Barclays Plc ( BCS ) CEO CS Venkatakrishnan said he's “obviously disappointed” that the bank was involved with Market Financial Solutions, a property lender that collapsed earlier this year. However, the anticipated impairment for MFS is “materially lower” than Barclays' £500M ($668M) exposure to the firm, he said. The impairment will be lower than its exposure to MFS because the investment is mad...
Barclays Plc ( BCS ) CEO CS Venkatakrishnan said he's “obviously disappointed” that the bank was involved with Market Financial Solutions, a property lender that collapsed earlier this year. However, the anticipated impairment for MFS is “materially lower” than Barclays' £500M ($668M) exposure to the firm, he said. The impairment will be lower than its exposure to MFS because the investment is made up of multiple facilities, he explained at an industry conference on Wednesday, and some of those facilities "are better performing than others." In fact, the impairment would not be considered large enough to report as material on an inter-quarter basis, he added. "I fully expect that we will meet all of our targets for this quarter and this year," he said. "On the other hand, I'm disappointed" that Barclays had "anything to do with" MFS or TriColor, a subprime auto lender that collapsed late last year. Venkatakrishnan said he wouldn't categorize MFS and TriColor as private credit, as they used securitized lending. He defines private credit as lending from the non-bank financial sector to individual corporations. Also, private credit is outside of securitized markets and banks. "They're both examples of fairly deep and sophisticated fraud," he noted. "We don't know how long it has persisted." Both examples demonstrate the value of consistent, rigorous risk management. "Risk management is an evergreen exercise… You do it over and over and over again," he said. When assessing its portfolio, Barclay has been assessing two main factors — the financial pressures on the underlying business and the quality of the company's financial controls. "We have no material credit concerns to report in private credit," Venkatakrishnan said. Barclays ( BCS ) stock rose 0.9% in Wednesday premarket trading. More on Barclays Barclays: The Market Overheated, But The Bull Case Now Offers Strong Returns Barclays PLC (BCS) Q4 2025 Earnings Call Transcript Structural Hedge Arbitrage Drives Barclay...
By Toby Sterling LEUVEN, Belgium, March 18 (Reuters) - Belgian chip research lab imec said on Wednesday it has secured an ASML $400-million High NA EUV lithography machine--one of fewer than a dozen worldwide--cementing its role in preparing next-generation chipmaking tools for industry use. ASML customers, including Intel and SK Hynix, are preparing to use High NA tools--which promise much sma...
By Toby Sterling LEUVEN, Belgium, March 18 (Reuters) - Belgian chip research lab imec said on Wednesday it has secured an ASML $400-million High NA EUV lithography machine--one of fewer than a dozen worldwide--cementing its role in preparing next-generation chipmaking tools for industry use. ASML customers, including Intel and SK Hynix, are preparing to use High NA tools--which promise much smaller chip circuitry--to make new AI logic and high bandwidth memory chips as early as 2027. imec, which helped ASML develop EUV technology, is buying the tool under its business model of giving companies and researchers shared access to cutting-edge chipmaking tools in a factory-like setting. Due to its many bilateral deals with chip equipment makers including ASML, Applied Materials, LAM, KLA and Tokyo Electron, imec has become the place where chip firms test, develop and ensure their next-generation tools work together. CENTERPIECE OF IMECI'S NANOIC PILOT LINE The High NA tool will be the centerpiece of imec's 2.5- billion-euro NanoIC pilot line, which includes 1.4 billion euros of public funding, including from the EU Chips Act. Obtaining the ASML machine for the line "reinforces Europe's position at the heart of the global semiconductor value chain," Imec CEO Luc Van den hove said at a press conference. "It is the core of Europe's strategic autonomy and technological sovereignty." ASML is the sole maker of extreme ultraviolet (EUV) lithography tools, which "print" circuitry onto chips. High NA refers to the new machine's larger numerical aperture--similar to a camera--which enables creation of chip features that are up to 66% smaller, making them faster and more energy efficient. ASML told Reuters in February that High NA tools are ready for use in commercial production after years of testing. (Reporting by Toby Sterling; Editing by Bernadette Baum)
Image source: The Motley Fool. Tuesday, March 17, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Vassilios Zarkalis Chief Financial Officer — Lawrence Wilt TAKEAWAYS Revenue -- $406 million for the quarter, a 4% increase. -- $406 million for the quarter, a 4% increase. Adjusted EBITDA -- $94 million for the quarter, up 12% with a margin of 23.1%, improving from 21.4%. -- $94 million...
