ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsElaine Marion - CFOKley Parkhurst - Senior VPMark Marron - CEO and PresidentConference Call ParticipantsGreg Burns - AnalystMaggie Nolan - Research AnalystOperatorEarnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question-and-answer session. If you would like to ...

ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker3Earnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question and answer session. If you would like to ask a question at that time, please press star, then the number one on your telephone keypad to raise your hand and enter the queue. If you would like to withdraw your questi ...

The company serves enterprise customers in the AI, machine learning, and cryptocurrency mining sectors, targeting organizations with intensive computing and data processing needs.It operates a business model focused on designing, constructing, and managing data centers that support critical workloads for AI and HPC applications, monetizing capacity through hosting and cloud service contracts.Applied Digital provides digital infrastructure solutions, including high-performance computing (HPC) hosting, cloud ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his opinion on. Cramer said that the stock is taking a “breather,” as he commented: There’s nothing magnificent about them. There’s nothing even special. My trust owns a bunch of these, I’m very conscious of this, six of the seven. And we respect them. We know that they can take off. Some are just resting. I think NVIDIA’s taking a breather, which is usually what you see before it makes a gigantic move. The darn stock now trades at ju ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his thoughts on. Cramer said that the company is “running the game,” as he remarked: Is Amazon paper or scissors? I think it’s paper. But this game changes so quickly, you may actually have to rush the judgment. Unless, of course, you’re NVIDIA. They aren’t playing a game at all. They’re running the game. They’re the house. That’s the best place to be. Photo by Javier Esteban on Unsplash NVIDIA Corporation (NASDAQ:NVDA) develops a ...

Core Insights - The excitement surrounding hyperscalers is beginning to face reality, with concerns about the sustainability of their business models and the economic assumptions behind them [2][6][9] Company Analysis - Oracle's recent announcement indicates a need for increased capital expenditure to support cloud services, but this is heavily reliant on the demand for generative AI and the availability of expensive, energy-intensive chips from companies like Nvidia and AMD [2][6] - Projections for combined revenue from OpenAI and Claude are around $30 billion, which is considered minuscule compared to the expectations for the industry [2][9] - There are doubts about the reliability and quality of AI products, as demonstrated by subpar outputs from various AI platforms when tasked with complex financial modeling [4][5][8] Industry Trends - The current economic transformation in the AI industry is characterized by small initial revenue figures that are expected to grow significantly over time, but the high levels of debt being incurred raise concerns about future demand [3][9] - Political resistance is emerging against the construction of data centers, with local officials hesitant to approve permits that would lead to increased utility costs for voters [6][10] - Many investments in advanced technology are perceived as short-term valuation plays rather than genuine long-term strategies, potentially misleading investors about the true needs of the industry [9][10]

US stocks sank in mid-morning trading on Thursday on a tech-driven selloff as investors digested the latest megacap tech earnings ahead of Apple's report. Meanwhile, gold (GC=F) and oil (BZ=F) rallied amid fears of US military strikes on Iran. The tech-heavy Nasdaq Composite (^IXIC) led losses, shedding roughy 1.8% amid an over 10% plunge from Microsoft (MSFT). The S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) slid by 0.7% and 0.2%, respectively, following Wednesday's muted performance. Microso ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer put under the microscope. Cramer showed bullish sentiment toward the stock during the episode, as he said: You know what didn’t matter at all to these bears, though? I got tremendous assurance that there could be some very big Chinese sales on the horizon. Jensen’s in China. That matters. To me, he sounded sanguine. He urged that no one take the sales for granted. I think that’s terrific. I also think that the companies that keep on announci ...

NEW YORK, Jan. 26, 2026 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"), a provider purpose-built for artificial intelligence ("AI") infrastructure and high-performance computing ("HPC") solutions, today announced the closing of its previously announced private placement (the "offering") of $230.0 million aggregate principal amount of 4.500% Convertible Senior Notes due 2031 (the "notes"), including the exercise in full of the initial purchasers' option to purchase an additi ...

Core Insights - The article highlights the significant growth potential of companies like Brookfield Corporation, Prologis, and NextEra Energy in the AI infrastructure sector, which is often overlooked by investors [1][14]. Brookfield Corporation - Brookfield Corporation is a leading global investment firm with over $1 trillion in assets under management, positioned to capitalize on the AI infrastructure megatrend [2][3]. - The firm sees a $7 trillion opportunity in AI infrastructure over the next decade and has launched the Brookfield Artificial Intelligence Infrastructure Fund, aiming to acquire up to $100 billion in AI infrastructure assets [3]. - Brookfield is investing in renewable energy to support AI power demand, including a commitment to build 10.5 gigawatts (GW) of power for Microsoft [5][3]. Prologis - Prologis is a real estate investment trust (REIT) focused on logistics facilities and has experience in installing solar energy and battery storage systems [6]. - The company is expanding into data center development, having initiated $2 billion in projects since 2023, with an additional $1 billion in projects representing 300 megawatts (MW) of power capacity under development [8]. - Prologis has a data center power pipeline of 5.7 GW and estimates it can invest $30 billion to $50 billion in data center projects over the next decade, potentially creating $7.5 billion to $25 billion in shareholder value [9]. NextEra Energy - NextEra Energy is a leading electric utility and clean power development company, recognized for its renewable energy production and battery storage capabilities [10]. - The company has secured 2.5 GW of clean energy contracts with Meta Platforms and is collaborating with Google to accelerate nuclear energy deployment [12]. - NextEra Energy is also developing data centers in partnership with other companies, including a joint effort with Google for multiple GW-scale data center campuses [13].