SQL Server Transformation Market Analysis Report - 2035
The SQL Server Transformation Market is projected to grow from USD 20.7 billion in 2025 to USD 54.2 billion by 2035, exhibiting a CAGR of 10.1%. This growth is driven by the need for modernization of legacy data infrastructures, the shift to hybrid and multi-cloud environments, and demand for real-time analytics and data integration. Large Enterprises and Data Integration Scripts are expected to be leading segments in terms of market share, with North America, Asia-Pacific, and Europe identified as key growth regions.
CME Group director Gepsman sells $91k in stock By Investing.com
CME Group director Martin J. Gepsman sold 300 shares of Common Stock Class A for $91,770, with the company's stock trading near its 52-week high. This sale comes as CME Group is expanding its offerings through 24/7 crypto futures trading, developing rare earth futures, and planning single stock futures for Q3 2026. The company is also considering expanding its aluminium warehouse network in Asia.
CME Group director Gepsman sells $91k in stock
CME Group director Martin J. Gepsman sold 300 shares of Class A Common Stock for $91,770, with the stock trading near its 52-week high. The sale occurred as CME Group expands its offerings, including extending crypto futures trading hours, approving new aluminum warehouses, developing rare earths futures, and introducing single stock futures. Despite the positive business developments, InvestingPro analysis suggests the stock may be overvalued relative to its fair value.
CME Group director Gepsman sells $91k in stock By Investing.com
CME Group director Martin J. Gepsman sold 300 shares of Class A Common Stock for $91,770, with the stock trading near its 52-week high. This sale follows CME Group's recent announcements, including extending crypto futures trading hours, expanding aluminum warehouses, developing rare earths futures, and introducing single stock futures. The company is actively diversifying its offerings and expanding its market reach.
Oracle, Google among market cap stock movers on Friday
This article highlights significant stock movers on Friday, including mega-cap, large-cap, mid-cap, and small-cap companies. Oracle and Akamai Technologies saw declines, while Google and Ringcentral experienced rallies due to various market factors and company-specific news. Key factors influencing these movements include analyst ratings, investment talks, and project developments.
Oracle, Google among market cap stock movers on Friday By Investing.com
This article highlights significant stock movers on Friday, including mega-cap, large-cap, mid-cap, and small-cap companies. Oracle and Akamai Technologies saw declines, while Google and Ringcentral experienced rallies due to various news and analyst rating changes. Notable corporate developments such as HSBC downgrading Walmart, Morgan Stanley initiating GE Aerospace with an overweight rating, and Google's potential investment in Fluidstack are cited as factors influencing stock performance.
Stifel Flags Microsoft Corporation (MSFT) Azure Supply Constraints as Near-Term Growth Headwind
Stifel has downgraded Microsoft (MSFT) from Buy to Hold and lowered its price target due to ongoing Azure supply challenges and strong competition from Google Cloud and Anthropic, which are expected to impact near-term growth. This comes as Microsoft plans to invest $50 billion by 2030 to expand AI infrastructure in the Global South, aiming to bridge the technology access gap in emerging countries. Fiscal year 2027 is projected to have lower revenue recognition compared to FY26, with Stifel's EPS forecast significantly below consensus, suggesting limited stock upside until cloud growth improves.
Google stock (GOOG) jumps after Supreme Court tariff ruling as traders brace for Nvidia earnings
Alphabet's Class C shares (GOOG) jumped 3.7% in after-hours trading following a Supreme Court decision to toss out U.S. tariffs and new AI product announcements. The company's stock performance is also influenced by its significant capital expenditure on AI infrastructure, with investors looking to upcoming Nvidia earnings for broader AI market insights. Analysts are divided on whether current high valuations for AI-related stocks are sustainable, given the substantial investments required.
Procore Tech (PCOR) Reports Q4 2025 Revenue Growth of 15.6% to $349M Driven by High-Value Customer Expansion
Procore Technologies Inc. (PCOR) announced a Q4 2025 revenue of $349 million, marking a 15.6% year-over-year increase, primarily due to strong growth in high-value customer segments and the adoption of its AI initiatives. Despite a challenging construction market, the company expanded its customer base and acquired Datarid to enhance AI capabilities. Procore issued 2026 revenue guidance of $1.489 to $1.494 billion, indicating a 13% growth rate, with plans to evolve AI monetization strategies to address industry labor shortages.
