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Hennessy Equity and Income Fund released its Q2 2026 letter, identifying Martin Marietta Materials as a performance detractor amid elevated valuation pressures. Despite short-term weakness, the fund …
Nvidia is partnering with OpenAI and SB Energy to build an 8GW data center in Ohio. Nvidia will provide over $105 billion in financing and use exclusively Nvidia GPUs, potentially generating up to $2…
DA Davidson cut Nebius' price target 30% to $175 on Vineland, NJ data-center delays, potentially affecting 2026 capacity delivery to Microsoft, though impact on MSFT appears minor and indirect.
The AI boom is reshaping the labor market, boosting non-residential construction for data centers while displacing white-collar and tech jobs. While this creates sector-specific winners and losers, t…
Caterpillar (CAT) reported record earnings, crushing estimates, driven by AI data center construction. This signals the AI boom is expanding beyond tech into industrial sectors, benefiting heavy equi…
Meta and Google are investing heavily in vocational training programs to address the critical shortage of skilled tradespeople, essential for building and maintaining the infrastructure required for …
Blackstone CEO Schwarzman acknowledged rising public opposition to U.S. data center construction, essential for AI development. While Blackstone invests heavily in AI infrastructure through QTS, they…
A shortage of licensed electricians is colliding with the AI data center boom. Training takes 3-5 years, meaning many apprentices won't be ready until construction demand cools, per Goldman Sachs pro…
Mike Rowe highlights skilled labor shortages (400,000 welders/electricians needed for Pentagon submarines) as AI data center buildout by Meta, Google intensifies competition for tradespeople, boostin…
AI-driven demand for data centers boosts construction work and revenue prospects for Amazon, Microsoft, and Google, amid labor shortages and expansion plans fueling long-term industry growth.
U.S. data-center construction hit a record $40 billion in June as hyperscalers (Microsoft, Alphabet, Amazon) ramp AI infrastructure, boosting demand for semiconductor suppliers like Nvidia.