Let's start with what you've been writing about the debt issuance, the worries that you have about Oracle and the basically businesses able to afford the have a structure build out. That's right. One of the big drivers of US GDP growth in the last year has really been the data center buildout, about 1%, 1.6% of U.S. GDP.Probably 3% next year. It's funded a lot by debt, about 60 to 70% of it. Okay.Funded by debt. How does you as a VC backer, someone who's found unicorns out, who keep striking gold. How does ...

Core Insights - Bloom Energy Corporation (BE) is evolving from developments related to Mars' red sands to providing energy-efficient solutions for modern data centers [1] Company Overview - Bloom Energy Corporation has made significant advancements in its technology and product offerings, showcasing an impressive evolutionary path [1] Investment Perspective - The analysis aims to identify profitable and undervalued investment opportunities primarily in the U.S. market, focusing on building a high-yield, balanced portfolio [1]

Gaver Farm in Maryland is ready for the holidays. >> We give them a saw. We give them a tree cart.They find their perfect tree. >> The Christmas trees are pruned, the chocolate fudge displayed. But Lisa gave her a seventh generation farmer is struggling to enjoy the season.>> You're in a fight. >> We are in a fight. >> What do you think your chances are of winning it.>> I don't know. It's going to be a long road hoe. The fight is over proposed high voltage power lines that would cut right through this 40 ac ...

Our next guest expects the AI trade to shift from broad enthusiasm to a more selective environment in the new year. Wall Street legend Rick Sherland is founder of Sherland Partners and recently joined Wedbish Investment Banking as a senior adviser. Rick, great to have you with us. Nice to see you.>> Melissa, thanks for having me. And I should caution you that I no longer wear the analyst hat, so I'm going to be ducking some stock questions probably. >> That is fine.We we want to get into your head, Rick, in ...

Well, I I think what's happening is that we've got rapid expansion. It's it being done principally uh by five or six companies um almost all of them, not all, uh are great credits. Uh and so what we do is quite simple in a way.We're the largest in the world building data centers. Uh and we're the largest owner of data centers. Uh but it's very conservative >> picks and shovels.uh type of business. And what we do is we build these enormous uh facilities and basically Jensen Wong fills them up uh with semis a ...

Core Insights - Navitas Semiconductor (NVTS) and Lumentum Holdings (LITE) are positioned to benefit from the increasing demand for data centers, AI infrastructure, and energy-efficient technologies [2][4] - The investment outlook for NVTS and LITE differs significantly, with LITE currently presenting a more favorable case [4][30] Navitas Semiconductor (NVTS) - Navitas focuses on Gallium nitride (GaN) and Silicon carbide (SiC) chips for AI data centers and energy systems, with applications in fast chargers and electric vehicles [3][5] - The company is transitioning to high-power markets, particularly through its inclusion in NVIDIA's 800-volt AI factory ecosystem, which requires advanced power electronics [5][6] - In Q3 2025, NVTS reported revenues of approximately $10.1 million, a decline of over 50% year-over-year, primarily due to weak demand in its lower-margin mobile business [8][10] - For Q4 2025, NVTS projects revenues around $7 million, indicating a continued decline as the company shifts focus away from low-margin mobile products [9][10] - The Zacks Consensus Estimate for NVTS's full-year 2025 revenues is $45.46 million, reflecting a year-over-year decline of 45.4% [10] Lumentum Holdings (LITE) - Lumentum specializes in optical components for data centers and high-speed networks, with a significant increase in demand driven by AI workloads [13][14] - In Q1 fiscal 2026, Lumentum reported record revenues of about $533.8 million, up more than 58% year-over-year, with over 60% of revenues from cloud and AI-related customers [14][15] - The company is experiencing strong demand for laser chips, which are critical for data movement in AI applications, leading to improved pricing and margins [15][16] - Lumentum's gross margin increased by 660 basis points year-over-year, while operating margin expanded by 1,570 basis points in the same period [16] - The Zacks Consensus Estimate for Lumentum's fiscal 2026 revenues indicates a year-over-year increase of 56% [18] Comparative Analysis - Over the past six months, Lumentum shares have surged by 264.4%, while Navitas Semiconductor shares have only risen by 5.8% [24] - Lumentum is trading at a forward sales multiple of 7.62X, significantly lower than Navitas Semiconductor's 46.72X, making Lumentum more attractive for value-seeking investors [28][30] - Lumentum's strong performance and favorable earnings estimates position it as a better investment compared to Navitas Semiconductor, which is facing revenue declines and uncertainty [30][31]

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Joining us this morning to take us through the decision is Chandler Mayor Kevin Harky. Mr. . Mayor, good to have you with us.Thanks for the time. >> Good morning. Good to be here with y'all.>> What What's been your reaction to the city council vote. >> Well, I think it was the right decision for us. This is not a political decision. It was a sightspacific decision.We already have 10 data centers within several miles of this. And the area where this has been put in is considered our price corridor. the the h ...

The frenzy to finance AI's data centers and GPUs is jamming bond markets. As issuance surges, capacity limits designed to ensure diversification and reduce risks could turn the boom into a credit contagion.Read more: https://t.co/SWbMe1SHWZ https://t.co/Rqu33JzXqF ...

The frenzy to finance AI's data centers and GPUs is jamming bond markets. As issuance surges, capacity limits designed to ensure diversification and reduce risks could turn the boom into a credit contagion.Read more: https://t.co/SWbMe1SHWZ https://t.co/a874aYFqFF ...