SPXC

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...

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...

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

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Thematic Research: Data Center Buildout

Thematic Research: Data Center Upgrades for an AI World

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)