等待开盘 06-26 09:30:00 美东时间
-7.580
-0.69%
Evans reframes AI as a capital spending story, comparing it to the railroad era. Companies building the infrastructure will matter more than those using it. He suggests investing in power generation, grid infrastructure, semiconductors, data centers, and enterprise software.
06-01 21:16
Coatue nearly exited Tesla, cut Nvidia stake during Q1, while adding new Lucid & Hertz stakes: in shift toward speculative recovery trades.
05-18 21:34
Real estate sector stocks could be giving a warning to momentum investors, with overbought RSI values for WSR and EQIX.
04-23 20:44
A volatile Thursday rattled Wall Street, with technology and software stocks sliding across the board after a cautious margin outlook from Cisco Systems Inc.
02-13 02:28
Investors are anticipating reports from Robinhood, Pinterest, Rivian and more. Here's a look at the earnings calendar for the week ahead.
02-10 00:30
Goldman Sachs says the US data center boom is tightening power markets, boosting utilities, grid stocks, renewables and reshaping energy investment plays.
01-21 22:16
The global data center market is experiencing rapid growth as demand for artifi...
2025-12-24 05:51
Goldman Sachs analyst Michael Ng initiated coverage of DLR (Buy, PT $188), EQIX (Neutral, PT $785), and IREN (Neutral, PT $39), citing growth potential in AI infrastructure and cloud migration.
2025-12-19 01:32
Equinix, Inc. (NASDAQ:EQIX), the world's digital infrastructure company®, today announced Chief Financial Officer Keith Taylor's intention to retire in 2026 following 27 years with the company. Taylor will
2025-12-04 05:37
SOFC燃料电池系统或有望成为数据中心供电的新解法。 AI数据中心快速增长 北美电力紧缺 算力的尽头是电力。当下,人工智能(AI)的快速发展,带来全球数...
2025-11-08 12:30