Broadcom's AI Ascendance: A Q1 2026 Earnings Preview as the Custom Silicon Boom Takes Hold
Broadcom (NASDAQ: AVGO) is poised for a significant Q1 2026 earnings report, expected to demonstrate strong revenue growth driven by its pivotal role in the generative AI custom silicon boom and the adoption of high-speed Ethernet. The company's strategic integration of VMware, expansion of custom ASIC clients to include OpenAI and Anthropic, and leadership in 1.6T Ethernet technology position it as a key architect in the shift away from proprietary AI solutions. This report will also highlight the broader industry trend towards "bespoke compute" and modular AI hardware, with Broadcom directly challenging Nvidia's "walled garden" approach.
Microsoft Valuation Hits Decade-Low: Citigroup Issues Rare "Buy" Alert Amid AI Volatility
Citigroup analysts have issued a "Buy" rating for Microsoft (MSFT), citing its valuation hitting a decade-low despite a broader tech sector sell-off. The report highlights a "rare valuation gap" due to the market punishing Microsoft's high CapEx in AI infrastructure, even as its Azure cloud service shows strong growth. Citigroup believes this creates a prime opportunity for investors, predicting significant upside as new data center capacity comes online and Copilot drives software revenue.
News brief: Nation-state hackers active on the global stage
Nation-state hackers are escalating cyberattacks targeting critical infrastructure globally, as highlighted by a recent IBM report indicating 70% of 2024 attacks involved such infrastructure. The news brief details several recent incidents, including attacks on the U.S. defense industrial base, newly identified hacking groups exploiting OT environments, a campaign against Singapore's telcos, a breach of Senegal's biometric database, and zero-day exploits in Ivanti Endpoint Manager Mobile. These events underscore the urgent need for robust cybersecurity measures to protect critical systems and safeguard data.
JPMorgan cut Li Auto Inc. (LI) to Underweight from Neutral
JPMorgan downgraded Li Auto Inc. (LI) from Neutral to Underweight, lowering its price target to $14 due to an anticipated slowdown in China's auto industry and reduced profitability forecasts for Li Auto. The firm cited lower sales volumes, narrower margins, and a lack of new models as reasons for the downgrade. Despite this, Li Auto reported significant deliveries and continues to expand its retail and charging infrastructure.
Alphabet Inc. Cl C stock outperforms competitors on strong trading day
Alphabet Inc. Class C stock (GOOG) rose 3.74% to $314.90 on a strong trading day, outperforming the S&P 500 Index and the Dow Jones Industrial Average. The stock closed 10.07% below its 52-week high of $350.15 reached on February 3rd. This positive performance occurred during an overall favorable session for the stock market.
Evergy’s capital spending plan jumps 24% to $21.6B, driven by generation
Evergy has increased its five-year capital spending plan by 24% to $21.6 billion to meet surging electricity demand from data centers and industrial facilities like Panasonic's EV battery plant. The utility recently signed service agreements totaling 1.9 GW with Google, Meta, and Beale Infrastructure, leading to a projected 6% annual retail sales growth through 2030.
Tesla canceled the car of the century
Bloomberg reports on the discontinuation of Tesla's Model S and Model X, highlighting the Model S's significant impact on the automotive industry despite its upcoming phase-out. The article reminisces about the Model S's early days and its role in popularizing electric vehicles, challenging traditional sales models, and pioneering over-the-air updates, even as Tesla shifts its focus towards robots and autonomous technology.
Five9, Inc. (NASDAQ:FIVN) Q4 2025 Earnings Call Transcript
Five9, Inc. (NASDAQ:FIVN) reported strong Q4 2025 results, with total revenue reaching $300 million and subscription revenue growing 12% year-over-year, driven by accelerating enterprise AI and core CCaaS growth. The company's enterprise AI annual run rate revenue surpassed $100 million, highlighting its strong position in AI-powered Customer Experience. Five9 welcomed new CEO Amit Mathradas, who expressed confidence in the company's future growth and market opportunity, especially in the evolving AI-driven CX landscape.
