When it comes to giant paychecks, 10 women stand above the pack in the S&P 500. But does it pay off for investors, too?The answer is largely, no. The average gain of the stocks with the highest paid women CEOs last year was just 16.3%, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSurge. That lagged the S&P 500's gain of 23.3%. Only five of the stocks topped the S&P 500.And it's not paying off this year either. These 10 stocks are up an average of just 5.9% ...

The stock does seem overvalued, but you might still invest in it -- one way or another.With its recent price-to-sales ratio of 38, Applied Digital (APLD 15.71%) certainly looks like its shares are overvalued. So is it too late to invest in the company? Well, it depends. It might not be.First, understand its business: It "designs, builds, and operates high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads." That's ...

Core Points - HRC World PLC has formally applied to delist its ordinary shares from trading on the Nasdaq First North Growth Market Copenhagen due to the discontinuation of services by VP Securities A/S [2][3] - The decision to delist is a result of external factors beyond the company's control, despite full compliance with listing and regulatory obligations [3] - The company is transitioning its trading to the Aquis Stock Exchange Growth Market in the UK, where trading commenced on 26 August 2025 [4] Company Overview - HRC World PLC is a UK public company that develops and operates small to medium-sized distributed data centers, offering co-location services such as server rack rentals and secure hosting spaces [6] - The company is also exploring sustainable innovations in renewable energy solutions, including solar, wind, hydro, biogas, and new technologies like nano-nuclear reactors [6]

VNET Group (VNET.US, Buy, on CL) Move-in and order volume improvements to drive re-rating Oct 2025 Timothy Zhao Goldman Sachs (Asia) L.L.C. +852 2978-2673 timothy.zhao@gs.com Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC ...

8 October 2025 | 10:39AM EDT Commodities Research Power Comment: US Data Centers: Rapid Growth and Sustained Concentration We start monitoring data center developments in the US and find that incumbent data center markets continue to drive most of the rapid capacity growth, while new markets are also emerging. 1 The competitiveness scores are weighted averages of the following four Z-scores (i.e. variables with a zero average and a standard deviation of one) of: 1) Data-intensive GDP downstream to data cent ...

The 50-megawatt facility is being developed by Sify, a subsidiary of NASDAQ-listed Sify Technologies, on 3.6 acres of government-allotted land in "Lokesh laid the foundation for Sify Technologies' Rs 1,500 crore AI Edge Data Center and Open Cable Landing Station (CLS) in Visakhapatnam, marking a new era in The AI Edge Data Center and CLS are expected to position Vizag as "India's next global digital gateway," strengthening subsea connectivity and AI infrastructure. The project is projected to generate emplo ...

Core Insights - Sify Infinit Spaces has begun construction on its AI Edge Data Center and Open Cable Landing Station in Visakhapatnam, positioning the city as a global digital gateway on India's eastern seaboard [1][2] - The facility will be the first 50MW AI-powered Edge Data Center in Visakhapatnam, enhancing the region's capabilities in low-latency AI computing [2] - The project involves an investment of approximately ₹1,500 crore, with plans to create over 1,000 jobs during construction and operations, focusing on local technical talent [3] Infrastructure and Connectivity - The Open Cable Landing Station will establish new submarine cable routes connecting India with Southeast Asia and Australia, providing resilient connectivity and low-latency processing [4] - The Edge Data Center will be interconnected via an OPGW substation and supported by at least two diverse fiber networks, ensuring redundancy and scalability [4] Strategic Importance - The project is seen as a significant milestone in Andhra Pradesh's digital development and India's technological self-reliance [5] - Sify Infinit Spaces operates 14 data centers across six cities, serving over 500 clients, and is recognized as a leading digital ICT solutions provider in India [6]

Core Insights - New Era Energy & Digital is progressing into Phase 2 of its Texas Critical Data Center project, with plans to scale the facility to one gigawatt and beyond [1][5] Group 1: Project Overview - The company currently owns 235 acres in Texas through a joint venture with SHARON AI, with an additional 203 acres under option to close within 90 days, totaling 438 acres once completed [1][4] - Phase 2 involves site clearing, environmental work, and design planning with an engineering partner to develop a potential powered shell data center, which is expected to provide a more constant revenue stream compared to powered land sales [2][6] Group 2: Location Advantages - The site is located in an attainment zone, allowing emissions of up to 250 tons per year, which facilitates a faster permitting process and supports larger-scale power delivery compared to non-attainment zones [3][9] - Construction is anticipated to begin in early 2026, marking a significant milestone for the company's expansion efforts [3][8] Group 3: Strategic Approach - The company is focusing on behind-the-meter power generation to control its energy supply and meet the massive demand for data centers [7] - The "powered shell" model is being considered to lease the facility to hyperscalers, providing a more consistent revenue stream [6]

Core Viewpoint - The current AI capital expenditure (capex) landscape is characterized by circular funding among major companies, raising concerns about sustainability and profitability, reminiscent of past market bubbles [4][10][30]. Group 1: Circular Funding Dynamics - Major companies like AMD, Nvidia, and Oracle are engaging in circular funding, where investments are recycled among themselves, creating an illusion of unprecedented investment scale [4][7]. - This circular funding model has historical parallels, such as Cisco's vendor financing during the dot-com bubble, which ultimately led to significant market failures [4][34]. - Critics argue that the current AI funding model may not be sustainable, as many companies involved lack sufficient cash flow to support their capex commitments [11][13]. Group 2: Profitability Concerns - The majority of profits in the AI sector are currently concentrated among suppliers of AI infrastructure, such as Nvidia and Broadcom, rather than the AI companies themselves [19][30]. - Despite significant investments, AI companies have yet to generate substantial revenues, leading to skepticism about their long-term profitability [30][32]. - The high capital intensity of AI investments, combined with unclear timelines for returns, raises further doubts about the sustainability of current valuations [31][32]. Group 3: Competitive Landscape - The AI industry faces high supplier negotiating power and increasing competition, which could negatively impact profit margins [23][29]. - New entrants and substantial investments from various platforms are likely to intensify rivalry, further challenging the profitability of existing players [24][30]. - The potential for substitution among AI services remains uncertain, but it could affect buyer power and pricing dynamics in the future [25][26]. Group 4: Investment Implications - Companies in the AI sector must identify viable revenue streams to justify their massive capital expenditures, or they may face declining revenues [33]. - The stock market may struggle to sustain high valuations for AI companies, leading to potential deflation of market caps across the sector [33]. - The current investment climate, driven by high-risk funding sources, suggests that the AI bubble may be nearing its peak, with implications for broader market stability [32][33].

In a bid to make an Artificial Intelligence (AI) data center out of its former Bitcoin mining site in Texas, Galaxy Digital has secured a $460 million private investment. According to sources familiar with the matter, the fund was obtained from one of the world’s “largest asset managers.” Galaxy Digital Awaits Approval From Toronto Stock Exchange Mike Novogratz’s Galaxy Digital recently received a $460 million private investment from one of the world’s largest asset managers, which it has failed to speci ...