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منبع: Seeking Alpha خبرگزاری
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Cheapest AI Infrastructure Play Left: Crypto Miners Converting To AI Data Centers

Cheapest AI Infrastructure Play Left: Crypto Miners Converting To AI Data Centers

Bitcoin miners are pivoting to AI data center operations, securing long-term contracts and reducing revenue volatility tied to BTC price swings. Sector leaders like TeraWulf and Core Scientific have signed multi-billion dollar AI compute contracts, with projections that AI services could reach 70% of revenue by 2026.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
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Stanley Druckenmiller leads doubters who think Bessent's bond ploys will fail

Stanley Druckenmiller leads doubters who think Bessent's bond ploys will fail

Billionaire investor Stanley Druckenmiller cast doubt on whether the Treasury Department's recent bond market maneuvers will be successful. In a published op-ed, Druckenmiller said Treasury Secretary Scott Bessent's efforts may not only fail to bring down government bond yields, but also damage the department's credibility.

منبع: CNBC
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منبع: ETF Trends خبرگزاری
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There's More to Growth Than AI

There's More to Growth Than AI

For many of the past several years, investor enthusiasm has been concentrated in a narrow group of AI-related and technology stocks. As liquidity conditions tighten and speculation begins to recede, broader market fundamentals are gaining importance.

منبع: ETF Trends
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منبع: Yahoo Finance خبرگزاری
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Governments tried to ban privacy. Wall Street just packaged it.

Governments tried to ban privacy. Wall Street just packaged it.

Governments spent years treating privacy coins as criminal tools, and exchanges delisted them worldwide. Now Grayscale is turning its Zcash trust into an ETF on the New York Stock Exchange, ticker ZCSH, and charging 2.5% a year for the privilege.

منبع: Yahoo Finance
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منبع: Seeking Alpha خبرگزاری
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Navitas: The High-Power Pivot Capturing Future Trends

Navitas: The High-Power Pivot Capturing Future Trends

Navitas has restructured, exited low-end consumer lines, and now targets high-power, high-margin markets like AI infrastructure and grid electrification. Q2 '26 revenue grew 22% sequentially, with high-power end markets up 50% YoY; management expects these to dominate sales by year-end. NVTS holds $557 million in cash, supporting a multi-year runway despite current operating losses; profitability hinges on scaling revenue 3.7x without major expense growth.

منبع: Seeking Alpha
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منبع: Zacks Investment Research خبرگزاری
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ET Stock Rallies Past Industry in a Month: Should You Buy or Hold?

ET Stock Rallies Past Industry in a Month: Should You Buy or Hold?

Energy Transfer's 5.9% monthly rally is backed by fee-based cash flows, data-center demand and expansions, but high debt and lower ROE warrant caution.

منبع: Zacks Investment Research
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منبع: CNBC Television خبرگزاری
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JPMorgan's Kevin Curtin on AI backlash: There's always risk with financing infrastructure projects

JPMorgan's Kevin Curtin on AI backlash: There's always risk with financing infrastructure projects

Kevin Curtin, JPMorgan AI Infrastructure Investment Banking head, joins 'Squawk on the Street' to discuss the growing backlash to new data centers as tech companies pour billions into the AI buildout.

منبع: CNBC Television
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منبع: ETF Trends خبرگزاری
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S&P/TSX Energy Index Rallies 16% in July, Tops Canadian Sectors

S&P/TSX Energy Index Rallies 16% in July, Tops Canadian Sectors

The S&P/TSX Energy Index jumped 16% in July, emerging as the standout performer in an otherwise subdued Canadian equity market. Despite energy's strong performance, Canadian energy equity ETFs recorded $244 million in net outflows.

منبع: ETF Trends
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منبع: Seeking Alpha خبرگزاری
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Forget Iran; Bessent Gave Us 1 Trillion Reasons To Buy

Forget Iran; Bessent Gave Us 1 Trillion Reasons To Buy

The Treasury's expanded secondary sanctions on Iran are overshadowed by its plan to fund buybacks from the TGA, shifting liquidity dynamics. Market reactions to 'Operation Economic Outcast' were muted, with Brent crude falling and equities flat, signaling the Iran risk is already priced in.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Operation Economic Outcast Directed At China, Major Escalation Likely

Operation Economic Outcast Directed At China, Major Escalation Likely

Operation Economic Outcast is designed to economically isolate Iran and force Iran to reopen Hormuz and give up its nuclear program. The secondary sanctions are directly targeting China, but China might not fully comply; it has leverage due to its control of rare earth materials.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Ondas: Acquisition Pain Should Subside (Rating Upgrade)

Ondas: Acquisition Pain Should Subside (Rating Upgrade)

Ondas trades at yearly lows, partly due to market confusion and disappointment around a long string of acquisitions. The counter-drone and robotics company is now guiding to 30%+ organic growth with revenues topping $525 million this year. Ondas isn't helping shareholders with aggressive acquisitions and will need to pull back from more deals in order to convince the market the plan is working.

منبع: Seeking Alpha
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