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NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 22, BofA reiterated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA), keeping the price target at $235. Vivek Arya from BofA retained the rating on NVDA following the company’s plan to invest $100 billion in OpenAI. The analyst remains optimistic on NVIDIA as he believes that this investment will yield a significant return on investment, potentially returning $300 to $500 billion in revenue o ...

We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed.Cramer discussed the recent leadership change at Oracle Corporation (NYSE:ORCL) in detail, which saw the firm’s former CEO, Safra Catz, shift to a board leadership role and two co-CEOs take her place. The CNBC TV host discussed the former CEO, her successors, and the culture at Oracle:“Well I’ve got to tell you, there’s some very ...

TeraWulf plans to raise about $3b to expand its data centers, in a deal supported by Google, according to its finance chief Patrick Fleury. The debt is expected to be issued either through the high-yield bond market or via leveraged loans, Fleury told Bloomberg in a recent interview. Morgan Stanley is arranging the potential transaction, which could be launched as early as October. Credit rating agencies are still reviewing the deal, with expectations that it could fall between BB and CCC, the typical r ...

Wall Street wants you to believe yesterday’s tech bloodbath is just about “AI spending concerns.” They’re dead wrong.Nvidia and Oracle stocks plummeted for the second straight day, sending shockwaves through the NASDAQ. Financial journalists scrambled to explain the selloff with their usual surface-level analysis. “Investors are worried about AI investment sustainability,” they proclaimed. “Oracle’s $300 billion OpenAI deal has people spooked about client concentration risk.”But here’s what Wall Street is n ...

Core Perspective - Meta is constructing a $10 billion data center in Louisiana, which will be one of the largest globally, raising concerns about the associated electricity infrastructure costs and regulatory oversight [3][4][5]. Infrastructure and Costs - The data center will require over $3 billion in new electricity infrastructure, with limited transparency regarding Meta's financial contributions [4][7]. - Entergy, the power company, has agreed to build three gas-powered plants generating 2,262 megawatts, which is about 20% of Entergy's current supply in Louisiana [7]. - Meta is exempt from paying sales tax under a new Louisiana law, potentially resulting in "tens of millions of dollars or more" in lost revenue for the state [10]. Regulatory Oversight - There are concerns about the lack of transparency and oversight in the approval process for Meta's infrastructure plan, with watchdogs highlighting the risks of private deals for public power supply [6][8]. - Consumer advocates have struggled to obtain detailed information about Meta's contracts and the potential impacts on local electricity rates [8][9]. Local Community Impact - Local residents have mixed feelings about the data center, with some fearing economic instability after construction ends, while others anticipate benefits such as increased funding for schools and healthcare [15][16]. - The construction has led to rising property prices and evictions of low-income families, raising concerns about the social impact on the community [16][17]. Comparison with Other States - Other states have implemented measures to protect consumers from rising electricity costs associated with data centers, such as Pennsylvania's model rate structure and Texas's 'kill switch' law [12][13][14].

Core Viewpoint - BofA Securities initiated coverage of Atlassian Corporation with a Neutral rating and a price target of $200, emphasizing the company's strong position in the collaboration software market while highlighting uncertainties regarding its long-term growth profile [1] Group 1: Market Positioning - Atlassian is well positioned to capture a share of the $58 billion project management and collaboration market, supported by its broad platform, central planning tools, and an installed base of over 300,000 customers [2] - Management has projected revenue growth of 20% or more through fiscal 2027 [2] Group 2: Growth Concerns - BofA expressed concerns over Atlassian's decision to accelerate the end of sales and support for its Data Center offering, which may impact its growth trajectory [3] - Risks associated with two large acquisitions have also been noted, complicating the assessment of the company's durable growth [3] - These developments have led to a balanced risk and reward scenario at current levels [3]

Core Insights - Digital Realty's shares have increased by 17% over the past six months, significantly outperforming the industry's decline of 0.3% [1][8] - The company is well-positioned for growth due to strong demand for data centers, robust leasing activity, a diverse tenant base, strategic investments, and a solid balance sheet [1][3] Company Developments - The launch of the Digital Realty Innovation Lab allows partners and customers to test AI and hybrid cloud connectivity before large-scale deployment [2] - Analysts have revised the Zacks Consensus Estimate for the company's 2025 funds from operations (FFO) per share upward by 15 cents to $7.20 [2] Market Dynamics - The growth of cloud computing, the Internet of Things, and Big Data is driving demand for data center REITs like Digital Realty, with strong demand in top-tier markets [3] - Despite high occupancy rates, these markets are absorbing new construction rapidly [3] Customer Base and Revenue Stability - Digital Realty has a high-quality, diversified customer base, including tenants from various industries, ensuring stable revenue generation [4] - The company operates 310 data centers across more than 50 metropolitan areas, with a majority of tenants being investment-grade [4] Strategic Investments - The company has made strategic land acquisitions, including a 100-acre parcel in Atlanta for $120 million and a 167-acre parcel in Dallas for $11 million, expected to support significant IT capacity [5][6] - Additional land parcels were acquired for around $6 million in the Chicago area, contributing to future revenue growth [6] Financial Position - Digital Realty ended Q2 2025 with $3.55 billion in cash, indicating strong liquidity and support for expansion [8][10] - The company's net debt-to-adjusted EBITDA ratio was 5.1X, and its fixed charge coverage was 4.7X, reflecting a solid balance sheet [10] - The company holds favorable credit ratings (BBB from Fitch and S&P, Baa2 from Moody's), which provide advantageous access to debt markets [10] Future Outlook - The company is expected to continue its growth trajectory, with capital expenditures for development activities projected between $3.0 billion and $3.5 billion for 2025 [9][11]

Core Insights - The MSCI report indicates a 19% year-on-year decline in commercial real estate investment in the Asia-Pacific region, projected to reach $31.8 billion by Q2 2025, due to rising macroeconomic and trade uncertainties [1] - Despite a slowdown in trading activities in some markets due to new tariffs, there are positive developments, particularly in the office market where investment levels have returned to long-term averages, with notable performance in South Korea and Japan [1] - Singapore's transaction volume increased by 51% in Q2, driven by strong interest from cross-border investors in hotel and residential properties [1] - Data centers showed exceptional performance, with Q2 transaction volumes surging over tenfold year-on-year to $3.5 billion, largely due to significant platform transactions [1] - The industrial real estate sector's leading momentum has slowed, prompting investors to adjust their allocations towards a more balanced approach in core sectors, with varying recovery rates across different property types [1] - A key trend for mid-2025 is the recovery of cross-border capital flows, with increased investments across major markets in all real estate categories except industrial [1]

Power Consumption - Meta's data center will be powered by three gas-fired power plants [1] - The power plants will produce 2.25 gigawatts of power [1]