Our next guest joins us with his 2026 outlook. JP Morgan senior analyst Steve Tusa. Steve, thanks for being here today.Um, help us break down this sector because I think it was maybe one of the more surprising winners of the year. Where within industrials do you see the most opportunity right now. >> Yeah, thanks for having me.Uh, first of all, great to see Jake Morgan making new highs. But putting that aside, um, put putting that aside, this year was kind of like a tale of two halves where it was, um, a lo ...

Big Tech’s dominance of AI infrastructure is shrinking as a host of new players invest in the data center gold rush https://t.co/f9CK2vxAEP ...

My name is María Fernanda and I'm currently studying an MBA. My inspiration investors are Warren Buffett, Peter Lynch and Terry Smith, so I look for quality companies at a reasonable valuation. I believe that, in the long term, fundamentals are what drive the share price, so I look to predict what a business's earnings per share will do.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next ...

Spending on data-center construction is poised to surpass office-building construction for the first time, changing the nature of property investing. https://t.co/yHBk9h8GJu ...

All right. So, we're going to talk about Nscale. The company that employs me at the moment.We are a new hyperscaler or neocloud. There are different names for that these days. The unique value proposition that we offer is essentially we're end to end vertically integrated AI stack from the ground to the cloud which sounds very cool.I'm going to talk about mainly about in this slide about the the DC construction kind of part and then in the other slides we'll cover other data parts as well. The resolution co ...

Alphabet agreed to buy clean energy developer Intersect Power for $4.75 billion in cash, plus its existing debt, marking one of the largest deals by the tech giant in its push to expand its data center footprint to power AI https://t.co/IiQ2M7WI6a ...

Big Tech’s dominance of AI infrastructure is shrinking as a host of new players invest in the data center gold rush https://t.co/XOm8pGK1sj ...

The Georgia Public Service Commission authorized Georgia Power to procure some 9.9 GW of new generation capacity to serve the rapidly expanding AI data center industry. Georgia Power indicated that data centers will consume roughly 80% of the new power supply. The expansion includes 3.6 GW of new combined cycle natural gas generation and 3 GW of battery energy storage systems. The utility also plans to procure 350 MW solar including battery storage, and upward of 2.8 GW of power purchase agreements. This ...

Key Takeaways QCOM acquired Alphawave Semi for $2.4B to expand into AI, data center and 5G markets.The buyout adds high-performance, low-power chiplet tech that supports key growth applications.Earnings estimates for QCOM's FY26 and FY27 have risen 2% and 3.4%, respectively, over the past 60 days.Qualcomm Incorporated (QCOM) has completed the acquisition of U.K.-based chip firm Alphawave Semi for an enterprise value of approximately $2.4 billion. The buyout offers Qualcomm an opportunity to expand its prese ...

AI Data Center Gold Rush Driven by Thousands of Newcomers https://t.co/YvXskZJSd9 ...