Image source: The Motley Fool. Tuesday, March 17, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Vassilios Zarkalis Chief Financial Officer — Lawrence Wilt TAKEAWAYS Revenue -- $406 million for the quarter, a 4% increase. -- $406 million for the quarter, a 4% increase. Adjusted EBITDA -- $94 million for the quarter, up 12% with a margin of 23.1%, improving from 21.4%. -- $94 million for the quarter, up 12% with a margin of 23.1%, improving from 21.4%. Net Income -- $44 million for the quarter, increasing 19%. -- $44 million for the quarter, increasing 19%. Full-Year Revenue -- $1.66 billion, up 1.8%, driven by aggregates and ready-mix concrete pricing, and higher aggregates sales volumes; partially offset by lower cement and concrete block volumes. -- $1.66 billion, up 1.8%, driven by aggregates and ready-mix concrete pricing, and higher aggregates sales volumes; partially offset by lower cement and concrete block volumes. Full-Year Adjusted EBITDA -- $390 million, up 5% year over year, with margin expanding 75 basis points to 23.4%. -- $390 million, up 5% year over year, with margin expanding 75 basis points to 23.4%. Florida Segment Revenue -- $247 million for the quarter (up 5.1%); segment adjusted EBITDA grew 22.5% to $65 million, with margin rising to 26.1% from 22.4%. -- $247 million for the quarter (up 5.1%); segment adjusted EBITDA grew 22.5% to $65 million, with margin rising to 26.1% from 22.4%. Florida Full-Year Segment Adjusted EBITDA -- $279 million, up 11.6%, with margin rising to 27.2% from 25%. -- $279 million, up 11.6%, with margin rising to 27.2% from 25%. Mid-Atlantic Segment Revenue -- $159 million for the quarter, up 3%; segment adjusted EBITDA fell 5.4% to $32 million, with margin decreasing to 20.4% from 22.3%. -- $159 million for the quarter, up 3%; segment adjusted EBITDA fell 5.4% to $32 million, with margin decreasing to 20.4% from 22.3%. Mid-Atlantic Full-Year Segment Adjusted EBITDA -- $121 million, down 10.6%; margin drop...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Nebius Group (NasdaqGS:NBIS) has launched a $3.75b convertible bond offering to fund a global buildout of AI infrastructure. The move follows a record $27b AI capacity agreement with Meta Platforms and a $2b partnership with NVIDIA, tying new debt to recentl...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Nebius Group (NasdaqGS:NBIS) has launched a $3.75b convertible bond offering to fund a global buildout of AI infrastructure. The move follows a record $27b AI capacity agreement with Meta Platforms and a $2b partnership with NVIDIA, tying new debt to recently secured contracts. The offering marks Nebius's first use of public convertible debt at this scale, linked directly to accelerated capital needs. Nebius is coming to market after a sharp share price run, with NasdaqGS:NBIS at $116.33 and up 20.6% over the past week, 18.7% over the past month, 29.3% year to date, and 353.2% over the past year. In that context, the $3.75b convertible bond adds a new layer to the capital structure as the company ramps AI data center capacity for large customers. For investors, the new convert raises fresh questions around dilution risk, interest costs, and execution on multiyear infrastructure commitments to Meta and NVIDIA. The way Nebius deploys this capital, and the extent to which those large contracts translate into long term cash flows, is likely to shape sentiment on both NasdaqGS:NBIS and funding conditions across the AI infrastructure sector. Stay updated on the most important news stories for Nebius Group by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Nebius Group. NasdaqGS:NBIS 1-Year Stock Price Chart Is Nebius Group's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Quick Assessment ✅ Price vs Analyst Target : At US$116.33, Nebius trades about 30% below the US$167.17 consensus target. ✅ Simply Wall St Valuation : The shares are assessed as trading 80.8% below estimated fair value. ✅ Recent Momentum: The stock has returned about 18.7% over the last 30 days. There is only one way to know the right time to buy, se...
