And joining us now ahead of u the first day of a shortened uh trading week, Stephanie Link, High Tower, chief investment strategist and a CNBC contributor. Um we've been hit with you've been hit with just about everything. Uh so now we got the latest. Now we've got a major conflict in the Middle East.Uh Steph, anything change. Again, you you do what you're you keep on keeping on, right. Just just do what you do.Well, I'm trying. It's not easy on c certain weeks, but uh I think we're kind of chipping away at ...

RETRANSMISSION: HIVE Digital Technologies to Release Fiscal March 31, 2025 Q4 and Full Year 2025 Financial Results and Hold Earnings Call on June 26June 16, 2025 6:00 AM EDT | Source: HIVE Digital Technologies Ltd.San Antonio, Texas--(Newsfile Corp. - June 16, 2025) - HIVE Digital Technologies Ltd. (TSXV: HIVE) (Nasdaq: HIVE) (FSE: YO0) (referred to as the "Company" or "HIVE"), a global leader in sustainable data center infrastructure, today announced it will release its financial results for ...

Core Insights - HIVE Digital Technologies Ltd. will release its financial results for Q4 and the full year ending March 31, 2025, on June 26, 2025, followed by an earnings call at 8:00 AM EST [1][2] Company Overview - HIVE Digital Technologies Ltd. is a leader in sustainable blockchain and AI infrastructure powered by green energy, with operations in Canada, Sweden, and Paraguay [3]

Investment Rating - The report assigns a "Buy" rating for the data center sector, indicating a positive outlook for investment opportunities in this industry [1]. Core Insights - The report emphasizes that technology development, particularly AI and cloud transformation, is driving demand for data centers, with a forecasted 60% increase in demand by 2027, compared to only 10% growth in logistics demand [3][71]. - It highlights that the data center sector is currently mispriced, with average valuations correcting to 20x 1Y forward EV/Ebitda, which is at the lower end of the logistics range of 20-30x, suggesting potential for re-rating based on earnings delivery and monetization [3][71][106]. Summary by Sections Lessons from E-commerce Boom on Logistics Assets - The e-commerce boom during 2020-2024 led to a doubling of e-commerce value in Singapore and Australia, significantly impacting logistics fundamentals, with rental growth of 23% in Singapore and 100% in Sydney [2][20]. - The share prices of logistics-related stocks approximately doubled from the Covid trough, with EV/Ebitda expanding from 20x to 30x before correcting back to around 20x [2][20]. Applying Lessons to Data Centers - Data center demand growth is driven by cloud transformation and AI adoption, with a forecast of 60% increase in demand by 2027 [3][71]. - The report indicates that data center vacancy rates are expected to remain below historical averages until 1Q28, with stronger rental growth anticipated in markets with tight vacancies starting in 2024 [3][71]. Buy Recommendations - Keppel is well-positioned as a data center sponsor with a projected 4.7% dividend yield for 2026 and strong balance sheet capacity for acquisitions [4]. - Goodman Group is noted for its strategic assets and positive pivot towards data centers, while NextDC is highlighted for its first-mover advantage in Australia [4]. - DigiCo REIT is recognized for its favorable supply/demand dynamics in the US and Australia [4].

Core Viewpoint - Retail investors have a long-term investment advantage over professional hedge fund investors, allowing them to buy stocks early and wait for growth catalysts to materialize [2] Company Overview - Nebius Group (NBIS) is positioned as a compelling long-term investment opportunity, with a market cap of $11.4 billion and a stock price increase of 70% this year [5][3] - The company specializes in building data centers to support AI solutions, renting out infrastructure that utilizes GPUs from major suppliers like Nvidia [5][6] Recent Developments - Nebius recently raised $1 billion through convertible notes to accelerate growth and announced expansion plans in the UK, alongside the availability of Nvidia's next-generation Blackwell chips in Europe [9] - The company has expanded its data center network by adding four new locations across Europe, the U.S., and the Middle East in the last three quarters [11] Financial Performance - In Q1, Nebius reported revenue of over $55 million, a 385% increase year-over-year, although net losses grew by 41% to nearly $114 million [10] - Management anticipates achieving an annual run-rate revenue of $750 million to $1 billion by year-end and expects to reach positive adjusted EBITDA in the second half of the year [11] Future Projections - Management projects mid-single-digit billions in revenue with adjusted EBITDA margins of 20%-30% over a four-year depreciation schedule [12] - The company is experiencing significant growth in a promising sector, with its business model resonating well in the AI market [12]

全网都在"尝鲜"的AI图片、视频生成技术，《哪吒2之魔童闹海》里精妙唯美的渲染特效……这些体 验，都离不开算力这一数字底座的支撑。数字经济浪潮奔涌的今天，算力已成为驱动科技创新、产业跃 迁的新动能。 6月13日，第四届粤港澳大湾区（广东）算力产业大会暨第三届中国算力网大会在韶关举办。作为经济 大省、数字强省，在算力这条赛道上，广东到底有多快？本期信心有数一起看！ 2027年广东算力规模将超60EFLOPS 当人们谈论电力时，谈论的是照亮夜晚、驱动机器、连接世界的能量。而在数字时代，算力就是这种能 量，它是推动科技进步、经济发展和社会变革的"新电力"。 "信心有数"栏目 南方都市报、南都大数据研究院"信心有数"栏目，用数据记录广东实现现代化的奋进之路，用数据描绘 万马奔腾共创美好的活力之路，用数据书写每一个你我昂扬向上的信心之路。 千里之行，系于你我；心中有数，广东可期。 如果说算力就是数字时代的"新电力"，那么作为粤港澳大湾区国家枢纽节点、华南地区唯一的国家数据 中心集群，韶关集群正在成为广东最重要的"发电厂"。 大湾区"算力之城"，韶关何以脱颖而出？ 在自然环境方面，韶关地质安全稳定，年平均气温全省最低，有 ...

