Core Insights - The article highlights several stocks that are trading near buy points, with a focus on companies benefiting from data center expansion [1] Group 1: Stocks to Watch - GE Vernova (GEV) has successfully broken out past a buy point [1] - Vertiv Holdings (VRT), Dycom Industries (DY), Halozyme Therapeutics (HALO), and Viking Holdings (VIK) are also identified as stocks to watch, trading near buy points [1] - Among these, GE Vernova, Vertiv, and Dycom have reported a 35% growth in earnings per share, indicating strong performance linked to data center expansion [1] Group 2: Market Context - The article notes that the U.S. government is entering a shutdown, which may impact market conditions [1] - Despite market fluctuations, certain stocks like GE Vernova and others are highlighted for their potential as they approach key levels [1]

LAS VEGAS, Jan. 30, 2026 /PRNewswire/ -- CleanSpark, Inc. (Nasdaq: CLSK) ("CleanSpark" or the "Company"), will discuss its fiscal first quarter 2026 financial results via a live webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Thursday, February 5, 2026. Harry Sudock 702-989-7693 [email protected] Media Contact Eleni Stylianou 702-989-7694 [email protected] SOURCE CleanSpark, Inc. About CleanSpark CleanSpark (Nasdaq: CLSK), is a market-leading data center developer with a proven track record of success. ...

Core Viewpoint - A class action lawsuit has been initiated against CoreWeave, Inc. (NASDAQ: CRWV) for allegedly misleading investors about its AI infrastructure scalability and revenue guidance [1][3] Allegations of Misrepresentation - CoreWeave is accused of overstating its capacity to meet customer demand while downplaying operational risks associated with reliance on a single third-party data center supplier [2][6] - The lawsuit highlights significant delays at CoreWeave's Denton, Texas data center, which were reportedly concealed from investors [6] Financial Impact - Following the revelation of construction delays, CoreWeave's market capitalization fell by approximately $14 billion, with a notable 16% drop in stock price on November 11 after the company lowered its revenue guidance [2][6] Legal Proceedings - The lead plaintiff deadline for the class action is set for March 13, 2026, and investors who suffered losses during the class period (March 28, 2025 – December 15, 2025) are encouraged to report their losses [4][5] Company Background - Hagens Berman, the law firm leading the investigation, specializes in prosecuting securities fraud cases and has a history of securing significant recoveries for investors [8]

WhiteFiber Inc. (NASDAQ:WYFI) is one of the new stocks on the rise. Earlier on December 24, B. Riley lowered its price target on WhiteFiber to $40 from $44. This sentiment was posted based on model changes while maintaining a Buy rating. B. Riley noted that the company’s December 18 announcement of a 10-year co-location agreement with UK-based Nscale at its NC-1 campus. This initial agreement for 40 MW of critical IT load is expected to generate $865 million in total revenue, or approximately $2 million ...

（来源：团结报） 转自：团结报 与千行百业深度融合 新华社记者 刘 坤 摄 新华社记者 李紫恒 摄 新华社记者 毛思倩 摄 人类历史上从未像近三年这般，人工智能如此深刻地改变着人类发展的进程。作为数字经济时代的新型 生产力，算力正在加速应用到互联网、政务、金融、工业、医疗、交通、能源、教育等各个行业，覆盖 人工智能、智能制造、金融交易、政务民生等众多场景。 近日，"河北省人工智能综合算力指数连续两年位居全国第一"的消息传来，令河北省政协常委、民革河 北省委会副主委杨昆感到十分振奋。高兴之余，他也向记者表达出些许隐忧——"算力强不等于'产业 强'，规模大不等于'能级高'，要加快补短板、强生态、促融合，推动河北人工智能产业高质量发展"。 随着人工智能的加快发展，应用场景不断丰富，行业重心已经从"模型竞赛"转向"应用为王"。算力发展 的初期以储存和训练为主，可以远离应用端，但实时应用必须贴近场景。 □ 本报记者 吴姝静 海量知识随手查；输入两三句文字，几秒生成想要的美图动画；无人送货小车在楼宇间穿梭……每一次 操作的背后，跃动着的是一个"数字大脑"——算力。它驱动AI进化、重构智能工厂、革新政务民生，重 要性不断凸 ...