In this article RAND-NL Follow your favorite stocks CREATE FREE ACCOUNT Demand for new AI data centers is surging, but they can't build themselves. Big Tech is funneling billions into building out these specialized facilities , with the four hyperscalers, Alphabet , Microsoft , Meta , and Amazon , committing nearly $700 billion in combined capex spending this year to fund these developments. Amazo...
In this article RAND-NL Follow your favorite stocks CREATE FREE ACCOUNT Demand for new AI data centers is surging, but they can't build themselves. Big Tech is funneling billions into building out these specialized facilities , with the four hyperscalers, Alphabet , Microsoft , Meta , and Amazon , committing nearly $700 billion in combined capex spending this year to fund these developments. Amazon said last month that it's committing $12 billion to build a new AI data center in Louisiana, which will create 540 full-time jobs on site as well as 1,700 other roles for electricians, technicians, and security specialists. Meta also invested $27 billion last year in a joint venture with Blue Owl Capital to construct its mammoth Hyperion data center in Louisiana, which is expected to consume more electricity than the city of New Orleans. While anxiety around AI replacing white-collar jobs has reached a fever pitch , the data center boom is creating lucrative opportunities for skilled traders. "The digital revolution requires a massive physical foundation," Sander van't Noordende, CEO of the world's largest recruitment firm Randstad , told CNBC. "Ultimately, the real constraint on global tech growth isn't solely related to a shortage of microchips, energy, or capital; it is the severe scarcity of the specialized talent required to build it." Between 2022 and 2026, demand for robotic technicians increased by 107%, according to a global analysis of 50 million job postings released by Randstad on Wednesday. For cooling — or HVAC — system engineers, the growth rate was 67%, and vacancies for industrial automation technicians grew by 51%. Meanwhile, job listings for traditional skilled trade jobs such as construction workers and electricians increased by 27%, according to Randstad's analysis. watch now VIDEO 2:31 02:31 How labor shortages may delay data center plans Squawk on the Street "The debate around AI's impact on the labor market often focuses entirely on the software si...
NEW YORK, March 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2025 and December 16, 2025. Follow the link below to get mor...
NEW YORK, March 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2025 and December 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/oracle-corporation-lawsuit-submission-form?prid=184514&wire=4 ORCL investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500. CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (1) the Company's AI infrastructure strategy would result in massive increases in capital expenditures without equivalent, near-term growth in revenue; (2) the Company's substantially increased spending created serious risks involving Oracle's debt and credit rating, free cash flow, and ability to fund its projects, among other concerns; and (3) as a result, defendants' representations about the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis. WHAT'S NEXT? If you suffered a loss in Oracle during the relevant time frame, you have until April 6, 2026 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as a lead plaintiff. NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate. WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigatio...
hapabapa/iStock Editorial via Getty Images GE Aerospace ( GE ) on Wednesday announced plans to invest more than €110 million ($126.5 million) in its European manufacturing operations this year, as the company works to increase production capacity, expand advanced manufacturing and improve deliveries. The company also said it expects to hire more than 1,000 workers across Europe in 2026. The invest...
