Company Overview - Astera Labs is a network infrastructure company focused on selling Ethernet, CXL, and PCIe-based products aimed at enhancing connectivity between various chips in data centers designed for AI and cloud computing [1]. Industry Context - The products developed by Astera Labs are critical for improving data center operations, particularly in the growing fields of artificial intelligence and cloud computing, which are increasingly reliant on efficient chip connectivity [1].

Core Viewpoint - Vertiv is facing potential competition from Amazon in the cooling technology sector, which has led to a decline in its stock price by 7.3% following the news [1][2]. Group 1: Competition and Market Dynamics - Amazon is advancing in liquid cooling technology for its P6e-GB200 Ultra Servers, which enhances compute density and supports Nvidia Blackwell GPUs on AWS [3][4]. - The new custom liquid cooling system developed by Amazon was created in just 11 months and is now being deployed, indicating a significant move into the cooling technology space [4]. - Amazon has evaluated multiple liquid cooling solutions from other vendors but found them unsuitable for AWS, which may indirectly reference Vertiv [5]. Group 2: Implications for Vertiv - Vertiv's stock has increased approximately tenfold since 2022, largely benefiting from the AI boom, and it reported a 25% organic net sales growth in the first quarter [6]. - While Vertiv's near-term prospects appear solid, the entry of Amazon into the cooling technology market could pose challenges to its growth trajectory [6].

Fort Lauderdale, FL, July 10, 2025 (GLOBE NEWSWIRE) -- MARA, (NASDAQ: MARA) ("Company"), a leading digital energy and infrastructure company, today announced the appointment of Nir Rikovitch as Chief Product Officer (CPO), where he will lead MARA’s product strategy, commercializing the company’s breakthrough technology into market-ready products that deliver operational utility and efficiency. Rikovitch joins MARA to build the company’s product discipline from the ground up, bridging engineering, strategy, ...

THE WOODLANDS, Texas, July 10, 2025 /PRNewswire/ -- Sterling Infrastructure, Inc. (NasdaqGS: STRL) ("Sterling" or "the Company") today announced the appointment of B. Andrew (Andy) Rose and David (Dave) Schulz to its Board of Directors, effective July 10, 2025. Mr. Rose was appointed to the Compensation and Talent Development Committee, and the Corporate Governance and Nominating Committee, and Mr. Schulz was appointed to the Compensation and Talent Development Committee, and the Audit Committee.Andy Rose i ...

Growth stocks have made a strong comeback after a rocky start to the year, driven by anticipated deregulation and significant breakthroughs in artificial intelligence (AI). Valuations have surged, and at first glance, bargains seem extinct.Look closer. Two high-powered growth stocks buck this trend, offering compelling opportunities despite price tags that would terrify traditional investors. When 70 times sales is cheapNebius Group (NBIS -2.23%) trades at over 70 times trailing sales, an astronomical valua ...

In this video, I will discuss the CoreWeave (CRWV 1.17%) and Core Scientific deal and how it might impact other artificial intelligence (AI) infrastructure players. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of July 8, 2025. The video was published on July 8, 2025. ...

硅谷的财富管理巨头Iconiq Capital近日发布了一份《2025年AI现状报告》，Iconiq目前管理约 800亿美元财富，并且重点是这份报告诚意满满，Iconiq访谈了300位AI公司高管，并且得出一个重 要结论：全球AI公司的支出方面，在大数据存储、处理和AI基础设施上的支出，高于推理和训练，而 随着全球AI正在进入从概念炒作到应用落地的全新阶段，AI公司云服务费用、模型推理成本以及治理 相关支出则逐步成为主要开销。 也就是说，AI兜兜转转又到了比拼基础设施的阶段，也难怪英伟达被关税砸了这么大的一个"坑"， 还能再三个月之内继续创了历史新高，并带动A股PCB、CPO等上游供应链板块持续大涨。而在AI基 础设施中，智算云作为智能计算与云计算深度融合的新型基础设施，正以异构资源调度、全链路AI能 力为核心，逐步替代传统通用算力，成为数字经济时代的核心引擎。 二级市场已经"爆了"，相信一级市场也不会太远。 先看市场层面，中国智算云已进入爆发式增长阶段，2024年下半年基础设施服务市场规模达124.1 亿元，同比增长57.7%，其中生成式AI IaaS市场同比激增165%至87.4亿元，首次在整体AI Ia ...

HOUSTON, July 09, 2025 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") plans to release its second quarter 2025 results on Wednesday, July 23, 2025, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, July 23, 2025, at 5:30 p.m. eastern time. A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at https://investor.crowncastle.com. Partici ...

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, ...

Kyndryl(KD.US)凭借持续推进的业务转型及出色执行，在昨日盘中一度飙涨至44.2美元，收涨42.63美 元。截至发稿，这家IT基础设施公司夜盘上涨0.05%，报43.4美元，有望于下一交易日突破2月5日创下 的43.45美元历史峰值。该股今年以来累计涨幅已达26%。奥本海默对Kyndryl的评级为"跑赢大盘"，并 将其目标价从47美元上调至55美元。 奥本海默分析师伊恩.扎菲诺与艾萨克.塞尔豪森在一份投资者报告中表示："过去三年多来，该公司在业 务转型方面取得显著进展，管理层的执行能力持续在线。2025财年，公司签约额同比增长46%，达183 亿美元。值得关注的是，随着分拆前的旧合同陆续重新定价，预计2026财年高利润率签约额占营收的比 例将从2025财年的50%提升至约67%。" Kyndryl于2021年末从IBM分拆独立。Kyndryl咨询业务也为公司贡献了可观增长，在新增签约额中占比 约24%。 分析师补充道："总体而言，Kyndryl仍是我们的首选标的之一。在新增签约、高利润率业务的重新定价 与扩张，以及股票回购等因素推动下，2028财年每股收益(EPS)有望达到约5美元。 此外，我们注意 ...