Three Data Center Investments to Consider as AI Opportunities10/13/2026 |
|
Trump’s AI Secret: 100X Faster Than Nvidia While everyone’s fighting over AI scraps...
Trump just triggered what I believe is the biggest tech disruption since the internet. Now I see something even BIGGER brewing.
There are three companies are making it happen: building what I call the “Trillion Dollar Triangle”:
Make no mistake. This could be one of the biggest opportunities I’ve seen in over four decades. Get the three company names here before Wall Street catches on. Click Here... |
|
|
Three data center investments to consider as AI opportunities could lead to green pastures of various kinds.
Data centers have become controversial, with some communities and their residents opposing them. However, data centers also are increasingly needed to satisfy the fast-growing demand for artificial intelligence (AI) and other technological advances.
The majority of new data centers built in coming years rely on behind-the-meter (BTM) power for electricity generation, storage, or management systems located on the customer's side of the utility service meter at a home, a business or a data center site, according to Citi Research. Data center design is constantly changing, with no clear "one-size-fits-all" strategy, the investment firm's equity research analyst Kyle Menges wrote in an Oct. 12 research note.
A headwind for the economy could come in the form of rising inflation and interest rates, boosting the cost of borrowing and reducing demand for mortgage refinancings, I reported during a recent interview on NewsMax TV. Even though President Donald Trump said he does not care about midterm elections that may swing control of the House and possibly the Senate to the Democrats, he took an action that may win some voter support for Republicans by issuing Executive Order on Diesel Affordability to temporarily allow off-road "dyed" diesel for highway use and defer federal excise taxes to lower costs for truckers and farmers.
Used power generation equipment is currently selling at a premium to new equipment, underscoring "robust demand" that is proving to be greater than the supply, Menges wrote. Overall, the outlook appears "bullish" for many data-center-exposed companies, he added.
Three Data Center Investments to Consider as AI Opportunities: Woods' Wisdom
Investors wary about investing in the market during the sometimes scary month of October for markets may be heartened to learn that events such as Black Tuesday in 1929 and Black Monday in 1987 are rare. In U.S. midterm election years such as 2026, October is historically one of the strongest months of the year, averaging close to a 3% gain on the S&P 500 since 1950.
Plus, the S&P 500 has had a big run in the past four years, with the benchmark measure of the domestic equity market up some 117.5% since then, wrote Jim Woods to subscribers of his Forecasts & Strategies investment newsletter on Monday, Oct. 12. That is a "great move higher," but it’s not over yet, he added.
There are several reasons for optimism, continued Woods, who also heads the TNT Trader, Tactical Trader, Five Star Trader, and Bullseye Stock Trader advisory services that recommend both stocks and options. One reason is that a Bespoke Investment Group study of historical returns of the S&P 500 after a bull market’s four-year anniversary found that the median return in the following 12 months reached 16.8%, he added.
“When you’re hot, you’re hot,” continued Woods, describing the stock market's performance by using the title of a country tune sung by Jerry Reed that reached No. 1 on the U.S. Country charts and won a Grammy Award for Best Male Country Vocal Performance.
A second reason Woods forecast stocks would climb is because earnings growth remains robust, despite surging bond yields, soaring oil prices, and a Fed that seems intent on hiking rates. Plus, the key artificial intelligence (AI) trade is staying "strong" and consumer spending remains healthy, he added.
Jim Woods heads Forecasts & Strategies and Tactical Trader. |
|
Why the safest income stream doesn’t show up on Wall Street Most income investments come with a catch.
Dividend stocks can be cut. REITs can get squeezed. CDs mature and reset at whatever rate is available next.
But Todd Phillips has uncovered a new 10.3% War Bond built for one purpose:
Locked-in income. Paid year after year. For life.
Todd has studied safe-money income for 30 years. And he says this current 10.3% rate is among the highest he’s seen in his career.
The last time a similar window opened, it vanished in months.
Click here to see this 10.3% War Bond Blueprint. Click Here... |
|
|
Three Data Center Investments to Consider as AI Opportunities: Nvidia
NVIDIA (NASDAQ: NVDA), a multinational technology company headquartered in Santa Clara, California, gained additional attention with its announcement that it will co-sponsor a pluggable standard with Cisco Systems Inc. (NASDAQ: CSCO), of San Jose, California. The move was described as "positive" in a recent Citi Research note. Cisco develops, manufactures, and sells hardware, software, telecommunications equipment, and other high-technology services and products focused on networking, cybersecurity, and AI.
NVIDIA is a current buy recommendation of Gilder's Technology Report, led by futurist George Gilder and his team of analysts. Senior Analyst Dr Robert Castellano, PhD, is among those who talk favorably about NVIDIA's prospects for capital appreciation.
George Gilder heads Gilder's Technology Report.
Nvidia dominates AI data center computing with its graphic processing units (GPUs), integrated systems, and networking technologies, benefiting directly from hyperscaler capital expenditures, Castellano opined.
