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: $ブッキング ホールディングス(BKNG.US)$since its IPO in Apr, 1999 $ヒルトン・ワールドワイド・ホールディングス(HLT.US)$since its IPO in Dec, 2013 $アメテック(AME.US)$since it began trading on the NYSE in 1930 $アクソン・エンタープライズ(AXON.US)$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...
$マイクロソフト(MSFT.US)$: 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. $アマゾン・ドット・コム(AMZN.US)$: 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
$アイロン・マウンテン(IRM.US)$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.
アイロン・マウンテンに関するコメント
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:
$ブッキング ホールディングス(BKNG.US)$ since its IPO in Apr, 1999
$ヒルトン・ワールドワイド・ホールディングス(HLT.US)$ since its IPO in Dec, 2013
$アメテック(AME.US)$ since it began trading on the NYSE in 1930
$アクソン・エンタープライズ(AXON.US)$ s...
コラムData Centers Q2 Preview
コラムData Centers in Demand Despite Power Limitations. Here Are the Data Center Stocks to Watch.
$アマゾン・ドット・コム(AMZN.US)$: Amazon Web Services (AWS) is a cloud da...
DBS: Singapore Data Centre S-REITs
$DigiCore Reit USD(DCRU.SG)$$Keppel DC Reit(AJBU.SG)$$アイロン・マウンテン(IRM.US)$$エクイニクス(EQIX.US)$$デジタル・リアルティー・トラスト(DLR.US)$
コラムBarclays sees Iron Mountain as undervalued and initiates coverage at Overweight
Key takeaways:
1. IRM has shown its resilience ...
コラムTop upgrades and downgrades on 6/24: CLR, MRO, SGEN, FUL and more
• $アメリカンウォーターワークス(AWK.US)$ : Janney Upgrades to Buy from Neutral
• $ベクトン・ディッキンソン(BDX.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $275
• $アルトリア・グループ(MO.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $43 (from $47)
• $ミドルセックス・ウォーター(MSEX.US)$ : Janney Upgrades to Buy from Neutral
• $インドネシア・エネルギー(INDO.US)$ : Noble Capital Upgrades to Outperform from Market Perform - PT...
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