Walmart Inc. (NASDAQ:WMT) Q4 2026 Earnings Call Transcript
Walmart Inc. reported strong Q4 2026 earnings, with revenue up 4.9% in constant currency and adjusted operating income growing 10.5%. The company highlighted significant growth in eCommerce (24%) and advertising (37%), alongside efficient inventory management and strategic investments in AI and automation. Executives emphasized the success of their omnichannel strategy, including faster delivery services and the positive impact of their AI-powered assistant, Sparky, on customer engagement and average order value.
Evergy, Inc. (NASDAQ:EVRG) Q4 2025 Earnings Call Transcript
Evergy, Inc. (NASDAQ: EVRG) announced its Q4 2025 earnings, reporting $0.42 EPS against expectations of $0.57. Despite missing earnings, the company raised its long-term adjusted EPS growth target to 6-8% through 2030, driven by new electric service agreements for four major data center projects representing 1.9 gigawatts of steady-state peak demand. Evergy outlined a $21.6 billion capital investment plan for 2026-2030, projecting an 11.5% annualized rate base growth and emphasizing customer affordability and grid modernization.
13,450 Shares in Broadridge Financial Solutions, Inc. $BR Purchased by ICICI Prudential Asset Management Co Ltd
ICICI Prudential Asset Management Co Ltd acquired a new stake of 13,450 shares in Broadridge Financial Solutions Inc. (NYSE:BR) during the third quarter, valued at approximately $3.20 million. This comes as other institutional investors have also adjusted their holdings in the company. Broadridge recently exceeded quarterly earnings estimates and provided optimistic FY2026 guidance, while analysts currently maintain a "Moderate Buy" consensus rating for the stock.
Meta and Apple face serious questions about child safety and privacy
Meta and Apple are facing intense scrutiny regarding child safety and privacy on their platforms, stemming from legal proceedings in California, New Mexico, and West Virginia. Unsealed documents from Meta's New Mexico case reveal internal discussions about 7.5 million child sexual abuse material reports that would no longer be disclosed due to the company's shift to end-to-end encryption on Messenger. Meanwhile, Apple faces a lawsuit in West Virginia alleging insufficient efforts to prevent child sexual abuse material on its iOS devices and iCloud services.
Freedom Holding Corp. targeted by prolonged media campaign that may have cost up to $50 million
Freedom Holding Corp. and its founder Timur Turlov have been the target of a prolonged media campaign in Kazakhstan for seven years, potentially costing up to $50 million. This sustained negative coverage, primarily from Russian-language internet sources, is unusual for the local market and is speculated to be a form of systemic competitive rivalry rather than blackmail. Despite the campaign, Freedom Holding Corp. has seen substantial growth in its market performance and expanded its financial and technological ventures.
Billionaires Buy an AI Index Fund That Could Turn $500 Per Month Into $485,000
Billionaires Cliff Asness and Israel Englander recently invested in the Invesco QQQ ETF, an index fund heavily weighted in technology stocks poised to benefit from the AI boom. This ETF, which tracks the Nasdaq-100, has historically delivered strong returns, with projections suggesting a monthly investment of $500 could grow to over $485,000 in two decades. The article highlights the fund's top holdings, including major AI players like Nvidia, Apple, and Microsoft, and discusses the potential for significant growth in the AI sector.
The Apple Weight: How a $3.9 Trillion Giant is Navigating the 2026 AI Valuation Reset
Apple Inc. is navigating a "S&P 500 Paradox" where its significant market weight influences the index despite recent stock volatility. The company's lean AI strategy, focusing on on-device processing and licensing, contrasts with other tech giants' heavy infrastructure spending. Upcoming catalysts like Siri 2.0 and a potential $110 billion share buyback are crucial for Apple's short-term performance, while its long-term success depends on a strategic transition to an AI-services powerhouse.
CVR Energy (CVI) Posts Results for Q4 2025
CVR Energy, Inc. (NYSE: CVI) reported its Q4 2025 results, including an adjusted loss per share of $0.80 and revenue of $1.81 billion, topping analyst estimates despite a 7% year-over-year decline. The company faced a net loss of $116 million for the quarter, influenced by accelerated depreciation and ongoing struggles in its renewable business, alongside disruptions in fertilizer operations. Despite these quarterly challenges, CVR Energy achieved a significant increase in net income for the full-year 2025 but posted negative free cash flow.
