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22.07.26 - 20:24
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Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand (24/7 Wall St.)
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Wall Street's smart money is decisively bullish on data center infrastructure, with TD Cowen's latest supply chain checks describing record hyperscaler leasing led by Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet's (NASDAQ:GOOGL) Google, while Morgan Stanley has warned clients that the memory shortage will intensify into 2027 and 2028. That view lands after weeks of ... Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand...
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22.07.26 - 17:30
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Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be? (24/7 Wall St.)
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Artificial intelligence has become the biggest spending race the technology sector has ever seen. Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Oracle (NASDAQ:ORCL) are committing hundreds of billions of dollars to new data centers, networking equipment, and power infrastructure as they compete for AI leadership. Investors have largely embraced those investments because ... Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be?...
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22.07.26 - 16:24
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Shopify Aktie: Schock für Anleger - Meta wird zur Gefahr! (Aktiencheck)
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London (www.aktiencheck.de) - Shopify-Aktienanalyse von Rothschild & Co Redburn:
Rothschild & Co Redburn habe die Aktie von Shopify Inc. (ISIN: CA82509L1076, WKN: A14TJP, Ticker-Symbol: 307, TSX-Symbol: SHOP, NASDAQ-Symbol: SHOP) von "buy" auf "neutral" herabgestuft und das Kursziel von 160 auf 130 USD gesenkt. [mehr]...
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