AES stands out as a high-yield data center play because it combines a 4.3% dividend yield, 12 consecutive years of payout increases, and a contracted pipeline anchored by 20-year Google PPAs, Amazon's 2,000 MW Bellefield solar-plus-storage complex, and 650 MW of Meta-linked solar.
AES stands out as a high-yield data center play because it combines a 4.3% dividend yield, 12 consecutive years of payout increases, and a contracted pipeline anchored by 20-year Google PPAs, Amazon's 2,000 MW Bellefield solar-plus-storage complex, and 650 MW of Meta-linked solar.
WAKEFIELD, Mass., February 26, 2026--The AI-RAN Alliance today announced a major growth milestone, reaching 132 members worldwide, welcoming new Board Members including Qualcomm, SK Telecom, and Vodafone, and accelerating delivery of AI-native RAN innovation at a global scale. At MWC 2026, the Alliance will present 33 AI-driven innovation demonstrations and unveil four new industry blueprints. The...
WAKEFIELD, Mass., February 26, 2026--The AI-RAN Alliance today announced a major growth milestone, reaching 132 members worldwide, welcoming new Board Members including Qualcomm, SK Telecom, and Vodafone, and accelerating delivery of AI-native RAN innovation at a global scale. At MWC 2026, the Alliance will present 33 AI-driven innovation demonstrations and unveil four new industry blueprints. These will highlight how AI can be integrated into the Radio Access Network (RAN) to enhance wireless n
We recently published 12 Stocks on Jim Cramer’s Radar. Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer’s radar. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is the only mega-cap technology firm that hasn’t massively invested in AI infrastructure. The absence of AI investment hasn’t gone unnoticed on either Cramer’s or Wall Street’s radar. While […]
We recently published 12 Stocks on Jim Cramer’s Radar. Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer’s radar. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is the only mega-cap technology firm that hasn’t massively invested in AI infrastructure. The absence of AI investment hasn’t gone unnoticed on either Cramer’s or Wall Street’s radar. While […]
We recently published 12 Stocks on Jim Cramer’s Radar. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 1.8% over the past year and flat year to date. Citizens Financial discussed the firm on February 10th as it kept a Market […]
We recently published 12 Stocks on Jim Cramer’s Radar. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 1.8% over the past year and flat year to date. Citizens Financial discussed the firm on February 10th as it kept a Market […]
We recently published 12 Stocks on Jim Cramer’s Radar. Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer’s radar. Chip designer Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 105% over the past year and down by 4% year-to-date. February has been a tough month for the stock as it […]
We recently published 12 Stocks on Jim Cramer’s Radar. Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer’s radar. Chip designer Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 105% over the past year and down by 4% year-to-date. February has been a tough month for the stock as it […]
Michael Burry of "The Big Short" fame is doubling down on his bearish thesis on Nvidia , raising red flags on a line item in the chipmaker's latest earnings report that echoes a pattern seen at the height of the dot-com bubble in the late 1990s. Burry, in a Thursday Substack newsletter, pointed to a surge in Nvidia purchase obligations, which climbed to $95.2 billion from $16.1 billion a year earl...
Michael Burry of "The Big Short" fame is doubling down on his bearish thesis on Nvidia , raising red flags on a line item in the chipmaker's latest earnings report that echoes a pattern seen at the height of the dot-com bubble in the late 1990s. Burry, in a Thursday Substack newsletter, pointed to a surge in Nvidia purchase obligations, which climbed to $95.2 billion from $16.1 billion a year earlier. Total supply obligations, including inventory and purchase agreements, now stand at roughly $117 billion, nearly matching Nvidia's annual operating cash flow. On the company's fiscal fourth quarter earnings call Wednesday, Chief Financial Officer Colette Kress said inventory rose 8% quarter over quarter and that Nvidia had "strategically secured inventory and capacity to meet beyond the next several quarters, further out in time than usual." For Burry, Nvidia's comments suggest that the largest public company in the United States is committing to buy large amounts of supply before it knows exactly the strength of future demand. That means more cash is tied up in inventory for longer periods. 'Not temporary' "What is happening now is not temporary. It is no export shock. It is not even external. This is coming from within the business plan," he wrote. "This new reality reflects a deliberate decision to lock up supply chain capacity further than Nvidia has ever done before." The noted investor compares the current situation to that of Cisco Systems during the height of the dot-com boom in the late 1990s and the early 2000s. In 2000 and 2001, Cisco secured large supply commitments to support expectations of rapid growth. When corporate technology spending suddenly tumbled, Cisco was left with excess inventory and contractual obligations it couldn't use. The company ultimately had to write down billions of dollars, and its stock plunged. "This is not business as usual. This is risk," Burry said of Nvidia. "Back in 2000-2001, Cisco extended purchase commitments with its sup...
