Thursday, February 5, 2026 at 3:00 PM
Data-center demand has sent shares in contractors, equipment makers and more surging.
Looking to cash in on the AI boom, the world’s largest owner of industrial real estate is weighing a co-investment vehicle focused on data centers.
Plus, a glassmaker becomes a tech superstar, comparing 2026 capex to the moon landing and the areas where AI is tearing through corporate America.
Investors have punished big-spending tech giants and software companies while betting on memory chips.
Fears that software companies are facing an extinction event are exaggerated, but other dangers are real.
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