Amid a more than six-month consolidation among major AI infrastructure players like Nvidia ((NVDA) and Broadcom, leadership within the broader ecosystem has begun to rotate toward smaller, specialized suppliers as infrastructure needs evlove. One standout example has been Lumentum ((LITE), which has emerged as a major winner during this period, leading the industry in optical networking technology, a critical solution for the high-speed data transmission required by AI compute and data center workloads.Lume ...

The AI-infrastructure darling has seen its stock climb 40% this year. CoreWeave's fourth-quarter earnings report will determine whether the momentum continues. ...

Core Insights - ByteDance's Seedance 2.0 shows significant improvements in generation quality, complex actions and storyboarding, consistency and instruction adherence, as well as audio-visual synchronization compared to previous versions [1] - The new base model Seed 2.0 has made comprehensive advancements in multi-modal, reasoning, and programming scenarios [1] Industry Focus - Suggested areas of focus include AI infrastructure and IDC-related companies such as GDS Holdings, Century Internet, and Dongyangguang [1] - The report recommends monitoring the multi-modal video-related AI application ecosystem and companies within the ByteDance supply chain [1] Ratings and Targets - GDS Holdings and Century Internet are rated "outperform" with target prices set at $60 and $15 respectively [1]

NEW YORK, NY / ACCESS Newswire / February 24, 2026 / Nixxy, Inc. (NASDAQ:NIXX) ("Nixxy" or the "Company"), an AI infrastructure company advancing telecom and fintech convergence, today announced the continued strengthening of its institutional reporting and governance framework through the adoption of Workiva's enterprise-grade SEC reporting platform. Workiva supports financial reporting, audit, and compliance workflows for a substantial majority of Fortune 500 companies. ...

New York, New York--(Newsfile Corp. - February 24, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://w ...

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drop attributed to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and Sections 11 and 15 of the Securities Act of 1933 [3]. - Investors have until March 6, 2026, to request to lead the case in the U.S. District Court for the Southern District of New York [3]. Group 2: Company Background - Fermi Inc. is an energy and AI infrastructure company aiming to build large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI workloads [4]. Group 3: IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Group 4: Stock Price Impact - Following the announcement of the First Tenant's termination of the construction agreement on December 11, 2025, Fermi's stock dropped by $5.16, or over 33%, from $15.25 to $10.09 per share [7].

Group 1: Datadog - Datadog is an artificial intelligence-powered observability and security platform, with a buy rating and a price target of $180 from Baird analyst William Power [3][6] - The company aims for an adjusted operating margin of over 25%, balancing future growth and near-term profitability [3] - Datadog has solid demand for its products and significant opportunities in AI, logs, developer tools, and security, with 8,500 security customers [4][5] - Security currently represents only 2% of total annual recurring revenue (ARR) from large customers, indicating a vast expansion opportunity [5] Group 2: Vertiv Holdings - Vertiv Holdings provides power and cooling solutions to data centers, reporting a 252% surge in organic orders for Q4 2025 [7][8] - Bank of America analyst Andrew Obin reiterated a buy rating and raised the price target to $277, expecting strong order momentum to continue in 2026 [7][8] - Obin projects 2026 orders to grow by 5% to $18.6 billion, which would add $5 billion to backlog, reflecting a 33% year-over-year increase [9] - Key trends from Vertiv's 10-K filing include strengthening services capabilities and strategic deals with Nvidia and Caterpillar [10] Group 3: Arista Networks - Arista Networks provides networking solutions for AI and data center environments, delivering strong Q4 results and guidance [12] - Following Nvidia's deal with Meta Platforms, Needham analyst Ryan Koontz reiterated a buy rating with a price target of $185, emphasizing minimal impact on Arista's supplier position [13][14] - Meta accounted for 16% of Arista's 2025 revenue, and Koontz views Arista as a dominant supplier for Meta's AI applications [14] - The announcement regarding Nvidia's networking sales to Meta does not reflect new developments in networking, according to Koontz [16]

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of New York, titled Lupia v. Fermi Inc., et al., No. 1:26-cv-00050 [3]. - Investors have until March 6, 2026, to request to lead the case, asserting securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and Sections 11 and 15 of the Securities Act of 1933 [3]. Group 2: Company Background - Fermi Inc. is an energy and AI infrastructure company aiming to build large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI workloads [4]. Group 3: IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Group 4: Stock Price Impact - On December 12, 2025, Fermi's stock dropped by $5.16 per share, over 33%, following the termination of the Advance in Aid of Construction Agreement by the First Tenant [7].

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock drop linked to potential violations of federal securities laws [1][3]. Company Overview - Fermi Inc. is an energy and AI infrastructure company aiming to build large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project is Project Matador, designed to provide dedicated power for AI workloads [4]. IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Stock Performance - Following the announcement of the First Tenant's termination of the Advance in Aid of Construction Agreement on December 11, 2025, Fermi's stock dropped by $5.16, or over 33%, from $15.25 to $10.09 per share [7].

CoreWeave (CRWV) shares tanked over 10% this morning following reports that Blue Owl Capital has failed to secure the necessary $4 billion in debt financing for a massive data center project in Lancaster, Pennsylvania. Investors bailed on CRWV mostly because it was slated to be the anchor tenant of this facility. The selloff on Feb. 20 even saw the Nasdaq-listed firm crash below its 20-day moving average (MA), indicating downward pressure may sustain in the near-term. More News from Barchart Versus its ...