Latest news with #JeffBlau
Yahoo
01-04-2025
- Business
- Yahoo
Taiwan Semiconductor Manufacturing (TSM) Faces Leadership Challenge Despite $100 Billion U.S. Investment
We recently published a list of . In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other AI news and ratings making waves on Wall Street. According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual growth rate of 11.7%. North America led the market in 2024, holding a nearly 39% share. According to the report, generative AI is significantly impacting the sector, as its deep learning models require substantial computing power, scalable storage, and high-performance infrastructure. The market is also shifting towards hybrid and multi-cloud strategies, enabling organizations to integrate public, private, and on-premise solutions efficiently. Additionally, modular data centers are gaining traction due to their cost-effectiveness, scalability, and faster deployment compared to traditional facilities, the report stated. The expansion of AI infrastructure through large-scale data center investments reflects the growing need for computational power. Companies are securing energy sources and developing specialized facilities to address scalability, sustainability, and efficiency challenges. For example, Related Companies is advancing into AI-driven data center development through its new division, Related Digital, using its expertise in renewable energy to meet rising demand from major tech firms. In an interview at CNBC's 'Squawk on the Street,' CEO Jeff Blau highlighted the company's strategic move to assemble a specialized team to lead these projects. To support the growth, Related has secured sites with over five gigawatts of power across the U.S., investing $500 million of its own capital while planning to raise an additional $8 billion. With firms like Microsoft and Alphabet significantly increasing their capital expenditures, demand from hyperscalers remains strong. To mitigate risk, Related is securing long-term, 15-year commitments from tenants before beginning construction. Given the limited availability of power on the grid, Blau sees the company's early investment in securing capacity as a major competitive advantage in the fast-evolving AI infrastructure landscape. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's Q4 database of over 1000 hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up of a complex network of integrated circuits used in logic semiconductors. Number of Hedge Fund Holders: 186 Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) or TSMC manufactures and sells semiconductors, offering advanced wafer fabrication and packaging solutions globally. Former Intel CEO Pat Gelsinger believes TSMC's $100 billion investment in U.S. manufacturing will not significantly boost the country's semiconductor leadership, as the company's core R&D remains in Taiwan, the Financial Times reported on March 26. While acknowledging that U.S. tariffs under the Trump administration encouraged TSMC (NYSE:TSM) to expand in the U.S., he emphasized that true leadership requires next-generation transistor research within the country. Overall, TSM ranks 1st on our list of AI news and ratings making waves on Wall Street. While we acknowledge the potential of TSM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
31-03-2025
- Business
- Yahoo
Dell Technologies (DELL) Set for AI Server Surge: Morgan Stanley Reaffirms Overweight Rating
We recently published a list of . In this article, we are going to take a look at where Dell Technologies Inc. (NYSE:DELL) stands against other AI news and ratings making waves on Wall Street. According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual growth rate of 11.7%. North America led the market in 2024, holding a nearly 39% share. According to the report, generative AI is significantly impacting the sector, as its deep learning models require substantial computing power, scalable storage, and high-performance infrastructure. The market is also shifting towards hybrid and multi-cloud strategies, enabling organizations to integrate public, private, and on-premise solutions efficiently. Additionally, modular data centers are gaining traction due to their cost-effectiveness, scalability, and faster deployment compared to traditional facilities, the report stated. The expansion of AI infrastructure through large-scale data center investments reflects the growing need for computational power. Companies are securing energy sources and developing specialized facilities to address scalability, sustainability, and efficiency challenges. For example, Related Companies is advancing into AI-driven data center development through its new division, Related Digital, using its expertise in renewable energy to meet rising demand from major tech firms. In an interview at CNBC's 'Squawk on the Street,' CEO Jeff Blau highlighted the company's strategic move to assemble a specialized team to lead these projects. To support the growth, Related has secured sites with over five gigawatts of power across the U.S., investing $500 million of its own capital while planning to raise an additional $8 billion. With firms like Microsoft and Alphabet significantly increasing their capital expenditures, demand from hyperscalers remains strong. To mitigate risk, Related is securing long-term, 15-year commitments from tenants before beginning construction. Given the limited availability of power on the grid, Blau sees the company's early investment in securing capacity as a major competitive advantage in the fast-evolving AI infrastructure landscape. