Thematic Research: Data Center Buildout Sep 27, 2024 AI is driving a surge in demand for data centers as data continues to grow exponentially. Data Center spend estimates at $215B in 2023 with... read more
Thematic Research: Data Center Upgrades for an AI World Jun 30, 2024 The surge in AI demand is driving the need for massive investments into data centers which are requiring more energy than ever before driving demand... read more
Market Recap 6-8-2021 (MLHR, SGEN, CSPR, THO, PENN, CCL, AEM, PAGS, FDX, CHWY, SHAK, EXPE, OLLI, BP, EQT, GPMT, ROOT, RDFN, UNM, COIN, CNC, GDRX, JBLU, CP, CNI, SPXC, F, FCX, AA, VTNR, DOW, BG, AEM, LYB, MU, TDC, HIMX, ZEN, SNOW, ZM, IBM, FSLY, TWTR, COMM, DOCU) Jun 08, 2021 read more