$59.19
+0.76 (+1.30%)
ACIW News30 articles
CoreWeave Activates Danish AI Capacity, Eyes Seven New Markets
CoreWeave (CRWV) activates most of its 22.5 MW Danish capacity, with network expansion to seven markets by mid-2027, enhancing data placement for AI workloads.
Solid Power Commissions New Electrolyte Line, Boosting Capacity by 60%
Solid Power starts commissioning its MOBIUS electrolyte line in Colorado, adding 45 tonnes of annual capacity, reaching 75 tonnes total. The project is supported by federal funding.
Tata Communications Unveils $450M Fiber Expansion to Boost AI Data Center Capacity
Tata Communications announces a $400-450 million fiber expansion in India to connect AI hubs, boosting capacity 5.8-fold to 7.25 Pbps by FY2036.
AWS Faces 2027 Capacity Squeeze as Two-Year Build Clock Tightens
Amazon's AWS has committed most of its 2027 capacity, with CEO Andy Jassy noting a two-year construction lead time. This creates a tight timeline for AI infrastructure expansion.
Bloom Energy's Nebius Fuel Cell Block Hits Milestone, But Capacity Remains Undisclosed
Bloom Energy's first fuel-cell power block for Nebius in Vineland is ready for use, but the company hasn't disclosed its capacity or when the data center will go live.
Harbour Air-Pacific Coastal Merger to Create 59-Aircraft Regional Carrier
Harbour Air's acquisition of Pacific Coastal Airlines will create a 59-aircraft regional network in British Columbia, pending regulatory approval. Financial details undisclosed.
Ethereum Surges 7% on CPI Data, Outpacing Bitcoin and Tech Stocks
Ethereum rallied 7.1% to $2,609.99 following mixed CPI data, outpacing Bitcoin and tech stocks. The ETH/BTC ratio climbed 4.1%, suggesting a high-beta risk-on move.
Aramco's Jazan Facility Faces Fresh Attack; Output Impact Still Unknown
Saudi Aramco's Jazan complex was reportedly hit again, but damage and impact on production are still being assessed. Shares edged lower as investors await clarity.
Singapore T-Bill Yield Climbs to 1.60%, Outpacing Bank Deposits
Singapore's latest six-month T-bill pays 1.60%, topping UOB's 1.30% and OCBC's 1.25% deposit rates. The next S$8.4 billion auction could see yields rise further as loan demand and slower deposit growth pressure rates.
Cathay Pacific Extends Middle East Suspension; Fuel Costs Loom Larger
Cathay Pacific extends Middle East flight suspension to Nov 30, yet shares gain 0.6% as investors focus on rising fuel costs rather than route closures.
BorgWarner Reaffirms AI Power Push: $300M Target, 2 GW Capacity
BorgWarner reaffirmed its AI data-center power target, expecting $300M in first-year sales and 2 GW capacity by 2027. The stock rose 2.8% on Friday.
Top 1-Year CD Yields 4.35% APY, Outpacing National Average by 2.64 Points
Top one-year CD yields 4.35% APY, beating the 1.71% national average by 2.64 points. A $10,000 deposit earns $435 vs $171, highlighting the value of shopping for rates.
Strategy Stock Soars 12% as Bitcoin Breaks $80K, Outpacing Crypto Fourfold
Strategy shares jumped 12% to $137.95 as Bitcoin topped $80,000, with MSTR outpacing the crypto by 4x. Bitcoin holdings now worth $67.5 billion.
Applied Optoelectronics Launches $600M ATM Offering Amid Capacity Expansion
Applied Optoelectronics (AAOI) announced a $600 million ATM offering, which is 2.2x its Q3 revenue midpoint. Shares fell 9.8% in after-hours trading as investors weigh dilution against growth.
UiPath Shares Climb 1.3% as Valuation Outpacing Analyst Targets
UiPath shares rose 1.3% after unveiling Maestro Flow, now trading 19% above Wall Street's average target. Q2 results due Sept 3 will test sales execution.
