9+ hour, 38+ min ago  (999+ words) MANGOS names six companies now sitting at the centre of the AI trade: Meta, Anthropic, Nvidia, Google, Open AI and Space X. The acronym has gained traction as investors look beyond FAANG toward companies tied to AI models, chips, users, cloud…...

4+ day, 11+ hour ago  (1206+ words) ERock is offering 27. 9 million shares at $20 to $23, putting EROC near a $600 million IPO as AI data centers strain U. S. power capacity. The ERock IPO puts a public-market price on electricity scarcity. EROC arrives with a $1. 28 billion contracted backlog, yet its $59. 0 million…...

4+ day, 13+ hour ago  (1127+ words) AI and cloud services do not run in the air. They need land, power, water, cooling, fibre, permits, and a lot of physical infrastructure. Thailand is now seeing more of that demand land inside its industrial estate ecosystem. Thailand is…...

1+ week, 11+ hour ago  (1635+ words) Power stocks are no longer a hidden AI trade, and that is exactly what makes them harder to read. Data centres do not just need more computing power; they need generation, grid access, cooling, gas backup, and water capacity that…...

1+ week, 1+ day ago  (1275+ words) Reviewed by: EBC Research & Review Team On June 1, 2026, Alphabet announced an $80 billion equity capital raise to help fund its artificial intelligence infrastructure buildout, the largest single equity raise in US corporate history. The more revealing detail is who is raising…...

1+ week, 1+ day ago  (1307+ words) Reviewed by: EBC Research & Review Team NVTS stock has become one of the clearest small-cap expressions of the AI power infrastructure trade. Navitas Semiconductor jumped 19. 3% on June 3, touched an intraday high above $34, and closed at $30. 84 on more than 112 million shares…...

1+ week, 2+ day ago  (1138+ words) Reviewed by: EBC Research & Review Team The next test is whether that demand turns into margins, capacity, and cash flow fast enough to prove analysts are still too low. COHR closed at $426. 89 after a 17. 6% surge, moving above Market Beat's average…...

1+ week, 2+ day ago  (986+ words) Reviewed by: EBC Research & Review Team The chipmaker logged its biggest one-day gain on record after a Computex endorsement spotlighted its role in AI data-center connectivity. At roughly 94 times earnings, the burden now shifts to execution. Marvell remains far from…...

1+ week, 3+ day ago  (528+ words) Reviewed by: EBC Research & Review Team But if you peel back the headline numbers, you realize this isn't a rising tide lifting every single boat. Instead, we are seeing a fascinating, highly fragmented market. Wall Street is rewarding companies that…...

1+ week, 3+ day ago  (726+ words) Reviewed by: EBC Research & Review Team Anthropic has quietly taken the first official step toward Wall Street. The company announced on Monday that it has submitted a confidential draft registration statement on Form S-1 to the U. S. Securities and Exchange Commission (SEC),…...