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Lenders scrutinize US data center financing as community opposition builds

Lenders scrutinize US data center financing as community opposition builds

By Saeed Azhar and Tatiana Bautzer NEW YORK, Aug 10 (Reuters) - The race to finance the U.S. data center boom is forcing banks and asset managers to confront an added risk: political and community opposition.
TheStreet TheStreet
Bank of America sets aggressive Tower Semiconductor target

Bank of America sets aggressive Tower Semiconductor target

Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target.  The call landed days after Tower posted the best quarter in its history. ...
TheStreet TheStreet
Public outcry over data centers has banks recalculating risk

Public outcry over data centers has banks recalculating risk

Depending on who you ask, the public backlash against data centers is either a messaging problem or a grassroots backlash against a nefarious encroachment on the way of life in communities across the country. Whatever the cause of the pushback, it's clear that the voice of the people is at least ...
TheStreet TheStreet
Datadog coverage update: BofA stays bullish on weakness

Datadog coverage update: BofA stays bullish on weakness

Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door. In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a $150 million ...
Trendline Trendline
Top Analysts Highlight Palantir, Amazon, and Lam Research as Key AI Stocks

Top Analysts Highlight Palantir, Amazon, and Lam Research as Key AI Stocks

Top Analysts Highlight Palantir, Amazon, and Lam Research as Key AI Stocks
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Data Center Firm Switch Files Confidentially for IPO Amid AI Demand

Data Center Firm Switch Files Confidentially for IPO Amid AI Demand

Data Center Firm Switch Files Confidentially for IPO Amid AI Demand
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Switch Inc. Plans $50 Billion IPO with Major Banks Involved

Switch Inc. Plans $50 Billion IPO with Major Banks Involved

Switch Inc. Plans $50 Billion IPO with Major Banks Involved
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Marvell Technology's Stock Rises After Bullish Trading Signal Amid AI Product Launch

Marvell Technology's Stock Rises After Bullish Trading Signal Amid AI Product Launch

Marvell Technology's Stock Rises After Bullish Trading Signal Amid AI Product Launch
TheStreet TheStreet
Bank of America spots new curveball for Magnificent Seven stocks

Bank of America spots new curveball for Magnificent Seven stocks

The ‘Magnificent Seven’ stocks spent years convincing investors that their tremendous AI spending would translate into sustainable growth, powerful cash flows, and fatter valuations. That assumption is now up against a major test. Wall Street has largely treated hyperscaler spending as a powerful ...
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IREN Limited Stock Surges Amid AI Cloud Expansion and Favorable Market Conditions

IREN Limited Stock Surges Amid AI Cloud Expansion and Favorable Market Conditions

IREN Limited Stock Surges Amid AI Cloud Expansion and Favorable Market Conditions
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AI Trade Resurgence Driven by Strong Earnings and Investment Signals

AI Trade Resurgence Driven by Strong Earnings and Investment Signals

AI Trade Resurgence Driven by Strong Earnings and Investment Signals
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Dell Technologies Partners with Volta for AI Cloud Infrastructure

Dell Technologies Partners with Volta for AI Cloud Infrastructure

Dell Technologies Partners with Volta for AI Cloud Infrastructure