Welcome back. Watching shares of GE Vernova this morning reporting a revenue beat as it remains on the forefront of helping to power the data center boom. Simma Modi just speaking with the CEO joins us here at Post9.What did he say. >> Well, the bar was set high going into this report. Sarah and Carl with a stock up over 90% in the last year.Uh the third quarter earnings speed just simply wasn't enough I guess right now for Wall Street. Giver Vernova certainly has become the go-to power player for hyperscal ...

Group 1 - The recent performance of various companies not linked to data centers and artificial intelligence has contributed positively to market indices, with the Dow Jones increasing by 218 points [1] - There is a prevailing perception that the market is dominated by two types of companies: those connected to data center expansion and speculative firms involved in emerging technologies or cryptocurrencies [2][4] - The concentration of major tech stocks, referred to as the "Mag 7" (including Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla), constitutes about 35% of the S&P 500, leading to concerns about market stability [3] Group 2 - The market sentiment is affected by the presence of speculative companies that lack earnings, which can deter investors who prefer more stable investments [4] - The potential challenges faced by private companies like OpenAI in securing funding for data center expansion could impact the broader AI sector, raising concerns about the sustainability of the current market dynamics [5] - Signs of recovery in the real economy could attract investment into stocks outside the major tech firms, as evidenced by recent market movements [6]

Market Overview - The market is perceived to be dominated by companies connected to data center buildout and speculative ventures [2] - The "Magnificent Seven" stocks constitute approximately 35% of the S&P 500, raising concerns about market concentration [3] - The market is divided between data center-related companies and speculative ventures, causing unease among investors [4] Economic Indicators - Positive economic data from actual businesses, not just those related to AI and data centers, led to a Dow rally of 218 points [1] - The NASDAQ, heavily influenced by AI stocks, experienced a slight dip of 0.16% [1] - The emergence of a "real economy" showing signs of life could attract significant investment [6] Potential Risks - Concerns exist regarding the ability of companies like OpenAI to secure funding for data center expansion, potentially impacting the AI sector [5] - Over-speculation in areas like uranium companies and quantum computing firms raises concerns about market stability [4]

Core Insights - The article discusses the significant financial and strategic maneuvers surrounding OpenAI and its partnerships with major tech companies, particularly Nvidia and SoftBank, highlighting the immense scale of investments and the implications for the AI industry [1][2][5]. Group 1: Major Deals and Financial Implications - Nvidia and OpenAI have reached a monumental deal valued at $100 billion, marking it as the largest computing project in history [1]. - The stock prices of Oracle, Nvidia, AMD, and Broadcom surged, collectively adding $630 billion in market value following announcements related to OpenAI [2]. - OpenAI's projected revenue for the year is $13 billion, which is a small fraction of the $650 billion in computing service fees it has secured with Nvidia and Oracle [5][12]. Group 2: Leadership and Vision - Sam Altman, CEO of OpenAI, is portrayed as a visionary leader, emphasizing the transformative potential of AI and aiming for a long-term goal of building 250 gigawatts of computing power by 2033, which could cost over $1 trillion [5][6]. - Altman's confidence in exponential growth is evident, as he believes that increased computing power will lead to significant revenue growth for OpenAI [6][7]. Group 3: Competitive Landscape - Microsoft has shown hesitance in fully committing to Altman's ambitious data center plans, with CEO Satya Nadella expressing concerns about the balance between supply and demand in AI infrastructure [11][12]. - Oracle has capitalized on Microsoft's caution by signing a $300 billion contract with OpenAI, significantly boosting its stock price and market valuation [12]. Group 4: Partnerships and Collaborations - OpenAI is exploring partnerships with various chip manufacturers, including AMD and Broadcom, to secure the necessary computing resources for its ambitious projects [17][18]. - AMD has agreed to provide OpenAI with up to 6 gigawatts of capacity, offering a stake in the company as part of the deal, which led to a 24% surge in AMD's stock price [17]. Group 5: Market Reactions and Future Outlook - The announcement of the partnership between OpenAI and SoftBank led to an 11% increase in SoftBank's stock price, indicating strong market confidence in the potential of these collaborations [9]. - The ongoing negotiations and partnerships are expected to shape the future of AI infrastructure, with significant implications for the tech industry as a whole [10][12].

