We are Buy-rated on GDS with 12m target prices of US$42/HK$41. Also see Asia Leaders Conference takeaways; China/ASEAN data centers 2Q25 wrap. Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other importan ...

As Alphabet Inc.’s Google and other US tech behemoths pledge billions of dollars to build artificial intelligence infrastructure in India, investors are racing to identify local firms set to benefit from the wave of investments.The creation of an AI ecosystem offers a fresh opportunity to investors in India’s $5.4 trillion market, which has so far trailed this year’s global equities rally in part due to an absence of pure-play AI names like US chipmaker Nvidia Corp. and Chinese chip designer Cambricon Techn ...

The creation of an AI ecosystem offers a fresh opportunity to investors in India’s $5.4 trillion market, which has so far trailed this year’s global equities rally in part due to an absence of pure-play AI names like US chipmaker Nvidia Corp. and Chinese chip designer Cambricon Technologies Corp.Investors are turning to local ancillary companies, from equipment makers to power generators, that are expected to benefit from the build-out of supporting facilities needed for AI — one of the hottest equity trad ...

Earnings Call Set for Monday, November 10 at 4:30 p.m. ETEASTON, Md., Oct. 31, 2025 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated, low-carbon digital infrastructure, today announced that it will hold its earnings conference call and webcast for the third quarter ended September 30, 2025 on Monday, November 10, 2025 at 4:30 p.m.. Eastern Time. A press release detailing these results will be issued prior to the call on the ...

EASTON, Md., Oct. 31, 2025 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated, low-carbon digital infrastructure, today completed its previously announced offering of 0.00% Convertible Senior Notes due 2032 (the “Convertible Notes”) in a private offering to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The aggregat ...

I want to just dwell a little bit on scientific, because you're very important for scientific. You are the only customer. You'd hope to bring them on.Keep using that compute. What happens now. How solid is that partnership.Oh, I think that first of all, thank you for having me. And happy Halloween. Happy Halloween.So the partnership is is very, very solid. You know, we continue to be a consumer of the services they provide. We continue to be a consumer for the next ten or 15 years of with with a series of e ...

There were no spooky plot twists on Wall Street this week. Big Tech earnings, trade deal developments, and a Fed meeting all took turns dominating the headlines leading up to Halloween. Choppiness and volatility still managed to rear their ugly heads, however. Just when mid-week records were nabbed, AI valuation concerns triggered profit-taking, only for a different batch of large cap tech earnings to stabilize sentiment. With October in the rear view, all three major indexes picked up weekly and monthly wi ...

Women We Admire is pleased to announce The Top 50 Women Chief Revenue Officers of 2025 NEW YORK, Oct. 31, 2025 /PRNewswire-PRWeb/ -- Women We Admire is pleased to announce The Top 50 Women Chief Revenue Officers of 2025. The Chief Revenue Officer has become a linchpin in modern organizations, responsible for turning strategy into growth. These leaders connect every revenue engine—sales, marketing, pricing, partnerships, and customer retention—into a single, data-driven model for performance. They balance an ...

We recently published Trending Analyst Calls: 10 Stocks to Buy and Sell. Vertiv Holdings Co (NYSE:VRT) is one of the trending analyst calls. Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, recently made some bullish comments about Vertiv during a CNBC program. She believes Vertiv is still a strong data center play. The stock is up 63% so far this year. “It is a data center buildout play. Capex is expected to grow about 50% between 2025 and 2029. And in that kind of backdro ...

Tier 2: The unicorns in limbo (OpenAI, Anthropic, Scale AI) command massive valuations but face existential questions. Can they achieve returns that justify stratospheric valuations? Can they compete against both hyperscalers with infinite resources and substantially cheaper models coming in from overseas? The next 18 to 24 months will separate the winners and losers.Tier 1: The hyperscalers (Microsoft MSFT, Alphabet GOOGL GOOG, Amazon.com AMZN, Meta Platforms META, Apple AAPL) are essentially unassailable. ...