Core Viewpoint - Hyperscale Data, Inc. has successfully paid 39 consecutive monthly cash dividends on its 13.00% Series D Cumulative Redeemable Perpetual Preferred Stock, demonstrating its commitment to long-term dividend payments [1][2]. Company Overview - Hyperscale Data operates through its subsidiary Sentinum, Inc., which manages a data center for digital asset mining and offers colocation and hosting services for AI ecosystems and other industries [3]. - The company also has another subsidiary, Ault Capital Group, Inc. (ACG), focused on acquiring undervalued businesses and disruptive technologies [3]. Divestiture Plans - The company anticipates the divestiture of ACG to occur in the second quarter of 2026, after which it will focus on operating data centers and holding digital assets [4]. - Until the divestiture, Hyperscale Data will continue to provide mission-critical products across various industries, including AI, gaming, defense, and medical sectors [4]. Preferred Stock Issuance - On December 23, 2024, the company issued 1,000,000 shares of Series F Exchangeable Preferred Stock to common stockholders and holders of Series C Preferred Stock, which will be exchanged for shares of ACG upon the divestiture [5].

Market Overview - Equity markets in Europe and the US are reaching record highs, with investors dismissing concerns over the US government shutdown [2][4] - The Dow has seen a modest increase of about 0.6%, while the S&P 500 and NASDAQ have also shown positive trends, with the NASDAQ up 1.6% [4][22] - The technology sector continues to be a significant driver of market performance, particularly due to the ongoing AI narrative [4][28] Sector Performance - Cyclical stocks, including industrials, materials, and financials, are experiencing strong demand, while defensive sectors like healthcare and consumer staples are underperforming [6] - Pharmaceutical stocks have shown resilience despite tariff-related challenges, with companies like Pfizer benefiting from recent agreements [4] - The energy sector has underperformed, declining by about 1%, while materials have been the best performers, increasing by approximately 1% [23] Investment Trends - There is a notable divide in performance between multinationals and domestic companies, with multinationals benefiting from a weak dollar, which enhances their revenue from foreign sales [4][14] - Value stocks have underperformed compared to growth stocks over the past six months, presenting potential opportunities for long-term value investors [7] - Investors are increasingly focused on the AI sector, with significant interest in companies that are leveraging AI technologies for growth [28][48] Company-Specific Developments - Tesla shares have reversed despite reporting record deliveries in Q3, as investors are concerned about the implications of expiring EV tax credits [3][50] - LRAN, a French electrical and digital infrastructure firm, is acquiring US company Avron Power Solutions for $1.13 billion, aiming to strengthen its position in energy transition solutions [51][52] - LRAN anticipates that its data center business will grow significantly, projecting it to account for 25% of sales by 2025, with an organic growth rate of 20-25% [62][66]

Company Overview - Sify Infinit Spaces Ltd. is preparing to file for a $500 million initial public offering (IPO), potentially becoming the first Indian data-center operator to list on stock exchanges [1] - The IPO will consist of both new and existing shares, with ongoing discussions that may alter the details [1] Industry Demand - The demand for data centers in India is expected to more than double in the next three years, requiring an investment of approximately 900 billion rupees ($10.1 billion) to support this expansion [3] - The surge in demand is driven by increasing digital consumption, the adoption of artificial intelligence, and data localization initiatives [2][4] Investment Landscape - Many foreign corporations and investment firms are heavily investing in the Indian data center sector due to strong demand prospects [4] - Sify Infinit operates 14 sites across India and is backed by Kotak Private Equity Group [5] IPO Details - The company's board approved the potential IPO on September 25, with bookrunners including Kotak Mahindra Capital Co., Morgan Stanley, JPMorgan Chase & Co., Citic Securities Co., and JM Financial Ltd. [5]

Sify is preparing to file for a $500 million IPO in the next two weeks, in what could be the first Indian data-center operator to list on bourses https://t.co/5of5bRGCxT ...

