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 (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 (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.

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.

T-Mobile US (TMUS) announced a new shareholder return program of up to $14.6 billion, including share repurchases and cash dividends, extending through December 31, 2026. This initiative follows a previous $14.0 billion program and aims to boost shareholder value, with its execution being subject to market conditions and company performance. An analyst has rated TMUS stock as a Buy with a $300.00 price target, while TipRanks' AI Analyst, Spark, rates it as "Outperform," highlighting strong financial performance but noting risks from bearish technical indicators and high leverage.

Intelligent data integration platform Matillion has been named a Challenger in the 2025 Gartner® Magic Quadrant™ for Data Integration Tools for the third consecutive year. The company's CEO, Matthew Scullion, highlights their commitment to redefining data integration through agentic AI, specifically with the introduction of Maia. Matillion aims to empower organizations to maximize data value and solve analytical and AI business needs efficiently.

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.

Azio AI, a Supermicro distributor, is engaged in early-stage talks with the Philippines to support the modernization of its Maharlika Investment Fund and corporation. This involves evaluating GPU-based AI data centers and sovereign compute architectures as part of the country's 2024–2025 planning cycle. The initiative aligns with Azio AI's strategy to expand into sovereign and public-sector AI infrastructure, although any commercial engagement is subject to definitive agreements.

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.

Amazon has significantly expanded its same-day grocery delivery service for Prime members, now reaching over 2,300 cities, up from 1,000 cities in August. The retailer has also increased its grocery selection by 30% and plans further expansion in 2026. Prime members receive free same-day delivery on orders over $25.