Blackstone’s AI Data-Center REIT Has a Long Growth Ramp
The Blackstone Digital Infrastructure Trust plays the AI data-center megatrend and the new REIT may prove particularly attractive to dividend investors.
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James Royal
124 Articles
Bill Ackman Is Loading Up on Microsoft Stock, Here’s What the Hedge-Fund Billionaire Likes
Pershing Square's Bill Ackman has acquired a $2.1 billion stake in Microsoft, highlighting the strong performance of its AI data centers.
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Nvidia Tops $5.5 Trillion: Analysts Predict the World’s Biggest Company Will Keep Soaring
Nvidia is already the world's largest company by market cap, but analysts think it could grow even larger as surging AI spending sends its sales soaring.
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Anthropic Locks Up SpaceX’s Colossus 1 Capacity. Is It Pulling Ahead in the AI Race?
Anthropic has just secured all the compute capacity at SpaceX's Colossus 1 data center, as it races to lock down capacity. Here's what investors need to know ahead of a possible IPO.
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Memory Stocks Are Soaring. This Hot New ETF Owns (Almost) All of Them
The Roundhill Memory ETF (DRAM) owns memory stocks, some of the market's best performers over the last year, as data-center buildouts increase profits.
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Cerebras Raises IPO Range to $150 to $160, Hot AI Chip Stock Looks Very Expensive
Cerebras Systems raised its IPO price range, repricing to $150 to $160. Cerebras' IPO is reportedly 20 times oversubscribed, indicating massive demand, but the AI chip maker looks expensive.
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