Group 1 - Empire Asset Management adjusted its rating for Brookfield Asset Management (BAM) to Neutral, maintaining a hold action, with BAM's stock price around $57.35 [1][5] - Bank of America revised its price target for BAM, lowering it from $68 to $67 [1] - BAM's business model is characterized as high-growth and asset-light, leveraging trends such as digital infrastructure, deglobalization, and decarbonization [2] Group 2 - In Q2, BAM reported a 16% year-over-year increase in fee-related earnings, supported by significant capital inflows of $97 billion over the past year [2][5] - The current price-to-distributable earnings (DE) multiple for BAM is 38x, but projected annual DE growth of 18% could reduce this multiple to 16x by 2030 [3][5] - BAM's stock price fluctuated between a low of $56.86 and a high of $57.38 on the day, with a market capitalization of approximately $92.5 billion [4]

Group 1 - The demand for digital infrastructure, particularly data centers, is on the rise, with various types of developments emerging in the market [1] - Jennifer, a key figure in the analysis, has expertise in energy, evolving infrastructure networks, and resources issues affecting economies, indicating a multidisciplinary approach to investment [1] - The strategic communications and advisory firm, Concept Elemental, founded by Jennifer, focuses on innovation, technology, and the impact of shale oil and natural gas [1] Group 2 - Jennifer has a strong background in financial services, having spent 15 years in strategy, data analytics, and marketing, which enhances her analytical capabilities [1] - Her academic credentials include a master's degree from the London School of Economics and a bachelor's degree in finance/marketing, providing a solid foundation for her research [1] - Recent speaking engagements highlight her focus on energy, the new economy, and the impact of AI, showcasing her thought leadership in these areas [1]

Our list today highlights the 11 Worst Performing Data Center Stocks in 2025.At the beginning of 2025, Goldman Sachs highlighted high-density data centers as critical to winning the global race to develop generative artificial intelligence. Later in August, McKinsey & Company described data centers as the “foundational infrastructure” behind nearly every digital service. These studies have proven timely, as tech giants and hyperscalers continue to unveil massive investments to secure their share of the AI f ...

KKR & Co. Inc. (NYSE:KKR) is one of the best dividend stocks to buy. On September 9, following a group meeting with KKR’s CFO Rob Lewin and institutional investors, Piper Sandler reaffirmed its Overweight rating on the stock and assigned a price target of $166. The firm showed confidence in KKR, noting stronger transaction volumes across business areas. Piper Sandler cited this growth in deal momentum as a main factor in its decision to stick with a bullish rating. Piper Sandler Assigns Overweight Rating ...

Core Insights - Southern Company is a major energy provider in the U.S., operating through various subsidiaries, including Southern Telecom, and competes with Duke Energy and NextEra Energy in the utility sector [1] Financial Summary - On September 25, 2025, Morgan Stanley's David Arcaro set a price target of $92 for Southern Company, indicating a slight overvaluation as the stock was trading at $93.80, reflecting a -1.91% difference [2] - The current stock price is $93.77, showing a decrease of approximately 0.68% from the previous day [2] - The stock has declined by $0.65 today, with a trading range between $93.63 and $95.06 [4] - Over the past year, the stock has fluctuated between a high of $96.44 and a low of $80.46 [4] - The company's market capitalization is approximately $103.15 billion, with a trading volume of 2,891,135 shares today [4][5] Strategic Developments - Southern Telecom, a subsidiary of Southern Company, has partnered with Seimitsu to launch SouthernWaves, a new fiber-optic network service aimed at enhancing digital infrastructure in the Southeastern U.S. [3][5] - This partnership combines Southern Company's dark fiber offerings with Seimitsu's lit services, supporting initiatives like the South Downtown Atlanta project [3]

Core Insights - Marvell Technology's carrier infrastructure end market is on a recovery path, driven by strong demand and product refreshes [1][4] Group 1: Market Performance - The carrier infrastructure end market grew 71.4% year over year in Q2 of fiscal 2026, reaching $130 million, supported by normalized customer inventories and advanced product adoption [3][8] - Management anticipates double-digit sequential growth in the carrier infrastructure segment for Q3, indicating ongoing momentum [4][8] Group 2: Competitive Landscape - Marvell Technology competes with Broadcom and Qualcomm in the carrier infrastructure market, with Broadcom holding a strong position in carrier Ethernet and transport markets, while Qualcomm focuses on baseband processors [5][6] - The market presents opportunities for all three companies to expand their offerings in the carrier infrastructure space [6] Group 3: Financial Metrics - Marvell Technology's shares have decreased by 32.4% year to date, contrasting with the Electronics - Semiconductors industry's growth of 33.9% [7] - The company trades at a forward price-to-sales ratio of 7.17X, which is lower than the industry average of 9.3X, indicating potential valuation attractiveness [9] - The Zacks Consensus Estimate projects year-over-year earnings growth of 77.7% for fiscal 2026 and 27.73% for fiscal 2027, with upward revisions in estimates over the past 30 days [10]

You really get an analysis of the insatiable demand of investors into the data center story, but are they starting to question ultimately whether we can meet that insatiable demand when the funding is there in the longer term. No, I think it's quite the opposite. Investor enthusiasm is only growing.If you look at one of our ETFs by some actively managed ETF. It's brought in over $5 billion this year and is now the largest air ETF in the United States. And a lot of the exposure that it is providing to invest ...

