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Applied Digital (APLD) - 2025 Q4 - Earnings Call Transcript
2025-07-31 06:00
Applied Digital (APLD) Q4 2025 Earnings Call July 30, 2025 05:00 PM ET Speaker0Good afternoon, and welcome to the Applied Digital's Fiscal Fourth Quarter twenty twenty five Conference Call. My name is John, and I will be your operator today. Before this call, Applied Digital issued its financial results for the fiscal fourth quarter ended 05/31/2025, in a press release, a copy of which has been furnished in a report in a Form eight ks filed with the SEC will be available in the Investor Relations section of ...
Equinix(EQIX) - 2025 Q2 - Earnings Call Presentation
2025-07-31 05:30
Q2 2025 Earnings Conference Call NASDAQ: EQIX Presented on July 30, 2025 © 2025 Equinix, Inc. Public Disclosure Statement Forward-Looking Statements Except for historical information, this presentation contains forward-looking statements which include words such as "believe," "anticipate," and "expect." These forward-looking statements involve risks and uncertainties that may cause Equinix's actual results to differ materially from the expectations discussed in such forward-looking statements. Factors that ...
Calpine and CyrusOne Announce Thad Hill Energy Center Powered Land to Support Hyperscale Data Center Development in Texas
Prnewswire· 2025-07-31 04:30
HOUSTON and DALLAS, July 30, 2025 /PRNewswire/ -- Houston-based Calpine Corporation today announced a new 190-megawatt (MW) agreement with Dallas-based CyrusOne, a leading global data center developer and operator, to serve a new data center adjacent to the Thad Hill Energy Center in Bosque County, Texas. The deal secures power, grid connection, and land to support a new state of the art facility that is currently under construction and expected to be operational by the fourth quarter of 2026. "We're exci ...
Duos Technologies Group, Inc. Announces Proposed Public Offering of Common Stock
GlobeNewswire News Room· 2025-07-31 04:20
JACKSONVILLE, Fla., July 30, 2025 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT) a provider of adaptive, versatile and streamlined Edge Data Center (“EDC”) solutions tailored to meet evolving needs in any environment, today announced that it is commencing an underwritten public offering of shares of its common stock (or common stock equivalents). The offering is subject to market conditions, and there can be no assurance as to whether or when the offering may be c ...
Volatility-Proof Your Portfolio With VIPS, GDS, FUTU & VRNA Stocks
ZACKS· 2025-07-30 23:11
市场环境与投资策略 - 美国股市预计将保持波动性 因中美贸易谈判停滞和美联储利率决议临近带来不确定性 [1] - 构建低贝塔值股票组合是应对市场波动的审慎策略 贝塔值低于0.6的股票筛选标准包括:过去4周价格涨幅为正 20日平均成交量超5万股 股价不低于5美元 Zacks评级为1级(强力买入) [5][6] 低贝塔值股票筛选逻辑 - 贝塔值衡量个股相对于标普500的波动性 贝塔值1表示与市场同步 大于1波动更高 小于1更稳定 [3][4] - 筛选出的12只股票中有4只符合严格标准:唯品会(VIPS) GDS控股(GDS) 富途控股(FUTU) Verona制药(VRNA) [2][9] 重点公司分析 唯品会(VIPS) - 通过"Made for Vipshop"计划与200+品牌合作开发独家商品 创造用户粘性和差异化竞争优势 [7] GDS控股 - 获得152MW人工智能数据中心订单 计划在核心市场扩展900MW容量 显示强劲需求 [9][10] 富途控股(FUTU) - 科技驱动型券商 推出Futubull AI智能助手提升投资问答效率 实现全在线投资服务 [11] Verona制药 - 创新药物Ohtuvayre突破慢性阻塞性肺病(COPD)治疗领域 兼具支气管扩张和非甾体抗炎双重功效 为20多年来首款新机制吸入疗法 [12]
Hyperscale Data Clarifies $XRP Acquisitions to Remain on Company Balance Sheet
Prnewswire· 2025-07-30 18:30
Weekly Reporting of $XRP Acquisitions to Begin August 12, 2025LAS VEGAS, July 30, 2025 /PRNewswire/ -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company ("Hyperscale Data" or the "Company"), today clarified that its previously announced intention to acquire up to $10 million of $XRP would remain solely on the balance sheet of Hyperscale Data and not be owned by Ault Capital Group, Inc. ("ACG"). As previously reported, Hyperscale Data currently expects to divest itself of ACG (the "D ...
云数据中心运营商WhiteFiber(WYFI.US)IPO定价15-17美元/股 拟筹资1.25亿美元
智通财经· 2025-07-30 15:05
作为自诩的人工智能(AI)基础设施解决方案领先提供商,WhiteFiber表示其高性能计算(HPC)数据中心依 托英伟达(NVDA.US)GPU提供云端服务。该公司去年以6300万加元收购加拿大Enovum公司实现业务扩 张,今年不仅扩大了蒙特利尔地区的运营规模,近期还宣布了在北卡罗来纳州建设数据中心的计划。 成立于1999年的WhiteFiber在截至2025年3月31日的12个月内实现营收5600万美元。公司拟以股票代 码"WYFI"登陆纳斯达克,由B.Riley Securities、Needham&Co.和麦格理资本担任联合账簿管理人,预计 将于2025年8月4日当周完成定价。 从BitDigital(BTBT.US)分拆成立的云数据中心运营商WhiteFiber(WYFI.US)于周二公布了首次公开募股 (IPO)的具体条款。这家总部位于纽约的公司计划以每股15至17美元的价格发行780万股,募集资金达 1.25亿美元。按发行价区间中值计算,WhiteFiber完全摊薄后的市值将达到5.58亿美元。 ...
穆迪:亚太地区数据中心容量到2030年将增加一倍以上
快讯· 2025-07-30 12:41
穆迪评级副总裁Nidhi Dhruv报告显示,至2030年底,亚太地区的数据中心容量将增长逾一倍,需要投 资8000亿至9000亿美元。报告称,在AI、云技术和数字主权需求的推动下,该地区正在推动全球数据 中心的蓬勃发展,到2030年,该地区的数据中心容量将占全球数据中心容量的40%以上。然而,报告 称,主要的发展挑战包括确保新的电力资源和满足可再生能源规定,而土地供应和强有力的政府支持仍 将至关重要。(新浪财经) ...
BluSky AI Inc. Signs Letter of Intent to Acquire 25 Acres with up to 50 MW of Capacity in Strategic Expansion
Globenewswire· 2025-07-29 22:04
Salt Lake City , July 29, 2025 (GLOBE NEWSWIRE) -- BluSky AI Inc., a leading innovator in modular AI infrastructure, has signed a non-binding letter of intent with Creekstone Energy LLC to acquire 25 acres of land within their Delta Data Center Development. This strategic acquisition includes access to up to 50 megawatts of scalable power, marking a pivotal step in the company’s expansion roadmap for next-generation compute campuses. Creekstone’s Delta Gigasite development is positioned at the convergence o ...
Applied Digital Bets on AI Infrastructure: Execution Is Key
ZACKS· 2025-07-29 21:36
Key Takeaways APLD signed $7B, 15-year AI leases with CoreWeave, solidifying its shift from crypto to HPC infrastructure.APLDs Cloud Services revenues surged 220% YoY, but sequential dip highlights transition complexity.APLD holds $261M cash and $5B in committed capital, but reliance on CoreWeave creates concentration risk.Applied Digital (APLD) has firmly pivoted from its crypto-heavy legacy into AI-focused infrastructure, betting on a future dominated by high-performance computing demand. The company’s re ...