Best Infrastructure Stocks To Watch Now – September 27th

thelincolnianonline.com Sep 30, 2026

Best Infrastructure Stocks To Watch Now – September 27th

Curated by Shubham · TechCapsules · Sep 30, 2026

AI-summarised brief · reviewed before publication

MarketBeat’s stock screener highlighted Akamai Technologies (AKAM), Marvell Technology (MRVL) and Datadog (DDOG) as the most actively traded infrastructure stocks over the past several days, positioning them as top picks for investors seeking stable, long‑term growth. Akamai delivers cloud computing, security and content‑delivery services that protect and accelerate websites, applications and APIs worldwide. Marvell designs data‑infrastructure semiconductors, creating system‑on‑chip solutions that span data‑center cores to network edges. Datadog operates an observability and security platform that monitors cloud applications, offering tools for performance, log management, incident response and cloud cost control. The three firms collectively recorded the highest dollar trading volume among infrastructure peers, reflecting heightened investor interest in technology‑driven assets that underpin digital and physical networks.

💡 Why It Matters

· Their surge underscores a market shift toward tech‑centric infrastructure as the backbone of both cloud services and emerging AI workloads.

Capsules Investment

Read full article on thelincolnianonline.com

Why the media’s whisper campaign about a Goldman Sachs change at the…

The article argues that recent media rumors about Goldman Sachs CEO succession are misleading. It explains that the firm’s board follows standard succession practices, routinely updating plans and considering multiple internal and external candidates. The piece highlights that John Waldron’s name surfaced as a potential heir, but this is part of normal due diligence, not an imminent leadership change. The author stresses that such speculation can unfairly portray CEO David Solomon as a “lame duck” and undermine both the incumbent and potential successors. The article calls for accurate reporting on board processes.

💡 Accurate coverage of succession safeguards investor confidence and preserves the integrity of corporate governance.

thelincolnianonline.com · Oct 1

Best Blockchain Stocks Worth Watching – September 28th

MarketBeat’s stock screener highlighted seven blockchain‑related equities with the highest recent dollar volume: Core Scientific (CORZ), Figure Technology Solutions (FIGR), Bitdeer Technologies Group (BTDR), Globant (GLOB), Digi Power X, BTQ Technologies and Nukkleus. Core Scientific operates North American mining and hosting facilities, offering infrastructure, software and equipment management for bitcoin miners while also mining its own assets. Figure Technology Solutions builds blockchain‑based platforms for lending, trading and digital‑asset services, aiming to increase speed, efficiency and liquidity in capital markets. Bitdeer provides hash‑rate sharing, cloud mining and a marketplace for mining contracts, alongside its own mining operations. Globant delivers a broad suite of digital services—including blockchain, cloud, AI and IoT—to enterprise clients worldwide. The selection underscores investor interest in firms that enable blockchain adoption without direct cryptocurrency exposure, despite the sector’s volatility tied to price swings, regulation and technology uptake.

💡 Investors are gravitating toward infrastructure and service providers that can profit from blockchain growth while insulating themselves from direct crypto price risk.

diginomica.com · Oct 1

Tokenomics – why AI revenue is out of synch with costs, says…

Bain & Co’s Global Technology Report 2026 labels AI the “most consequential technology of our lifetimes” but warns of a stark revenue‑cost mismatch. The consultancy projects the sector will need $6 trillion in annual revenue by 2031 to fund its planned hardware infrastructure, while current AI software markets are valued at $600 billion and projected to generate only $1.2‑$1.8 trillion. This leaves a gap of up to $4.8 trillion that must be sourced elsewhere. Companies are responding with a surge of new applications and aggressive spending, while hyperscalers resort to “residual value guarantees” to back $300 billion of build‑out debt without reflecting the exposure on balance sheets. Bain notes hardware stocks have outpaced software, rising 24% CAGR versus 6% since 2020, underscoring the financing strain on the AI ecosystem.

💡 The financing gap threatens to stall AI infrastructure expansion, forcing firms to shift massive risk onto investors and potentially curtail future innovation.

businessworld.in · Oct 1

Poonawallas Invest In Defence Technology Firm Optimized Solutions

Industrialists Yohan and Michelle Poonawalla invested in Optimized Solutions (OSL), a firm specializing in strategic electronics and deep‑tech for defence, aerospace, and space. The capital injection aims to boost OSL’s indigenous research, development, and advanced manufacturing, expanding its role in satellite platform development and defence subsystem indigenisation. OSL has collaborated with ISRO on Mars Orbiter and Chandrayaan missions and with DRDO laboratories for Army and Air Force projects. The Poonawallas’ entry marks a new private‑sector stake in India’s growing defence technology industry, which reached Rs 1.78 lakh crore in production and Rs 38,424 crore in exports in FY2025‑26.

💡 The investment signals a shift toward greater private participation in India’s strategic technology ecosystem, potentially accelerating domestic innovation and reducing reliance on foreign suppliers.

analyticsinsight.net · Oct 1

Tech Stocks: Complete Guide To IT Shares, Investing And Growth Trends

Tech stocks now span IT services, software, AI, semiconductors, cloud, cybersecurity and digital platforms, making the sector broader and harder to classify for investors. The article explains that while Indian IT firms rely on global corporate tech spend, U.S. chip makers are driven by AI infrastructure demand, and UK‑listed firms mix software with chip design and services, leading to divergent revenue, profit and valuation drivers. It outlines key evaluation criteria—growth, profitability, valuation, competition, risk and technology exposure—and stresses the need to assess companies by business model rather than price alone. Benchmarks such as India’s Nifty IT index, which fell from 14.1% to 10.4% of the Nifty 50 between December 2024 and December 2025, and the Nasdaq‑100 tech roster illustrate regional weight shifts and the sector’s global scale.

💡 Investors must navigate vastly different risk‑return profiles across the expanded tech universe, or they risk mispricing assets that are driven by distinct technological cycles.

kalkinemedia.com · Sep 30

How Far Can CDC Data Centres Lift Infratil (ASX:IFT) After Its Guidance…

Infratil Ltd (ASX:IFT) raised its earnings outlook after CDC Data Centres secured additional customer contracts, expanding its contracted book beyond current operational capacity. The upgrade follows a capital markets day where CDC announced new agreements, prompting Infratil to lift its proportionate earnings forecast for the current financial year. The announcement comes amid a tougher macro environment, with the Reserve Bank of Australia raising the cash rate and construction costs rising, adding pressure to AI data‑centre expansion. Infratil remains a key AI infrastructure focus for investors across the Tasman.

💡 The guidance hike signals stronger demand for AI infrastructure, potentially reshaping capital allocation in the sector. It also highlights how rising costs and tighter monetary policy are testing the resilience of high‑growth data‑centre projects.