The Goodman Group (ASX: GMG) share price is soaring 9% higher today after it announced a European data centre partnership.Goodman develops, owns and manages industrial properties across the world. Properties in its portfolio include logistics and distribution centres, multi-storey industrial, warehouses and data centres. It is the largest property group on the ASX.$14 billion European data centre deal with CCP InvestmentsGoodman has signed an agreement with Canada Pension Plan (CPP Investments) to establish ...

It looks like after a string of losses, cloud and software services provider Oracle (ORCL) has finally scored a win. According to various reports, the company will be a part of a set of investors that will own the US operations of TikTok, the popular social media platform used by about 170 million Americans daily. Purported to be a deal worth $14 billion, Oracle is expected to partner with Silver Lake and Abu Dhabi-based MGX to own TikTok U.S. through a joint venture. It is expected that each of Oracle, ...

Key Takeaways Celestica supplies 400G, 800G, and 1.6T Ethernet switches for AI and data-center networks.CLS' 800G Ethernet delivers faster speeds, low latency, and power efficiency for AI and cloud data centers.Celestica partners with cloud providers on custom switches as AI demand grows.Celestica Inc.'s ((CLS) high-bandwidth switches, such as 400G, 800G, and next-generation 1.6T Ethernet, are essential for quickly moving data between servers, GPUs, and storage in AI and data-center networks. Rapid growth o ...

Hewlett Packard Enterprise Company ( HPE ) is a technology company known for servers and computer hardware, but like many others in technology, it has expanded into cloud and AI computing. A little over a year ago, IOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a company I've been researchin ...

Core Insights - Hewlett Packard Enterprise Company (HPE) is a technology firm recognized for its servers and computer hardware, and it has diversified into cloud and AI computing [1] Group 1: Company Overview - HPE has expanded its business model beyond traditional hardware to include cloud and AI solutions, reflecting a broader trend in the technology sector [1] Group 2: Investment Focus - The article emphasizes a focus on income investing through various financial instruments, including common shares, preferred shares, and bonds, indicating a strategic approach to investment [1]

Core Insights - Akamai Technologies, Inc. has launched ISV Catalyst, a new partner program aimed at independent software vendors (ISVs) to accelerate growth through collaboration [2][10] - The program is designed to address the current demands in the cloud computing industry, particularly the integration of artificial intelligence and the need for scalable, cost-efficient cloud-native architectures [3][8] Group 1: ISV Catalyst Program Features - ISV Catalyst adopts an ISV-first approach, eliminating referral fees for the first year, which lowers the entry barrier for both startups and established vendors [5][10] - Participating ISVs will benefit from co-marketing opportunities, featured placement in Akamai's Technical Partner Directory, and increased exposure to Akamai's global sales organization [6][10] - The program integrates with Akamai's existing partner ecosystem, including Partner Connect and the Qualified Compute Program, providing a streamlined pathway for growth [7] Group 2: Market Position and Growth Drivers - Akamai is experiencing strong momentum in the security and compute verticals, driven by demand for its Guardicore platform and API security solutions [9] - The company is well-positioned to benefit from the growth of mobile data traffic, supported by recent acquisitions aimed at enhancing its AI-powered API security solutions [9] - For 2025, Akamai projects revenues between $4.178 billion and $4.198 billion, with a non-GAAP operating margin of 29-30% and earnings per share expected to be in the range of $6.93-$7.13 [11]

Citi Research 19 December 2025 North America: Internet Citi Research is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies covered in its research reports. As a result, investors should be aware thatthe Firm may have a conflict ofinterestthat could affectthe objectivity ofthis report. Investors should considerthis report as only a single factor in making their investment decision. Certain products (not inconsistent with the author's published researc ...

Key Points Amazon's success can be tied to cloud computing. CoreWeave is focusing on AI cloud computing. CoreWeave has a long way to go before turning a profit. 10 stocks we like better than CoreWeave › When most people think of Amazon (NASDAQ: AMZN), they think of its sprawling e-commerce business. That shouldn't be surprising, as it's the part that most people interact with weekly (sometimes daily). However, the e-commerce part of Amazon's business isn't what has made it a successful investment ...

Core Insights - Amazon has underperformed the stock market over the last five years, with the S&P 500 up 98% while Amazon's share price increased by only 40% [1] - Despite this, Amazon's underlying business remains strong, raising questions about whether the stock is undervalued and a potential buy for 2026 [2] Cloud Computing Performance - Amazon Web Services (AWS) has seen a recent acceleration in growth, with a year-over-year increase of 20% last quarter, reaching $33 billion in revenue [3] - AWS is highly profitable, generating $44 billion in trailing-12-month operating income, and is considered a durable growth segment for Amazon [4] E-commerce Growth - Amazon's North American retail sales grew 11% year over year last quarter, surpassing $100 billion [7] - Over the past 12 months, Amazon's e-commerce division generated significant revenue from advertising ($64 billion), third-party seller services ($166.8 billion), and subscriptions ($48 billion), totaling nearly $300 billion in annualized sales [7] - The e-commerce segment is expected to contribute to expanding profit margins in the future [7] Overall Assessment - The combination of accelerating cloud growth and steady e-commerce performance suggests that Amazon's stock may be undervalued, particularly if margin improvements are realized [8]

Core Viewpoint - The establishment of a joint venture for TikTok's U.S. operations is politically significant, with implications for data security and control over content, while also presenting mixed messages for investors regarding Oracle's financial health and strategic positioning [1][5][16]. Group 1: Joint Venture Structure - The joint venture is set to conclude by January 22, 2026, to comply with regulations that would otherwise ban TikTok in the U.S. unless its assets are removed from Chinese management [2]. - The joint venture will be predominantly owned by American and international investors, with Oracle and others holding 80.1% and ByteDance retaining 19.9% [3]. - A board primarily composed of Americans will oversee the joint venture, with ByteDance only selecting one member [3]. Group 2: Oracle's Role and Financial Implications - Oracle is positioned as a key player in U.S. digital infrastructure, managing TikTok's U.S. data and security, which could enhance its cloud business [5][9][16]. - The new U.S. company is valued at approximately $14 billion, which, while modest compared to TikTok's global reach, is significant for Oracle's cloud operations [7]. - Oracle's shares experienced a temporary decline due to Blue Owl Capital's withdrawal from a $10 billion AI data center project, raising concerns about its debt burden [5][12]. Group 3: Financial Challenges and Market Reactions - Oracle's total debts, including operational lease liabilities, exceeded $124 billion as of November 30, with an additional $18 billion in debt taken on in September [19]. - Investors are closely monitoring Oracle's capital discipline and financing costs, especially in light of the TikTok announcement and its implications for the company's cloud strategy [20]. - The Michigan AI data center project has faced challenges, highlighting the risks associated with Oracle's aggressive spending and reliance on borrowed funds [15][22].