hapabapa/iStock Editorial via Getty Images GE Aerospace ( GE ) on Wednesday announced plans to invest more than €110 million ($126.5 million) in its European manufacturing operations this year, as the company works to increase production capacity, expand advanced manufacturing and improve deliveries. The company also said it expects to hire more than 1,000 workers across Europe in 2026. The investment will be spread across manufacturing sites in Italy, Poland, the Czech Republic, the United Kingdom and Romania. GE Aerospace ( GE ) said much of the spending will go toward engine test cells, machining equipment, additive manufacturing and upgrades to buildings and infrastructure. The projects are intended to support production for commercial narrowbody and widebody engines, as well as engines used in military fighter jets and helicopters. Italy is set to receive the largest share, with €77 million earmarked for manufacturing and testing upgrades across several sites. Poland is slated for €15 million, while the U.K. will receive €10 million, the Czech Republic €8 million and Romania €3 million. The company said the spending will fund equipment such as grinding and machining systems, welding and inspection tools, assembly tooling and facility improvements. Separately, GE Aerospace ( GE ) said it expects to invest about €40 million this year in its European maintenance, repair and overhaul and component repair operations. That forms part of a previously announced global $1 billion investment program for MRO facilities. Executives said the spending reflects a longer-term commitment to Europe’s aerospace sector and is aimed at helping the company respond to rising demand while expanding manufacturing and testing capabilities in the region. GE Aerospace ( GE ) also said it is increasing efforts to address skilled labor shortages through hiring and training initiatives. Those include grants to vocational schools in the U.K. and Italy that are expected to reach more than 800 ...
SAP SE ’s Chief Executive Officer Christian Klein is setting up a new unit with hundreds of people to push the adoption of its artificial intelligence features and plans to overhaul how it charges clients as the technology threatens its legacy subscription model. As more customers adopt SAP’s new tools in the coming years, the company will charge customers based on AI consumption, moving away from...
SAP SE ’s Chief Executive Officer Christian Klein is setting up a new unit with hundreds of people to push the adoption of its artificial intelligence features and plans to overhaul how it charges clients as the technology threatens its legacy subscription model. As more customers adopt SAP’s new tools in the coming years, the company will charge customers based on AI consumption, moving away from regular software subscriptions, Klein said in an interview in Berlin this week. The company will also create “forward deployed engineering” teams starting in July that will work with customers to develop its AI applications on top of SAP’s technology, he said. Klein, 45, characterized the pivot to AI as a reinvention that will change how SAP allocates and rewards employees, how it interacts with customers and the way it takes in revenue. He’s under pressure to prevent clients from switching to alternative tools from generative AI companies, like Anthropic PBC and OpenAI, which have shaken investors’ confidence in traditional enterprise software businesses. Read More: SAP Users Question Value-for-Money of Firm’s AI Tools “It would be foolish to still charge subscription base, because AI is so powerful that it will automate a lot of tasks,” Klein said. Companies deploying AI agents that complete tasks for employees will need fewer users. “This is a big change in the way you price, the way you commercialize.” SAP, Europe’s largest software company, has lost about a fifth of its market value since the beginning of the year. Share prices of software companies around the world have plunged in recent weeks on fears that AI tools will eventually upend their business model — particularly that of software-as-a-service companies that still tend to charge for access to their products by the user. The potential for AI, especially agentic AI, to accomplish more tasks in less time is forcing SaaS firms like SAP to rethink how their customers pay. The company’s early attempts to introduce...
(RTTNews) - Williams-Sonoma Inc. (WSM) announced earnings for fourth quarter that Dropped, from the same period last year The company's bottom line came in at $368.02 million, or $3.04 per share. This compares with $410.71 million, or $3.28 per share, last year. The company's revenue for the period fell 4.5% to $2.35 billion from $2.46 billion last year. Williams-Sonoma Inc. earnings at a glance (...
(RTTNews) - Williams-Sonoma Inc. (WSM) announced earnings for fourth quarter that Dropped, from the same period last year The company's bottom line came in at $368.02 million, or $3.04 per share. This compares with $410.71 million, or $3.28 per share, last year. The company's revenue for the period fell 4.5% to $2.35 billion from $2.46 billion last year. Williams-Sonoma Inc. earnings at a glance (GAAP) : -Earnings: $368.02 Mln. vs. $410.71 Mln. last year. -EPS: $3.04 vs. $3.28 last year. -Revenue: $2.35 Bln vs. $2.46 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
First Financial ( THFF ) declares $0.56/share quarterly dividend , in line with previous. Forward yield 3.64% Payable April 15; for shareholders of record April 1; ex-div April 1. See THFF Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Financial First Financial: Strong Metrics Justify Strong Stock Performance First Financial: Earnings Fuel Rising Potential, Buy Seeking Alpha’s Q...
