Iron Mountain maintains double-digit growth driven by its Matterhorn strategy, with no further restructuring planned. The company's data center and ALM businesses are expanding rapidly due to strong leasing, rising memory prices, and strategic acquisitions. Capital is primarily focused on high-return data center projects, while digital and physical storage remain robust.

|Radial Entertainment has secured a licensing agreement with Telus Communications to bring five fan-favorite FAST channels, including "Iron Chef" and "Forensic Files," to Telus's streaming platforms in Canada. The deal makes over 910 hours of content available on Telus TV and Stream+, accessible to Optik TV and Stream+ subscribers at no extra cost. This partnership aims to leverage Radial's FAST expertise and deliver premium content to a broad Canadian audience.

Navitas Semiconductor (Nasdaq: NVTS) has expanded its distribution agreement with Avnet (Nasdaq: AVT), making Avnet a globally franchised strategic distribution partner. This builds on an existing successful relationship with Avnet Silica in Europe and aims to support high-growth, high-power markets such as AI data centers, performance computing, energy infrastructure, and industrial electrification worldwide. The expanded partnership will provide global access to Navitas' GaN and SiC devices along with technical and commercial expertise from Avnet.

AlphaTON Capital (NASDAQ: ATON) has signed a 60-month agreement with atNorth for 2.2 MW of high-performance computing capacity at a Tier 3 facility in Kista, Sweden, starting February 1, 2026. This deal includes a Right of First Refusal for an additional 2.1 MW, potentially bringing their total capacity to 4.3 MW, capable of deploying over 4,000 GPUs. The infrastructure will support AI-as-a-Service, GPU compute marketplaces, and inference services for the Telegram ecosystem.

SLB and Shell have signed a strategic collaboration agreement to co-develop new digital and AI technologies to enhance performance and efficiency in global upstream operations. This initiative aims to create agentic AI solutions and an open data and AI infrastructure using SLB’s Lumi™ platform to support technical experts and improve real-time decision-making. The partnership expands their existing technical relationship, emphasizing the growing role of AI-driven automation in subsurface, drilling, and production workflows.

Ciena Corporation's stock has seen a significant surge, rising 7.72%, driven by strategic AI integration and successful deployment of its technology with Constl, part of Space World Group, for a 1 Tbps line rate over 1,450 km. Analysts from Needham, JPMorgan, CFRA, and Morgan Stanley have raised price targets, citing strong demand in the cloud and telecom sectors fueled by AI investments. While Ciena demonstrates promising financial health and significant assets, its high P/E ratio suggests potential overvaluation, although investors are betting on future growth and innovation.

AlphaTON Capital (ATON) has secured a significant colocation agreement with atNorth AB, a European data center operator, to enhance its infrastructure for decentralized AI computing. Operating in digital asset management within the financial services sector, AlphaTON faces challenges including zero revenue and negative earnings, reflected in its low GF Score of 41. This strategic alliance is a key step, though investors should consider the financial risks and high volatility.

PG&E (NYSE: PCG) has launched a field demonstration of Dynamic Line Rating (DLR) and Asset Health Monitoring (AHM) technologies, aiming to increase transmission capacity, reduce congestion, and enhance grid reliability, especially during extreme weather. The project, funded by California’s EPIC program, involves an 18-month independent evaluation by EPRI and partnerships with companies like Heimdall Power, Prisma Photonics, Sentrisense, and Smart Wires. This initiative is a critical step in modernizing California's grid, unlocking capacity, and integrating more renewable energy while potentially saving customers money.

Halliburton and VoltaGrid have announced a collaboration to deliver 400 megawatts of modular natural gas power systems for data centers in the Eastern Hemisphere, with delivery expected by 2028. This partnership combines Halliburton's operational expertise with VoltaGrid's distributed power platform to provide lower-emission power solutions for hyperscale data centers supporting AI, cloud computing, and digital transformation. Halliburton, undervalued according to InvestingPro analysis, sees this as a significant investment to meet the unprecedented power demands of digital infrastructure growth.

Navitas Semiconductor announced a global expansion of its distribution agreement with Avnet, making Avnet a strategic distribution partner for Navitas’s GaNFast and GeneSiC wide bandgap products. This move aims to provide faster global access and consistent technical support for high-power markets such as AI data centers, HPC, renewable energy, and industrial electrification, building on Avnet Silica's prior European success. The partnership assigns Avnet comprehensive commercial and engineering responsibilities to accelerate the worldwide adoption of Navitas’ GaN and SiC platforms.