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's Q4 database of over 1000 hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A team of IT experts discussing the latest network security trends over a laptop screen. Number of Hedge Fund Holders: 63 Dell Technologies Inc. (NYSE:DELL) provides integrated IT solutions, including servers, storage, networking, PCs, and related services for businesses, governments, and consumers worldwide. On March 27, Morgan Stanley reaffirmed its Overweight rating on Dell with a $128 price target, pointing toward a likely increase in AI server orders from a major Tier-2 cloud service provider. Analyst Erik Woodring referenced Howard Kao's revised forecast for Wistron's GB200 rack shipments, which rose from 2.5K to around 4K due to rising demand from major U.S. enterprise customers. With Wistron as Dell's primary GB200 ODM partner, the increase is seen as a positive indicator for Dell's AI server backlog and revenue in FY26. While the specific customer remains unclear, the firm expects shipment momentum to build in Q2 2025. Overall, DELL ranks 7th on our list of AI news and ratings making waves on Wall Street. While we acknowledge the potential of DELL as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DELL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
31-03-2025
- Business
- Yahoo
Zebra Technologies (ZBRA) Teams Up with Merck for AI-Driven Product Authentication
We recently published a list of . In this article, we are going to take a look at where Zebra Technologies Corporation (NASDAQ:ZBRA) stands against other AI news and ratings making waves on Wall Street. According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual growth rate of 11.7%. North America led the market in 2024, holding a nearly 39% share. According to the report, generative AI is significantly impacting the sector, as its deep learning models require substantial computing power, scalable storage, and high-performance infrastructure. The market is also shifting towards hybrid and multi-cloud strategies, enabling organizations to integrate public, private, and on-premise solutions efficiently. Additionally, modular data centers are gaining traction due to their cost-effectiveness, scalability, and faster deployment compared to traditional facilities, the report stated. The expansion of AI infrastructure through large-scale data center investments reflects the growing need for computational power. Companies are securing energy sources and developing specialized facilities to address scalability, sustainability, and efficiency challenges. For example, Related Companies is advancing into AI-driven data center development through its new division, Related Digital, using its expertise in renewable energy to meet rising demand from major tech firms. In an interview at CNBC's 'Squawk on the Street,' CEO Jeff Blau highlighted the company's strategic move to assemble a specialized team to lead these projects. To support the growth, Related has secured sites with over five gigawatts of power across the U.S., investing $500 million of its own capital while planning to raise an additional $8 billion. With firms like Microsoft and Alphabet significantly increasing their capital expenditures, demand from hyperscalers remains strong. To mitigate risk, Related is securing long-term, 15-year commitments from tenants before beginning construction. Given the limited availability of power on the grid, Blau sees the company's early investment in securing capacity as a major competitive advantage in the fast-evolving AI infrastructure landscape. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's Q4 database of over 1000 hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A tech-savvy employee testing a real-time location system in a warehouse. Number of Hedge Fund Holders: 45 Zebra Technologies Corporation (NASDAQ:ZBRA) provides enterprise asset intelligence solutions, including barcode scanners, RFID systems, mobile computing, printing, and automation for various industries. On March 27, Zebra Technologies and Merck KGaA, Darmstadt, Germany, announced that they have formed a partnership to develop solutions that improve product verification, authenticity, and trust. Their collaboration integrates Zebra's expertise in mobile computing and asset visibility with Merck's authentication technologies to strengthen security and traceability in manufacturing. A major result of this effort is a handheld reader that works with Merck's M-Trust platform, a cyber-physical trust solution launched in January. The platform is powered by Web 3.0, which ensures secure digital twins, product quality, and regulatory compliance while supporting AI systems by providing high-quality data for training and analytics. The new handheld device is built on Zebra's TC58 mobile computer and Merck's SEC-Reader, and it verifies products through Wi-Fi 6E or 5G and includes features such as a barcode scanner and two-way communication. A prototype will be presented at Hannover Messe 2025, demonstrating its role in AI-driven data integrity and supply chain automation. Overall, ZBRA ranks 9th on our list of AI news and ratings making waves on Wall Street. While we acknowledge the potential of ZBRA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ZBRA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
31-03-2025
- Business
- Yahoo
Rezolve AI (RZLV) Acquires GroupBy to Revolutionize Digital Commerce with AI
