An insider at Hewlett Packard Enterprise (HPE) recently sold shares amounting to $1,519,125, as revealed in a new SEC filing. This transaction follows other recent insider sales and comes amidst various analyst adjustments to HPE's price target and rating. The company has also been in the news concerning its AI servers and fiscal Q4 results.

Navitas Semiconductor has expanded its global distribution agreement with Avnet, making Avnet a strategic partner for Navitas' GaN and SiC products. This collaboration aims to boost Navitas' reach in high-power markets, providing enhanced technical and commercial support across various sectors like AI data centers and renewable energy. Both companies anticipate that this expanded partnership will accelerate the adoption of energy-efficient solutions and streamline product access for customers worldwide.

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.

Retail investors are actively buying shares of Netflix (NFLX) following a $40 billion market value decline triggered by skepticism around its potential acquisition of Warner Bros. Discovery. Despite a 15% drop over six sessions, representing its worst losing streak since May 2022, amateur investors perceive this downturn as a significant buying opportunity. Netflix was notably the third most active stock on Interactive Brokers' platform for the week ending Monday, indicating strong retail interest amidst Wall Street's concerns over a potential bidding war.

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.

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.

HII, the largest military shipbuilder in the United States, reports that the prototype for its ROMULUS uncrewed surface vessel (USV) family is 30% complete and on schedule for sea trials in the fourth quarter of 2026. The prototype is being built at Breaux Brothers Enterprises in Loreauville, La. ROMULUS USVs are designed to meet naval requirements, offering high-endurance, autonomous capabilities for various missions including intelligence, counter-unmanned systems, and mine countermeasures.

Broadcom (AVGO) reported better-than-expected earnings driven by AI demand, projecting continued momentum and a 10% dividend increase. Despite strong results, the news failed to immediately reignite the broader AI trade, which had been shaken by Oracle's disappointing earnings. Investors were hoping Broadcom's performance could restore confidence in AI-exposed stocks after a recent tech sell-off.

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.

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.