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$1,948.69

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As of Jun 29, 9:37 PM ET ·

FIX News3 articles

Comfort Systems USA Profit Surges on Data Center Boom, Shares Rally

Comfort Systems USA Q1 profit more than doubled to $370.4M, revenue surged 56.5% to $2.87B on data center demand. Backlog hit $12.45B, shares rose 3%.

Earnings Apr 23

Corning Surges to Record High on UBS Upgrade, Fueled by AI Data Center Demand

Corning shares surged 7.3% to a record high Friday after UBS upgraded the stock, highlighting robust fiber-optic demand from AI data center expansion. The stock's year-to-date gain is approaching 60%.

Technology Feb 21

Hedge Fund Titans Pivot to AI Infrastructure and Software Plays

Prominent hedge fund managers including Ken Griffin and Steven Cohen added positions in Palantir Technologies and Comfort Systems USA last quarter, signaling a broadening AI investment theme beyond semiconductors.