data centers

Industrials

Bulls Dominate Wall Street’s Analysis of SpaceX

Photo by SpaceX via Unsplash

Opinions ranged from “bullish” to “extremely bullish” among the four big banks that led the SpaceX IPO, as each initiated coverage on Tuesday.

2 min read

Photo via M10s/ZUMAPRESS/Newscom

Markets

Investor FOMO, ETF ‘Feeding Frenzy’ Fuel SpaceX’s Skyrocketing Price

The shares sold in last week’s IPO represented just 5% of its outstanding stock, leaving retail investors clawing for the limited float

2 min read
Photo via tiero/Newscom

Artificial Intelligence

Can KKR Outmaneuver One of the Biggest AI Infrastructure Bottlenecks?

The big money firm is teaming up with Nvidia, Kuwait’s sovereign wealth fund, and Texas energy producer Vistra to build data centers.

2 min read
Photo via Abaca Press/ANDBZ/Abaca/Sipa USA/Newscom

Autos

Stellantis’s Ambitious Overhaul Overshadowed by Ford’s Burst of Energy

Stellantis’s $69.6 billion revival plan includes nine North American models priced under $40,000 and refreshes of a dozen others.

2 min read

Autos

Building Batteries for Data Centers Re-Energizes Ford Stock

Photo via Jim West/UCG/Universal Images Group/Newscom

In a note to clients on Tuesday Morgan Stanley analysts flagged Ford Energy as having the potential to be a $10 billion business.

2 min read

Artificial Intelligence

GE Vernova, Vertiv Pull Powerhouse Profits from Hyperscalers’ Data Center Investments

Photo via Sheldon Cooper/ZUMAPRESS/Newscom

GE Vernova stock jumped nearly 14% Wednesday following the earnings report, widening the past year’s gains to 246%.

1 min read

Artificial Intelligence

Oracle Regains Its Footing amid SaaSpocalypse

Photo via CNP/AdMedia/Newscom

Filings this week also revealed that the value of Oracle’s roughly 15% stake in the new US edition of TikTok sits at about $2.2 billion.

2 min read

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