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2 AI Infrastructure Stocks Nobody is Talking About (AEIS, DBRG)
ZACKS· 2025-07-01 16:15
Nvidia ((NVDA) has rightfully earned its spot as the undisputed leader in AI infrastructure, with its GPUs powering everything from training large language models to real-time inference. But while Nvidia dominates the headlines, a few lesser-known players are quietly finding their own niche roles in the sector, though they are going mostly unnoticed. Two such stocks, Advanced Energy Industries ((AEIS) and DigitalBridge Group ((DBRG), are starting to break out. Both names are showing strong recent momentum, ...
Key Reasons to Add American Tower Stock to Your Portfolio Now
ZACKS· 2025-07-01 15:21
Key Takeaways AMT benefits from 5G demand and its portfolio of 149,000 global communication sites. Long-term tower leases and divestment of risky assets support stable recurring revenues. Plans to invest more than $600M in data centers in 2025 to tap into the booming AI and cloud market.American Tower (AMT) is well-positioned to benefit from increased investment by wireless carriers in 5G networks. The long-term leases with its tenants assure stable cash flows. Prudent capital-allocation strategy and stro ...
IREN: When Crypto Cash Funds AI Dreams
Seeking Alpha· 2025-07-01 12:19
IREN Limited (NASDAQ: IREN ) stands at a rare crossroads where two booming narratives collide: the relentless cash machine of low-cost Bitcoin mining and the huge runway of AI infrastructure. With 50 EH/s capacity, enviable margins, and no crypto held on the balance sheet, IREN’s corePythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with hig ...
MEDIA ALERT: Equinix Sets Conference Call for Second-Quarter Results
Prnewswire· 2025-07-01 12:01
REDWOOD CITY, Calif., July 1, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that it will hold its quarterly conference call on Wednesday, July 30, 2025, at 5:30 p.m. ET (2:30 p.m. PT). The company will discuss second-quarter results for the period ended June 30, 2025.To hear the conference call live, please dial 1-517-308-9482 (domestic and international) and reference the passcode (EQIX). A simultaneous live webcast of the call will be avail ...
Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 Per Share for July 2025
Globenewswire· 2025-07-01 11:50
Core Points - Kayne Anderson Energy Infrastructure Fund, Inc. announced a monthly distribution of $0.08 per share for July 2025, payable on July 31, 2025 [1] - The company declares distributions monthly, with the next expected in early August, subject to Board approval and compliance with debt covenants [2] - The fund aims to provide a high after-tax total return, focusing on cash distributions to stockholders by investing at least 80% of its total assets in Energy Infrastructure Companies [3] Distribution Details - Record Date / Ex-Date is July 15, 2025, with a payment date of July 31, 2025, and a distribution amount of $0.08, representing a return of 50% [3] - Cash distributions may be adjusted and are not guaranteed, varying based on portfolio changes and market conditions [4]
Bitget 上线 NodeOps (NODE) 现货交易
Globenewswire· 2025-07-01 07:16
维多利亚,塞舌尔, July 01, 2025 (GLOBE NEWSWIRE) -- 全球领先的加密货币交易所和 Web3 企业 Bitget 宣布在创新、AI 和 DePIN 专区 (Innovation, AI, and DePIN Zone) 上线 NodeOps (NODE),并开放现货交易。 NodeOps 是一个 DePIN 基础设施平台。 NODE/USDT 交易对将于 2025 年 6 月 30 日 10:00 (UTC) 正式开盘,提现功能将于 2025 年 7 月 1 日 11:00 (UTC) 开放。 NodeOps 正在构建一套全栈解决方案,致力于让去中心化计算变得简单、可靠且易于大规模使用。 它的架构分为两层:第一层是 NodeOps Network 基础协议,用于协调去中心化实体基础设施 (DePIN);第二层是一套面向用户的产品组合,包括 NodeOps Cloud、控制台 (Console)、代理终端 (Agent Terminal)、质押中心 (Staking Hub) 和安全中心 (Security Hub),用于简化部署和管理流程。 整个生态系统的核心是 NODE 代 ...
L.B. Foster Company Completes Successful Amendment to its Revolving Credit Agreement
Globenewswire· 2025-06-30 20:00
Core Viewpoint - L.B. Foster Company has successfully amended its credit agreement, enhancing its financial flexibility and capacity to support growth initiatives in the rail and infrastructure markets [1][2]. Financial Agreement Details - The company entered into a Fifth Amended and Restated Credit Agreement on June 27, 2025, extending the facility maturity date to June 27, 2030 [1]. - Borrowing capacity increased from $130 million to $150 million, with an additional $60 million incremental loan feature available [5]. - The revised terms include improved pricing and a more accommodating covenant package, reducing restrictions on corporate finance transactions [1][5]. Strategic Implications - The favorable terms of the credit agreement are expected to lower overall financing costs and provide greater flexibility for investments in growth programs and corporate finance initiatives [2][5]. - The company remains optimistic about opportunities in its core growth platforms, specifically Rail Technologies and Precast Concrete [2]. Company Background - Founded in 1902, L.B. Foster Company is a global technology solutions provider for the rail and infrastructure markets, with a focus on innovative engineering and product development [3]. - The company operates in North America, South America, Europe, and Asia, addressing safety, reliability, and performance needs for its customers [3].
Sterling Infrastructure: Staying The Course As Momentum Builds
Seeking Alpha· 2025-06-30 16:27
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
X @Bloomberg
Bloomberg· 2025-06-30 14:40
Iran-affiliated hackers remain a potential threat to critical sectors of the US economy https://t.co/qlWo3NXFyw ...
报道称CoreWeave洽谈收购Core Scientific,后者涨超30%
Hua Er Jie Jian Wen· 2025-06-27 04:18
AI云服务巨头CoreWeave正与数字基础设施公司Core Scientific就收购事宜重新展开谈判,这距离其去年收购提议被拒已过去 约一年时间。 去年收购被拒,股价已翻倍 两家公司的合作关系已持续多年。去年6月,双方宣布签署一系列为期12年的合同,Core Scientific将为CoreWeave的运营提 供数百兆瓦的托管服务,预计将为Core Scientific带来数十亿美元收入。 分析指出,这笔潜在交易如果达成,将进一步巩固CoreWeave在AI基础设施领域的地位,同时为其获得更多计算资源和电力 容量。 6月26日,据媒体报道,CoreWeave与数字基础设施公司Core Scientific的收购事宜可能在未来几周内敲定交易,前提是双方 不出现重大分歧。报道指出,随着人工智能需求激增,数据中心空间和电力资源短缺问题日益突出,促使相关企业通过并购 来获得更多计算资源和基础设施能力。 风险提示及免责条款 Core Scientific是众多试图从AI热潮中获益的比特币挖矿公司之一。人工智能应用的爆发式增长,导致数据中心空间和电力资 源出现短缺,而这为拥有大量计算基础设施的加密货币挖矿企业提供了转 ...