions on future growth [9][10] - The company anticipates a robust pipeline of acquisition opportunities and plans to continue using cash flow from operations to fund these acquisitions [81][82] - Management remains optimistic about the reauthorization of the Surface Transportation Program, expecting increased funding for infrastructure projects [82][83] Other Important Information - Cash flow from operations was $82.6 million in Q1, up from $40.7 million in the same quarter last year [16] - The company expects to convert 75%-85% of EBITDA to cash flow from operations in FY 2026 [17] Q&A Session Summary Question: Can you provide more details on the acquisition pipeline? - Management indicated a robust pipeline with a mix of platform deals and tuck-ins, emphasizing strategic and cultural fit in acquisitions [24][25] Question: What is the size and scope of the data center project mentioned? - Management clarified that data centers are part of their commercial projects, with ongoing demand in southern and southeastern markets [28][29] Question: How do you expect to achieve the organic growth target of 7%-8% for the year? - Management explained that delays in project starts and competitive dynamics affected Q1 organic growth but reaffirmed the full-year target [34][35] Question: What is the outlook for public sector bidding? - Management expects public sector contract awards to increase by 10%-15% this year, with steady demand in the commercial market as well [50][54] Question: How confident are you in reducing leverage to 2.5 times by year-end? - Management expressed confidence in achieving the leverage target through strong cash flow generation and strategic acquisitions [78][81]

TeraWulf Inc. (WULF) shares rallied 10.1% in the last trading session to close at $14.8. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.3% loss over the past four weeks. WULF stock climbed on major hyperscaler-backed agreements, multibillion-dollar financing success, early HPC revenue traction, and higher expansion targets pointing to durable AI infrastructure growth.This company is expected to post quarte ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation regarding misleading statements in the Offering Documents related to senior notes issued by the company, which may have impacted investors' financial interests [1][4]. Group 1: Lawsuit Details - The lawsuit claims that the Offering Documents contained false and/or misleading statements and failed to disclose Oracle's need for significant additional debt to build its AI infrastructure, which raised concerns about the creditworthiness of the bonds [4]. - Investors are encouraged to join the class action lawsuit to seek compensation without incurring out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering hundreds of millions of dollars for investors [3]. - The firm has been recognized for its leadership in securities class action settlements, achieving the largest settlement against a Chinese company and ranking highly in the number of settlements since 2013 [3].

We came across a bullish thesis on Lumentum Holdings Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on LITE. Lumentum Holdings Inc.'s share was trading at $381.44 as of January 29th. LITE’s trailing and forward P/E were 234.01 and 64.94 respectively according to Yahoo Finance. Fermi (FRMI) Nosedives on Profit-Taking on Double-Digit Upside Potential Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, ...

Core Viewpoint - Wall Street is increasingly optimistic about Broadcom as a key player in the AI infrastructure revolution, particularly as cloud hyperscalers boost their capital expenditure budgets [1]. Group 1: Broadcom's Role in AI Data Centers - Broadcom serves as the "nervous system" for AI data centers, focusing on high-performance networking gear as AI applications become more complex [3]. - The flow of data between GPUs, servers, and storage systems is critical, with Broadcom's Ethernet and switching equipment facilitating the movement of large data sets with low latency [4]. - As AI workloads grow, Broadcom is well-positioned to enhance existing GPU clusters within data center architectures, earning royalties as AI infrastructure expands [5]. Group 2: Custom Silicon and Market Position - Cloud providers like AWS, Microsoft Azure, and Google Cloud are seeking ways to reduce compute costs and gain control over their AI stacks, leading to a trend of developing custom application-specific integrated circuits (ASICs) [6]. - Broadcom collaborates with major companies such as Meta Platforms, Apple, ByteDance, and Alphabet to provide custom silicon solutions, allowing it to capture market share from general-purpose GPU suppliers [7]. - The shift towards integrating custom silicon with existing GPU clusters is a long-term strategy, with Broadcom becoming more embedded in multiyear hyperscale infrastructure plans [9].

Core Insights - The Invesco Semiconductors ETF (NYSEARCA:PSI) has experienced a significant increase of 45% over the past year, driven by the AI infrastructure boom [1] Group 1 - The ETF's performance reflects the growing demand for semiconductor technology in the AI sector [1]

As the artificial intelligence (AI) market expands, more companies are upgrading their data centers to handle the skyrocketing usage of AI applications. According to Fortune Business Insights, the global AI infrastructure market will expand at a CAGR of 29.1% from 2025 to 2032. What's the best chip play on the AI infrastructure boom? One of the simplest ways to profit from that secular boom is through Broadcom (NASDAQ: AVGO), which produces custom application-specific integrated circuits (ASICs) for proc ...

NEW YORK, Jan. 28, 2026 /PRNewswire/ -- Bit Digital, Inc. (Nasdaq: BTBT) ("Bit Digital" or the "Company") today reaffirmed its long-term investment in WhiteFiber, Inc. ("WhiteFiber" or "WYFI") and confirmed that it will not sell any of its WhiteFiber shares in any secondary offering or other discretionary disposition during 2026. Following WhiteFiber's initial public offering in August 2025, Bit Digital continues to own approximately 27 million shares of WhiteFiber. On February 2, 2026, the IPO lockup peri ...