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LXP Industrial Trust (LXP) Buyout Puts Fair Value Back In Focus
Simply Wall St.9d agobullish
LXP Industrial Trust (LXP) Buyout Puts Fair Value Back In Focus

LXP Industrial Trust (LXP) is set to be taken private after Brookfield Asset Management and Canada Pension Plan Investment Board agreed to acquire the company in an all cash deal that values LXP at $5.2 billion. See our latest analysis for LXP Industrial Trust. The proposed buyout comes after a period of strong price action for LXP Industrial Trust, with a 30-day share price return of 9.37% and a 90-day share price return of 19.21%. The 1-year total shareholder return of 62.36% suggests...

South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan
Reuters9d agobullish
South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan

Shares of South Korean internet and cloud service giant Naver jumped more than 10% on Monday after it said Nvidia ‌would acquire $1 billion of its new shares to finance a project ‌to expand an AI data centre. The investment comes after the two firms and investment group Brookfield announced ​on Friday plans to expand Naver's AI data centre in South Korea with up to $10 billion in funding. Naver said on Monday it will place 7.2 million new shares with Nvidia for 204,500 won each, or a 1% discount to its closing price on ‌Friday, as part of the ⁠agreement.

3 Powerful Nuclear Energy Stocks to Buy in July
24/7 Wall St.28d agobullish
3 Powerful Nuclear Energy Stocks to Buy in July

Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July

Bloom Energy’s $25B partnership targets AI’s next bottleneck
TheStreet34d agobullish
Bloom Energy’s $25B partnership targets AI’s next bottleneck

Bloom Energy (BE) is trying to make power part of the artificial intelligence trade. The company is getting a larger role in AI infrastructure after Brookfield expanded its financing framework for AI power projects from $5 billion to $25 billion. The fivefold increase gives Bloom a bigger opening ...

Brookfield Asset Management (TSX:BAM) Signs Sweden Sovereign AI Partnership With Telia And KTH
Simply Wall St.42d agobullish
Brookfield Asset Management (TSX:BAM) Signs Sweden Sovereign AI Partnership With Telia And KTH

Brookfield Asset Management, Telia Company and KTH Royal Institute of Technology have signed a memorandum of understanding to build sovereign AI services and applications in Sweden. The partnership focuses on large language models and AI driven services for key Swedish sectors, supported by Brookfield Asset Management's previously announced AI infrastructure investment in the country. The news highlights Brookfield Asset Management's expanding role in European digital infrastructure and AI...

Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?
24/7 Wall St.43d agobullish
Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?