Wolfspeed (WOLF), the semiconductor company specializing in wide-bandgap materials and devices, has shifted its incorporation from North Carolina to Delaware to give itself more flexibility and more favorable treatment from the stringent Chapter 11 bankruptcy regulations. For this, Wolfspeed carried out a reverse stock split, along with submitting the applications for the required regulatory approval of related indentures. Essentially, the company issued new stock to pay off its debtors, with its existi ...

Blackstone is enthusiastic on data centers because of an explosion in demand for computing, and it doesn’t see a bubble in the sector, according to Kathleen McCarthy-Baldwin, the alternative asset manager’s global co-head of real estate https://t.co/bHZySBKPZn ...

Group 1 - CEOs are increasingly prioritizing digital themes, with AI, software, and data centers being the leading topics in Q3 2025 earnings calls, reflecting a nearly doubled mention rate over the past five years [4][11][34] - Discussions around tariffs remain prevalent, cited in 53% of earnings calls, although this represents a 28% decline quarter-over-quarter, indicating a shift towards structured management of tariffs rather than mitigation [8][34] - The demand for data centers is strong, with mentions rising to 15% of earnings calls, particularly in the utilities and construction sectors, highlighting capacity constraints despite high demand [16][17] Group 2 - Agentic AI is gaining traction, with mentions rising 40% quarter-over-quarter to 4% of calls, while overall AI discussions reached 45% of calls, marking a significant increase in focus on practical applications [22][24] - Robotics, particularly humanoid applications, saw a 28% increase in mentions, with the manufacturing sector showing the highest engagement, indicating a growing interest in AI-driven robotics [28][30] - Economic growth is projected to slow, with global GDP growth expected to decrease from 3.3% in 2024 to 3.2% in 2025, influenced by factors such as tariff increases and inflation [5][6]

First, I want to get your take on CR. Do you agree with that thesis there that this is a derivative AI play that's going to benefit from this growth of data centers, including the idea of nuclear energy. Uh, absolutely.You know, and the thing is that there's been a lot of talk about AI for the past couple of years, but the first companies to see it are actually the heavy material companies and we've already been seeing it. CR um as CEO had explained been seeing it, but you know, I have a couple of other exa ...

Wholesale electricity is up to 267% more expensive than it was five years ago in areas near US data hubs, writes @joshfromalaska https://t.co/7lUC8VHwrr ...

[Music] Welcome to Stocks in Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ally Canal, who's here to keep the discussion easy to understand and very lively. Yes.And today we're putting the fun in fundamentals. Our guest is a veteran of turning company financial statements into and un ...

From @WSJopinion: Data centers, China, the dollar—America needs a new durability assessment, writes @andykessler https://t.co/ggjyatAGig ...

If you listen to the conventional wisdom, the hyperscalers, whatever that means already, have spent too much money on data centers and are now in the if you build it, they will come mode, which tends to be a bad business strategy. Most people seem to assume that these incredibly large investments are just lighting money on fire. We're told history will repeat itself.2000 beckets, the year of investing dangerously, and the NASDAQ will implode just like it did at the end of the dot era. the house of pain. >> ...

Let's get into some of these deals. I never set deals. You can talk about can't talk about when to talk in broad terms about the appetite here for the capital that we need to provide to this particular force, this growing Force II datacenters, where it's going to come from and why, given a team, are going to fit in.So I think it's I mean, it's it's a huge super secular opportunity. There is an enormous need for funding and equity in data center. We I don't know whether the $6.7% trillion for McKinsey is rem ...

Some governments, companies and billionaires say a nimbler approach to nuclear power can help meet the electricity demands of AI data centers. Here's what to know about small modular reactors. https://t.co/njgpgFljRn ...