This monthly article series provides a top-down analysis of the healthcare sector based on industry metrics focusing on value, quality, and momentum. It may also help analyze ETFs like Health Care Select Sector SPDR ETF (Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-en ...

Let's turn to real estate, but not in your neighborhood or even on your planet. Money's now flowing into a new area of the market, lunar data centers. Diana Ol is here with me to break it down.Diana. Well, John, this sounds crazy, but it's actually real. Look, this is the next frontier both on the moon and here on Earth.I sat down with the global chief investment officer of Hines, a real estate investment and development firm. He likens it to the early days of the railroads when entire towns rose up around ...

Core Insights - Filo Systems has been selected for NetApp's Excellerator program, which focuses on mentoring B2B deep tech startups, particularly in AI innovation [2][5] - The program will provide Filo with mentorship, technological guidance, and access to NetApp's customer and partner ecosystems, allowing for extensive testing of Filo Spaces™ in real-world environments [2][3] - Filo's mission is to enhance data efficiency by significantly reducing storage and transfer costs while maintaining data integrity, addressing a growing need as data usage and storage increase [3][9] Company Overview - Filo Systems specializes in lossless data compression solutions, aiming to maximize data efficiencies and reduce costs in storage, networking, and data transfer [9] - The company utilizes patented technology that adapts to specific content types using various AI algorithms, enhancing user experience and transmission speeds [9] Industry Context - The NetApp Excellerator program has supported startups that have collectively raised over $600 million in funding, indicating a strong investment interest in AI and data management technologies [5] - The cohort includes companies focused on AI infrastructure, cloud security, data compression, and large language models, highlighting the diverse applications of AI in the tech industry [3][6]

How big is the AI and infrastructure opportunity for BlackRock. I think it's enormous and we made a strategic uh study in 2023 and this is why we did these three acquisitions. We did uh GIP.We believe infrastructure is just at the beginning of a golden age and I'll get into that. Uh we believe private credit will continue to grow and evolve. We did HBS.That's HPS. But it but but also we believe that if you're going to be if if you believe there's going to be a melding between public and private markets whic ...

CoreWeave shares extended gains this week after the Nvidia partner said it would invest more than $6 billion in a new AI data center in Pennsylvania. https://t.co/5pL41VfYqs ...

Core Industry Insights - The electronics manufacturing services (EMS) industry is highly competitive and rapidly evolving, driven by factors such as AI, data center expansion, consumer electronics growth, 5G adoption, IoT proliferation, and automotive innovation [4] - Both Celestica Inc. and Jabil Inc. are strategically positioned in this evolving EMS landscape, with domain-specific expertise in core areas [4] Jabil Inc. Highlights - Jabil is experiencing significant growth in AI-related revenues, projected to reach $8.5 billion by 2025, reflecting a 50% year-over-year growth [5] - The AI data center market is expected to grow from $15.02 billion in 2024 to $93.60 billion in 2032, with a compound annual growth rate of 26.8% [6] - Jabil plans to invest $500 million in the Southeast U.S. to expand manufacturing capabilities and workforce development for the cloud and AI data center infrastructure market [6] - The company generated $326 million in adjusted free cash flow in Q3 and anticipates over $1.2 billion in adjusted free cash flow for the full year 2025, indicating efficient working capital management [7] - Jabil faces challenges from weak demand in renewable energy and EV verticals, as well as competition from Celestica and others [8] Celestica Inc. Highlights - Celestica is witnessing growth in its Connectivity & Cloud Solutions (CCS) segment, driven by strong demand for 400G and 800G switches [9][10] - The company is focusing on product diversification and innovation, with strategic collaborations with industry leaders like AMD and Broadcom expected to yield long-term benefits [10] - Celestica's strong R&D capabilities allow it to produce high-volume electronic products and complex technology infrastructure products [11] - The introduction of innovative products, such as the ES1500 enterprise access switch, positions Celestica for long-term growth [12] - However, the company faces margin pressures due to intensifying competition and significant customer concentration risk [13] Financial Performance and Valuation - Jabil's 2025 sales are estimated to grow by 0.58%, with EPS growth of 10.13%, while Celestica's sales and EPS are expected to grow by 13.15% and 30.15%, respectively [14][16] - Over the past year, Celestica's stock has gained 152.6%, while Jabil's has increased by 85.2% [17] - Jabil's shares trade at a forward P/E ratio of 20.42, which is lower than Celestica's 28.98, making Jabil more attractive from a valuation standpoint [17] Investment Outlook - Jabil holds a Zacks Rank 1 (Strong Buy), while Celestica has a Zacks Rank 3 (Hold), indicating a stronger investment outlook for Jabil [19][21] - Both companies are expected to benefit from the growing AI proliferation across industries, but Jabil's broader portfolio, robust cash flow, and strategic investments provide it with a competitive edge [21]

