Wall Street banks are getting ready to raise billions of dollars taking data center companies public, even after IPO investors have already piled into anything that looks like a bet on artificial intelligence spending. The initial public offering for a Blackstone Inc. data-center acquisition vehicle next week is set to fire the starting gun on a host of activity over the coming 18 months, and toge...
Wall Street banks are getting ready to raise billions of dollars taking data center companies public, even after IPO investors have already piled into anything that looks like a bet on artificial intelligence spending. The initial public offering for a Blackstone Inc. data-center acquisition vehicle next week is set to fire the starting gun on a host of activity over the coming 18 months, and together with Singapore-based DayOne Data Centers Ltd. may raise close to $7 billion in aggregate, Bloomberg News has reported. Brookfield Infrastructure Partners -backed CSquare has filed confidentially, and a half dozen others are also circling US IPOs, according to people familiar with the matter. Money managers have been clamoring for more ways to play the industry that is expected to spend hundreds of billions of dollars on AI infrastructure, and companies in everything from ventilation to nuclear power are touting their proximity to the sector as they go public. Data center companies are set to find out just how much exposure the market needs. “We haven’t seen data center IPOs come en masse yet, but that will certainly be a theme this year, next year and into 2028. It’s coming,” said Eddie Molloy , co-head of global equity capital markets at Morgan Stanley . Soaring share prices for Equinix Inc. and Digital Realty Trust Inc. , two data center REITs that are already publicly-listed, have sopped up plenty of demand. Shares of each are near record highs, with returns outpacing the benchmark S&P 500 Index by more than 20% this year. Three of this year’s five biggest US listings are AI-adjacent companies. Ventilation firm Madison Air Solutions Corp. and electrical equipment maker Forgent Power Solutions Inc. both touted their revenue from data center customers in their filings. Their stocks have soared 46% and 55% respectively since their debuts. “Stepping back, data centers are way underrepresented in the public markets and that will change,” said Molloy. He expects others to...
Iran's Revolutionary Guard says safe passage through the Strait of Hormuz will be provided after President Trump said he was pausing a U.S. military-guided effort to let merchant vessels through. (Image credit: Amirhosein Khorgooi)
Iran's Revolutionary Guard says safe passage through the Strait of Hormuz will be provided after President Trump said he was pausing a U.S. military-guided effort to let merchant vessels through. (Image credit: Amirhosein Khorgooi)
Microsoft (NASDAQ:MSFT) trades at $411.38, a level worth a closer look. The slide from $552.51 to $410 looks like a discount. The stock has fallen 14.74% year-to-date even as the AI business grew at triple-digit revenue rates, a disconnect worth examining. Microsoft sits at the intersection of two enterprise budgets. Productivity software and cloud compute ... Buy, Sell or Hold Microsoft at $410?
Microsoft (NASDAQ:MSFT) trades at $411.38, a level worth a closer look. The slide from $552.51 to $410 looks like a discount. The stock has fallen 14.74% year-to-date even as the AI business grew at triple-digit revenue rates, a disconnect worth examining. Microsoft sits at the intersection of two enterprise budgets. Productivity software and cloud compute ... Buy, Sell or Hold Microsoft at $410?
Doubling up on stocks when their prices drop sounds exciting. After all, it has the feel of gambling and the potential of winning big. But you should resist the urge to invest heavily merely because a company's share price has fallen. Remember, gamblers don't make money in the long run. But astute long-term investors can make outsize profits. So, how do you ensure you're not wasting your money? On...
Doubling up on stocks when their prices drop sounds exciting. After all, it has the feel of gambling and the potential of winning big. But you should resist the urge to invest heavily merely because a company's share price has fallen. Remember, gamblers don't make money in the long run. But astute long-term investors can make outsize profits. So, how do you ensure you're not wasting your money? One way is to look at dividend-paying companies whose stocks have dropped due to broad economic concerns, but whose underlying businesses remain sound. Continue reading
tzahiV/iStock via Getty Images Stanley Black & Decker ( SWK ) is closing its final tape-measure factory in New Britain, Connecticut, marking another step in its long-running strategy to move production to lower-cost regions and align manufacturing with shifting product demand, The Wall Street Journal reported. The plant, which employs about 300 workers, will cease operations in May as the company ...
tzahiV/iStock via Getty Images Stanley Black & Decker ( SWK ) is closing its final tape-measure factory in New Britain, Connecticut, marking another step in its long-running strategy to move production to lower-cost regions and align manufacturing with shifting product demand, The Wall Street Journal reported. The plant, which employs about 300 workers, will cease operations in May as the company consolidates output in facilities such as Thailand, where it has invested in newer production capabilities. The company said demand has increasingly shifted toward tape measures with double-sided markings, a feature its overseas plants are equipped to produce more efficiently. Rather than upgrade the aging Connecticut facility, Stanley opted to concentrate investment abroad, citing cost discipline and changing market preferences. The closure underscores Stanley Black & Decker’s ( SWK ) broader effort to streamline operations, protect margins and reduce excess capacity following pandemic-era inventory buildups. By prioritizing lower-cost manufacturing hubs and limiting capital expenditures in higher-cost regions, the company aims to improve profitability and remain competitive against rivals that have already globalized production. The move also highlights ongoing execution risk, as past attempts to reshore or automate U.S. production have faced setbacks, complicating the balance between cost savings and supply chain resilience. Stanley has been shifting manufacturing overseas for decades, taking advantage of significantly lower labor costs while scaling production in Asia, the Journal reported. The Thailand facility, where wages are a fraction of U.S. levels, has become a key hub for tape-measure output and has received investment in newer features like double-sided printing. While the company attributes the closure in part to evolving product preferences, some workers and industry observers question whether demand changes alone justify the decision, pointing instead to cos...
