Elon Musk’s xAI, is in discussions to lease data center capacity in Saudi Arabia as part of an effort to expand its infrastructure in regions offering cheap energy and political goodwill https://t.co/55Q3H9nsTQ ...

Key Takeaways PPL and Blackstone JV will build gas-fired plants to serve data centers via long-term energy contracts. PPL sees 60 GW of data center interest in its zone, with 13 GW in advanced stages and a 6 GW supply gap ahead. It targets sites atop major shale basins with strong pipeline access and no exposure to market price swings.PPL Corporation (PPL) announced that it has formed a joint venture (“JV”) with Blackstone Infrastructure to build, own and operate new gas-fired, combined-cycle generation s ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and avoiding black swan events [1] - A company is involved in the IT infrastructure construction for clients' digital currency systems, integrating digital currency with cross-border payments and data centers, and is associated with Huawei's HarmonyOS [1] - Another company supports digital RMB across all payment terminals and is exploring cross-border payment applications, having released silicon optical switches with capacities of 25.6T and 51.2T [1] Group 2 - A company specializing in rare earth permanent magnets is achieving mass production in various applications, including humanoid robots and high-speed copper connections, with a projected net profit increase of over two times year-on-year for the first half of the year [1]

Core Insights - Cisco Systems and Dell Technologies are leading providers of AI-powered enterprise infrastructure solutions [2][3] - The demand for AI infrastructure is driving significant growth in both companies, with Cisco securing over $1 billion in AI infrastructure orders and Dell shipping $1.8 billion in AI servers in Q1 [9][13] - IDC projects AI infrastructure spending to exceed $200 billion by 2028, with a significant portion allocated to servers with embedded accelerators [4] Company Performance - Cisco's stock has appreciated 16.2% year to date, while Dell's shares have increased by 11% [5] - Cisco's security business is thriving, with strong demand for its security solutions and a growing customer base [11][12] - Dell's PowerEdge XE9680L AI-optimized server is in high demand, contributing to a healthy backlog of $14.4 billion [13] Market Trends - Global IT spending is forecasted to reach $5.61 trillion by 2025, with data center systems expected to grow by 23.2% [4] - Enterprises with large-scale hyperscale data centers will account for over 70% of spending on AI-optimized servers by 2025 [4] Valuation and Investment Appeal - Dell Technologies is considered undervalued with a Price/Sales ratio of 0.81X compared to Cisco's 4.61X [18] - Dell holds a Zacks Rank 1 (Strong Buy), while Cisco has a Zacks Rank 3 (Hold), indicating a stronger investment appeal for Dell [21][22]

The Schwarz Group, Germany’s largest retailer and owner of supermarket chain Lidl, is planning to pitch the government to be the lead developer of a major data center central to Europe’s AI efforts https://t.co/ANeoe0b2ar ...

several names hitting all time highs today. GE Johnson Controls Transdigm and Uber. The sector moving higher, overcoming any investor concerns about global growth in the face of tariffs.Well joining us now is closely followed industrials analyst Stephen Tusa of JP Morgan Stephen it's great to have you back on the show. And let's start right there. What is powering industrials and why.>> Yeah thanks for having me. It's been an interesting year. Pretty volatile one.But we're kind of back to where we started a ...

Japan’s NTT is tapping dollar and euro bond markets to help refinance loans tied to its data-center buyout https://t.co/kYz7YVC5yS ...

Core Viewpoint - Navitas Semiconductor's stock has surged significantly due to its partnership with Nvidia, which positions the company to play a crucial role in the development of next-generation data centers expected to launch in 2027 [2][5]. Group 1: Stock Performance - Shares in Navitas Semiconductor increased by 28.4% in June and are up more than 80% year to date [1]. Group 2: Partnership and Technology - The partnership with Nvidia is pivotal for Navitas, as it will contribute to the architecture of new data centers that will be more efficient and reliable [2][3]. - Navitas' GaN chips will convert 800-volt HVDC to lower voltages for Nvidia's graphics processing units, while its SiC chips will convert 13.8 kilovolt AC power from the grid to 800-volt HVDC [4]. Group 3: Market Demand - There is optimism regarding ongoing capital spending on data centers and demand from AI applications, with major companies like Microsoft and Alphabet continuing their investment plans despite trade tariff conflicts [6]. - Anecdotal evidence suggests that investment in data centers remains strong [7]. Group 4: Future Outlook - Navitas is expected to experience aggressive sales growth in 2026, leading up to the launch of the new data centers in 2027, with Nvidia's progress on its architecture being a key driver for the stock price [9].