IAC Inc. SEC 10-K Report
IAC Inc. has released its 2025 10-K report, revealing a 9% decrease in total revenue to $2,393.2 million and a net loss of $(101.5) million, significantly impacted by a $207.5 million goodwill impairment at Care.com. The report details strategic realignments like the Angi Inc. spin-off and the rebranding of Dotdash Meredith to People Inc., while highlighting challenges including declining print revenue, Google algorithm changes, and the upcoming expiration of the Google Services Agreement. The company is actively managing its capital structure and navigating a competitive, evolving industry landscape.
Heavy industry competes with AI for grid access
The sale of a Kentucky aluminum smelter to a data center developer highlights the growing competition between energy-intensive industries and AI data centers for affordable electricity. While states like Kentucky hoped to revive manufacturing, the shift towards data centers creates fewer jobs and strains the electric grid. Oklahoma, with its low electricity prices and port infrastructure, has successfully attracted a new aluminum smelter, demonstrating the critical role of cheap and reliable power in industrial development.
Broadridge Financial Solutions, Inc. (NYSE:BR) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Broadridge Financial Solutions, Inc. (NYSE:BR) has received a consensus "Moderate Buy" rating from analysts, with an average one-year price target of $247.71. Recent analyst actions include both buy and hold ratings, with some price target adjustments. The company reported strong quarterly earnings, beating consensus estimates, and provided FY 2026 guidance.
UBS upgrades St. James’s Place stock rating on valuation
UBS has upgraded its rating for St. James’s Place plc (LON:STJ) stock from Neutral to Buy, citing attractive valuation despite concerns about AI impacting the wealth management sector. The firm set a new price target of GBP14.65, adjusted down from GBP15.65 to account for AI-related risks. St. James’s Place is considered UBS's top pick among UK asset gathering firms, trading at 12.5 times fiscal year 2027 earnings, making it the cheapest among its peers, and has maintained dividend payments for 29 consecutive years.
Billionaires Buy an AI Index Fund That Could Turn $500 Per Month Into $485,000
Billionaires Cliff Asness and Israel Englander have recently invested in the Invesco QQQ ETF, an index fund heavily weighted toward technology stocks poised to benefit from the AI boom. The article highlights the fund's historical performance, illustrating how a monthly investment of $500 could potentially grow to over $485,000 in two decades due to its exposure to major AI players like Nvidia, Apple, and Microsoft. It also discusses the fund's volatility and expense ratio, advising investors on potential growth while noting risks.
The Transformation of a Titan: A Deep Dive into Booking Holdings Inc. (BKNG) in 2026
Booking Holdings Inc. (BKNG) is navigating a complex post-pandemic "normalization" period in 2026, marked by strong financial performance despite stock volatility and regulatory challenges. The company is focusing on its "Connected Trip" strategy and "Agentic AI" to maintain its market leadership amidst competition from Expedia, Airbnb, and Google Travel, while also facing regulatory scrutiny in Europe. A 25-for-1 stock split is planned for April 2026 to boost accessibility.
Gallagher, Camden Property CAO, sells $18k in CPT stock
Michael P. Gallagher, Chief Accounting Officer at Camden Property Trust (NYSE:CPT), sold 169 shares of common stock for $18,324 to cover liabilities from restricted share vesting. Following the sale, Gallagher directly owns 39,640 shares. The company, a real estate investment trust, offers a 3.9% dividend yield and is considered overvalued by InvestingPro's Fair Value analysis.
Alibaba, Baidu shares slide after brief mention in Pentagon blacklist
Shares of Alibaba Group and Baidu Inc. fell sharply in Hong Kong trade after they were briefly and mistakenly included in a U.S. Pentagon list of companies with ties to the Chinese military. The list, which also mentioned electric vehicle maker BYD, was quickly withdrawn, but it triggered declines in Chinese tech stocks amidst already strained U.S.-China relations. Concerns over potential U.S. sanctions and significant AI spending also contributed to the downward pressure on these shares.
SAMT: Thematic Rotation ETF Reaches Its Objective, But Lags Key Competitor (NYSEARCA:SAMT)
The Strategas Macro Thematic Opportunities ETF (SAMT) has marginally outperformed the Russell 1000 since its inception, meeting its objective by focusing on themes like AI, cash flow aristocrats, and de-globalization. While SAMT shows superior sales and cash flow growth with lower valuation ratios, it lags in earnings growth compared to the benchmark. Moreover, the fund trails key competitors such as THRO and AUSF in total return, Sharpe ratio, and fees.