First Financial ( THFF ) declares $0.56/share quarterly dividend , in line with previous. Forward yield 3.64% Payable April 15; for shareholders of record April 1; ex-div April 1. See THFF Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Financial First Financial: Strong Metrics Justify Strong Stock Performance First Financial: Earnings Fuel Rising Potential, Buy Seeking Alpha’s Quant Rating on First Financial Historical earnings data for First Financial Dividend scorecard for First Financial
(RTTNews) - Below are the earnings highlights for LiveWorld Inc. (LVWD): Earnings: $0.326 million in Full Year vs. $0.069 million in the same period last year. EPS: $0.01 in Full Year vs. $0.00 in the same period last year. Revenue: $11.14 million in Full Year vs. $11.35 million in the same period last year. The views and opinions expressed herein are the views and opinions of the author and do no...
(RTTNews) - Below are the earnings highlights for LiveWorld Inc. (LVWD): Earnings: $0.326 million in Full Year vs. $0.069 million in the same period last year. EPS: $0.01 in Full Year vs. $0.00 in the same period last year. Revenue: $11.14 million in Full Year vs. $11.35 million in the same period last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Machine Unlearning platform powered by the NVIDIA stack demonstrates up to 91% reduction in prompt injections and 95% reduction in bias across foundational models — all without meaningful degradation to core model capabilities SAN JOSE, Calif., March 18, 2026--(BUSINESS WIRE)--Hirundo, the world’s first Machine Unlearning platform for large language models (LLMs), announced measurable AI safety im...
Machine Unlearning platform powered by the NVIDIA stack demonstrates up to 91% reduction in prompt injections and 95% reduction in bias across foundational models — all without meaningful degradation to core model capabilities SAN JOSE, Calif., March 18, 2026--(BUSINESS WIRE)--Hirundo, the world’s first Machine Unlearning platform for large language models (LLMs), announced measurable AI safety improvements across leading open-source models, powered by the NVIDIA technology stack. Using NVIDIA NeMo Evaluator for rigorous before-and-after model benchmarking, NVIDIA GB200 NVL72 system for high-speed model editing, and NVIDIA CUDA for hardware-accelerated unlearning computation, Hirundo’s patented unlearning engine delivered enterprise-grade safety improvements across numerous foundational models including: Gemma 3, GPT-OSS and Llama open-source models — in just 17 minutes, without meaningful accuracy degradation. Validated using NeMo Evaluator on industry-standard safety and performance benchmarks, the results demonstrate that machine unlearning can surgically remove unwanted behaviors — prompt injections, bias, jailbreaks, and sensitive data — without the cost or risk of full model retraining. "The combination of NVIDIA AI infrastructure and NeMo Evaluator’s rigorous benchmarking gave us the foundation to prove something important: machine unlearning works at scale, across models, and without performance trade-offs," said Ben Luria, CEO and Co-Founder of Hirundo. "Enterprises no longer have to choose between capable AI and safe AI. Hirundo powered by NVIDIA makes both possible." Powered by the NVIDIA Technology Stack Hirundo’s unlearning architecture integrates three core NVIDIA technologies to deliver scalable, validated, and production-ready model remediation: NVIDIA NeMo Evaluator — Model Diagnosis & Validation: Hirundo’s diagnosis layer uses NeMo Evaluator to automatically benchmark LLMs before and after unlearning across safety and utility metrics, providing rep...
Williams-Sonoma ( WSM ) declares $0.76/share quarterly dividend , 15.2% increase from prior dividend of $0.66. Forward yield 1.67% Payable May 22; for shareholders of record April 17; ex-div April 17. See WSM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Williams-Sonoma Williams-Sonoma: Fundamentally, It's Durable, But It's Quite Pricey Williams-Sonoma: Healthy Comps And Boosting Mar...
