Spurred by cooler inflation data, the S&P 500 added to its year-end rally during Friday's trading session. Within the index, 37 stocks hit new 52-week highs. 13 of these names hit new all-time highs. Here's a look at the stocks that reached the milestone: $Booking Holdings(BKNG.US)$since its IPO in Apr, 1999 $希尔顿酒店(HLT.US)$since its IPO in Dec, 2013 $阿美特克(AME.US)$since it began trading on the NYSE in 1930 $Axon Enterprise(AXON.US)$s...
AI Demand is Here, but Largely Accruing to Private Players - We've tracked >50 MWs of AI leasing in Q2 from smaller GPU-based platforms like CoreWeave, Denvr Dataworks and Lambda Labs. There are also multiple 100-200 MW hyperscale requirements in the market, signifying demand remains very strong. Over the next 5 years, we estimate GPU deployments could equate to 1.5-2.0 GWs of annual demand, or 25-50% of total industry leasing for the third-party market (in addition to hyp...
$微软(MSFT.US)$: The company's global data center infrastructure is designed with defense-in-depth strategies and redundancy to ensure data center availability and protect cloud architecture. In addition, the infrastructure is distributed worldwide, providing thousands of online services with data residency, compliance, and resiliency options. $亚马逊(AMZN.US)$: Amazon Web Services (AWS) is a cloud da...
lightfoot :
So much to be said about creating so much energy products so fast when we know the grids should be updated with new and more lines, power plants, nuclear energy. What happened to common sense, planning. Fast growth, expansion is a calling for failure. Why do stores close? The marketing reports were poor information. Growth is warranted by demand. Product evaluation. We live in a foolish world of greed that interferes with competition. Ask Budweiser.
lightfoot :
The economy has arms and legs. I always liked the HP quote. WHAT IF? It is not enough to build an economy without evaluation and strong market analyses. I have no confidence in Wall Street, Boards of Corporations, Disney, No intelligence, no contentment just stupidity and greed
$铁山(IRM.US)$combines short duration leases (which can reprice with inflation), with long term recurring revenue. Diversification of business segments has reduced risk and created new avenues for growth, while efficiency initiatives have removed excess costs. Trading at a 23% discount to the S&P500, Barclays finds shares attractive and initiates at Overweight. Key takeaways: 1. IRM has shown its resilience ...
RDK79 :
Hey Barkley, I know your notice is usually after the fact…… but 2+ weeks ago when IRM was almost 20% less would have been a tad more helpful!!!!!!
RDK79 :
Just saw this: Iron Mountain (IRM) came out with quarterly funds from operations (FFO) of $0.98 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to FFO of $0.72 per share a year ago. These figures are adjusted for non-recurring items.
Upgrades •$美国水务(AWK.US)$: Janney Upgrades to Buy from Neutral •$碧迪医疗(BDX.US)$: Wells Fargo Upgrades to Overweight from Equal Weight - PT $275 •$奥驰亚(MO.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $43 (from $47) •$米德尔赛克斯水务公司(MSEX.US)$: Janney Upgrades to Buy from Neutral •$Indonesia Energy(INDO.US)$: Noble Capital Upgrades to Outperform from Market Perform - PT...
铁山股票讨论区
13 stocks in the S&P 500 hit new all-time highs
Within the index, 37 stocks hit new 52-week highs.
13 of these names hit new all-time highs. Here's a look at the stocks that reached the milestone:
$Booking Holdings(BKNG.US)$ since its IPO in Apr, 1999
$希尔顿酒店(HLT.US)$ since its IPO in Dec, 2013
$阿美特克(AME.US)$ since it began trading on the NYSE in 1930
$Axon Enterprise(AXON.US)$ s...
2023上半年营收增长5.3%,营业利润增长5.6%,净利润受资产出售亏损和重组并购费用影响大幅萎缩73%。
目前市盈率32.9,市盈率TTM48.5,市净率43.9,股息率4%,综合来看没什么吸引力。
专栏Data Centers Q2 Preview
专栏Data Centers in Demand Despite Power Limitations. Here Are the Data Center Stocks to Watch.
$亚马逊(AMZN.US)$: Amazon Web Services (AWS) is a cloud da...
DBS: Singapore Data Centre S-REITs
$DigiCore Reit USD(DCRU.SG)$$吉宝数据中心房地产信托(AJBU.SG)$$铁山(IRM.US)$$易昆尼克斯(EQIX.US)$$数字房地产信托公司(DLR.US)$
专栏Barclays sees Iron Mountain as undervalued and initiates coverage at Overweight
Key takeaways:
1. IRM has shown its resilience ...
专栏Top upgrades and downgrades on 6/24: CLR, MRO, SGEN, FUL and more
• $美国水务(AWK.US)$ : Janney Upgrades to Buy from Neutral
• $碧迪医疗(BDX.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $275
• $奥驰亚(MO.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $43 (from $47)
• $米德尔赛克斯水务公司(MSEX.US)$ : Janney Upgrades to Buy from Neutral
• $Indonesia Energy(INDO.US)$ : Noble Capital Upgrades to Outperform from Market Perform - PT...
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