Gartner Q2 Adj. EPS $4.37 Beats $3.75 Estimate, Sales $1.676B Beat $1.650B Estimate

KEEL Stock Jumps 56% in 6 Months: Here's What You Should Know

Keel Infrastructure (KEEL) has outperformed the market with a 56.3% gain over six months following its strategic pivot from Bitcoin mining to high-performance computing and AI data center operations. The company is leveraging a 2.2-GW development pipeline across power-rich markets in Pennsylvania, Washington, and Quebec, with key projects at Panther Creek, Sharon, and Moses Lake nearing full permitting. The Sherbrooke project in Quebec also advanced with a 96-MW power capacity agreement, positioning the company to capitalize on growing AI infrastructure demand.

BMO Capital Maintains Market Perform on Gartner, Lowers Price Target to $206

BMO Capital analyst Jeffrey Silber maintains Gartner (NYSE:IT) with a Market Perform and lowers the price target from $214 to $206.

Should Investors Take Profits in GE Vernova After Its Big Run?

GE Vernova stock has surged 674% since its 2024 spinoff from General Electric, driven by massive demand for power equipment from AI data centers. The company has a $176 billion backlog, raised revenue guidance, and secured contracts through 2031. However, at 34x 2026 earnings, early investors may consider taking profits while the company's long-term growth prospects remain strong.

Shares of software companies are trading lower amid possible sympathy with Workday, as a there has been no public confirmation of yesterday's reports suggesting that Silver Lake in talks to take that company private.