Why Meta’s stock could see a 50% rally, thanks to an overlooked AI wild card
An ongoing shortage of compute could provide Meta with the opportunity to sell its capacity for a big premium.
An ongoing shortage of compute could provide Meta with the opportunity to sell its capacity for a big premium.
53% of U.S. residents oppose building a data center in their area, while 34% support it, per a recent Redfin survey. U.S. residents are more likely to oppose data centers in their neighborhood than any other type of building; for instance, 39% oppose a new apartment complex nearby. AI data centers are controversial because they…
One in three U.S. pharmacies has closed between 2010 and 2021, according to UC Berkeley Public Health and USC. Pharmacy schools are graduating between 3,000 and 4,000 fewer pharmacists annually than the industry needs, Drugstore News reported. The closures have concentrated in lower-density markets where foot traffic does not support the cost of a staffed…
China markets reopen after Golden Week: Here’s what to watch
I’m getting a strong sense of déjà vu. While the reasons differ from 2008, the impact on the American economy will likely be the same. Several trucking companies have filed for Chapter 11, a US bankruptcy code that lets an organization restructure its business, driven by skyrocketing diesel prices. Nearly two decades back, when the…
Harworth said the transaction reflects continued demand for industrial and logistics strategic land. CRE Herald Market analysis, deal insights, and sector research trusted by fund managers, asset managers, and senior executives. Subscribe Now Login To Unlock The Content! Previous articleApollo agrees to sell stake…
Friday, 2 October, was a bad morning for IG Group shareholders. The stock plunged as much as 27% in early trading after management slashed its revenue outlook, marking its worst trading session for nearly a decade. Rivals immediately felt the squeeze and by Monday, they had all found a way to explain why IG’s numbers…