AI Data Centers Need to Stay Cool. These Stocks Could Benefit.
Carrier, Trane, Vertiv, Eaton, and other companies are seeing a surge in demand as AI data centers require more advanced cooling technology.
Carrier, Trane, Vertiv, Eaton, and other companies are seeing a surge in demand as AI data centers require more advanced cooling technology.
EIS (iShares MSCI Israel Capped ETF) has delivered 73% returns over the past year, outpacing both the S&P 500 and global peers. EIS maintains a buy rating, supported by attractive valuation (P/E 15.5x), robust momentum, and a resilient long-term technical uptrend. The ETF’s portfolio is concentrated in Financials (over one-third) and Information Technology (20%), with notable biotech and cybersecurity exposure.
Pfizer has a long and successful history of developing new and profitable drugs. General Mills focuses on industry-leading brands and has often adjusted its portfolio to keep pace with consumer tastes.
Shares of NANO Nuclear Energy (NASDAQ:NNE) are down 10% midday Thursday, trading near $26.
Exxon and Chevron plan to maintain their capital spending and production plans. ConocoPhillips is increasing its budget range to reflect a modest increase in drilling activity in the Permian Basin.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
FIGS, GAP and CPRI enter the earnings season with strong momentum, margin discipline and positive ESPs, signaling potential earnings surprises.
The pre-market for tech looks a bit mixed, but a few out there are launching.
Investors foresee a potential rise in marijuana stocks leading to another green rush. Anyone who holds shares of cannabis stocks, whether US-based or Canadian, has been battling in the stock market. The level of volatile trading has been tricky to navigate, especially when trading is not very active.
Uber and Disney pointed to a remarkably resilient spending backdrop, with consumers continuing to shell out for rides, food delivery, vacations and theme park trips. “The consumers are spending, they’re spending locally, and we don’t see any signs of that weakening at this point,” CEO Dara Khosrowshahi said.