AI and Energy Investment - Google is pledging $25 billion for AI and energy investment [1] - Coreweave is committing to $6 billion for data centers and AI infrastructure [2] - The industry anticipates trillions of dollars investing in infrastructure related to power grids, AI, and the digitization of the economy [10] Energy Production and Regulation - Pennsylvania's natural gas production is limited by pipeline capacity, but it's easy to ramp up production for electricity generation [3] - Constellation Energy needs to move more quickly through the Federal Energy Regulatory Commission and Nuclear Regulatory Commission for relicensing and permitting [5][6] - The industry needs regulatory approval to operate, increase plant output, and expedite engineering work and permitting [6] AI's Impact on Energy - AI is helping manage the energy system more efficiently [8] - AI can enable demand response, where big businesses reduce energy use during peak times [8] - Demand response or curtailing energy use during peak times can support dozens of data centers [9] Public vs Private Energy Consumption - Ensuring power produced by new or existing plants is available at a reasonable cost to the public, not just high-cost electricity to large tech companies [7] - The industry believes there will be abundant power, but managing peak demand is crucial [8]

Well, I think the great thing about the Trump administration is we don't believe we should direct the capital. We think businesses and consumers should direct that capital. But Brian, my suspicion is you're going to see large data centers built here in this state.Pennsylvania is an energy powerhouse. Its production is limited only by its ability to get it out to marketplace via pipelines. So, it's easy to ramp up Pennsylvania natural gas production right here in the state and generate electricity right ther ...

The U.K. set up a secret project to relocate thousands of Afghans to Britain, after an official accidentally disclosed personal information of 18,700 Afghans who had requested to flee https://t.co/i7K3ATgjX9 ...

Core Viewpoint - PPL Corporation and Blackstone Infrastructure have formed a joint venture to develop gas-fired, combined-cycle generation stations to meet the power needs of data centers in Pennsylvania through long-term energy supply agreements [1][2][4]. Group 1: Joint Venture Details - The joint venture aims to build new dispatchable generation to support the growing demand from data centers, leveraging the expertise of both companies [2][4]. - PPL holds a 51% interest in the joint venture, while Blackstone Infrastructure owns 49%, with expenses and distributions shared ratably [5]. - The joint venture plans to engage with landowners, natural gas pipeline companies, and turbine manufacturers to facilitate the construction of new generation plants [4][9]. Group 2: Market Demand and Capacity Concerns - PJM Interconnection has forecasted potential capacity shortages as early as the 2026-27 delivery year due to increasing demand from data centers and the retirement of aging generation resources [7]. - Within PPL Electric Utilities' service territory, there is over 60 gigawatts (GW) of potential data center projects, with 13 GW in advanced planning stages, indicating a projected 6 GW generation shortfall in the next five to six years [8]. - PPL estimates that meeting this shortfall will require approximately $15 billion in investments, assuming the use of natural gas combined-cycle units [8]. Group 3: Economic and Legislative Context - Pennsylvania Governor Josh Shapiro emphasized the importance of diversifying energy sources and welcomed the investment from Blackstone Infrastructure to support long-term clean energy solutions [6]. - The joint venture's success is contingent upon executing long-term energy services agreements with hyperscalers, which have not yet been signed [4][9]. - Current legislation in Pennsylvania aims to allow utilities to invest in and operate generation, which is crucial for addressing resource adequacy concerns [9].