Antonio Bordunovi/iStock Editorial via Getty Images Nvidia ( NVDA ) blew past Wall Street’s expectations with a 73% revenue surge to $68.1B, powered by a massive $62.1B from its data center business and booming AI demand. CEO Jensen Huang declared that “the agentic AI inflection point has arrived,” as the company guided far above consensus with a $78B revenue outlook for next quarter. Given the co...
Antonio Bordunovi/iStock Editorial via Getty Images Nvidia ( NVDA ) blew past Wall Street’s expectations with a 73% revenue surge to $68.1B, powered by a massive $62.1B from its data center business and booming AI demand. CEO Jensen Huang declared that “the agentic AI inflection point has arrived,” as the company guided far above consensus with a $78B revenue outlook for next quarter. Given the company’s dominant position in global equity markets, the report has a significant influence on fund performance across a broad swath of the ETF universe. Below is a list of the top 10 ETFs with exposure to Nvidia ( NVDA ), arranged by their YTD performance. These funds primarily focus on the semiconductor and technology sectors, offering investors various ways to gain exposure to Nvidia following the company’s strong fiscal fourth-quarter results. The list is led by the VanEck Semiconductor ETF ( SMH ) and the Strive US Semiconductor ETF ( SHOC ), both of which have benefited from strong semiconductor sector performance. Several top funds on the list, including the ProShares Ultra Semiconductors ETF ( USD ) with a “Strong Buy” quant rating and the GraniteShares 2x Long NVDA Daily ETF ( NVDL ) with a “Buy” rating, offer leveraged exposure to the sector. Other notable performers include the VanEck Fabless Semiconductor ETF ( SMHX ) and the iShares Global Tech ETF ( IXN ), both of which carry “Buy” quant ratings. Here is the list: VanEck Semiconductor ETF ( SMH ), YTD perf: 18.34% Strive US Semiconductor ETF ( SHOC ), YTD perf: 16.50% ProShares Ultra Semiconductors ETF ( USD ), YTD perf: 15.83% GraniteShares 2x Long NVDA Daily ETF ( NVDL ), YTD perf: 6.87% VanEck Fabless Semiconductor ETF ( SMHX ), YTD perf: 6.49% iShares Global Tech ETF ( IXN ), YTD perf: 5.05% iShares ESG Advanced MSCI USA ETF ( USXF ), YTD perf: 3.20% AXS Esoterica NextG Economy ETF ( WUGI ), YTD perf: -0.13% Fidelity MSCI Information Technology Index ETF ( FTEC ), YTD perf: -0.25% Global X PureCap MSCI Info...
uniQure ( QURE ) shares fell ~28% on Thursday after FDA Commissioner Marty Makary, in a potential reference to Danish biotech’s gene therapy AMT-130, suggested his agency will not approve drugs that are associated with patient morbidity. His comments come at a time when uniQure ( QURE ) is seeking FDA accelerated approval for AMT-130, which is designed to treat a rare genetically driven neurodegen...
uniQure ( QURE ) shares fell ~28% on Thursday after FDA Commissioner Marty Makary, in a potential reference to Danish biotech’s gene therapy AMT-130, suggested his agency will not approve drugs that are associated with patient morbidity. His comments come at a time when uniQure ( QURE ) is seeking FDA accelerated approval for AMT-130, which is designed to treat a rare genetically driven neurodegenerative disorder called Huntington’s disease. During an interview with CNBC on rare-disease drug approvals on Thursday, Makary said, "I think there has been a bit of an effort to find a boogeyman to account for certain products that were not approved.” “For example, there was a product where the researchers drilled a burr hole, literally a hole in people's skulls, to interact inject intrathecally into the ventricle" as part of a randomized controlled trial. AMT-130 is administered directly into patients’ brain tissue through a neurosurgical procedure. “At the end of the randomization period, it's found no benefit, and yet, this is one of the drugs that we were pressured to approve,” Makary added. “I have a lot of sympathy for those patients. There's nothing out there to offer them, but we're not going to go ahead and approve something like that that has morbidity associated with it,” he said. More on uniQure uniQure: Now What? uniQure: Why Waiting For Clarity Beats Chasing The Next Step Jump uniQure gains as FDA sets up meeting on gene therapy uniQure stock falls after FDA's notes on pre application of AMT-130 Seeking Alpha’s Quant Rating on uniQure
One Battle After Another By Michael Every of Rabobank One Battle After Another US and Iranian negotiators meet in Geneva today to hear Tehran’s final offer but reports of what they have to say suggests we should prepare for the worst even if Iran sees a “good outlook” for today’s talks. The Kan news agency claims it will only agree to lower uranium enrichment from 60% to 3.67% for seven years, won...