SSR Mining (SSRM) Hits 15-Year High as Earnings Impress
SSR Mining Inc. (SSRM) experienced a significant rally, hitting a nearly 15-year high due to impressive earnings performance and the early redemption of senior convertible notes. The company swung to a net income of $395.7 million in the last year, a substantial increase from a $261 million net loss in 2024, with revenues soaring by 64% to $1.6 billion. SSRM also announced plans to redeem $230 million in convertible senior notes by March 19, 2026, offering noteholders the option to convert them into common shares.
35 AI content generators to explore in 2026
This article explores 35 AI content generators available in 2026, categorizing them by the type of content they produce, such as written, image, music, audio, and code. It highlights how generative AI, particularly since the debut of ChatGPT, has transformed content creation across various business and personal uses. The article details specific tools within each category, noting their functionalities, underlying technologies, and typical applications, while also touching upon the broader impact and increasing adoption of AI in content generation.
Longview Partners trims Alphabet Class A stake by 698K
Longview Partners (Guernsey) Ltd, managed by Marina Lund, significantly reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 698,090 shares. Despite this trim, Alphabet Class A stock has seen substantial growth over the past year, with Wall Street analysts maintaining a Strong Buy rating due to strong Q4 2025 results, re-accelerating Search revenue, and a significant jump in Google Cloud, fueled by aggressive AI development and a surging cloud backlog. TipRanks' AI Analyst, Spark, also rates GOOGL as "Outperform" due to its financial quality, although it notes weaker technical momentum and a premium valuation.
Hotchkis & Wiley Cuts Alphabet Inc. Class A Stake
Hotchkis & Wiley Capital Management LLC, managed by George Davis Jr, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 623,685 shares. Despite this, Alphabet Class A shares have seen significant gains over the past year, with analysts maintaining a Strong Buy rating due to strong Q4 2025 results and leadership in AI, reflected in increasing capex. Spark, TipRanks’ AI Analyst, assigns GOOGL an "Outperform" score, citing financial quality but noting premium valuation and near-term capital intensity risks.
Altimeter Capital’s Brad Gerstner Boosts Alphabet Class A Stake
Altimeter Capital Management, led by Brad Gerstner, significantly increased its stake in Alphabet Inc. Class A (GOOGL) by 206,158 shares. The article highlights Alphabet's strong stock performance, driven by re-accelerating Search and Cloud growth, and substantial investment in AI initiatives despite some valuation concerns. TipRanks' AI Analyst, Spark, rates GOOGL as "Outperform" due to its financial strength, though moderated by technical momentum and valuation.
Route One Investment Company trims Alphabet Inc. Class A stake
Route One Investment Company, managed by William Duhamel, has reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 19,960 shares. Despite this trim, Alphabet shares have seen substantial gains in the past year, driven by AI advancements in Search and Google Cloud. Spark, TipRanks’ AI Analyst, rates GOOGL as "Outperform" due to its financial quality, though noting premium valuation and near-term capital intensity risks.
Wedgewood Partners Trims Alphabet Inc. Class A Position
Wedgewood Partners Inc., managed by David Rolfe, has reduced its position in Alphabet Inc. Class A (GOOGL) by selling 43,319 shares. Despite this, Alphabet Class A stock has seen significant gains over the past year and month, with Wall Street maintaining a Strong Buy view and high price targets due to strong Q4 2025 performance and accelerating AI-driven growth. TipRanks’ AI Analyst, Spark, rates GOOGL as "Outperform" based on strong financials, though tempered by weaker technical momentum and valuation concerns.
Eagle Capital trims Alphabet Inc. stake under Boykin Curry
Eagle Capital Management, L.L.C., led by Boykin Curry, has recently decreased its holding in Alphabet Inc. Class A (GOOGL) by selling 234,324 shares. This transaction follows a significant surge in Alphabet's shares over the past year, reflecting strong Q4 2025 results and growth drivers like AI and Cloud services. TipRanks' AI Analyst, Spark, rates GOOGL as "Outperform," acknowledging its strong financial quality but moderating this with concerns about valuation and near-term investment risks.
