Pacer Data & Infrastructure Real Estate ETF

GDS Holdings Posts 2025 Profit Turnaround Amid Main Business Strains, Plans $9B CapEx for AI-Focused Expansion

GDS to Release FY2026 Q1 Earnings on May 20 Pre-Market EST, Forecast Revenue USD 438.88 M, EPS USD -0.0412

US Existing Home Sales Slightly Increased in April

US Existing Home Sales Annualized for April to be Released Soon

US Metropolitan Area Home Prices Up in Q1 2026, but Proportion Slightly Decreased

UBS Report: Positive Outlook for Domestic GPU Market, Target Price for GDS Lowered

US Commerce Department Revised Building Permits Data

National Association of Realtors Reports 1.5% Increase in Pending Home Sales in March

FactSet: Analysts Raise GDS-US 2026 EPS Forecast

GDS Reports 10.8% Net Revenue Growth in FY25, Reversing Losses

US mortgage rates rise to 6.37%

US March New Home Starts Annualized Monthly Rate 10.8%

US Construction Permits Fell to -10.8% in March

US March Building Permits Below Expectations

US FHFA Housing Price Index in February is 441.4

US 30-Year Fixed Mortgage Average Rate Drops to 6.23%

CICC Reports China Tower's Q1 Profit Up 31.8%, Maintains Outperform Industry Rating

Cathay Real Estate Reports Q1: Market Showed Reduced Volume and High Prices

US Existing Home Sales Contracts Index Up 1.8% YoY in March

China Tower Announces First Quarter Earnings

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

DELL

DTCR

CLOU

XDAT

SNSR

IDGT

NXTG

SOXQ

SRVR

Dell's AI Factory has refreshed its infrastructure with new networking and storage stacks, enhancing its position in the AI market. The company reported 5,000 customers, primarily enterprises, and introduced new PowerRack systems for networking and cooling, which can be operational in under six hours. The PowerRack features advanced manageability and leak detection, while also supporting Nvidia's latest technologies. Analysts noted Dell's strong sales growth and its ability to meet hardware demands amid a global AI infrastructure expansion.

TechTarget News

Dell Tech

Global X Data Center & Dgtl Infrs ETF

Global X Cloud Computing ETF

Franklin Exponential Data ETF

Global X Internet

iShares Semiconductor ETF

Direxion Semicon Bull 3X

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

ISHRS S&P Glb It

SPDR S&P Semicon

VanEck Semiconductor ETF

iShares US Digital Infrastructure and Real Estate ETF

iShares Expanded Tech Software Sector ETF

Spdr Select Tech

First Trust Index NextG ETF

SPDR S&P Software

Proshares Big Data Refiners ETF

Direxion Daily NVDA Bull 2X Shares

Invesco S&P Small Cap Info Tech

Invesco PHLX Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long DELL Daily ETF

NVIDIA

ServiceNow

OpenAI

Palantir Tech

NVIDIA Corporation

Dell AI Factory gets rack-scale infrastructure refresh

METW

METU

Meta Platforms is shifting 7,000 employees into new AI roles as part of a major workforce restructuring, while also planning to cut about 10% of its staff. This move aligns with CEO Mark Zuckerberg's strategy to prioritize AI, investing heavily in data centers and custom chips for advanced models. Despite the layoffs, META stock has a Strong Buy consensus rating, with a target price suggesting a 33.79% upside potential.

- Meta Platforms (META) is reallocating 7,000 employees to new artificial intelligence roles as outlined in an internal memo from Chief People Officer Janelle Gale.  
- The restructuring includes a workforce reduction of about 10%, or 8,000 workers, to manage AI spending while enhancing efficiency.  
- This shift underscores CEO Mark Zuckerberg's commitment to making AI central to Meta's strategy, as the company invests in advanced models and infrastructure amid increasing competition in the tech industry.

Tip Ranks

Meta Platforms

GraniteShares 2x Long META Daily ETF

Roundhill META WeeklyPay ETF

Direxion Daily Meta Bull 2x Shares

Alphabet

Alphabet - C

META Shifts 7,000 Workers into New AI Roles as Part of Major Shake-Up

XLRE

Zillow Group executives recently sold significant amounts of Class C shares, with Chief People Officer Dan Spaulding selling 2,056 shares for $77,970 and CFO Jeremy Hofmann selling 3,671 shares for $139,242. Despite a flat housing market, Zillow reported strong Q1 earnings with double-digit revenue growth and improved cash flow. Analysts maintain a Neutral rating on Z stock, citing strong fundamentals but cautioning against high valuation risks. Year-to-date, Z stock is down 44.80%, with a current market cap of $8.63B.