Samsung Foundry Price Hike Highlights AI Chip Capacity Crunch
Samsung's foundry price hike of up to 15% signals tight AI chip capacity. TSMC shares remain flat despite strong July revenue growth of 44.7%.
Lumentum Stock Slides on Capacity Concerns Despite Strong AI Demand
Lumentum shares dropped 3.9% as investors focus on capacity challenges despite a 24% revenue growth forecast and strong AI-driven demand.
Albertsons trims store count as margins tighten; ACI Edge cost plan unveiled
Albertsons plans to close 12 stores (0.5% of its base) as margins tighten, with Q1 identical sales down 0.8% and a $200M cost program to drive savings.
Nebius Surges 8.9% to $277.68, Market Cap Hits $75B, Outpacing Analyst Targets
Nebius (NBIS) surged 8.9% to $277.68, market cap $75.49B, surpassing analyst targets. Q2 revenue up 454% to $582.3M, but capex reached $5.66B, 9.7x revenue.
Bristol Myers Unveils $2.3B Houston Facility for Flexible Drug Production
Bristol Myers Squibb (BMY) will build a $2.3 billion drug-manufacturing campus in Houston, supporting small molecules, biologics, and antibody-drug conjugates, with nearly 500 skilled jobs.
Lockheed Martin Lags as Missile Demand Outpaces Production Capacity
Lockheed Martin (LMT) shares gained just 0.9% last week, lagging the S&P 500's 3.6% rise, as missile demand surges but production capacity remains constrained.
Applied Optoelectronics Soars 14% on Record Q2 Revenue, Capacity Expansion
Applied Optoelectronics (AAOI) surged 14% premarket after Q2 revenue hit a record $191.9M, up 86% YoY, driven by strong demand for 800G and 1.6T optical products.
Micron Shares Slide as China Capacity Fears Trump DRAM Price Gains
Micron (NASDAQ:MU) dropped 3.5% despite DRAM spot price gains, as worries over Chinese rival CXMT's capacity expansion overshadowed near-term pricing strength.
MicroVision's Reverse Split Expands Issuance Capacity Ahead of Q2 Report
MicroVision (MVIS) began trading on a split-adjusted basis Monday after a 1-for-15 reverse split, increasing potential share issuance capacity by 70%.
Constellation's PJM Capacity Value Rises 2.5% Despite Lower Auction Prices
Constellation Energy's PJM capacity value for 2028/29 is estimated at $2.24 billion, up 2.5% despite a 2.5% price decline, ahead of Q2 earnings.
Applied Digital Stock Jumps on Q4 Earnings Beat Despite Low Operational Capacity
Applied Digital shares surged 5.4% in after-hours trading after reporting Q4 revenue of $258.7M, well above consensus. However, just 175 MW of its 1,410 MW contracted capacity is operational.
Baiya International Group (NASDAQ:BIYA) Soars 116% as Shelf Filing Capacity Nears $2 Million
Baiya International Group (NASDAQ:BIYA) shares skyrocketed 116% on Monday, with volume hitting 26 times its Class A share count. The surge brought its F-3 shelf capacity estimate to $1.99 million.
SpaceX Flight 13 Launches But Fails to Boost Starlink Capacity
SpaceX's Starship Flight 13 launched on July 24, 2026, but the 20 V3 Starlink demonstration satellites are on a suborbital trajectory and will not add capacity.
Cipher Digital Surges as AI Capacity Shortage Boosts Leasing Model
Cipher Digital (CIFR) shares rose 5.7% as AI capacity constraints highlight its leasing model, while Alphabet (GOOGL) dropped 7.2% on raised capex.
Advanced Biomed Surges 74.6% After Terminating $25M Equity Facility
Shares of Advanced Biomed (ADVB) jumped 74.6% after the company terminated a $25 million equity facility, removing overhang of potential dilution.