Latest in We're hiking our price target on an industrial whose earnings benefit from AI data center boom
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We're hiking our price target on an industrial whose earnings benefit from AI data center boom
Given Eaton stock's year-to-date outperformance, it's not too surprising to see some profit taking on the mixed print.Business - CNBC - 4 hours ago -
We're hiking our GEHC price target, looking beyond a mixed quarter to next year's catalysts
While revenue slightly missed, an earnings beat along with a number of other positives pushed the stock higher.Business - CNBC - Yesterday -
We're raising our Morgan Stanley price target after a post-earnings stock surge to record highs
Morgan Stanley's third-quarter beat on the top and bottom lines, with strength seen across the board.Business - CNBC - October 16 -
Meta's stock drop tells the wrong story on earnings — so, we're boosting our price target
Don't let the after-hours stock action fool you, Meta delivered one heck of a strong quarter and rosy revenue guidance.Business - CNBC - 20 hours ago -
AI boom thrusts Europe between power-hungry data centers and environmental goals
The growth in demand for AI could come at a cost to Europe's decarbonization goals as the specialized chips used by firms like Nvidia are expected to result in a rise in energy use of already ...Business - CNBC - 2 days ago -
We're locking in a 52% gain in this hot industrial stock and changing our rating
The industrial stock will need to beat a high bar for the stock to rally after it reports earnings Thursday.Business - CNBC - 2 days ago -
Hong Kong’s IPO market could benefit from robo-vehicle boom
If Horizon reaches its $696mn target, it would be the city’s largest initial public offering this yearWorld - Financial Times - October 16 -
Tech is the star Friday, and why we'd be buyers of the dip on CrowdStrike
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - 6 days ago -
Nvidia and Apple supplier TSMC shares pop after quarterly profit soars on AI demand
TSMC, the world’s largest producer of advanced chips, posted a 54% hike in third-quarter profit.Business - CNBC - October 18 -
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Oil prices end lower with weekly U.S. crude supplies up by over 5 million barrels
Oil futures settled lower Wednesday as official U.S. data showed an unexpected weekly climb in domestic crude inventories, prompting prices to post their first loss in three sessions.Business - MarketWatch - October 23 -
Jim Cramer wants to buy more shares of 2 portfolio companies with favorable catalysts
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - 3 days ago -
ServiceNow, Coreweave and others to invest $8.2 billion in UK data centers to fuel AI growth
American enterprise software giant ServiceNow and cloud computing startup CoreWeave plan to invest billions of dollars in their U.K. operations.Business - CNBC - October 14 -
U.S. Tech Firms to Invest More Than $8 Billion in U.K. Data Centers Amid AI Frenzy
Surging AI demand has led to a combined investment of $8.23 billion in U.K. data centers from four American tech companies.Tech - The Wall Street Journal - October 14 -
Google signs deal to use small modular nuclear reactors to power AI data centers
Google has signed a deal with Kairos Power to build a fleet of small modular nuclear reactors to power its data centers, the tech giant announced Monday. The small modular reactors, a type of ...Politics - The Hill - October 15 -
Here’s How a Startup Landed $10 Million to Put AI Data Centers in Space
The massive banks of computers needed to power artificial intelligence apps require huge amounts of electricity on Earth. Lumen Orbit wants to send them into the heavens instead.Business - Inc. - 6 days ago -
Goldman Institute calls for ‘data center diplomacy’ as U.S. competes in global AI race
Goldman Sachs Institute's Jared Cohen says the U.S. will need to outsource its data center capacity, and choose its global partners wisely.Business - CNBC - Yesterday -
Target cuts prices on 2,000+ products, from food to cough medicine
Target is reducing the prices of more items as the discount retail chain readies for the holiday shopping season.Top stories - CBS News - October 22 -
Generative AI grows 17% in 2024, but data quality plummets: Key findings from Appen’s State of AI Report
