We wanted to show you what happens after the confetti falls. We checked in with some of our recent alumni, many of whom have sat down with us on Build Mode: The Founder Survival Guide, TechCrunch's podcast for founders at every stage.
We wanted to show you what happens after the confetti falls. We checked in with some of our recent alumni, many of whom have sat down with us on Build Mode: The Founder Survival Guide, TechCrunch's podcast for founders at every stage.
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Emily Graffeo and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Emily Graffeo and Tim Stenovec. (Source: Bloomberg)
MoMo Productions/DigitalVision via Getty Images The State Street Industrial Select Sector SPDR ETF ( XLI ) is an attractive low-cost option for investors who want core industrial exposure with a strong AI tilt. Looking at the top 10 stocks in the fund, I can say with conviction that 5 of the top 10 are being distinctly driven by the AI data center build-out. These companies are beneficiaries of th...
MoMo Productions/DigitalVision via Getty Images The State Street Industrial Select Sector SPDR ETF ( XLI ) is an attractive low-cost option for investors who want core industrial exposure with a strong AI tilt. Looking at the top 10 stocks in the fund, I can say with conviction that 5 of the top 10 are being distinctly driven by the AI data center build-out. These companies are beneficiaries of the enormous capex being spent by the hyperscalers, money that is overwhelmingly being spent to kit out data centers to run AI workloads. Access to the data center growth story is compelling, but rest assured, XLI provides investors with so much more. The industrial sector is a very diverse and exciting growth sector in the market. As I will lay out below, the sector gives investors a targeted exposure to key components to support the AI data center build-out while also giving a balanced exposure to separate and not necessarily correlated themes. The ETF comes at a very attractive cost of just 8 basis points. I am happy to rate XLI as a buy today. Data Centers: Until they figure out how to operate data centers in space, companies have no choice but to build good old-fashioned bricks-and-mortar data centers here on earth. These facilities are huge buildings requiring vast amounts of cement, flooring, roofing, HVAC systems, electrical connections, backup power, air and liquid cooling, and so forth. Tech has clearly benefited from AI on the chips side of things, but traditional tech companies cannot provide all the necessary hard assets to bring together these data centers. This moment is a step change for the industrial sector. In the previous few decades, tech had become increasingly less asset-intensive. Manufacturing for products like the iPhone, for instance, was done overseas, and the US operations of US tech companies were increasingly just knowledge workers and layers of management. Technology was lightweight and digital; the realm of electrical cables, grid connectors, ...
Fluor ( FLR ) said post-market Monday its 50-50 joint venture with JGC Corp. received limited notice to proceed for the proposed Phase 2 expansion of the LNG Canada export facility in British Columbia . In 2025, the joint venture successfully delivered the project's two processing units and supporting infrastructure, including storage tanks, a rail yard, a water treatment facility, flare stacks, a...
Fluor ( FLR ) said post-market Monday its 50-50 joint venture with JGC Corp. received limited notice to proceed for the proposed Phase 2 expansion of the LNG Canada export facility in British Columbia . In 2025, the joint venture successfully delivered the project's two processing units and supporting infrastructure, including storage tanks, a rail yard, a water treatment facility, flare stacks, and a marine terminal. The LNG Canada facility, with annual production capacity of ~14M metric tons of liquefied natural gas, positions Canada as a major supplier of lower-carbon natural gas to global markets, and the Phase 2 expansion would double the facility's production capacity if a final investment decision is achieved. LNG Canada is a joint venture comprised of Shell ( SHEL ) with a 40% holding, Malaysia's Petronas with a 25% stake, PetroChina with 15%, Mitsubishi ( MSBHF ) with 15%, and KOGAS holding 5%. More on Fluor Fluor: A Buyback Opportunity And FCF Upside Setup Fluor: Too Many Headwinds Are Emerging (Rating Downgrade) Fluor Q1 2026 Earnings Call Presentation
Earnings Snapshot (Seeking Alpha) More on Credo Technology Credo Remains A Buy Ahead Of Earnings (Earnings Preview) Credo: This Untimely Reversal Is A Big Warning (Rating Downgrade) Credo Technology: A Way Too Expensive Three-Customer Concentrated Business Credo Technology Non-GAAP EPS of $1.16 beats by $0.13, revenue of $437M beats by $3.7M Quant snapshot: Ciena, Tilly’s among top-rated names as ...
Earnings Snapshot (Seeking Alpha) More on Credo Technology Credo Remains A Buy Ahead Of Earnings (Earnings Preview) Credo: This Untimely Reversal Is A Big Warning (Rating Downgrade) Credo Technology: A Way Too Expensive Three-Customer Concentrated Business Credo Technology Non-GAAP EPS of $1.16 beats by $0.13, revenue of $437M beats by $3.7M Quant snapshot: Ciena, Tilly’s among top-rated names as Here Group, Oddity Tech lag
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on May 26, CADIZ Inc's Director, David Mark O'hara, invested $507,761.70 into 110,865 shares of CDZI, for a cost per share of $4.58. Barg
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on May 26, CADIZ Inc's Director, David Mark O'hara, invested $507,761.70 into 110,865 shares of CDZI, for a cost per share of $4.58. Barg