Keel Infrastructure is trading 23.7% up today at $20.80, rebounding sharply as strong earnings from tech giants ease concerns over aggressive AI capital expenditures.
- The stock is recovering from a multi-day selloff driven by investor worries regarding the company's heavy AI infrastructure build-out and pressured cash flows.
- Sentiment improved across the sector following robust cloud and AI results from Microsoft and Amazon, which validated the demand for infrastructure-heavy AI plays.