AI and Computing Power Demand - The demand for computing power is insatiable, indicating a long runway for investment in physical infrastructure like semiconductors and cloud [1][2][3] - The expansion between Oracle and Open AI is 45 gigawatts worth of capacity, highlighting the significant energy requirements of AI development [3] - The U S is likely to lead the AI race due to its self-sufficiency and relatively cheap energy production compared to Europe and the U K [5] Energy Sector and Infrastructure - The energy sector and energy infrastructure requirements are intrinsically linked to the need for computing power, leading hyperscalers to invest in energy sources like nuclear [4] - The quest for cheaper, more efficient energy is crucial for supporting data center expansion and AI development [5] Market and Economic Factors - The jobs data is considered "Goldilocks" because of better-than-expected job numbers and a solid labor market, alongside slower wage growth [6][7] - The Federal Reserve is in no urgency to cut rates, which the market seems to prefer, valuing a strong labor market over immediate rate cuts [7] Technology Sector Performance - Technology sector exhibits strong earnings growth and benefits from productivity gains, making it an attractive area for investment [9] - Lower bond yields and interest rates, potentially resulting from future rate cuts, would particularly benefit growth areas like the technology sector [10]

Core Insights - Advanced Micro Devices (AMD) and Micron Technology (MU) are key players in the semiconductor industry, with AMD focusing on CPUs, GPUs, and integrated circuits, while Micron specializes in memory and storage solutions [1] - The semiconductor industry is projected to grow from $631.01 billion in 2025 to $958.93 billion by 2030, at a CAGR of 8.73%, driven by demand for AI and data center technologies [2] AMD Insights - AMD's data center revenues surged 57.2% year over year to $3.674 billion in Q1 2025, accounting for 49.4% of total revenues, driven by EPYC processors and Instinct GPU sales [4] - The company is enhancing its presence in the AI market with a new end-to-end AI platform and the introduction of the Instinct MI350 Series GPUs, which offer 4x generational AI compute gains [5] - AMD is leveraging 7nm process technology from Taiwan Semiconductor Manufacturing Company to deliver advanced chips more rapidly, with its Radeon RX 7900 series utilizing a combination of 5nm and 6nm process nodes [6] Micron Technology Insights - Micron is benefiting from the expanding AI-driven memory and storage markets, with significant inventory improvements contributing to top-line growth [7] - The company's high bandwidth memory (HBM) products are in high demand, with HBM revenues exceeding $1 billion in Q2 FY25, driven by AI and data center needs [8] - Micron has begun shipping HBM4 36GB 12-high memory samples, which offer industry-leading power efficiency and performance for next-gen AI data center platforms [9] Stock Performance and Valuation - Year-to-date, AMD shares have appreciated by 14.6%, while MU shares have increased by 44.6%, with MU's performance attributed to the expanding AI-driven memory and storage markets [10] - Micron's 2025 EPS estimate rose by 12.1% to $7.77, indicating a year-over-year growth of 497.69%, while AMD's EPS estimate is $3.92, reflecting an 18.43% increase [11][15] - Both AMD and MU shares are currently considered overvalued, with AMD trading at a forward Price/Sales ratio of 6.52X compared to MU's 2.90X [13] Earnings Estimates and Surprises - The Zacks Consensus Estimate for AMD's 2025 earnings has declined by 1.2% over the past 30 days, while MU's estimate has increased by 12.1% [15] - Both companies have consistently beaten earnings estimates in the trailing four quarters, with MU delivering a higher average surprise of 9.70% compared to AMD's 2.30% [16] Conclusion - While both AMD and Micron are positioned to benefit from the AI-driven semiconductor boom, MU appears to have more upside potential due to its strong earnings growth, expanding HBM demand, and better valuation metrics [17] - MU currently holds a Zacks Rank 2 (Buy), while AMD has a Zacks Rank 3 (Hold), indicating a stronger investment case for Micron [18]