Blackstone Inc. trims Alphabet Class A stake by 58K
Blackstone Inc., managed by Stephen A. Schwarzman, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by 58,457 shares. Despite this, Alphabet Class A shares have seen significant gains over the past year and month, with analysts maintaining a Strong Buy rating due to strong AI and cloud performance. TipRanks' AI Analyst, Spark, rates GOOGL as "Outperform" based on its financial quality, although moderated by technical momentum, valuation, and capital-intensity risks.
Atreides Management Cuts Alphabet Inc. Class A Stake
Atreides Management, led by Gavin Baker, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 35,921 shares. Despite this sale, Alphabet Class A stock has seen substantial gains over the past year, driven by strong Q4 2025 results in Search and Google Cloud, rapid AI adoption, and significant capital expenditure. TipRanks' AI Analyst, Spark, rates GOOGL as "Outperform" due to its strong financial quality, though it notes moderating factors like technical momentum and high valuation.
Blackstone Inc. Boosts Broadcom Inc. Stake by 6,182 Shares
Blackstone Inc., a hedge fund managed by Stephen A. Schwarzman, recently increased its holdings in Broadcom Inc. (AVGO) by 6,182 shares. Despite recent volatility and a slight drop, Broadcom's stock remains significantly higher over the past year, with strong analyst consensus due to its pivotal role in AI ASICs and networking, projecting substantial growth in AI-related revenue. TipRanks’ AI Analyst, Spark, rates AVGO as "Outperform," citing strong financial performance and an upbeat earnings outlook driven by accelerating AI growth, though it notes concerns about stretched valuation and mixed technical signals.
Alphabet’s Walker sells $14.3 million in GOOGL stock
John Kent Walker, President of Global Affairs and CLO at Alphabet Inc. (NASDAQ:GOOGL), sold 46,975 Class C Capital Stock shares for approximately $14.3 million on February 17, 2026. This transaction occurred at weighted average prices between $297.7 and $304.47, with the shares currently valued at $302.85, representing a strong 65% gain over the past year. Despite the stock appearing overvalued relative to its Fair Value by InvestingPro analysis, Alphabet maintains a low P/E ratio of 28 given its near-term earnings growth potential.
Alphabet’s Walker sells $14.3 million in GOOGL stock
John Kent Walker, President, Global Affairs, CLO at Alphabet Inc., sold 46,975 shares of Class C Capital Stock worth approximately $14.3 million on February 17, 2026. The sale occurred at weighted average prices between $297.7 and $304.47, with Alphabet's shares having gained significantly over the past year. InvestingPro analysis suggests the stock is currently overvalued relative to its fair value, despite a low P/E ratio relative to near-term earnings growth potential.
Elizabeth Meloy Hepding Sells 18,246 Shares of Ingersoll Rand (NYSE:IR) Stock
Elizabeth Meloy Hepding, an insider at Ingersoll Rand, sold 18,246 shares of the company's stock for approximately $1.77 million, reducing her stake by over 52%. This transaction occurred despite Ingersoll Rand's strong Q4 earnings, which surpassed analyst expectations, and positive FY 2026 guidance. However, significant insider selling, including by EVP Vicente Reynal, has negatively impacted market sentiment.
Google Gemini, Apple add music-focused generative AI features
Google and Apple are enhancing their core consumer apps with music-focused generative AI features. Google's Gemini AI assistant can now create 30-second music tracks and custom cover art using Google DeepMind's Lyria 3 model, available to users 18 and older, with usage limits based on subscription tier. Apple Music is introducing "Playlist Playground" which allows users to create playlists from text prompts, integrated with Apple Intelligence and rolling out in iOS 26.4.
AES Recognized by BNEF as Top Provider of Clean Energy to Corporations in the US and the Americas in 2025
The AES Corporation has been recognized by BloombergNEF (BNEF) as the top seller of clean energy to corporations in the United States and the Americas for 2025, marking the fifth consecutive year it has led these rankings. This achievement highlights AES's role as a major energy provider to technology companies, including Google, amid surging corporate demand for clean energy driven by AI data center development and advanced manufacturing. Corporate Power Purchase Agreements now constitute nearly two-thirds of AES's project backlog, underscoring its focus on delivering reliable clean energy solutions to its business customers.
