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Why the Mag 7 Lost $950B in One Week
Investor Place· 2026-02-09 22:00
Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat from AI… and how Louis and Luke are positioning for the winnersLast week brought a gut punch for tech investors.Early in the week, Big Tech stocks got hammered. The S&P 500 software and services group shed roughly $1 trillion in market value. Microsoft, Salesforce, ServiceNow – names that seemed untouchable just weeks ago – were all down sharply. B ...
/C O R R E C T I O N -- Galaxy Digital Inc./
Prnewswire· 2026-02-09 21:47
In the news release, Galaxy Announces TSX Approval of Normal Course Issuer Bid for Class A Common Stock, issued 09-Feb-2026 by Galaxy Digital Inc. over PR Newswire, we are advised by the company that the original version contained incorrect information introduced by PR Newswire during transmission. The complete, corrected release follows, with additional details at the end: Galaxy Announces TSX Approval of Normal Course Issuer Bid for Class A Common Stock NEW YORK, Feb. 9, 2026 /PRNewswire/ - Galaxy Digital ...
Apple, GE Aerospace Lead Five Stocks Flashing Buy Signals
Investors· 2026-02-07 13:00
Apple Stock, GE Aerospace Lead Five Stocks Flashing Buy Signals | Investor's Business DailyBREAKING: [Dow Jones Tops 50,000, But Nasdaq Below Key Level]---Apple (AAPL) and GE Aerospace (GE) headline five stocks to watch triggering buy signals. Apple remained immune to the fallout from the recent tech sell-off. Data center builder Sterling Infrastructure (STRL) took a hit midweek, but surged Friday above an early entry and toward a breakout. Meanwhile, fellow builder Toll Brothers (TOL) is poised to reap the ...
DMG Blockchain Solutions Announces Receipt of $1.5 Million Energy Efficiency Incentive, January Preliminary Operational Results
Globenewswire· 2026-02-06 06:32
Core Insights - DMG Blockchain Solutions Inc. has been awarded a $1.5 million energy efficiency incentive for deploying hydro direct liquid cooled (DLC) server technology at its Christina Lake data center [1][2] - The energy efficiency study conducted by an independent third party indicated significant energy savings from converting to DLC technology [2] - DMG's CEO highlighted the project's importance for future hydro implementations and the company's goal to transform the Christina Lake facility into a world-class AI data center [3] Operational Performance - In January 2026, DMG's hashrate averaged 1.69 EH/s, a decrease from 1.77 EH/s in December 2025, as the company prioritized profitability over hashrate generation [4][9] - The company held 414 bitcoins at the end of January, having liquidated some mined bitcoins to fund operations, compared to 403 bitcoins in December 2025 [4][9] Strategic Developments - DMG faced delays in acquiring a property in Boardman, Oregon, and has suspended guidance on the timing of the transaction [5] - Steven Eliscu has been appointed as Corporate Secretary, in addition to his role as Chief Operating Officer, succeeding Catherine Cox [6] Company Overview - DMG is a vertically integrated blockchain and data center technology company focused on sustainable practices and monetizing the blockchain ecosystem [7]
优刻得全浸没液冷机柜上架乌兰察布,GPU算力密度提升50%
南方财经2月6日电,据智通财经,智通财经记者获悉,优刻得液冷机柜在乌兰察布智算中心正式上架, 进入规模化商用阶段。该方案通过精密结构设计,将整机高度从传统6U压缩至4U,支持8张高性能GPU 卡,算力密度提升50%。此外,全浸没式液冷技术可使GPU工作温度降低15°C,整体功耗下降15%,运 行噪音低于35dB,适用于AI训练、AI推理、超算等持续高负载场景。 ...
EnerSys targets Q4 adjusted EPS of $1.91–$2.01 as data center growth and cost savings drive outlook (NYSE:ENS)
Seeking Alpha· 2026-02-05 20:25
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La Rosa Holdings Corp. Signs Contract to Acquire Development Site for Up to 10,000 Sq. Ft. Tier III AI Data Center in Central Florida's Fastest-Growing Region
Globenewswire· 2026-02-05 14:15
Core Insights - La Rosa Holdings Corp. has entered into a contract to purchase land in Osceola County, Florida, to develop a Tier III AI data center, marking a significant step in its expansion strategy [1][4][6] Group 1: Acquisition and Development - The acquisition is expected to close on June 15, 2026, pending customary closing conditions [6] - The planned data center will cover up to 10,000 square feet and support an estimated IT load of approximately 1,500 kW, catering to enterprise, cloud, and AI workloads [2] - The facility is designed to Tier III standards, ensuring high availability, redundancy, and operational reliability, and will serve various industries including healthcare, financial services, and technology [3] Group 2: Strategic Location and Market Position - The selected site is in a high-growth corridor of Central Florida, providing access to major transportation routes, robust utility infrastructure, and a skilled workforce [4] - The project positions La Rosa Holdings at the forefront of regional data center growth, capitalizing on the area's accelerating economic development and technology adoption [4] Group 3: Sustainability and Future Plans - Sustainability is a key focus, with the data center designed to incorporate energy-efficient systems and environmentally responsible practices [5] - The CEO indicated that the company is exploring expansion into other high-demand regions, including Texas, to develop additional data centers as demand for AI and high-density computing infrastructure grows [6]
Maas Group tumbles on AI pivot as $1.2 billion materials exit spooks investors
Yahoo Finance· 2026-02-04 22:07
By Sherin Sunny and Roshan Thomas Feb 5 (Reuters) - Australia's Maas Group said on Thursday it would sell its building materials division for ​up to A$1.70 billion ($1.19 billion) to pivot towards artificial intelligence-related infrastructure, sending ‌its shares crashing more than 26%. The divestment is part of the Australian construction materials, equipment and ‌services provider's broader shift towards data center construction, a sector that has attracted investor interest as demand grows for AI sup ...
Earnings Recap: AMD Slips, SMCI & ENPH Higher
Youtube· 2026-02-04 13:34
Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG want to get before we get into some of these earnings, your big picture take on where things stand with equities. >> Yeah, we did see a little bit of a move to the downside yesterday, Diane.I think a lot of that was just the headline risk that we saw in the market. Uh obviously we have the geopolitical risk between the US and Iran that also then kind of sparked a little bit of a sell-off, a spi ...
Blackstone's Gray says AI disruption risk is 'top of the page' for us
Yahoo Finance· 2026-02-03 16:36
Group 1 - Blackstone identifies disruption from artificial intelligence development as a primary concern for its operations [1] - The company manages assets worth $1.27 trillion across various sectors, with some portfolio components being less vulnerable to AI impacts [2] - Blackstone has invested significantly in AI-related infrastructure, including data centers and utility companies, indicating a strategic focus on the AI megatrend [3] Group 2 - The company emphasizes investing in "picks and shovels" related to AI, such as digital infrastructure, as a safer approach to capitalize on the AI trend [4] - Blackstone is also investing in large-language-model companies and software firms that utilize AI technology, acknowledging the potential for high value but also recognizing the associated risks [4]