Following the launch of several personal AI agents recently, including Muse, Dots, Instinct, GrokBot, and GeminiSpark, Citi Research raised its 2030 CPU target addressable market (TAM) to $300 billion. Unlike chatbots, which remain largely idle between user interactions, always-on agents like Muse can operate continuously, drive a significant increase in inference-related compute, memory, and networking consumption across both enterprise and consumer workloads, Citi Research wrote.
The investment firm reiterated its "Buy" rating on NVDA with a $315 target price. A key reason is rising demand for GPUs, Citi Research wrote.
Chart courtesy of www.stockcharts.com.
Three Data Center Investments to Consider as AI Opportunities: Vertiv
Westerville, Ohio-based Vertiv Holdings Co. (NYSE: VRT) is a second data center stock worth considering. The technology company supplies critical liquid cooling, power management, and electrical distribution systems needed to support increasingly power-intensive AI data centers.
Vertiv is another stock viewed highly by Gilder, Castellano, and their colleagues. The company recently strengthened its position as a comprehensive data center infrastructure provider through an acquisition.
Vertiv Holdings, a global leader in critical digital infrastructure, announced on Sept. 2 that its wholly owned subsidiary, Vertiv Corporation, entered into an agreement and plan of merger to acquire Utility Innovation Holdings, Inc., which operates as UtilityInnovation Group (UIG), a provider of microgrid solutions, advanced power controls, and behind-the-meter power architecture design for data centers. The deal for approximately $1.45 billion in cash at closing, with additional consideration of up to $1.15 billion in cash based on achieving certain earnings before interest, taxes, depreciation, and amortization (EBITDA) targets more than 12- and 24-month periods, the acquirer announced.
Chart courtesy of www.stockcharts.com. |
|
Stop Chasing Stock Tips. Start Scanning for Probability. Another tip from a forum, a group chat, a guru with a hot take, and you are always the last one in.
VantagePoint's patented AI analyzes intermarket relationships across global markets, forecasting direction up to 3 days in advance, so you're working from data instead of somebody else's opinion.
Trade like consistent, successful traders do, with your own process instead of someone else's tip.
Reserve your seat to start scanning for probability. Click Here... |
|
|
Three Data Center Investments to Consider as AI Opportunities: BXDC
Blackstone Digital Infrastructure Trust Inc. (NYSE: BXDC) is rated a “Buy,” according to a recent report by Citi Research. Opportunity now is knocking, but it has taken longer to open the door, the research firm wrote in upgrading its rating for BXDC.
BXDC is down ~17% from its initial public offering (IPO) price and about 25% from its prior trading high, Citi Research wrote. Despite upgrading the shares to a Buy rating, Citi reduced its target from $23 to $20, giving BXDC an estimated net asset value (NAV) of $19.42, as of the third quarter of 2026.
"Blackstone Digital Infrastructure went public with a strategy to acquire high quality stabilized data centers occupied by IG-rated hyper-scalers and in well-established data center markets under a Blind Pool structure," Citi Research wrote. "However, no deals have yet been announced and Blackstone still has an opportunity to invest the capital raised. The market is likely to apply a higher cap rate to the assets BXDC purchases in the future given the higher interest rate environment."
Chart courtesy of www.stockcharts.com.
Three Data Center Investments to Consider as AI Opportunities: Geopolitics
Russia keeps intensifying its invasion in Ukraine that has included firing on buses and other civilian targets with jet-powered attack drones. Ukraine's capital of Kyiv has been targeted directly. In response, more than a dozen automated turrets have been deployed around the Ukrainian capital as Russia steps up its use of faster drones that are more difficult for conventional air defenses to intercept. Ukraine’s Air Force indicated it is using artificial intelligence and machine vision to track targets and aim through its Sky Sentinel system to defend against the faster Russian, jet-powered drones, creating a tactical battle in which warfare is moving towards machines fighting machines.
The war's escalation occurred despite recent visits to both nation's capitals by President Trump's envoys Steve Witkoff and Jared Kushner, who sought to broker a peace agreement. With military action taking place there, the Middle East, and elsewhere, these three investments offer a potentially profitable path to receive share-price appreciation.
If investors are wary about the ups and downs of the stock market, an alternative is to trade options. An advisory service teaches how to do so.
The pure-play options service that trades into volatility to pursue quick profits is the DayTradeSPY Trading Room, advised Hugh Grossman, who is the senior leader of the the service. The DayTradeSPY Trading Room has a win rate that averages 89.8%, its Pick of the Day service track record is 88.6%, and the DayTradeSPY Signal service profits 86% of the time.
As long as there is turmoil in the world… wars, tariffs, political upheaval, you name it, "we make money," said Grossman, who also offers Inner Circle memberships that include all his services.
"We can’t control the events of the day, but we can take advantage of that instability by trading short-term movements," Grossman continued. "Options on SPY provide outstanding leverage and liquidity for quick profits." |
|
Sincerely,
Paul Dykewicz, Editor
StockInvestor.com
|
|
About Paul Dykewicz:Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, "Holy Smokes! Golden Guidance from Notre Dame's Championship Chaplain", with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter @PaulDykewicz. |
|
|
|
|
|
Visit our YouTube Channel - Eagle Investing Network