Core Viewpoint - VivoPower International PLC is focusing on a strategic pivot towards Sovereign AI compute infrastructure, highlighted by recent acquisitions in the data center sector [4]. Group 1: Company Presentation - VivoPower will present at the Noble Capital Markets Emerging Growth Virtual Conference on February 5, 2026, at 3:30 PM ET, led by Executive Chairman and CEO Kevin Chin and Chief Investment Officer Alex Cuppage [2]. - The presentation will include a fireside-style Q&A session, allowing live audience questions, and will offer scheduled 1x1 meetings for registered investors [2]. Group 2: Strategic Focus - The management's presentation will emphasize the company's "Power-to-X" strategy, which aims to develop, build, and own low-cost, sustainable powered land and data center infrastructure in select sovereign nations for AI use cases [4]. - Recent acquisitions include a 25MW data center platform in the UAE, a definitive agreement for 291MW of land with power rights in Finland, and a 42MW data center acquisition in Norway [4]. Group 3: Company Background - VivoPower, founded in 2014 and listed on Nasdaq since 2016, operates globally across various regions including the UK, Australia, North America, Europe, the Middle East, and Southeast Asia [5]. - The company is a B Corporation focused on sustainable energy solutions and is scaling its Power-to-X strategy while also managing three other business units: Tembo, Caret Digital, and Vivo Federation, which are in the process of being spun out or divested [5].

SHANGHAI, China, Jan. 30, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced a private placement of US$300 million of Series B convertible preferred shares (the “convertible preferred shares”) to Huatai Capital Investment Limited, a Chinese institutional investor (the “Private Placement”). GDS will use the proceeds from the private placement to fund expan ...

Core Insights - Carrier Connect Data Solutions Inc. is focused on rolling up Tier II/III data centers internationally, specializing in co-location services for AI companies, service providers, enterprises, and small businesses [4] Company Overview - Carrier Connect Data Solutions operates as a carrier-neutral organization, owning its systems outright within leased spaces [4] - The company primarily serves markets in Vancouver and Ottawa, Canada, and Perth, Australia, providing data center solutions tailored to client needs [4] Recent Developments - The company has acquired 4 Megawatts through 2 data centers in Ottawa, Ontario [7] - An LOI has been announced to acquire a new data center in Saint John, New Brunswick [7] - Carrier Connect has raised over CAD $5 million in new financing [7] - Additionally, the company has acquired a 2 Megawatt data center in Perth, Australia [7] Upcoming Events - Mark Binns, CEO of Carrier Connect, will present at the Small Cap Growth Virtual Investor Conference on February 5, 2026 [1] - The event will allow real-time interaction with investors, and an archived webcast will be available post-event [2]

Core Insights - NextEra Energy is positioned to benefit from the explosive growth in data centers, which are essential for cloud computing and AI, as they require significant power for operation and cooling [2][10] Group 1: Market Context - The tech-heavy Nasdaq-100 Index has increased over 19% in the last year, while the S&P 500 has risen nearly 15%, driven by the growth of data centers [1] - U.S. power demand is projected to grow by 58% over the next 20 years, which is six times faster than the previous decade's growth [4] Group 2: Company Positioning - NextEra Energy is the largest electric utility in the U.S. and a leading clean power infrastructure development company, making it well-positioned to capitalize on the data center boom [6][10] - The company has a market capitalization of $184 billion and a current stock price of $88.18, with a gross margin of 35.48% and a dividend yield of 2.57% [5][6] Group 3: Strategic Partnerships - NextEra Energy has signed multiple power purchase agreements (PPAs) with major tech companies, including 2.5 gigawatts (GW) with Meta Platforms and 3.5 GW with Google to support their data center expansions [7][8] - The company is also collaborating with ExxonMobil to develop a 1.2 GW power plant that integrates gas generation with carbon capture technology, indicating a focus on sustainable energy solutions for data centers [9]

Core Viewpoint - The construction of underwater data centers is expected to reshape the future of smart cars by addressing the increasing computational demands of the automotive industry, particularly in the context of autonomous driving and vehicle-to-everything (V2X) communication [4][9]. Group 1: Underwater Data Centers - The Guangdong Province has issued an action plan to promote the integration of the digital economy with the marine industry, including the exploration of underwater data centers [3]. - Underwater data centers utilize advanced technologies to ensure the safe operation of servers under high pressure, connecting to shore stations via underwater optical cables for stable power supply and high-speed data transmission [7][8]. - These centers can significantly reduce operational costs by over 40% due to lower cooling requirements and do not occupy valuable land resources, addressing the scarcity of land in urban areas [8]. Group 2: Computational Demands of Smart Cars - Smart cars, especially those with Level 3 autonomous driving capabilities, require substantial computational power, processing data at rates of several gigabytes per second [5]. - Traditional land-based data centers face limitations in energy consumption and land availability, making them less suitable for the growing demands of the smart automotive sector [6]. Group 3: Benefits of Underwater Data Centers for Smart Cars - Underwater data centers can provide low-latency computing support, reducing data transmission delays to an average of 14 milliseconds, which is critical for real-time decision-making in autonomous driving [9]. - The integration of underwater data centers with offshore wind power can create a sustainable ecosystem that supports the smart automotive industry while promoting carbon neutrality [10]. - Future developments may lead to a "vehicle-road-cloud-sea" collaborative smart transportation system, enhancing traffic flow optimization and personalized travel services [10].