The biggest names in artificial intelligence (AI) hardware are packed into this unique exchange-traded fund.Developing artificial intelligence (AI) requires substantial computing power, especially as the latest reasoning models spend an increasing amount of time "thinking" to refine their outputs. In fact, Nvidia (NVDA -0.12%) CEO Jensen Huang thinks data center operators will spend $1 trillion per year on infrastructure and chips by 2028 to meet demand from those new-age models. Nvidia is a leading supplie ...

Core Insights - Digi Power X Inc has secured a significant $50 million investment from a single institutional investor, which will facilitate the company's transition from bitcoin mining to tier three AI data centers [1][4][6] Financial Position - The investment increases the company's cash position to over $30 million, with no long-term debt, indicating a strong financial condition for a micro-cap company [2][7] - The funds will be utilized to expand the deployment of NeoCloud tier three AI infrastructure and accelerate the manufacturing and global distribution of ARMS 200 modular data center pods [9] Strategic Focus - The company is transitioning its legacy bitcoin mining assets to develop tier three AI data centers, leveraging proprietary technologies such as the ARMS 200 modular data center platform and NeoCloud GPU-as-a-service infrastructure [3][6] - The investment reflects growing interest in Digi Power X's scalable AI infrastructure strategy, which is supported by advanced Nvidia chips [8][6] Future Plans - The financing will support the transition of the Alabama asset from a bitcoin mining operation to a tier three AI data center for high-performance computing [9] - The investor has expressed strong support and commitment, indicating potential for future long-term financing opportunities [9]

Key Takeaways Several stocks involved in AI pay dividends, a great perk for investors.Though not high-yield, the exposure obtained to AI through these stocks is the greater perk. All three companies carry big growth expectations, with demand red-hot. Dividends come with many great perks, with the payouts essentially reflecting a form of ‘payday’ in the market. Technology sector stocks are often overlooked by income-focused investors, as these companies commonly use spare cash to fuel further growth.But perh ...

Key Takeaways Sterling's E-Infrastructure backlog rose 27% YoY to $1.2B, with 65% tied to high-demand data center projects.STRL's $505M acquisition of CEC Facilities expands its Texas reach and cross-sell potential in key sectors.FY25 EPS is forecast to grow 41.2%, as STRL ramps modular capacity and lifts capex to up to $80M.Sterling Infrastructure, Inc. (STRL) is actively investing in enhancing its modular construction capabilities and inorganic business initiatives. The current market demand is actively s ...

Key Takeaways DLR posted Q2 core FFO of $1.87, up 13.3% year over year and above the consensus estimate of $1.74.Q2 revenues rose 10.1% to $1.49B, driven by strong leasing, higher rental rates and solid demand.DLR raised 2025 FFO guidance to $7.15-$7.25 and secured $3B+ in new commitments to its U.S. hyperscale fund.Digital Realty Trust (DLR) reported second-quarter 2025 core funds from operations (FFO) per share of $1.87, beating the Zacks Consensus Estimate of $1.74. FFO also increased 13.3% year over yea ...

Core Insights - Hyperscale Data, Inc. announced that its subsidiary Ault Global Real Estate Equities, Inc. completed a financing of $145 million with Goldman Sachs, allowing for the refinancing of Fouquet's New York's senior debt at an attractive leverage level, with potential for significant future cash flow upside [1] Group 1: Company Overview - Hyperscale Data operates through its subsidiary Sentinum, Inc., which owns and operates a data center for mining digital assets and providing colocation and hosting services for AI ecosystems and other industries [3] - The company is also involved in acquiring undervalued businesses and disruptive technologies through its subsidiary Ault Capital Group, Inc. [3] Group 2: Future Plans - Hyperscale Data plans to divest Ault Capital Group by December 31, 2025, transitioning to solely owning and operating data centers for high-performance computing services [4] - The divestiture will involve a voluntary exchange of Series F Preferred Stock for shares of Class A and Class B Common Stock of ACG, allowing stockholders to become ACG shareholders [5]

Data Center Financing – Bridging the Gap July 21, 2025 Vishwanath Tirupattur – Chief Fixed Income Strategist | Strategist Stephen Byrd – Global Head of Thematic and Sustainability Research | Equity Strategist Vishwas Patkar – Head of US Credit Strategy | Strategist Lindsay Tyler – Lead IG TMT Credit Research Analyst | Credit Analyst Carolyn Campbell – ABS Strategist | Strategist MORGAN STANLEY & CO. LLC July 21, 2025 10:05 AM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum Stephen Byrd ...

Digital Realty Trust (DLR) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Company ParticipantsJordan Sadler - SVP - Public & Private IRAndrew Power - President, CEO & DirectorMatt Mercier - CFOJon Petersen - MD & Head - US REIT TeamColin McLean - Chief Revenue OfficerChris Sharp - Chief Technology OfficerMichael Funk - SVPRichard Choe - VP & Executive DirectorFrank Louthan - Managing DirectorMichael Elias - DirectorGreg Wright - CIOAri Klein - Director - Equity ResearchIrvin Liu - Vice PresidentDavid Guari ...

The meeting place for companies, technologies and data Executing on Key Strategic Priorities Positioned for Long-Term Sustainable Growth 5,000+ Customers 229,000+ Cross Connects 50+ Metros 300+ Data Centers Capacity Host What You Need, How You Need Coverage Deploy Where You Need Connectivity Connect How You Need to Whom You Need Control Implement and Operate the Way You Need Strengthen Our Customer Value Proposition 1 2 3 Innovate & Integrate for Our Customers Diversify and Bolster Capital Sources 11% Y/Y G ...

Core Viewpoint - The "Magnificent Seven" stocks have been dominant in the market, but shifting technological and investor preferences are creating new opportunities, particularly for Nvidia, Meta Platforms, and Microsoft, which are highlighted as strong buys currently [1][16]. Group 1: Nvidia - Nvidia is recognized as the leader in AI infrastructure, with its advanced data center GPUs being essential for the generative AI revolution [12]. - The stock has surged 78% since April lows, making it the best-performing stock among the Magnificent Seven in 2025, reflecting strong investor demand for AI technology [13]. - Nvidia's technical indicators show a breakout from a bull flag pattern, suggesting strong accumulation and potential for further price increases [14]. Group 2: Meta Platforms - Meta Platforms holds a Zacks Rank 1 (Strong Buy), indicating strong analyst confidence, with earnings projected to grow at 16.25% annually over the next three to five years [3]. - CEO Mark Zuckerberg is heavily investing in AI, integrating it into Meta's advertising platform and aiming for superintelligence, which includes offering substantial compensation packages to attract top talent [4]. - The stock has recently broken out of a consolidation pattern, positioning it for potential all-time highs in the near future [5]. Group 3: Microsoft - Microsoft has shown consistent stock performance, with a Zacks Rank 2 (Buy) and projected earnings growth of 14.76% annually over the next three to five years, supported by a market cap nearing $4 trillion [9]. - The Azure cloud computing platform is central to Microsoft's AI strategy, enhancing its enterprise applications and integrating advanced AI tools [10]. - The stock has demonstrated persistent institutional accumulation, reflecting strong investor confidence in Microsoft's long-term market leadership [8].