>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH" LIVE FROM WASHINGTON. ARM ANNOUNCES PLANS TO SELL CHIPS WITH META AS THE FIRST MAJOR CUSTOMER. CAROLINE: SPACEX AIMS TO FILE A PROSPECTUS FOR AN IPO AS SOON AS THIS WEEK. ED: KLEINER PERKINS MAKES HIS LARGEST RACE EVER. $3.5% BILLION. WE WILL DISCUSS WITH PARTNER ILYA FUSHMAN. CAROLINE: FIRST, THE PUBLIC MARKETS. WHAT VOLATILITY WE HAVE EXPERIENCED. WE ARE UP 1.2% ON TH ...

The near-term outlook for key semiconductor customers in the auto and industrial markets is still murky, but exposure to growth opportunities in data centers, sensing, robotics, and power continues to resonate well with investors. To that end, STMicroelectronics’ ( STMAnalyst’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 72 hours. I wrote this article myself, and it expresses my own opini ...

Key Takeaways Sandisk anchors AI data flow with NAND SSDs, scaling hyperscaler demand and pipeline.ADI enables AI infrastructure with power, signal and optical chips for efficient systems.SNDK trades at 4.65x sales vs ADI's 10.7x, signaling a valuation discount.Sandisk (SNDK) and Analog Devices (ADI) operate within the semiconductor ecosystem, both positioned to benefit from the rapid buildout of data-centric infrastructure. As AI workloads scale, data centers are being re-architected around higher storage ...

In my last article, " Urgent Demand For Data Centers " I made the case that power availability has become the primary bottleneck of the AI buildout.I come from the world of SQL queries, data visualization. My professional background is in data analytics and social media marketing, which gave me a weird but useful lens for looking at markets. I usually think in datasets, trends and pattern recognition before I think in headlines. I started learning about the investing and financial market during COVID like a ...

Stocks, bonds, ETFs, straight out of downtown Chicago. This is Zach's Market Edge. Welcome to Zach's Market Edge, the podcast about investing in your life.I'm your host, Tracy Reinick, and this week I have a guest. As promised, Zach's small cap analyst, Mark Zinski, is back on the podcast, and he's bringing us those small cap stocks. Now remember the difference between Mark and myself.Mark is actually an analyst. I'm just a strategist. So I look at the bigger picture.Mark is actually looking at these compan ...

Core Insights - CenterPoint Energy's stock has reached an all-time high of over $44 per share, reflecting a 24% increase over the past year, driven by favorable market conditions for regulated utility companies [1] Group 1: Drivers of Growth - The primary driver for CenterPoint's stock performance is the surging electricity demand from AI and related infrastructure, with a reported 700% increase in data center interconnection requests in Texas [2] - Approximately two-thirds of new load growth in the Houston area is attributed to data centers, indicating a significant shift in energy consumption patterns [2] - CenterPoint anticipates an additional 10 gigawatts of electric demand by the end of 2029, highlighting the accelerating demand for electricity [3] Group 2: Population and Economic Growth - Houston's population has grown by approximately 1.5 million residents from 2010 to 2023, making it the second-fastest-growing metropolitan area in the U.S. [4] - This population growth, combined with diverse economic expansion in sectors such as oil, energy, manufacturing, life sciences, exports, and technology, is driving increased demand for electricity from CenterPoint [4] Group 3: Capital Expenditures - CenterPoint plans to invest $65 billion over the next decade to support further growth, with an additional $10 billion identified for incremental investment opportunities [5] - These planned capital expenditures are expected to drive earnings-per-share growth of 7% to 9% through 2035 [5] Group 4: Grid Modernization - CenterPoint is a founding partner in the Chain Reaction initiative, which focuses on AI-driven grid reliability, collaborating with companies like Nvidia and Palantir [6] - The initiative aims to enhance the resilience of Houston's power grid, positioning CenterPoint to benefit from modernization efforts as demand for electricity escalates [6]

Societe Generale is mulling a significant risk transfer of some of its exposure to data centers as part of plans to manage the amount of credit the lender has advanced to the growing asset class https://t.co/azcSkYhbuv ...

Core Insights - The article discusses the significance of Analyst Days in the context of upcoming corporate events, highlighting their role in providing insights into company strategies and market conditions [2][3][18] Analyst Days Overview - Analyst Days, also known as Investor Days, are voluntary events aimed at detailing a company's long-term strategy and product pipeline, contrasting with mandated shareholder meetings that focus on governance [3][4] - These events are designed for Wall Street analysts and institutional investors, while shareholder meetings are limited to stockholders [4] Upcoming Analyst Days - Generac (GNRC) is set to host its Investor Day on March 25, with a focus on AI and data centers, following a nearly 50% increase in share price this year [6][7] - Quanta Services (PWR) will present on March 31, discussing strategic initiatives and long-term financial targets, with a record backlog of $44 billion noted [8][9] - Constellation Energy (CEG) will also hold an Analyst Day on March 31, with its stock currently 25% below its peak, raising questions about its future outlook [10][12] - The Hershey Company (HSY) will conduct its Investor Day on March 31, with shares up 21% year-to-date and a focus on gross-margin recovery and innovation [13][14] - FedEx (FDX) will report fiscal Q3 2026 results on April 8, with its Analyst Day expected to provide insights into economic activity and profitability challenges [15][17] Market Implications - The upcoming Analyst Days are anticipated to offer valuable insights into trends in AI, data centers, consumer behavior, and overall economic health, setting the stage for the Q1 earnings season [18]

Prysmian, the world’s largest cable maker, is considering building a new mill in Texas while pursuing U.S. acquisitions, as surging demand tied to data centers and electrification drives growth in its largest market. https://t.co/ac0ZiipuQk ...

we're in satellites to do imaging from from satellites. In the future, we'll also build data centers in the in the in the in space. Uh obviously very complicated to do.So we have we're working with our partners on a new computer called Vera Rubin Space One and it's going to go out to space and start data centers out out in space. Now, of course, in space, there's no conduction, there's no convection, there's just radiation. And so, we have to figure out how to um uh cool these systems out in space.We got lo ...