Williams-Sonoma ( WSM ) declares $0.76/share quarterly dividend , 15.2% increase from prior dividend of $0.66. Forward yield 1.67% Payable May 22; for shareholders of record April 17; ex-div April 17. See WSM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Williams-Sonoma Williams-Sonoma: Fundamentally, It's Durable, But It's Quite Pricey Williams-Sonoma: Healthy Comps And Boosting Margins Despite Tariffs Williams-Sonoma: 3+ Year Update Results In A Downgrade Williams-Sonoma Q4 2026 Earnings Preview Williams-Sonoma could be a beneficiary of a trade deal between the U.S. and India
Williams-Sonoma press release ( WSM ): Q4 GAAP EPS of $3.04 beats by $0.13 . Revenue of $2.36B (-4.1% Y/Y) misses by $60M . Comparable brand revenue +3.2%. In fiscal 2026, we expect annual net revenues in the range of +2.7% to +6.7%, with comps in the range of +2.0% to +6.0%; and an operating margin between 17.5% to 18.1%. More on Williams-Sonoma Williams-Sonoma: Fundamentally, It's Durable, But I...
Williams-Sonoma press release ( WSM ): Q4 GAAP EPS of $3.04 beats by $0.13 . Revenue of $2.36B (-4.1% Y/Y) misses by $60M . Comparable brand revenue +3.2%. In fiscal 2026, we expect annual net revenues in the range of +2.7% to +6.7%, with comps in the range of +2.0% to +6.0%; and an operating margin between 17.5% to 18.1%. More on Williams-Sonoma Williams-Sonoma: Fundamentally, It's Durable, But It's Quite Pricey Williams-Sonoma: Healthy Comps And Boosting Margins Despite Tariffs Williams-Sonoma: 3+ Year Update Results In A Downgrade Williams-Sonoma Q4 2026 Earnings Preview Williams-Sonoma could be a beneficiary of a trade deal between the U.S. and India
Giftify ( GIFT ) on Wednesday announced FY25 n et sales were $83.2 million, compared to $88.9 million in full year 2024. Gross profit increased 17.9% to $15.5 million, compared to $13.1 million in full year 2024, reflecting growth in both transaction volume and margins. Gross billings — total transaction value processed through Giftify’s marketplaces — increased 27.1% to $154.7 million, compared t...
Giftify ( GIFT ) on Wednesday announced FY25 n et sales were $83.2 million, compared to $88.9 million in full year 2024. Gross profit increased 17.9% to $15.5 million, compared to $13.1 million in full year 2024, reflecting growth in both transaction volume and margins. Gross billings — total transaction value processed through Giftify’s marketplaces — increased 27.1% to $154.7 million, compared to $121.7 million in full year 2024. Net loss improved 44.3% to $10.5 million, or $(0.35) per share, compared to $18.8 million, or $(0.73) per share, in full year 2024. Source: Press Release More on Giftify Seeking Alpha’s Quant Rating on Giftify Historical earnings data for Giftify Financial information for Giftify
alengo/E+ via Getty Images T1 Energy ( TE ) up 3.9% pre-market Wednesday after the solar equipment maker said it secured 50 MW of grid power in Norway for a data center. T1 ( TE ) said Norway's national grid operator Statnett has assigned 50 MW of grid power to its existing 926K sq ft industrial building in Mo i Rana and remains in the interconnection queue for 396 MW of power. The 50 MW of N-0 po...
alengo/E+ via Getty Images T1 Energy ( TE ) up 3.9% pre-market Wednesday after the solar equipment maker said it secured 50 MW of grid power in Norway for a data center. T1 ( TE ) said Norway's national grid operator Statnett has assigned 50 MW of grid power to its existing 926K sq ft industrial building in Mo i Rana and remains in the interconnection queue for 396 MW of power. The 50 MW of N-0 power requires an uninterruptible power supply and step-down transformer infrastructure to serve anticipated data center loads as early as Q2 2027; the temporary power allotment runs through the end of 2033, the company said. " Access to 50 MW is a key step forward. It represents the first phase of a world-class data center development and accelerates our dialogue with parties seeking available, scalable, and secure European AI infrastructure," T1 ( TE ) CTO Andreas Bentzen said. T1 ( TE ) also said it is awaiting a decision from the Norwegian Energy Complaints Board on a dispute related to the allocation of an incremental 60 MW of grid capacity. More on T1 Energy T1 Energy: U.S. Solar Manufacturing With FEOC Overhang T1 Energy: Ascent Of Solar Made In America Could Face Icarus Moment (Upgrade) Seeking Alpha’s Quant Rating on T1 Energy
In early March 2026, Vertiv announced expanded work with NVIDIA on DSX SimReady power and cooling assets for AI “factory” designs, alongside a new Bring Your Own Power & Cooling collaboration with Generate Capital to speed and de‑risk data center deployments in grid‑constrained US markets, and confirmed a US$0.0625 quarterly dividend. By pairing standardized 12.5MW Vertiv OneCore infrastructure bl...
