http://streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 17 Jun 2026 09:17:43 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+Cummins+%28CMI%29+on+Strategic+Collaboration+With+Circe+Energy/26657846.html <p>UBS analyst Steven Fisher reiterated a Buy rating and $850.00 price target on Cummins (NYSE: CMI).</p><p>The analyst commented, "AI infrastructure developer Circe Energy announced that it has ordered ~2 GW of natural gas generation capacity from Cummins as part of a strategic collaboration with Cummins. Cummins announced the agreement as well, and noted that the products to be delivered will be their 60 and 78L generator sets (HSK78 and QSK60). The 2GW of power is scheduled for delivery between 2026 and 2030 at both the phased development of its West Texas AI infrastructure campus, as well as future deployments across http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+Cummins+%28CMI%29+on+Strategic+Collaboration+With+Circe+Energy/26657846.html Wed, 17 Jun 2026 09:17:43 -0400 CMI http://www.streetinsider.com/Analyst+PT+Change/Cummins+%28CMI%29+PT+Raised+to+%24874+at+Wells+Fargo/26656562.html Wells Fargo analyst Jerry Revich raised the price target on Cummins (NYSE: CMI) to $874.00 (from $794.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Cummins+%28CMI%29+PT+Raised+to+%24874+at+Wells+Fargo/26656562.html Wed, 17 Jun 2026 06:37:43 -0400 CMI http://www.streetinsider.com/Press+Releases/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html <p> <i>Cummins to supply natural gas, prime power solution for Circe Energy’s West Texas AI campus development, a turn-key power generation data center campus, demonstrating the increasing demand for on-site technologies to power data centers across North America.</i> </p> <p> COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. announced an agreement with Circe Energy to provide a series of high-powered, high-efficiency natural gas generator sets to support a scalable, behind-the-meter, prime power microgrid solution for their High-Performance Computing (HPC) data center located in Texas. Deliveries are scheduled from 2026 through 2030 and will include Cummins’ HSK78 (C2000N6CD) and QSK60 (C1400N6) generator set platforms. </p><p> The announcement http://www.streetinsider.com/Press+Releases/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html Tue, 16 Jun 2026 12:00:00 -0400 CMI O.00003994 http://www.streetinsider.com/Press+Releases/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html <p> <i>Cummins to supply natural gas, prime power solution for Circe Energy’s West Texas AI campus development, a turn-key power generation data center campus, demonstrating the increasing demand for on-site technologies to power data centers across North America.</i> </p> <p> COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. announced an agreement with Circe Energy to provide a series of high-powered, high-efficiency natural gas generator sets to support a scalable, behind-the-meter, prime power microgrid solution for their High-Performance Computing (HPC) data center located in Texas. Deliveries are scheduled from 2026 through 2030 and will include Cummins’ HSK78 (C2000N6CD) and QSK60 (C1400N6) generator set platforms. </p><p> The announcement http://www.streetinsider.com/Press+Releases/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html Tue, 16 Jun 2026 12:00:00 -0400 CMI O.00003994 http://www.streetinsider.com/Business+Wire/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html <p> <i>Cummins to supply natural gas, prime power solution for Circe Energy’s West Texas AI campus development, a turn-key power generation data center campus, demonstrating the increasing demand for on-site technologies to power data centers across North America.</i> </p> <p> COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. announced an agreement with Circe Energy to provide a series of high-powered, high-efficiency natural gas generator sets to support a scalable, behind-the-meter, prime power microgrid solution for their High-Performance Computing (HPC) data center located in Texas. Deliveries are scheduled from 2026 through 2030 and will include Cummins’ HSK78 (C2000N6CD) and QSK60 (C1400N6) generator set platforms. </p><p> The announcement http://www.streetinsider.com/Business+Wire/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html Tue, 16 Jun 2026 12:00:00 -0400 CMI O.00003994 http://www.streetinsider.com/Business+Wire/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html <p> <i>Cummins to supply natural gas, prime power solution for Circe Energy’s West Texas AI campus development, a turn-key power generation data center campus, demonstrating the increasing demand for on-site technologies to power data centers across North America.</i> </p> <p> COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. announced an agreement with Circe Energy to provide a series of high-powered, high-efficiency natural gas generator sets to support a scalable, behind-the-meter, prime power microgrid solution for their High-Performance Computing (HPC) data center located in Texas. Deliveries are scheduled from 2026 through 2030 and will include Cummins’ HSK78 (C2000N6CD) and QSK60 (C1400N6) generator set platforms. </p><p> The announcement http://www.streetinsider.com/Business+Wire/Cummins+Natural+Gas+Generators+to+Power+Large+Scale+Data+Centers+in+West+Texas/26652701.html Tue, 16 Jun 2026 12:00:00 -0400 CMI O.00003994 http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/Data+center+boom+drives+UBS+upgrade+of+Cummins%2C+shares+rise+premarket/26615226.html <p>Investing.com -- Shares of Cummins rose about 3% in premarket trading on Monday after UBS upgraded the engine and power systems manufacturer to "Buy" from "Neutral" and raised its price target to $850 from $565, citing stronger growth prospects in its power generation business and improving conditions in the North American truck market.</p><p>UBS said demand for backup power systems used in data centers should continue to drive double-digit growth in Cummins' Power Systems and Distribution segments, supported by rising spending from hyperscale data center operators and the company's ongoing capacity expansions. The broker expects power-related earnings growth to outpace current http://www.streetinsider.com/General+News/Data+center+boom+drives+UBS+upgrade+of+Cummins%2C+shares+rise+premarket/26615226.html Mon, 08 Jun 2026 09:19:09 -0400 CMI http://www.streetinsider.com/Investing/Data+center+boom+drives+UBS+upgrade+of+Cummins%2C+shares+rise+premarket/26615226.html <p>Investing.com -- Shares of Cummins rose about 3% in premarket trading on Monday after UBS upgraded the engine and power systems manufacturer to "Buy" from "Neutral" and raised its price target to $850 from $565, citing stronger growth prospects in its power generation business and improving conditions in the North American truck market.</p><p>UBS said demand for backup power systems used in data centers should continue to drive double-digit growth in Cummins' Power Systems and Distribution segments, supported by rising spending from hyperscale data center operators and the company's ongoing capacity expansions. The broker expects power-related earnings growth to outpace current http://www.streetinsider.com/Investing/Data+center+boom+drives+UBS+upgrade+of+Cummins%2C+shares+rise+premarket/26615226.html Mon, 08 Jun 2026 09:19:09 -0400 CMI http://www.streetinsider.com/Upgrades/UBS+Upgrades+Cummins+%28CMI%29+to+Buy/26613381.html <p>UBS analyst Steven Fisher upgraded Cummins (NYSE: CMI) from Neutral to Buy with a price target of $850.00 (from $565.00).</p><p>The analyst comments: “We upgrade CMI to Buy (from Neutral) and raise our PT to $850 from $565. We think double-digit growth in CMI's Power business, plus a supportive truck outlook and the rollout of new engines with more content, should drive earnings upside over the next two years. We expect this growth to take EPS from ~$30 in 2026E to $41.25E by 2028, vs consensus $39.10.</p><p>We think consensus estimates under-appreciate the potential upside from Power (we are 6% ahead for http://www.streetinsider.com/Upgrades/UBS+Upgrades+Cummins+%28CMI%29+to+Buy/26613381.html Mon, 08 Jun 2026 03:27:24 -0400 CMI