What's your final trade. I'm going to go with JBL. It's 52- week highs today, riding the AI infrastructure wave.Malcolm, I'm going to go SoFi. You heard Josh talk annually recurring revenue. 40% of theirs is Josh Brown.Uh Kinsell Capital acting well for a small cap and uh one of my long-term holds. All right. ...

Key Takeaways Vertiv's $7.9 billion backlog and strong order growth highlight robust AI and data center demand. nVent is gaining from its fast-growing Data Solutions segment and recent $975 million acquisition. NVT's lower valuation and ongoing product launches give it an edge over VRT in current conditions.Vertiv (VRT) and nVent Electric (NVT) are major players in the data center infrastructure market, providing critical infrastructure solutions for data centers and industrial environments. While Vertiv ...

Introducing the BluSky AI Inc. SkyMod SeriesSalt Lake City, June 11, 2025 (GLOBE NEWSWIRE) -- BluSky AI, Inc. proudly announces the completion of its cutting-edge modular AI Datacenter infrastructure, introducing the revolutionary SkyMod series designed for seamless outdoor and indoor deployment. As part of its commitment to innovation, BluSky AI Inc. has finalized the design of its first four modules, tailored for deployment within existing physical structures as well as standalone outdoor installations. T ...

New design demonstrates end-to-end energy-efficient cooling and power to support densities up to142kW per rackCOLUMBUS, Ohio, June 11, 2025 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, announced its energy-efficient 142kW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform. In addition to fully integrated end-to-end cooling and power strategies for this next generation platform, the reference architecture unlocks a new era of infrastructure ...

Core Insights - Applied Digital (APLD) has secured a significant 250 MW, 15-year lease agreement with CoreWeave, projected to generate approximately $7 billion in revenues [1][6] - The deal includes phased delivery of 100 MW by Q4 2025 and 150 MW by mid-2026, with an option for an additional 150 MW [1] - APLD is transitioning from a hybrid operator to a pure-play AI/HPC infrastructure platform, focusing on AI hosting environments [2] Company Strategy - APLD is divesting its Cloud Services business to concentrate on delivering tailored AI hosting solutions, aiming for a capacity of 1 GW and considering a REIT conversion [2][6] - The Ellendale campus is designed for power-dense deployments, utilizing liquid cooling and benefiting from low-cost energy, making it suitable for compute-heavy workloads [1][6] Competitive Landscape - CoreWeave, as APLD's anchor tenant, is enhancing its position in GPU-powered infrastructure, having raised over $1 billion to expand its data-center network [3] - Equinix is also adapting to the AI landscape by deploying GPU-enabled setups and has announced a joint venture to raise over $15 billion for expanding its xScale data centers [4] Financial Performance - APLD's shares have increased by 70.4% year-to-date, contrasting with a 3.5% decline in the industry [5] - The forward price-to-sales ratio for APLD stands at 12.42, significantly above the industry average and its five-year median of 1.42 [8] - The Zacks Consensus Estimate for APLD's fiscal 2026 earnings indicates a year-over-year rise of 73.6% [10]

大学毕业就去了阿里，两年升两级，火速成长，很快成为部门的技术骨干。但随着业务的逐渐深入，他开始意识到，自己似乎太快就触碰到了在大厂的天 花板，有种束手束脚的感觉。 在大厂做 Infra 的成泽毅，最开始并没有创业的打算。 对于技术人来说，相比较于安稳，更追求的是证明自己的价值，寻找更好发挥自己能力的地方。 随后他开始不断地验证，自己的技术究竟是否有用？大厂之外还有没有他发挥的空间？会不会有人想要花钱购买自己的技术？ 去创业公司是一种选择，他先后加入了两家推理加速初创公司。但创业公司对于商业路线的不确定，以及「等待」市场和客户需求的心态，又让成泽毅感 受到了另外一种束缚。 最终， 依靠一个人完成的 10 万行代码的推理引擎，开始了自己的创业 ——WaveSpeedAI，一家为图片、视频生成提供推理加速的 AI Infra 创业公司。 25 年 2 月产品上线，3 月实现营收 5 万美元，4 月营收翻倍并开始盈利。预计年底可达千万美元。客户包括 Freepik、Replicate 等全球头部客户。融资方 面，在 2025 年 4 月完成了数百万美元的天使轮融资。 在成泽毅看来，当下的 infra 能够创造更大的价 ...

作者：haina，zirong 从 Airbnb 到 Figma，从 Ethereum 到 Scale AI，Thiel Fellowship 一直是"小天才"创业者的"秘密起 点"之一。Thiel Fellowship 由 PayPal 创始人 Peter Thiel 2011 年创办，每年为每一位入选者提供 10 万 美金奖金和"辍学自由"。 在 AI 成为主叙事后，Thiel Fellowship 开始将重心放在 AI 带来的范式变革上。从 Cognition AI （Devin 背后的公司）的创始人 Walden Yan 和 ScottWu，Scale AI co-founder LucyGuo、再到 Mercor 的创始人 Adarsh Hiremath、Brendan Foody 和Surya Midha 等，越来越多来自 Thiel 网络的年轻创始 人，成为 AI 时代的结构性变量。 2025 年的 Thiel Fellow，延续了这种趋势。这届入选者呈现出几大显著特征： • 地域上，从传统的湾区、东北部高校，扩展到更广泛的全球化视野，包括德国、以色列、拉美等新 兴技术生态； • 项目方向上，A ...

Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have a beneficial l ...

Core Insights - Ciena Corporation reported adjusted earnings per share (EPS) of 42 cents for Q2 fiscal 2025, missing the Zacks Consensus Estimate by 19.2%, but up from 27 cents in the prior year [1][8] - Quarterly revenues increased by 23.6% year over year to $1.13 billion, exceeding the Zacks Consensus Estimate by 2.8% and reaching the high end of management's guidance [2][8] - The company achieved record direct cloud provider revenues of over $400 million, representing 38% of total revenues and an 85% year-over-year increase, driven by strong demand in AI infrastructure investments [3] Financial Performance - Adjusted gross margin fell to 40.2% due to tariffs and product mix affecting profitability [8] - Non-GAAP adjusted EBITDA expanded by 36% to $116.7 million [11] - Net cash flow from operating activities was $156.9 million, significantly up from $58.5 million in the prior year [12] Segment Performance - Networking Platforms revenues rose 28.1% year over year to $866.3 million, while Platform Software and Services revenues remained flat at $85.4 million [5] - Global Services revenues increased by 8.5% year over year to $146.2 million [6] - Non-telco customer revenues accounted for 54% of total revenues, with two customers contributing 23.9% of the top line [9] Regional Performance - Revenues in the Americas totaled $833.8 million, up 25.8% year over year, while Europe, the Middle East, and Africa generated $191.6 million, up 23% [6] Guidance and Outlook - For Q3 fiscal 2025, Ciena expects revenues between $1.13 billion and $1.21 billion, with adjusted gross margin in the low-40% range [13] - The company updated its full-year revenue growth outlook to approximately 14%, up from the previous estimate of 8-11% [14] - Adjusted operating expenses are projected to average $360-$370 million per quarter for the year [15]

You’d be forgiven for thinking NRG Energy (NYSE: NRG ) is just another energy generation company - but you’d be wrong. NRG has quietly pulled off a turnaround that resulted in a surprising growth story while making itsRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is ...