In early March 2026, Vertiv announced expanded work with NVIDIA on DSX SimReady power and cooling assets for AI “factory” designs, alongside a new Bring Your Own Power & Cooling collaboration with Generate Capital to speed and de‑risk data center deployments in grid‑constrained US markets, and confirmed a US$0.0625 quarterly dividend. By pairing standardized 12.5MW Vertiv OneCore infrastructure blocks and simulation‑ready digital twins with third‑party financing and on‑site power options, Vertiv is positioning its hardware, software, and services as an integrated blueprint for faster, capital‑light scaling of AI‑ready data centers. We’ll now examine how Vertiv’s NVIDIA-backed, simulation-ready AI factory infrastructure could influence its investment narrative and future growth assumptions. Capitalize on the AI infrastructure supercycle with our selection of the 34 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. Vertiv Holdings Co Investment Narrative Recap To own Vertiv, you really have to believe that AI‑driven data center buildouts will keep demanding more integrated power and cooling, and that Vertiv can keep winning those deployments with differentiated, system‑level solutions. Right now, the most important short term catalyst is execution on its very large AI‑related backlog, while the biggest risk is that hyperscale and cloud customers eventually bring more power and cooling design in‑house. The latest NVIDIA and Generate Capital news meaningfully reinforces that near term execution story. Among recent announcements, the Bring Your Own Power & Cooling collaboration with Generate Capital looks especially relevant. By pairing Vertiv’s standardized OneCore building blocks with Generate’s infrastructure financing and ownership, the company is trying to make AI‑ready capacity easier to deploy in power constrained U.S. markets. That directly supports the key catalyst of converting the AI pipeline into commission...
For more information on Supermicro's complete range of enterprise AI and accelerated systems, please visit https://www.supermicro.com/en/accelerators/nvidia/supermicro-rtx-pro-bse "As enterprises of all shapes and sizes continue to increase their pace of AI adoption, Supermicro is again leading the industry in bringing new NVIDIA acceleration technologies to market, balancing performance and effic...
For more information on Supermicro's complete range of enterprise AI and accelerated systems, please visit https://www.supermicro.com/en/accelerators/nvidia/supermicro-rtx-pro-bse "As enterprises of all shapes and sizes continue to increase their pace of AI adoption, Supermicro is again leading the industry in bringing new NVIDIA acceleration technologies to market, balancing performance and efficiency to enable accelerated compute where it is needed most," said Charles Liang, president and CEO of Supermicro. "With our range of flexible, modular Building Block Solutions® architectures supporting NVIDIA RTX PRO Blackwell GPUs, we are helping enterprises shorten Time-to-Online so that they can realize value from their infrastructure investment sooner." SAN JOSE, Calif., March 18, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for Cloud Computing, AI/ML, Storage, and 5G/Edge is announcing new additions to its broad portfolio of enterprise solutions to meet the growing demands of today's AI-enabled and graphical computing applications, in a wider range of enterprise environments. The new systems bring the acceleration power of NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs in form factors which are optimized for enterprise data centers and the edge, where space, power, and cooling limitations have previously restricted the deployment of high-density compute infrastructure. For enterprises seeking turnkey, full stack solutions, Supermicro offers NVIDIA-Certified Systems that have been tested and validated for compatibility with NVIDIA RTX PRO Blackwell GPUs, NVIDIA networking, and NVIDIA AI Enterprise and NVIDIA Omniverse libraries . Additionally, Supermicro's NVIDIA-Certified Systems are NVIDIA accelerated application-ready, supporting a wide range of certified third-party applications to accelerate enterprise workloads. Support for the new NVIDIA RTX PRO™ 4500 Blackwell Server Edition GPU and NVIDIA Vera CPU enables new ...