One Battle After Another By Michael Every of Rabobank One Battle After Another US and Iranian negotiators meet in Geneva today to hear Tehran’s final offer but reports of what they have to say suggests we should prepare for the worst even if Iran sees a “good outlook” for today’s talks. The Kan news agency claims it will only agree to lower uranium enrichment from 60% to 3.67% for seven years, won’t hand over previously enriched material, dismantle the ballistic missile program President Trump just stated can already hit Europe and will soon be able to reach the US, and won’t stop its support for regional terror proxies. US negotiator Witkoff, seen by critics as a soft touch, says a nuclear deal should last indefinitely while the above is a rehash of the JCPOA Trump spent years deriding (and whose backers often fail to note coincided with Iran processing uranium far beyond the agreed limits in secret underground bunkers). Indeed, VP Vance claimed there’s evidence Iran is trying to rebuild its nuclear program, which provides a US casus belli. It’s already imposed new sanctions on it. In terms of the framing, Politico claims White House officials believe “the politics are a lot better” if Israel strikes Iran first, which would allow the admin to sell a defensive action in support of an ally. That’s unlikely to be an obstacle to action as soon as Indian PM Modi, who yesterday addressed the Knesset to stand firmly behind Israel “at this moment and beyond”, is wheels up to home later today . Also note the US Navy fleet in Bahrain has taken to sea to avoid a potential Pearl Harbor scenario, and another 12 F-22s are about to leave the UK heading east, joining 11 already there . Pay additional attention to Iran’s threat to escalate if attacked, breaking precedent not to do so regionally beyond Israel and/or token efforts: this is not the same playbook as the past. This week also saw reported concerns an attack could involve US casualties and deplete munition stockpiles need...
HJBC/iStock Editorial via Getty Images Since Siemens ( SEIGY ) was last covered (HOLD rating) the stock has performed well, gaining over 70%, supported by solid underlying financial performance and growth driven by AI, data centers, and energy demand. Their current valuation, however, suggests prospects are mostly baked in. Business context Siemens is organized into four main business segments: Di...
HJBC/iStock Editorial via Getty Images Since Siemens ( SEIGY ) was last covered (HOLD rating) the stock has performed well, gaining over 70%, supported by solid underlying financial performance and growth driven by AI, data centers, and energy demand. Their current valuation, however, suggests prospects are mostly baked in. Business context Siemens is organized into four main business segments: Digital Industries: This segment offers product and system solutions for factory automation, including factory automation software such as TIA (Totally Integration Automation), motors, drives, inverters, sensors, product lifecycle management software (PLM) such as Teamcenter, electronic design automation software (EDA), as well as digital marketplaces for electronics such as Supplyframe and Pixeom. Industries served include consumer packaged goods, semiconductors, automotive, and pharmaceuticals, and their customers include Micron , Intel, and Rapidus, to name a few. Siemens competitors in this space include Rockwell Automation ( ROK ), ABB ( ABBNY ), and Schneider Electric (factory automation software) ( SBGSF ) ( SBGSY ), Dassault (PLM) ( DASTY ), Cadence Design Systems ( CDNS ) and Altium ( ALMFF ) to name just a few, and Siemens is consistently among the top players in several of these segments including PLM , EDA , and factory automation . As of Q1 2026, Digital Industries is their second-biggest segment accounting for roughly a fifth or so of revenues. The segment generates revenues through two major streams, namely, software (which accounts for roughly a third of Digital Industries’ revenues) and automation, which accounts for the remainder. Margins typically hover in the high teens. Smart Infrastructure: This segment offers products and system solutions to support the shift in energy generation from fossils to renewables. Products and solutions include EV charging infrastructure; heating, ventilation, and air conditioning controls, distribution systems, and switchgear...