Market context
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Despite localized moratoriums and supply chain delays, the U.S. data center boom remains robust. With nationwide construction up 46% year-over-year and thousands of planned facilities through 2030, d…
DTE Energy trades at $141.72 with a BUY rating and $163.72 target, driven by hyperscale data center contracts with Oracle and Google totaling 2.4 GW, though DTE itself isn't a tracked symbol.
Alger's Q2 2026 letter highlights broad market recovery driven by AI investment and a US-Iran ceasefire, with S&P 500 up 15.2%. Credo Technology (CRDO) was a top contributor due to AI data-center con…