Key Points Membership revenue provides stability. Value positioning attracts consumers in tough times. Operational efficiency strengthens resilience. 10 stocks we like better than Costco Wholesale › Whenever recession fears begin to circulate, investors naturally look for businesses that can hold up in a deteriorating economy. Retail, historically, hasn't been one of them. Consumer spending tends ...
Key Points Membership revenue provides stability. Value positioning attracts consumers in tough times. Operational efficiency strengthens resilience. 10 stocks we like better than Costco Wholesale › Whenever recession fears begin to circulate, investors naturally look for businesses that can hold up in a deteriorating economy. Retail, historically, hasn't been one of them. Consumer spending tends to weaken during downturns, and many retailers feel the pressure quickly. Yet Costco Wholesale (NASDAQ: COST) has long stood out as an exception. The warehouse giant has built a reputation for stability, loyal customers, and steady growth even when economic conditions become uncertain. So the question many investors ask is simple: Is Costco actually recession-proof? The short answer is that no business is completely immune to economic cycles. But Costco's business model does include several features that make it unusually resilient compared with most retailers. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The membership model provides a stabilizing foundation The first reason Costco tends to perform well during economic slowdowns is its membership-based model. Customers pay an annual fee to shop in Costco warehouses, and that fee income has grown into a significant revenue stream. In its fiscal 2025, which ended Aug. 31, membership revenue surpassed $5 billion annually And because the cost of maintaining memberships is relatively low, much of that revenue flows directly to profit. Equally important is the consistency of that income. Renewal rates remain extremely high, typically around 90% globally and even higher in the United States and Canada. That stability creates a recurring revenue base that traditional retailers simply don't have. Even during economic downturns, product sales may fluctuate, but...
Data Centers Look To Liquid Cooling As AI Future Heats Up Authored by Bruce Parker via The Epoch Times (emphasis ours), The boom in artificial intelligence (AI) technology and hyperscale facilities has created a growth opportunity for businesses that keep cloud- and AI-related computer servers from overheating. A worker walks among racks and network switches at the LightEdge Solutions data center ...
Data Centers Look To Liquid Cooling As AI Future Heats Up Authored by Bruce Parker via The Epoch Times (emphasis ours), The boom in artificial intelligence (AI) technology and hyperscale facilities has created a growth opportunity for businesses that keep cloud- and AI-related computer servers from overheating. A worker walks among racks and network switches at the LightEdge Solutions data center in Altoona, Iowa, on Oct. 15, 2019. Joe Raedle/Getty Images Cooling is essential for electronics. Without it, today’s high-performance computer chips would literally melt down. Navid Kazem is an electronics cooling expert and general chair of Semi-Therm, a leading global conference on thermal solutions for electronic components. He told The Epoch Times that data centers cannot function without proper cooling. “ You can burn down the chip pretty easily if you don’t have an effective cooling solution ,” he said. “ What happens is the temperature of the chip rises to such high levels that you can effectively burn the chip .” According to Kazem, silicon processors operate reliably at junction temperatures of 194–212 degrees Fahrenheit (90–100 degrees Celsius). If they rise much higher than 248 degrees Fahrenheit (120 degrees Celsius), they burn. “The question comes down to, how can we cool them and keep them in that temperature range while spending as little energy as possible as we can,” he said. “So, there is a big push toward being able to use warm liquid for liquid cooling to cool this down.” Switching From Air to Liquid Data centers currently support rack power requirements of about 20 kilowatts. Since the latest central processing units and graphics processing units have higher thermal density than previous generations, that requirement is projected to exceed 50 kilowatts in the future. A technician works at an Amazon Web Services artificial intelligence data center in New Carlisle, Ind., on Oct. 2, 2025. Noah Berger for AWS/Reuters But as high-performance AI computing be...