Franklin Templeton’s Dudley remains bullish on AI infrastructure spending, calls it a ‘decade-long cycle’

The post Morgan Stanley Initiates SpaceX Coverage With Wall Street-High $300 Price Target appeared on BitcoinEthereumNews.com. Key highlights: Morgan Stanley initiated coverage of SpaceX (SPCX) with an Overweight rating and a $300 price target The target is among the highest on Wall Street and implies roughly 87%-90% upside from recent trading levels Analysts believe AI infrastructure, Starlink, and orbital computing could become major long-term revenue drivers Morgan Stanley has become one of the most bullish firms on Wall Street regarding SpaceX, launching coverage of the recently public company with an Overweight rating and a $300 price target. The target stands well above the stock’s recent trading price near $160 and is among the highest published forecasts for the aerospace and artificial intelligence company.  Morgan Stanley analyst Adam Jonas argues that investors are still underestimating the scale of SpaceX’s long-term opportunities beyond rockets and satellite internet.  AI

Talpins' investment in Micron highlights the growing influence of AI infrastructure on tech portfolios, impacting both AI and crypto sectors. The post Billionaire Jeffrey Talpins loads up on Micron as AI chip spending reshapes institutional portfolios appeared first on Crypto Briefing.

Nscale's rapid growth and significant funding highlight the increasing institutional confidence and strategic investments in AI infrastructure. The post Nscale secures $900M for data-center expansion backed by Nvidia appeared first on Crypto Briefing.

South Korean chipmaker Samsung Electronics posted record quarterly profits Tuesday thanks to the global AI infrastructure buildout coupled with a memory chip shortage. Also in this edition, oil futures rise as tensions reignite in the Hormuz Strait and Canada commits to its biggest-ever defence contract. Finally, Cuba experiences its third nationwide blackout of the year as its fuel reserves dwindle.

Australia's AI infrastructure ambitions could diversify its economy, create jobs, and position it as a key player in the Asia-Pacific tech landscape. The post Australia aims to become Asia-Pacific’s AI infrastructure hub with A$52 billion push appeared first on Crypto Briefing.

Scotland's potential moratorium on data centers could disrupt AI infrastructure plans, impacting investment and climate strategy alignment. The post Scotland weighs moratorium on new data centers, echoing crypto mining energy battles appeared first on Crypto Briefing.

The collaboration signals a major shift in AI infrastructure, likely accelerating enterprise AI adoption and reshaping tech sector investments. The post Microsoft and Nvidia team up to scale agentic AI from demo to deployment in 2026 appeared first on Crypto Briefing.

Galaxy Digital's pivot to AI infrastructure highlights a strategic shift in crypto firms, emphasizing long-term revenue over volatile mining. The post Galaxy Digital delivers first 200MW phase to CoreWeave under 15-year lease appeared first on Crypto Briefing.