Few investors are willing to put their capital to work outside of the United States stock market; however, in today’s global economy and opportunity-based environment, this could be a massive sunk cost of opportunity that not many can afford to take on in their portfolios. For this reason, diversifying into international growth stories can be a great strategy moving forward. Alibaba Group TodayBABAAlibaba Group$107.97 +1.70 (+1.60%) 52-Week Range$73.87▼$148.43Dividend Yield0.95%P/E Ratio14.49Price Target$1 ...

Google's 2025 Sustainability report discloses 27% y/y higher 2024 electricity use (+25% NA, +32% int'l), stalling gains in 24/7 carbon-free energy & surging water use as Google continues to employ evaporative cooling. Alphabet's 2025 Sustainability report suggests hyperscalers are on track for 7th consecutive year of 25%+ y/y electricity demand, even before surging AI inference demand. The report indicates that GOOG's electricity use increased 27% y/y (+25% North America, +32% int'l) in 2024 to ~32 terawatt ...

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 ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

The increased investor optimism in the stock can be attributed to the favorable operating environment. This data center operator is expected to post quarterly funds from operations (FFO) of $9.21 per share in its upcoming report, which represents a year-over-year change of -0.1%. Revenues are expected to be $2.26 billion, up 4.5% from the year-ago quarter. FFO and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in FFO est ...

BEIJING, June 27, 2025 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that the Company has increased its total net revenues and adjusted EBITDA (non-GAAP) guidance for the full year 2025."We were very pleased to deliver an impressive first quarter results, demonstrating sustained operating and financial momentum underpinned by strong strategic execution," said Qiyu Wang, Chief Fi ...

Shares in data center company and real estate investment trust (REIT) Equinix (EQIX -7.92%) were lower by nearly 10% by noon ET today. The decline comes after a slew of Wall Street analysts downgraded the stock the day after its analyst day presentation.Here's what the investment community is worried about.Analyst downgradesIn truth, the decline is probably a combination of lofty expectations going into the analyst day presentation (not least because data centers and artificial intelligence, or AI, are the ...

MasTec (MTZ) 2025 Conference June 24, 2025 10:55 AM ET Speaker0 Good morning. Welcome to the JPMorgan Energy Power Renewables and Mining Conference. Thank you all for attending. My name is Drew Chamberlain, Clean Energy Analyst here. Very excited to be joined by MasTec's CFO, Paul DeMarco. Well, you very much for being here. Speaker1 I appreciate it. It's the first time here and thanks everyone for the interest today. Speaker0 Well, great. I think it's probably best to just get kicked off the topic of jazzu ...

The company is recognized for driving AI-ready infrastructure, strategic innovation, and sustainable growth in Taiwan's fast-evolving data center market.SAN ANTONIO, June 24, 2025 /PRNewswire/ -- Frost & Sullivan is pleased to announce that Chunghwa Telecom has been recognized with the 2025 Taiwan Competitive Strategy Leadership Award in the data center services industry for its outstanding achievements in strategy development, infrastructure modernization, and customer-centric innovation. This recognition ...

" AI，改变不了数据中心厂商只是一名包租婆的属性。 " 作者丨 胡敏 编辑丨 周蕾 "数据中心，天生是个烂行业，没有真正的硬核技术，只是做房东，靠租赁挣钱。"一位股民在股吧尖锐点 评。 2020年下半年至2024年年中，数据中心板块在资本市场开启了一场长达四年的"跌跌不休"之路，光环新 网、万国数据、数据港、世纪互联等龙头企业深陷估值泥潭。 光环新网股价从30.89元暴跌至6.64元，市净率一度创历史新低，万国数据从116.76一路跌到了最低5.01 元，跌幅达95.71%，而世纪互联股价从巅峰的44.45元，一路下降到最低1.39元，一度面临退市危机。 然而，这样一个"烂行业"却在去年下半年开始起风了，资金接连涌入，数据中心股开始迎来了他们的"春 天"，股价一路狂飙，像世纪互联、润泽科技、数据港等公司股价过去半年多时间，已经经历了三次冲 高，从最低点到最高点，涨幅至多超一倍。 "当初我并不看好IDC相关股票，觉得利润低，又没太多壁垒，后来发现打脸了。"二级市场投资者刘欣宇 回忆起年初对数据中心股票的判断。 好景不长，眼下的数据中心股又开始回落，前不久，润泽科技公布2024年报以及一季度报当天，其股价更 是 ...