I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was…
Just outside Ireland’s capital, Dublin, a data center has become the first in Europe to turn to an independent, so-called “islanded,” microgrid to keep its servers running. Europe is looking to cash in on the AI boom while tackling power connection delays that have persisted for decades. The European Commission estimates the bloc needs at…
We’re through the busiest part of the earnings season storm, with most of the world’s biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update: Stocks are slightly weaker, with the S & P 500 on track for its first negative session since July 18. Earnings could be the…
