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Taiwan semiconductor: my oh my, another strong buy
Despite Taiwan Semiconductor's strong Q2 results and guidance reflecting long term, double-digit growth, TSM stock trades near 52 week lows. Tailwinds...
August 8, 2022, 7:00 am
Intel's data center business is struggling
Intel's lucrative server-chip business is having difficulties as the economy and execution issues hurt sales....
July 30, 2022, 1:00 pm
Core scientific, inc. schedules second quarter fiscal year 2022 earnings release and conference call
AUSTIN, Texas--(BUSINESS WIRE)--Core Scientific, Inc. (NASDAQ: CORZ) ("Core Scientific" or “the Company”), a leader in high-performance blockchain...
July 28, 2022, 9:10 am
Nvidia earnings: what to watch on aug. 24
In the fiscal Q2 report, investors should focus on gaming and data center results along with guidance....
July 24, 2022, 10:55 am
This real estate stock is a screaming buy for 2022 and beyond
A data center REIT that offers investors growth, value, and dividends. What's not to like?...
July 24, 2022, 6:07 am
What's in store for equinix (eqix) this earnings season?
Capitalizing on the rapidly growing demand for cloud computing, the Internet of Things and Big Data, Equinix's (EQIX) ...
July 22, 2022, 8:35 am
Marvell: impending weakness likely priced in
We believe Marvell is well-positioned to benefit from the global demand for data center, enterprise, an...
July 20, 2022, 11:15 am
Berkshire hathaway energy continues going green
The U.S. is incentivizing companies like Berkshire Hathaway Energy to limit the use of coal and natural gas. BHE is encouraged to continue investing i...
July 19, 2022, 7:07 am
Cisco systems: slow growth, but opportunities ahead
Cisco Systems Inc. ( CSCO , Financial) is the largest provider of hardware and software solutions in the networking industry. Hardware products compri...
July 18, 2022, 2:18 pm
Digital realty: 4% dividend with huge data center growth
Digital Realty is a Real Estate Investment Trust which owns over 290 data centers globally. The company...
July 17, 2022, 8:15 am
Nvidia stock is a buy ahead of its q2 earnings report
Nvidia expects record data center revenue in Q2. It has huge growth potential, which makes NVDA stock i...
July 15, 2022, 6:00 am
Why digital realty stock tumbled more than 26% in the first half of 2022
The data center REIT could be facing more competition in the future....
July 11, 2022, 4:39 pm
American tower reit sells minority stake in u.s. data center business for $2.5 billion
American Tower REIT AMT, -0.84% announced Monday an agreement in which it investment firm Stonepeak will by a 29% stake in American Tower's U.S. ...
July 11, 2022, 8:17 am
American tower: from towerco to digital infrastructure reit
Legendary short-seller Jim Chanos' announcement that he was raising money to bet against data center RE...
July 8, 2022, 4:57 am
Nvidia: time to buy the king of data centers
We examined Nvidia's data center segment based on the 6 types of ...
July 7, 2022, 4:00 am
Digital realty looks rangebound
DLR is a large data center REIT. Jim Chanos recently put out a short thesis on ...
July 6, 2022, 4:46 pm
Here's why you should retain digital realty (dlr) stock now
Digital Realty's (DLR) expansion efforts are likely to help the company capture the rising data center ...
July 5, 2022, 11:38 am
Iron mountain's multiple shows signs of rusting
Iron Mountain performed well over the last several years, but potentially peaked in early 2022. IRM has been expanding into ...
July 5, 2022, 5:45 am
Digital realty schedules second quarter 2022 earnings release and conference call
AUSTIN, Texas , June 30, 2022 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral ...
June 30, 2022, 4:05 pm
Jeffries opposes chanos' argument, backs data center reits
Jonathan Peterson of Jeffries expects data center real estate investment trusts to thrive for the fores...
June 30, 2022, 2:38 pm