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Tyson Foods' ( TSN ) latest quarter showed that pricing and demand has helped as their core segments experience modest growth year-over-year. As a result, they managed to post a double-beat on their top and bottom lines amid headwinds in their Beef segment. This led to a post-earnings rally. And while it's clear their turnaround...
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Tyson Foods' ( TSN ) latest quarter showed that pricing and demand has helped as their core segments experience modest growth year-over-year. As a result, they managed to post a double-beat on their top and bottom lines amid headwinds in their Beef segment. This led to a post-earnings rally. And while it's clear their turnaround is in full swing, I remain cautious in their ability to sustain their momentum as the stock is up 21% in the past year. Because of increasing macro uncertainty and growth likely priced in here with a forward P/E near their 5-year average of 17.47x, I see potential underwhelming returns going forward due to limited upside. In this article, I discuss Tyson's latest earnings, fundamentals, and why I'm maintaining the stock at a hold for now. Previous Thesis Back in March, I covered Tyson Foods, assigning the stock a hold rating despite a solid quarter. Although I believed growing protein demand was a potential catalyst, their growth looked priced in after a strong post-earnings rally. They offered some upside to their price target of $68.36 but I suggested investors wait for more economic clarity in the next 3 - 6 months. Even so, their 2028 price target of $89.40, well-covered dividend, and improving balance sheet were incentives for long-term dividend investors. Since, the stock has again rallied after their latest quarter, up close to 5% compared to the S&P ( SP500 ), up over 13%. Seeking Alpha Turnaround In Full Swing Tyson reported their Q2 earnings and capitalized on the momentum they saw in Q1. They posted a double-beat with EPS beating estimates by $0.07 and revenue beating by $40 million. EPS amounted to $0.87, compared to $0.92 last year, while revenue amounted to $13.65 billion vs. $13.07 billion. While the drop in EPS shows that headwinds linger, their performance in their segments indicate their turnaround and growth strategy are underway. Through the first half,...
imaginima/E+ via Getty Images Occidental Petroleum ( OXY ) reported their Q1 earnings on Tuesday and they were a mixed bag as their revenue missed while their EPS came in at $1.06 which was $0.47 ahead of the consensus estimates. OXY's production beat the high end of guidance and realized oil prices climbed 18% QoQ. OXY's free cash flow (FCF)) before working capital came in at $1.75 billion on a q...
imaginima/E+ via Getty Images Occidental Petroleum ( OXY ) reported their Q1 earnings on Tuesday and they were a mixed bag as their revenue missed while their EPS came in at $1.06 which was $0.47 ahead of the consensus estimates. OXY's production beat the high end of guidance and realized oil prices climbed 18% QoQ. OXY's free cash flow (FCF)) before working capital came in at $1.75 billion on a quarter where WTI averaged $71.93. On a normal tape OXY would be higher but shares are selling off in the post market despite oil being significantly higher for the first month in Q2. OXY is a quality business but the question is whether $60 is a good entry for new capital or whether the easy money trade is behind us. After I go through the numbers I think that even though the Middle East situation has handed the entire oil sector a tailwind from commodity pricing that OXY will have a tough time breaking out to new 5-year highs. While I want to add OXY to my portfolio I am waiting for the next leg down because I think the easy money has been made in this investment. Even though Berkshire Hathaway ( BRK.B ) owns roughly 26.89% that isn't a reason to ignore that OXY's chart and the fact that commodity pricing could be significantly lower by the summer which could impact their ability to maintain their current level of profitability in the future. Seeking Alpha I think we need to strip out the noise with the Q1 print The headline diluted EPS of $3.13 is mostly a distraction because the bulk of that number is the gain on the OxyChem sale running through discontinued operations. The number that matters to me is the adjusted EPS from continuing operations of $1.06 which was up $0.19 YoY. When I look at the operational performance OXY's total production averaged 1,426 Mboed which beat the high end of guidance and was led by their Permian volumes of 787 Mboed. The Rockies contributed 281 Mboed and the Gulf of America put up 138 Mboed. The International segment came in at 220 Mboed w...
Crude oil tanker freight futures rarely produce the year’s biggest gain. Yet Breakwave Tanker Shipping ETF (NYSE:BWET) closed at around $172, after a 1,331% one-year run driven almost entirely by one event: the closure of the Strait of Hormuz in February 2026. That single dependency is the entire risk story. What BWET Actually Owns BWET ... BWET’s 1,331% Surge Rests on a Single Geopolitical Event ...
Crude oil tanker freight futures rarely produce the year’s biggest gain. Yet Breakwave Tanker Shipping ETF (NYSE:BWET) closed at around $172, after a 1,331% one-year run driven almost entirely by one event: the closure of the Strait of Hormuz in February 2026. That single dependency is the entire risk story. What BWET Actually Owns BWET ... BWET’s 1,331% Surge Rests on a Single Geopolitical Event That Could Reverse Overnight
The release of DeepSeek’s latest large language model, V4, has been followed by a wave of adoption among domestic semiconductor manufacturers and artificial intelligence chipmakers, with firms racing to support the model on local hardware platforms. The shift comes amid rising geopolitical tensions over advanced semiconductors. Here are some of the key players enabling the model’s deployment on do...
The release of DeepSeek’s latest large language model, V4, has been followed by a wave of adoption among domestic semiconductor manufacturers and artificial intelligence chipmakers, with firms racing to support the model on local hardware platforms. The shift comes amid rising geopolitical tensions over advanced semiconductors. Here are some of the key players enabling the model’s deployment on domestic hardware. Huawei Huawei Technologies was among the first to act, with the V4 fully adapted to...