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Marvell Technology (NASDAQ: MRVL) doubles down on India with $250m AI investment
Marvell’s $250 million India expansion targets AI chip engineering growth as $MRVL falls 41% in one month and talent competition intensifies.
Helios Towers (LSE: HTWS) upgrades guidance again as tenancy growth accelerates
Helios Towers has raised its 2026 earnings and cash-flow forecasts after record tenancy growth, while its first dividend signals a shift towards more balanced shareholder returns.
TC Energy targets data centre power boom with three new pipeline projects
TC Energy approved C$700 million of pipeline expansions as data centre power demand, LNG exports and nuclear execution lifted growth.
Patreon says AI did not replace 93 workers, but its restructuring tells a more complicated story
Patreon is removing 93 positions and flattening management despite reporting continued creator, membership and payment growth across its platform.
Newmark Security (AIM: NWT) exits physical security to focus capital on HCM growth
Newmark Security’s disposal of loss-making Safetell is expected to consume cash rather than generate proceeds, but the costly exit could leave investors with a simpler, faster-growing workforce-technology business.
Eliyan Series C backs chiplet interconnects for next-generation AI infrastructure
Eliyan’s $145 million Series C gives the Santa Clara startup a $1 billion valuation, as AI data-centre operators confront the growing cost of moving data between chips, memory and optical networks.
Meta Q2 2026: Revenue jumps 28% to $60.8bn but margins slide on AI costs
Meta Q2 revenue surges 28% to $60.8B and ad prices climb 12%, but operating margin falls to 31% as record capex and a $2.4B legal charge weigh on EPS.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
Capital Power AFFO rises 40% as Meta data centre deal secures 250 MW
Capital Power secured a 250 MW Meta agreement as acquisitions lifted earnings, but tax credits and financing costs complicate the outlook.
NAVER’s $10bn AI factory deal brings NVIDIA capital, but the market is already questioning the payoff
NAVER plans to expand its GAK Sejong AI factory from 55 megawatts to 200 megawatts with NVIDIA and Brookfield backing, creating a major sovereign AI platform while increasing execution, utilisation and shareholder-return pressure.