Group 1: Chevron (CVX) - Chevron's stock has declined by 23% from its all-time high in January 2023, which correlates with a 22% dip in the price of oil benchmark West Texas Intermediate during the same period [4][5] - The company has a strong track record of increasing dividends for 38 consecutive years, with a conservative average payout ratio of 68.4% over the past five years [5] - Chevron operates across the entire energy value chain, allowing it to benefit from greater efficiencies and mitigate risks associated with any single segment of the energy business [6] Group 2: Vertiv (VRT) - Vertiv's stock is down approximately 26% from its all-time high, but it has shown significant recovery recently, making it a potential buying opportunity [8] - The company is positioned to benefit from ongoing investments in artificial intelligence (AI) and data centers, with no signs of a slowdown in data center spending [9] - Vertiv's new 800-volt high voltage direct current (HVDC) power systems are expected to be ready by the second half of 2026, aligning with Nvidia's platform rollouts in 2027, which could drive a new cycle of orders [11]

此外，涵盖数据中心建设、数据服务与应用、大数据制造业在内的32个项目在大会现场集中签约，标志 着韶关构建"基建——应用——制造"闭环生态，为算力产业注入更强劲的实体支撑。 据了解，首批签约聚焦数据中心项目，三大电信运营商及10家企业率先落子。其中，电信数据中心二期 项目拟建设3.85万标准机架，计划总投资超24亿元。中国移动通信集团广东有限公司、中国联合网络通 信有限公司广东省分公司等将在算力基础设施、网络建设、产业数字化转型等方面与韶关加强合作。 (完) 场。韶关市政府 供图 据介绍，韶关数投公司联合华为，携手中国汽研、上海鸿翼、景联文科技、飞图影像、广州视能互联等 产业合作伙伴，共同推动创新实验室正式落地韶关。 创新实验室聚焦数据要素、人才培养、适配中心三大核心方向，融合技术与资源，服务国家战略，助力 韶关打造数字产业新高地。其中，在数据要素方面，创新实验室将构建产学研、政企协同机制，联合高 校共建研发中心，推动数据治理与隐私计算应用；搭建数据流通平台，提升数据价值释放；参与制定数 据开放与治理标准，支撑数字经济发展。在人才培养方面，创新实验室推进产教融合，联合高校开 展"订单式"培养，建设实训基地，推动 ...

封面新闻记者 周翼 贵安新区规划展示厅 石照昌摄 作为中国第8个国家级新区、中国首个国家级大数据综合试验区，贵安新区位于贵阳市和安顺市接合部、黔中经济区核心地带。经过10年发展，贵安新区 从一张"白纸"到如今顶着"中国数谷"的头衔，华为、腾讯、中国移动等行业巨头纷纷落子。 贵安超级计算中心以日均处理超10PB数据的能力，将算力源源不断输送到全国各地，今年爆火的《哪吒2》中，超40%的特效渲染由这里提供算力保障。 地处西南的贵安新区，是如何从"科技洼地"一步步成为"算力高地"的呢？ 作为一家高新技术企业，选择从上海到贵州贵安新区，贵州数据宝网络科技有限公司（以下简称"数据宝"）10年前作出这个决定时，估计不少人都持怀疑 态度。6月9日，封面新闻记者随"贵安新区高质量发展媒体调研行"活动走进这家企业时，公司政务总监罗洪江用一句话回答了记者的疑问，"因为我们看 好这里的发展前景"。 用政策吸引"大厂"落地 不久前，腾讯把服务器放进山洞里的视频，在社交平台上引发不少人关注。公开资料显示，腾讯七星洞库式数据中心是我国首座洞库式数据中心，借助山 体内部温度低于外部的自然条件，服务器在这里拥有了天然的"空调房"，这个数据中 ...

Core Viewpoint - IREN Limited successfully closed a private offering of $550 million in convertible senior notes, reflecting strong investor demand and strategic financial maneuvers to support its growth initiatives in the data center sector [1][3]. Group 1: Transaction Details - The initial offering was upsized from $450 million to $500 million due to high demand, with an additional $50 million purchased through the initial purchasers' option [3][6]. - The notes carry a 3.50% coupon rate and have a conversion premium of 30% [6]. - The net proceeds from the offering are approximately $534.9 million after deducting discounts, commissions, and estimated offering expenses [4][6]. Group 2: Use of Proceeds - Approximately $53.8 million will fund the cost of capped call transactions, while about $92.5 million is allocated for a prepaid forward transaction [7]. - The remaining proceeds will be used for general corporate purposes and working capital [7]. Group 3: Capped Call and Prepaid Forward Transactions - Capped call transactions were entered into to reduce potential dilution of IREN's ordinary shares upon conversion of the notes, with an initial cap price of $20.98 per share, representing a 100% premium over the last reported sale price [4][5]. - The prepaid forward transaction involves purchasing approximately $92.5 million of IREN's ordinary shares, facilitating derivative transactions for investors [8][9]. Group 4: Company Overview - IREN is a vertically integrated data center business focused on renewable energy, with a power portfolio of 2,910 MW secured across over 2,000 acres in the U.S. and Canada [12]. - The company operates 660 MW of data centers, expanding to 885 MW in 2025, and is a significant player in Bitcoin mining and AI cloud services [13].