Americas Technology: Hardware: AI Project Pulse: January 2026 29 January 2026 | 1:57PM EST Equity Research We summarize recent announcements and developments in the AI project space across neoclouds, sovereigns, and enterprise made in January 2026. This represents select project announcements and is not indicative of the total AI infrastructure opportunity. We also include an interactive data center project cost calculator to provide a high-level framework on how to size spend by total power or number of XP ...

We recently published 10 Big Names With Easy 10-30% Gains. CoreWeave Inc. (NASDAQ:CRWV) was one of the best performers on Tuesday. CoreWeave extended its winning streak to a third consecutive day on Tuesday, jumping 10.73 percent to close at $108.86 apiece after earning a billion-dollar backing from Nvidia Corp. In a statement, Nvidia announced the acquisition of $2 billion common shares in CoreWeave Inc. (NASDAQ:CRWV) at a price of $87.20 apiece, reflecting its confidence in the latter’s business, team ...