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03.06.25 - 17:36
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AI Data Center Boom Requires A Lot Of Natural Gas (ZeroHedge)
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AI Data Center Boom Requires A Lot Of Natural Gas
UBS expects the AI data center construction boom, which was ignited during the Trump era, to generate structural tailwinds for the U.S. economy starting in 2026. In a recent conversation, one asset manager backing a mega data center project in Texas explained it's going to be "sprint" mode for the industry through the end of the decade. Adding this all up is not rocket science, and that's why a new UBS note maintains a bullish outlook on data center-driven power demand, particularly for natural gas-linked utilities and midstream names.
UBS analysts, led by Manav Gupta, noted that U.S. hyperscalers are pouring hundreds of billions into AI data centers, driving an unprecedented surge in power demand.
He said NatGas infrastructure is quickly emerging as the most reliable backbone infrastructure for this explosive growth, creating a structural tailwind for nat gas-levered midstream names— The Williams Companies (WMB), Energy Transf...
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28.05.25 - 13:15
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Acrisure Acquires Payroll Business from Global Payments for $1.1 Billion to Expand its Fintech Product Offering (Business Wire)
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Addition of new payroll, HR and billing technology further enhances Acrisure's position as a global fintech leaderGRAND RAPIDS, Mich.--(BUSINESS WIRE)--Acrisure today announced the signing of a definitive agreement to acquire Global Payments' (NYSE: GPN) payroll business, Heartland Payroll Solutions (“Heartland Payroll”), one of the leading payroll and Human Capital Management (HCM) companies in the United States for $1.1 billion.
Upon completion of the transaction, Heartland Payroll – which will be rebranded after closing – will significantly expand Acrisure's current payroll and HCM capabilities and advance its mission to become the preeminent fintech solutions provider for millions of small and medium-sized businesses domestically and abroad.
“This significant acquisition accelerates our successful transformation into a fully scaled and diversified fintech platform,” said Greg Williams, Co-Founder, Chairman and CEO of Acrisure. “We prioritize the needs of our clients and increasingly, ...
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14.05.25 - 23:18
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Kinder Morgan (KMI) Vs. Williams Companies (WMB): Which Energy Stock Dividend Is Best? (24/7 Wall St.)
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Energy stocks are a popular choice for dividends, as many oil and gas companies choose to offer shareholders an incentive. This is especially true for mature energy plays that continue to generate cash flow from activities like oil and gas drilling or pipeline transportation. Another reason they pay dividends is to offset the volatility investors […]
The post Kinder Morgan (KMI) Vs. Williams Companies (WMB): Which Energy Stock Dividend Is Best? appeared first on 24/7 Wall St.....
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