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22.04.25 - 19:09
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Wells Fargo Analysts Say Amazon Paused Some Data Center Lease Commitments (ZeroHedge)
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Wells Fargo Analysts Say Amazon Paused Some Data Center Lease Commitments
First came China's "Deep Seek" moment at the start of the year. Then TD Cowen's Michael Elias told clients Microsoft was scaling back data center projects in the U.S. and Europe. Shortly after, Goldman Sachs pulled forward its peak data center forecast to this year. Now, Wells Fargo analysts report that Amazon has paused some data center lease negotiations for its cloud division.
"Over the weekend, we heard from several industry sources that Amazon Web Services (AWS) has paused a portion of its leasing discussions on the colocation side (particularly international ones)," Wells Fargo analysts wrote in a note on Monday, adding, "The positioning is similar to what we've heard recently from MSFT."
The analysts noted that Amazon is not canceling signed deals. Instead, they're digesting recent aggressive lease-up deals.
"It does appear like the hyperscalers (big cloud companies) are...
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15.01.25 - 14:24
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Live Earnings Analysis: JPMorgan (JPM), Goldman Sachs (GS), Wells Fargo (WFC) and Other Banks Report Fargo (24/7 Wall St.)
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The list of banks reporting this morning is long. Here's a snapshot at some of the major banking companies issuing earnings: JPMorgan Chase (NYSE: JPM) Wells Fargo (NYSE: WFC) BlackRock Citigroup (NYSE: C) Goldman Sachs (NYSE: GS) BNY Mellon (NYSE: BK) Let's look at the highlights of each earnings report and how the market is reacting. We will update this […]
The post Live Earnings Analysis: JPMorgan (JPM), Goldman Sachs (GS), Wells Fargo (WFC) and Other Banks Report Fargo appeared first on 24/7 Wall St.....
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09.12.24 - 20:39
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Workday hits highest since March after news of S&P 500 inclusion; Wells Fargo raises PT (Reuters EN)
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BUZZ- Workday hits highest since March after news of S&P 500 inclusion; Wells Fargo raises PT ** Shares of Workday WDAY.O are up 5.5% at $280.97 at midday trading Mon after hitting $294, their highest level since March as Wells Fargo raised its price target on the stock and after news Fri that the stock will join the S&P 500 .SPX ** The S&P Dow Jones Indices said Workday will join the benchmark index effective Dec....
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22.11.24 - 13:50
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Arm initiated at ′overweight′ by Wells Fargo (Reuters EN)
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BUZZ-Arm initiated at 'overweight' by Wells Fargo ** British chip designer Arm Holdings ARM.O , O9Ty.F gets "overweight" rating as Wells Fargo initiates coverage ** Brokerage gives PT of $155, an upside of ~16% to stock's last close ** Brokerage says ARM can deliver upside to consensus estimates, driven by a transition to its v9 architecture, which...
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