Maybe it was all a dream or more pointedly a nightmare. I'm talking about the Chinese artificial intelligence breakthrough known as deepseek. Remember that.Which caused Wall Street to turn its back on the AI data center coord sell. Earlier this year, we were told that the Chinese had come up with a way to build AI models using far less hardware, meaning chips from Nvidia. And it crushed every stock in the group.the house of pain with the biggest casualties being the stocks of all the companies needed to cre ...

Key Takeaways SKYT plans to acquire Fab-25 to drive high-volume chip production and Wafer Services' revenue growth. A four-year, $1B supply deal is expected to add $300M in 2025 revenues for SKYT and lift cash flow. Fab-25 expands SKYT's 200 mm CMOS capacity, aligning with U.S. onshoring and secure chip demand.SkyWater Technology (SKYT) is making a strategic move with its planned acquisition of Fab-25 from Infineon Technologies, expected to close on June 30, 2025. The deal is poised to accelerate Wafer Se ...

Key Takeaways Lam Research is up 25.3% YTD, outpacing the Zacks Electronics-Semiconductor industry's 5.1% gain. Lam Research's growth is fueled by AI, data center demand and next-gen chip manufacturing tools. LRCX trades at 22.7X forward P/E, well below the industry's 30.92X despite strong performance.Lam Research Corporation (LRCX) has had a strong run so far this year, rallying 25.3%. This is well ahead of the Zacks Electronics – Semiconductors industry, which has risen just 5.1% during the same period. ...

It's America's largest cement supplier. It's making its market debut today. Amrize.It's a spin-off from the Swiss building materials company, Wholesome. It starts trading here at the NYC. The ticker symbol will be AMRZ.About a $30 billion market cap. And joining us is the uh company CEO. He was the CEO of Pulsim previously, Yan Yanes.Good to have you here. Congrats on the on the spin. All right.One of the challenges always is figuring out who your shareholder base is going to be once you've spun off. you lo ...

Flash | 17 Jun 2025 10:01:01 ET │ 9 pages – 1Q market up > 50% YoY to $134bn, driven by accelerated server spend; servers >50% of DC capex, accelerated > general purpose US Communications Equipment Dell'Oro 1Q25 Data Center Capex Report Highlights CITI'S TAKE We summarize key points from Dell'Oro Group's 1Q data center capex report. – General purpose infrastructure was up modestly – Limited impact from tariff-except components. System vendors and hyperscale cloud SPs increased component inventory purchases ...

former energy secretary, former governor of Texas and newly served executive chair of Nano Nuclear as well, the hottest IPO in the United States in 2024. That, of course, Mr. . Rick Perry.Secretary Perry, governor Perry, thank you very much for joining us. I'll get to nano Nuclear in just one second. What do you think is going to be the ultimate outcome in the Israel-iran situation.>> Well, trying to put your finger on this one at this particular point in time may be a bit of a hat trick, but certainly the ...

The mad rush to build data centers has sparked this massive boom in tax breaks. With legislators across the country doing out billions in sales tax exemptions to attract big tech. While there's no question the tax incentives are luring business, there's a debate over whether it's a fair trade.And for that, we're going to turn to Pippa Stevens at HQ with more. Morning, Pippa. Good morning, Carl.In just the past 5 years, 16 states have handed over almost $6 billion in data center tax breaks, arguing the incen ...

Key Takeaways EVRG is growing via transmission partnerships, acquisitions, and a $17.5B capex plan through 2029. Evergy is developing 800 MW of renewables and securing 1.3 GW in data center project agreements. Risks include old equipment failures and weather-driven demand fluctuations that may hit performance.Evergy, Inc. (EVRG) continues to benefit from expansion of operations in the transmission market through collaborations, strategic acquisitions and partnerships. The company intends to add more renew ...

The mad rush to build data centers is sparking a massive boom in tax breaks. And this is because legislators across the country doing out billions in sales tax exemptions to try to attract some very big tech companies. While there's no question the tax incentives are luring those businesses, there's a big debate over whether it's a fair trade.Pipa Stevens is here with more. Is it a fair trade. Who's winning. Who's losing.Well, Andrew, so we found that in just the past five years, 16 states have handed over ...

electric utilities at Mizuho. Good morning. Good to see you.>> Hey good morning Frank. >> All right. So is a heat wave necessarily good for utilities.Does that increase profits. Does it increase revenue. What does it do.>> A little of everything. It's definitely really good for utilities because we're spending at record levels. Just to give you some numbers here five years ago I think the sector.So if I just use electric, gas and water utilities spending about $150 billion a year in CapEx. And in 2026, we'r ...