Zillow

Zillow-C

Vanguard Real Estate ETF

Real Est Select Spdr

iShares US Real Estate ETF

Zillow Execs Make Bold Moves With Fresh Insider Stock Sales

MSFL

Veeam has launched Intelligent ResOps, a new solution that enhances data recovery by unifying data context and recovery processes. This tool, part of the Veeam DataAI Command Platform, allows enterprises to respond faster and restore only impacted data, minimizing risk and downtime. It integrates with Microsoft 365 and provides actionable insights into data management, enabling precise recovery actions in the AI era. Veeam aims to transform resilience operations by connecting data, identity, and AI context for improved decision-making.

Zawya

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Microsoft

ZAWYA: Veeam unveils intelligent ResOps for the agentic AI era, turning data context into faster, more precise recovery

Sonic Fiber Internet has been announced as the Official Internet Provider for the Oakland Ballers' 2026 season, enhancing game-day operations at Raimondi Park. The partnership will support critical functions such as ticketing, vendor transactions, and free Friday night livestreams on YouTube. Sonic's high-speed fiber network will ensure reliable connectivity for journalists, players, and fans, emphasizing the importance of strong upload and download performance in a live event environment.

prnewswire

11:01 ETSonic Fiber Internet to Power Raimondi Park for Oakland Ballers' 2026 Season

GDDY

Agentic AI Foundation Adds 43 New Members as Enterprise and Government Adoption of Open Agent Standards Accelerates | GDDY Stock News

StockTitan

GoDaddy

Agentic AI Foundation Adds 43 New Members as Enterprise and Government Adoption of Open Agent Standards Accelerates | GDDY Stock News

COIN

CRCL

The CLARITY Act, after passing the Senate Banking Committee, faces challenges in securing a 60-vote majority in a Senate with 53 Republican seats. Banking groups are pushing for language to prohibit stablecoin yields, and the bill's text must be reconciled with a version from the Senate Agriculture Committee before the August voting deadline.

CoinLive

Coinbase

Circle

CLARITY Act Faces Challenges Ahead of Senate Vote

ORCL

Edelson Lechtzin LLP is investigating data privacy claims following a data breach at Tulane University, which occurred on August 10, 2025, due to a vulnerability in Oracle's E-Business Suite. Personal data, including names and Social Security numbers, may have been compromised. The firm offers free case evaluations for affected individuals and recommends monitoring accounts for suspicious activity.

Oracle

Defiance Daily Target 2X Long ORCL ETF

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

22:47 ETTulane University Data Breach: Edelson Lechtzin LLP Launches Investigation Into Exposure of Personal Information

Hewlett Packard Enterprise (NYSE:HPE) shares gapped up from $32.07 to $33.70 before trading at $34.2480. Analysts have upgraded their ratings, with Morgan Stanley raising the price target to $25.00 and Truist Financial initiating coverage with a $31.00 target. The company reported $0.65 EPS, beating estimates, and had a revenue of $9.30 billion. HPE also announced a quarterly dividend of $0.1425. Insider transactions showed significant share sales, and institutional investors have increased their stakes in the company.

Market Beat

Hewlett Packard Enterprise

Morgan Stanley

Truist Financial

Bank of America

Citigroup

Everpure

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Hewlett Packard Enterprise (NYSE:HPE) Shares Gap Up   - Here's What Happened

NBIS

NVDA

Nebius Group NV reported a remarkable 684% increase in first-quarter sales, reaching $399 million, driven by surging demand for AI data centers. Adjusted EBITDA stood at $129.5 million, a significant turnaround from last year's loss. Following the announcement, Nebius shares rose by 12%, reflecting strong investor confidence. The company has invested $2.5 billion in Q1 for expansion and plans to spend up to $20 billion this year. Partnerships with Nvidia and Microsoft bolster its position in the competitive AI infrastructure market, despite high capital expenditures.

- Nebius Group NV reported a 684% increase in first-quarter sales, reaching $399 million, driven by growing demand for AI infrastructure.  
- The company's shares surged 17% initially and traded up 12% afterward, reflecting strong investor interest amid a competitive landscape with partners like Nvidia and Microsoft.  
- However, Nebius faces high capital expenditures, planning to invest between $16 billion and $20 billion this year, highlighting a focus on growth and infrastructure costs.

Pacer Data & Infrastructure Real Estate ETF(SRVR.US)

Dell AI Factory gets rack-scale infrastructure refresh

META Shifts 7,000 Workers into New AI Roles as Part of Major Shake-Up

Zillow Execs Make Bold Moves With Fresh Insider Stock Sales

ZAWYA: Veeam unveils intelligent ResOps for the agentic AI era, turning data context into faster, more precise recovery

11:01 ETSonic Fiber Internet to Power Raimondi Park for Oakland Ballers' 2026 Season