Global Infrastructure Partners is in advanced talks to acquire Macquarie-backed Aligned Data Centers in one of the biggest deals of the year, according to people familiar with the matter.Aligned could be valued at about $40 billion in a transaction, said one of the people.An agreement could be announced within days, said the people who asked not to be identified because the information is private. MGX, an AI investment company established by sovereign wealth fund Mubadala Investment Co., is also involved in ...

Exclusive: BlackRock's GIP is in advanced talks to acquire Macquarie-backed Aligned Data Centers at a valuation of about $40 billion https://t.co/6IjOJWgvEB ...

Global Infrastructure Partners is in advanced talks to acquire Macquarie-backed Aligned Data Centers in one of the biggest deals of the year, sources say https://t.co/yKPZlFqFqN ...

Market Overview - Australian shares are expected to decline by -0.21% at the market open on Friday, following a bullish trend that led to a significant rise in the ASX 200 index [1] - The ASX experienced a +1.1% gain on Thursday, nearing the 9,000 points mark, although the increase was perceived as lacking substantial justification [2] Economic Influences - The bullish sentiment surrounding the potential U.S. government shutdown and rising gold prices contributed to the market's performance, although the overall buying activity seemed speculative [3] - Wall Street showed resilience with the S&P 500 and Dow Jones achieving slight gains despite the looming shutdown, while the Nasdaq composite rose by +0.4% [3] Company News - AGL Energy (ASX:AGL) is under focus as shareholders convene for an annual meeting to discuss a climate plan, with major investor Grok, led by Mike Cannon-Brookes, playing a significant role [5] - Telco companies, including Telstra (ASX:TLS) and TPG Telecom (ASX:TPG), will be required to provide "real-time" updates on Triple Zero outages starting next month due to government regulations [5] - DigiCo (ASX:DGT) announced an expansion of its IT capacity to 41 megawatts by mid-2026, along with an increase in guidance by $5 million [6] - Iceni Gold (ASX:ICL) received positive results from a 10,000-meter drilling campaign at its Guyer target site, attracting attention from investors [6] - Boss Energy (ASX:BOE) was downgraded to "Neutral" by brokers, with a target price set at $2.10 [6] Commodity Prices - The Australian dollar is trading at 65.9 U.S. cents [7] - Iron Ore prices decreased by -0.3% to $103.40 per tonne in Singapore [7] - Brent Crude oil fell by -1.57% to $64.32 per barrel [7] - Gold prices slightly decreased to $3,858 per ounce [7] - U.S. natural gas futures dropped by -1.9% to $3.40 per gigajoule [7]

Company Overview - Fermi America, co-founded by Rick Perry and Toby Neugebauer, aims to provide data and power centers for artificial intelligence [3][5] - The company was founded in January 2025 and has no revenue as of now [2][3] IPO Performance - Fermi America had a successful IPO, with shares closing at $32.53, up nearly 55% from the IPO price of $21 per share [2] - The stock price continued to rise, reaching a high of $39 per share overnight before settling around $37 [2] Project Matador - Fermi is working on Project Matador, which aims to develop a multi-gigawatt energy and data center campus, potentially the world's largest "HyperGrid" [3][5] - The project aims to deliver up to 11 gigawatts of power to AI data centers by 2038, with 1.1 gigawatts expected to be online by the end of 2026 [5] Funding and Future Prospects - Currently, Fermi has a lease for 5,236 acres of land from Texas Tech University and requires funding to start construction on Project Matador [5] - The successful IPO may provide some of the necessary funding, as investors view the startup as a lower-cost entry into the AI market [5][6] Market Context - The IPO's success may be attributed to the accessibility of Fermi's share price compared to larger AI companies like Meta Platforms and Oracle Corp, whose shares are priced significantly higher [6]

Key Points This company is one of the best ways to get exposure to data center capital spending. Capital spending commitments typically result in increased orders for data center solution providers. 10 stocks we like better than Vertiv › Shares in data center infrastructure company and Nvidia partner Vertiv Holdings (NYSE: VRT) surged by 18.2% in September, according to data provided by S&P Global Market Intelligence. The move follows an excellent period of news flow on Vertiv's primary end market, ...