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GDS Holdings (GDS) Surges 8.1%: Is This an Indication of Further Gains?
ZACKS· 2025-09-25 19:51
GDS Holdings (GDS) shares soared 8.1% in the last trading session to close at $40.67. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 11.3% gain over the past four weeks.The surge was fueled in part by increased market enthusiasm for Chinese infrastructure names linked to AI, cloud growth, and data centers, as investors rotated into these high-growth sectors.This company is expected to post quarterly loss of $0.06 per share in it ...
Everyone in the AI pipeline remains capacity constrained, says Goldman Sachs' Eric Sheridan
CNBC Television· 2025-09-10 21:06
AI Demand & Capacity - AI供应链中的每个参与者都面临产能限制，需求超过了供应能力 [3][4] - 对消费者和企业AI服务的需求持续存在，满足需求仍然是一个挑战 [6] - 许多首席财务官表示，在内部部署AI已带来实际的生产力提升 [6] Infrastructure & Beneficiaries - 目前仍处于AI基础设施建设阶段，基础设施提供商受益 [7][8] - 半导体行业和云计算公司（如谷歌云）是主要受益者 [8] - 谷歌云的积压订单可能在未来两年内转化为接近其当前收入两倍的收入 [8] Digital Advertising Disruption - AI可能对数字广告行业产生颠覆性影响，广告的创建、投放和衡量将更多地由AI系统完成 [10] - 利润池可能从传统广告系统转移到数字广告生态系统，规模高达3000亿美元 [11] - Meta等公司在收入增长方面看到了持续的势头 [11]
X @Investopedia
Investopedia· 2025-08-01 19:00
Amazon shares plunged after the company’s quarterly results, as investors may have been hoping for stronger cloud growth. https://t.co/Squt7sy8Ol ...
Markets will give megacap tech capex leeway after strong earnings, says Big Technology's Kantrowitz
CNBC Television· 2025-07-31 20:03
bring in requisite capitals Brent Talkington, Odyssey Capitals Jason Snipe, and Big Technologies Alex Caneritz. All of them CNBC contributors. And I thank you for coming on to to kick this around with us.Alex, let's just start big picture here. I mean, it's natural to ask after this investment binge has been going on for a couple of years now. Uh, and it sort of tests the limits of just how much each of these individual companies can allocate of their free cash flow into uh AI infrastructure.When is the mar ...
