Amazon says its data centers aren't raising power bills for residential customers, releasing a white paper as three U. ...

All right, let's talk about this action in the private markets. Let's start off with SpaceX. The fact it's getting up to a $800 billion valuation.Clearly, there's a lot of demand for those shares. Part of the company's plan, just to be fair, is to build data centers up in space, here on land, here on Earth. We're seeing a lot of questions about the data center buildout.What's going on with that divergence. >> It's just one of the hottest private companies in the world. You're seeing SpaceX and a couple of t ...

Today, our next guest says the AI boom of course is real and rather than calling it a bubble, it's more important to know when it's going to end. Joining us here at Post9 is Matt Whitiler, head of latestage growth at Wellington Management. His firm manages more than $1 trillion of assets.And thanks for coming in. It's good to talk to you. >> Thanks for having me.>> Um, what when you think about debt uh fueling this cycle as opposed to maybe a prior cycle, is it does it make it much different. >> I don't kno ...

Oracle’s rapid descent from market darling to market warning sign is revealing something deeper about the AI boom, experts say: no matter how euphoric investors became over the last two years, the industry can’t outrun the laws of physics—or the realities of debt financing. Shares of Oracle have plunged 45% from their September high and lost 14% this week after a messy earnings report revealed it spent $12 billion in quarterly capital expenditures, higher than the $8.25 billion expected by analysts. Ear ...

As I’ve covered in a previous article , Iron Mountain Incorporated ( IRM ) has made some efforts to improve its business profile in recent years and has pushed for growth in data centers, but this wasLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing author The Outsider.An ...

Sema Modi joining us with a statement from the company. Sema, >> uh, Kelly, we were just talking about [music] the story. Oracle spokesperson is refuting the Bloomberg story that Oracle is delaying some of the data centers it is developing for OpenAI. Uh, the spokesperson telling CNBC, "There have been no delays to any sites required to meet our contractual commitments and on and all milestones remain on track. We remain fully aligned with Open AI and confident in our ability to execute against both our con ...

Oracle has pushed back the completion dates for some of the data centers it is developing for OpenAI to 2028 from 2027, Bloomberg News reported on Friday citing people familiar with the work. ...

We came across a bullish thesis on Brookfield Infrastructure Corporation on Beat the TSX (BTSX-20)’s Substack by Beat the TSX-27 Strategy. In this article, we will summarize the bulls’ thesis on BIPC. Brookfield Infrastructure Corporation's share was trading at $44.93 as of December 1st. BIPC’s trailing P/E was 4.25 according to Yahoo Finance. Photo by Mohamed Hadji on Unsplash Brookfield Infrastructure Corporation (BIPC, BIP.UN) offers investors a rare combination of income stability, structural growth ...

Group 1: Carvana - Carvana (NYSE: CVNA) will be added to the S&P 500 on December 22, prompting Bank of America to reiterate a buy rating with a price target of $485 per share [2][6] - The stock price recently increased from approximately $400 to $433, likely due to the upcoming S&P 500 inclusion [2] - Other companies being added to the S&P 500 include Comfort Systems (FIX), Mohawk Industries (MHK), Pinterest (PINS), Dycom Industries (DY), and Marriott Vacations (VAC) [3] Group 2: Nvidia - Analysts at Bernstein reiterated an outperform rating on Nvidia (NASDAQ: NVDA), highlighting significant opportunities in data centers driven by artificial intelligence demand [4][6] - There are currently about 3,000 data centers in the U.S., with a projected need for $5.2 trillion in AI infrastructure investments by 2030 [4] - Demand for AI-ready data center capacity is expected to grow at an average rate of 33% annually from 2023 to 2030 [5] Group 3: Five Below - Truist upgraded Five Below (NASDAQ: FIVE) to a buy rating, citing Unicorn-like growth potential with a price target of $216 per share [6][8] Group 4: AI Market Forecast - Forecasts estimate AI's market value to range between $1.7 trillion and $3.5 trillion by the early 2030s, with aggressive estimates exceeding $7 trillion by 2035 [7] - The surge in corporate investment suggests the market is trending towards the higher end of these projections [7]

PresentationAmit MehrotraUBS Investment Bank, Research Division All right. We're going to get started here. Thanks, everybody, for joining in the room and on the webcast. My name is Amit Mehrotra. I lead the multi-industry franchise here at UBS. Super happy to have Paulo Ruiz, the CEO of Eaton Corp. In the audience, we have Yan Jin. Yan, there you are. Nice to see you. Thanks for joining. I hope this is going to be interactive. There's so much to talk about with Eaton in terms of where the company has been ...