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The AI data center boom has driven storage companies to secure multiyear contracts with locked-in pricing and volumes extending into 2027-2029. Western Digital, Seagate, and Sandisk all benefit from this demand surge, but Seagate emerges as the top pick due to its pricing locked for all of 2027 and most capacity allocated through 2028, combined with accelerating 56% year-over-year growth guidance.
Bitcoin fell 0.9% to $78,475 on September 8, 2026, as Federal Reserve rate hike odds exceeded 60% and a Liquid Network hack pressured sentiment. Ethereum showed resilience, declining only 0.1%, buoyed by the Ethereum Foundation's quantum readiness announcement and corporate buying. Solana fell 0.6% amid broader macro caution driven by rising oil prices and rate hike concerns.
Vertiv Holdings, a provider of critical digital infrastructure for AI data centers, generated $10.2 billion in revenue in 2025 and is positioned to double that by 2030. Management targets 20-22% annual organic sales growth through 2030, with projected revenue of $26 billion. The company exited 2025 with $15 billion in backlog and faces execution risks related to capacity expansion and sustained demand as the AI infrastructure build-out matures.
Bitcoin holds near $79,000 as oil and yields rise ahead of U.S. inflation data, while $3.8 billion in ETF inflows provides strong support.
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Mission Produce (NASDAQ:AVO) held its third-quarter earnings conference call on Tuesday. Below is the complete transcript from the call. Benzinga APIs provide real-time access to earnings call transcripts and financial
Eli Lilly (NYSE:LLY) has outperformed the market over the past 10 years by 16.85% on an annualized basis producing an average annual return of 30.5%. Currently, Eli Lilly has a market capitalization of $1.00 trillion.
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A film about Elon Musk that the billionaire doesn't want people to see is getting positive reviews after its world premiere.
Linde (NASDAQ:LIN) has outperformed the market over the past 10 years by 1.14% on an annualized basis producing an average annual return of 14.78%. Currently, Linde has a market capitalization of $217.97 billion.
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Bankers are looking to sell off approximately $138 billion of buyout debt in the coming months, according to JPMorgan.
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Royalty Pharma (NASDAQ:RPRX) has outperformed the market over the past 15 years by 4.89% on an annualized basis producing an average annual return of 18.08%. Currently, Royalty Pharma has a market capitalization of
LIV Golf’s push to bring outside investors into its teams has taken on new urgency after the league filed for Chapter 11 bankruptcy.
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