Appen’s 2024 State of AI report reveals surging generative AI adoption, but companies face growing challenges with data quality, bottlenecks, and declining ROI in AI deployments.Tech - VentureBeat - October 22 -
Archetype AI’s Newton model learns physics from raw data—without any help from humans
Archetype AI's 'Newton' model learns physics from sensor data, promising breakthroughs in industrial applications and scientific discovery.Tech - VentureBeat - October 17 -
How a Data Center Divided a Small Missouri Town
Residents of Peculiar battled developers and some of their local officials to keep a giant data center out of their community.Tech - The New York Times - 2 days ago -
Anguilla’s .ai Web Address Makes the Tiny Island Money in the AI Boom
Registrations from artificial intelligence company websites let the Caribbean territory tap a rich vein of revenue from a digital gold mine.Business - Inc. - October 16 -
We're buying more of a stock that has gone on sale since reporting earnings
The purchase will increase the stock's weighting in our portfolio to 2.75% from 2.58%.Business - CNBC - October 14 -
China reports better-than-expected retail sales and industrial production data
The data comes after a flurry of recent announcements from authorities as Beijing seeks to boost consumption and support its flagging real estate sector.Business - CNBC - October 18 -
How gen AI is revolutionizing the fitness industry
CONTRIBUTOR CONTENT: Since the introduction of generative AI, many industries have undergone significant transformations. Recently, the new amp fitness machine was launched, showcasing how gen ...Tech - VentureBeat - October 23 -
How X users can earn thousands from US election misinformation and AI images
The accounts are part of pro-Trump and pro-Harris networks sharing each other’s content multiple times a day.Top stories - BBC News - Yesterday -
We're bending our investment rules and starting positions in 2 of our Bullpen stocks
Financial and cybersecurity companies are getting the call up.Business - CNBC - October 16 -
Ryder Cup risks fan backlash after hiking ticket prices to $750
The PGA of America is facing accusations of pricing out genuine golf fans after hiking up the cost of tickets to next year’s Ryder Cup at Bethpage Black to a staggering $750 (£574) per day.Sports - Yahoo Sports - October 14 -
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Trump vows to impose tariffs as experts warn of price hikes and angry allies
In often-combative conversation with Bloomberg editor in Chicago, Trump says ‘tariff’ is his favorite word. Donald Trump doubled down on his promise to levy tariffs on all imports in a bid to ...World - The Guardian - October 15 -
RH spooked customers with price hikes. These moves could be luring them back.
Art Deco-era designs, along with reclining furniture — an area RH long shied from — are resonating with shoppers, Wedbush analysts said.Business - MarketWatch - October 21 -
Businesses Ready Price Hikes on Imports to Offset Trump Tariff Costs
Many manufacturers and retailer relying on imports are already planning to pass on the added expenses from proposed protectionist duties to customers.Business - Inc. - 5 hours ago -
Google turns to nuclear to power AI data centres
The tech giant says it will use energy from small reactors to power its use of artificial intelligence.Top stories - BBC News - October 15 -
Google signs deal with nuclear company as data center power demand surges
Google is the latest tech company to turn to nuclear energy as power demand from data centers surges.Business - CNBC - October 15 -
Amazon and Google's plans for fueling data centers: Nuclear power
Amazon on Wednesday said it's investing in small nuclear reactors, two days after Google announced its own nuclear plans.Top stories - CBS News - October 16 -
Wall Street analysts get it wrong on two of our portfolio industrial stocks
New research from Wall Street analysts missed the mark on Stanley Black & Decker and DuPont.Business - CNBC - October 21 -
Big Tech turns to nuclear energy to power AI boom
Major technology companies are increasingly turning to nuclear energy as they attempt to keep up with the vast energy demands of artificial intelligence (AI) without derailing their highly ...Politics - The Hill - October 16 -
TSMC profits jump 54% on back of AI chip boom
World’s biggest chipmaker says demand has recovered across all segments despite fears of industry slumpBusiness - Financial Times - October 17