Core Insights - Sterling Infrastructure, Inc. (STRL) is establishing a significant presence in the development of America's digital infrastructure, with Q2 2025 revenues increasing by 21% year-over-year to $614.5 million and adjusted EPS rising by 41% to $2.69, alongside meaningful margin expansion [1][11] E-Infrastructure Solutions - The E-Infrastructure Solutions segment is experiencing explosive demand, particularly from data centers and e-commerce facilities, with data centers now representing 62% of the E-Infrastructure backlog and revenues from this market more than doubling year-over-year [2][11] Backlog and Acquisitions - STRL has a robust backlog of $2 billion, including $1.2 billion in E-Infrastructure, providing multiyear visibility. The upcoming acquisition of CEC Facilities Group will enhance Sterling's electrical and mechanical capabilities, positioning the company as a strategic partner in complex facility development [3][11] Macro Trends - Favorable macro trends include rising capital expenditures from hyperscale tech firms, a pipeline of semiconductor plants, and accelerating e-commerce buildouts, aligning with Sterling's strengths. Although there are near-term challenges in the Building Solutions segment, the diversified portfolio mitigates risks [4][11] Competitive Landscape - STRL faces competition from major players like Quanta Services and MasTec, both of which are well-positioned in the digital and clean energy sectors. Quanta Services focuses on utility and grid modernization, while MasTec is expanding in telecommunications and renewable infrastructure [6][8][9] Stock Performance - STRL's stock has surged by 59.9% over the past three months, outperforming the Zacks Engineering - R and D Services industry, the broader Zacks Construction sector, and the S&P 500 index [10] Valuation and Earnings Estimates - Sterling's stock is trading at a premium with a forward 12-month P/E ratio of 32.96. Earnings estimates for 2025 and 2026 have increased to $9.57 and $10.98 per share, reflecting year-over-year growth of 56.9% and 14.7%, respectively [12][14]

Core Insights - Equinix has opened its first International Business Exchange™ (IBX) data center in Chennai, India, named CN1, to support the growing demand for digital services and AI adoption in the region [1][2][4] Company Expansion - The CN1 facility is located on a nearly six-acre plot in Siruseri, Tamil Nadu, and will be interconnected with Equinix's existing Mumbai campus, which has three IBX data centers [1][5] - The initial investment for CN1 is US$69 million, with a capacity of 800 cabinets in the first phase, eventually expanding to 4,250 cabinets [2][5] Technological Advancements - CN1 is designed for high reliability with 99.999% uptime and supports advanced liquid cooling technology to handle high-density, compute-intensive workloads [2][8] - The data center will provide robust interconnection services, including Equinix Fabric, enabling enterprises to leverage hybrid multicloud solutions [3][8] Market Position - Chennai is emerging as a key hub for innovation and AI investment in India, enhancing the country's competitiveness in digital services [2][4] - Equinix currently collaborates with over 300 companies in India, including major cloud service providers like Amazon Web Services, Google Cloud, and Microsoft Azure [3][4] Sustainability Commitment - Equinix aims to ensure sustainability and innovation are central to its operations, with a goal of achieving 96% renewable energy coverage across its global operations, including India [8]

Group 1 - Deutsche Bank AG's asset management arm, DWS, is preparing to sell its majority-owned data center platform, NorthC, for a potential valuation of over €2 billion [1][8] - NorthC was formed in 2020 through the merger of the Datacenter Group and NLDC, operating more than 20 regional, carrier-neutral sites across the Netherlands, Germany, and Switzerland [2] - The decision to sell follows NorthC's recent acquisition of six data centers in Germany and the Netherlands from Colt Technology Services, enhancing its European presence [3] Group 2 - DWS, managing about €1 trillion in assets, is reshaping its alternatives strategy due to challenges in attracting fresh inflows, shifting focus toward infrastructure investments [4] - The sale of NorthC aims to monetize a fast-growing digital infrastructure business amid booming demand in the European data center market, driven by artificial intelligence and cloud adoption [5] - The impending divestiture reflects DWS's strategic response to growing investor interest in digital infrastructure, allowing for improved fundraising prospects and redeployment into long-term growth projects [6] Group 3 - In the past six months, shares of Deutsche Bank have gained 44.5%, outperforming the industry's growth of 23% [7]