Core Insights - Credo Technology Group Holding Ltd (CRDO) is enhancing its role in the high-speed connectivity market through innovation and a focus on technology development, aiming for long-term sales growth in AI, cloud, and data center sectors [1] Product Innovations - The introduction of the ZeroFlap (ZF) optical transceiver product line aims to provide superior reliability, energy efficiency, and stability for AI backend networks, supporting speeds of 400G, 800G, and 1.6T [2] - ZF transceivers represent a significant advancement in optical system design, enhancing reliability through system hardening, advanced telemetry, and remote management, crucial for AI clusters exceeding 1GW [3] - The PILOT platform extensions integrated within network switches allow for the extraction and streaming of optics telemetry data, improving visibility and management of optical network performance [4] Market Position and Growth - Credo's optical business portfolio includes DSP and LRO solutions, supporting port speeds up to 1.6 terabits per second, aligning with hyperscalers' next-generation network architectures [6] - The company anticipates mid-single-digit sequential revenue growth for fiscal 2026, projecting a 120% year-over-year revenue increase, with total revenues expected to exceed $800 million [7] Competitive Landscape - Competitors like Broadcom and Marvell Technology are also focusing on high-growth AI and cloud markets, with Broadcom targeting a serviceable addressable market for XPUs and networking between $60 billion and $90 billion by fiscal 2027 [8] - Marvell has introduced advanced technologies such as the industry's first 2nm 64 Gbps bi-directional die-to-die interconnect, indicating strong demand in the data center market [9][10] Financial Performance - CRDO shares have increased by 263% over the past year, outperforming the Electronics-Semiconductors industry's growth of 56.9% [11] - The forward 12-month Price/Sales ratio for CRDO is 21.62, significantly higher than the sector's average of 9.55 [12] - The Zacks Consensus Estimate for CRDO earnings for fiscal 2026 has been revised upward in the past 60 days, indicating positive market sentiment [13]

We had a bit of a slowdown in parts of commercial real estate, including warehouses. It's weighed on the entire industry, including the stock of prologes. But this week, the company reported a quarter that made people forget the tougher times, and it married that with a report of a very positive outlook.Are the cloudy times behind the industry. Can the stock keep running. Let's check in with Hamid Mogadan.is the co-founder, chairman, and CEO of a company I have liked for many years, Prol to find out more. M ...

Mark Zuckerberg’s Meta is set to seal an almost $30 billion financing package for its data center site in rural Louisiana, marking the final step for the largest private capital deal on record https://t.co/yJtQv9141M ...

is both AMD's and Nvidia's founding boundary. So, it's a really good situation. Yeah.Makes the highest end of course and most one of the most important companies in the world. Yes. Let's get the opening bell and the CNBC realtime exchange of the big board.It's the Susan G. Kman marking National Breast Cancer Awareness Awareness Month at the NASDAQ. It's O Book, a Taiwanese blockchain technology company celebrating a direct listing today.Jim, as we continue to circulate, you know, in these inside levels from ...

Core Insights - Bitdeer Technologies stock (NASDAQ: BTDR) surged by 29% on October 15 following its announcement to expand into data center operations, moving beyond traditional Bitcoin mining and rig sales [2] - The shift towards data center operations aligns with the growing demand for AI high-performance computing (HPC), allowing miners to leverage existing infrastructure and technical expertise for a more stable revenue stream [3] Financial Performance - Bitdeer Technologies has experienced modest revenue growth, averaging 8.1% over the past three years, but reported a 15.2% decline in revenues from $421 million to $357 million in the last 12 months [7] - Quarterly revenue increased by 56.8% to $156 million from $99 million year-over-year [7] - The company’s operating income was reported at -$200 million, with a poor operating margin of -56.0% compared to 18.6% for the S&P 500 [16] Profitability and Valuation - Profit margins for Bitdeer Technologies are significantly lower than most companies in the Trefis coverage universe, indicating weak profitability [8] - The current price-to-sales (P/S) ratio for Bitdeer is 14.2, which is substantially higher than the S&P 500's ratio of 3.3, suggesting that the stock may be overvalued [6] Growth Potential - Revenue growth is projected to accelerate, with consensus estimates indicating a 65% increase in 2025 and an 89% increase in 2026, making the current P/S ratio more justifiable [13] - The core mining business is also showing improvement, with the company mining 452 Bitcoins in the last month, up from 375 in August [14] Financial Stability - Bitdeer Technologies has a solid balance sheet, with a debt of $626 million and a market capitalization of $5.0 billion, resulting in a favorable debt-to-equity ratio of 12.3% [16] - Cash and cash equivalents amount to $474 million, constituting a strong cash-to-assets ratio of 23.2% compared to 7.0% for the S&P 500 [16] Market Resilience - BTDR stock has shown weakness during downturns, performing worse than the S&P 500 during recent declines [10] - The stock has experienced significant volatility, decreasing by 79.5% from a peak of $14.31 to $2.93, before recovering to approximately $26 [17]

TOP moves:🌊 Nvidia & BlackRock team up for a $40B data center deal🐋 BitMine scoops up 104,336 $ETH, worth $421M☀️ New York launches 1st ever city office for digital assets🤝 Oracle x Microsoft link up to boost real-time supply chains#SmartDelivery https://t.co/DGNCbwTU0Y ...