Shares of data center infrastructure-related companies are trading lower. Elevated bond yields and Fed interest rate expectations are weighing on technology sectors that have exposure to AI buildout capex plans that may come under closer scrutiny from inflated borrowing costs.

Barclays Maintains Equal-Weight on Bloom Energy, Raises Price Target to $308

Bloom Energy Stock Climbs Thursday: What's Going On?

Shares of Bloom Energy are trading higher Thursday, extending strong upward momentum after capping off a 29% gain in the month of September.

Nancy Pelosi Owns This Hot 2026 Stock — And LeBron James Is About to Wear It

Nancy Pelosi and LeBron James are set to be connected in the 2026-2027 NBA season thanks to this company.

Is Oracle Stock a Buy Now?

Oracle is spending heavily on AI data center infrastructure ($28B+ capex in Q1 vs $19B revenue), burning significant free cash flow (-$28.7B over 12 months), and funding expansion through debt, stock dilution, and customer prepayments. While cloud revenue is booming (121% growth), the company faces execution risks including power infrastructure delays at its New Mexico campus. The analyst recommends waiting on the sidelines until Oracle demonstrates it can convert its $664B backlog into actual free cash flow.

Wells Fargo Maintains Equal-Weight on Carpenter Technology, Lowers Price Target to $430

Defense Stocks Enter Bear Market, Hit Longest Losing Streak on Record

Defense stocks are on track for a seventh straight weekly loss, a first for XAR since 2011, as Iran peace talk and a stalled budget erase the 2026 gain.