We recently published a list of . In this article, we are going to take a look at where Rezolve AI Limited (NASDAQ:RZLV) stands against other AI news and ratings making waves on Wall Street. According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual growth rate of 11.7%. North America led the market in 2024, holding a nearly 39% share. According to the report, generative AI is significantly impacting the sector, as its deep learning models require substantial computing power, scalable storage, and high-performance infrastructure. The market is also shifting towards hybrid and multi-cloud strategies, enabling organizations to integrate public, private, and on-premise solutions efficiently. Additionally, modular data centers are gaining traction due to their cost-effectiveness, scalability, and faster deployment compared to traditional facilities, the report stated. The expansion of AI infrastructure through large-scale data center investments reflects the growing need for computational power. Companies are securing energy sources and developing specialized facilities to address scalability, sustainability, and efficiency challenges. For example, Related Companies is advancing into AI-driven data center development through its new division, Related Digital, using its expertise in renewable energy to meet rising demand from major tech firms. In an interview at CNBC's 'Squawk on the Street,' CEO Jeff Blau highlighted the company's strategic move to assemble a specialized team to lead these projects. To support the growth, Related has secured sites with over five gigawatts of power across the U.S., investing $500 million of its own capital while planning to raise an additional $8 billion. With firms like Microsoft and Alphabet significantly increasing their capital expenditures, demand from hyperscalers remains strong. To mitigate risk, Related is securing long-term, 15-year commitments from tenants before beginning construction. Given the limited availability of power on the grid, Blau sees the company's early investment in securing capacity as a major competitive advantage in the fast-evolving AI infrastructure landscape. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's Q4 database of over 1000 hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Holders: 5 Rezolve AI Limited (NASDAQ:RZLV) offers AI-driven commerce solutions that help businesses engage consumers across various locations and devices. On March 26, Rezolve AI announced that it completed its acquisition of GroupBy, a commerce search and product discovery platform driving over $30 billion in annual sales. The move strengthens Rezolve AI's position in AI-driven commerce, site search, and digital engagement. By integrating GroupBy's technology, Rezolve AI aims to improve personalized shopping experiences and optimize operational efficiency. CEO Daniel M. Wagner highlighted the acquisition as a major milestone, emphasizing GroupBy's established success and the potential to reshape digital commerce. The deal is expected to accelerate innovation and provide merchants with advanced AI-powered solutions for increased revenue and customer satisfaction. Overall, RZLV ranks 14th on our list of AI news and ratings making waves on Wall Street. While we acknowledge the potential of RZLV as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than RZLV but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
31-03-2025
- Business
- Yahoo
AMD (AMD) Faces Downgrade: AI Growth Concerns Spark Price Target Drop
We recently published a list of . In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI news and ratings making waves on Wall Street. According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual growth rate of 11.7%. North America led the market in 2024, holding a nearly 39% share. According to the report, generative AI is significantly impacting the sector, as its deep learning models require substantial computing power, scalable storage, and high-performance infrastructure. The market is also shifting towards hybrid and multi-cloud strategies, enabling organizations to integrate public, private, and on-premise solutions efficiently. Additionally, modular data centers are gaining traction due to their cost-effectiveness, scalability, and faster deployment compared to traditional facilities, the report stated. The expansion of AI infrastructure through large-scale data center investments reflects the growing need for computational power. Companies are securing energy sources and developing specialized facilities to address scalability, sustainability, and efficiency challenges. For example, Related Companies is advancing into AI-driven data center development through its new division, Related Digital, using its expertise in renewable energy to meet rising demand from major tech firms. In an interview at CNBC's 'Squawk on the Street,' CEO Jeff Blau highlighted the company's strategic move to assemble a specialized team to lead these projects. To support the growth, Related has secured sites with over five gigawatts of power across the U.S., investing $500 million of its own capital while planning to raise an additional $8 billion. With firms like Microsoft and Alphabet significantly increasing their capital expenditures, demand from hyperscalers remains strong. To mitigate risk, Related is securing long-term, 15-year commitments from tenants before beginning construction. Given the limited availability of power on the grid, Blau sees the company's early investment in securing capacity as a major competitive advantage in the fast-evolving AI infrastructure landscape. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's Q4 database of over 1000 hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close up of a complex looking PCB board with several intergrated semiconductor parts. Number of Hedge Fund Holders: 96 Advanced Micro Devices, Inc. (NASDAQ:AMD) develops and sells semiconductors, processors, and GPUs for data centers, gaming, AI, and embedded applications. On March 27, Jefferies downgraded AMD from Buy to Hold and reduced its price target to $120 from $135. Analyst Blayne Curtis noted that while AMD has gained market share in PCs and servers, its AI growth remains weaker than expected, raising doubts about projected AI revenue for 2026-2027. He also views Intel's improved management as a factor that could increase competition, especially in the Client PC market. Jefferies is taking a more cautious stance until there is more clarity on AMD's AI progress and Intel's recovery efforts. Overall, AMD ranks 3rd on our list of AI news and ratings making waves on Wall Street. While we acknowledge the potential of AMD as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AMD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
