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they are going to be paying more >> more than a shopping center reet what's in an equinix reet? >> all the stuff you just talked about. >> the groucho marx, the duck comes down, it's nvidia. >> and arm >> the cpu and the gpu >> vertiv helping you build it >> it's the old-fashioned people th at eton. i like to speak with utility people they're actually like -- they tend to be pretty fun-loving the guy who used to run american electric and power is on the rock and roll hall of fame board. >> wow >> that's wrirhere i realized tr was this group eddie vedder, have you heard of him? >> i have. >> unbelievable. but i do say that they are the ones that are on -- they have -- they're under fire they can't provide enough power. power's going to go up 5% for the next three years, each year, and we have had a grid that hasn't grown in 20 years so, these -- equinix is part of many changes within the grid, which is to say, you know what we're a real power in power, and what do you need -- here's a good one that we didn't mention that we'll mention when we speak to rene. why do people like arm
they are going to be paying more >> more than a shopping center reet what's in an equinix reet? >> all the stuff you just talked about. >> the groucho marx, the duck comes down, it's nvidia. >> and arm >> the cpu and the gpu >> vertiv helping you build it >> it's the old-fashioned people th at eton. i like to speak with utility people they're actually like -- they tend to be pretty fun-loving the guy who used to run american electric and power is on the...
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May 30, 2024
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the equinix and digital is benefitting from a lot of those same trends that we're seeing. the proliferation of data that's underpinning artificial intelligence is all housed in data centers. so that growth is going to have a multiyear trajectory. >> each pedia byte is 20 million file cabinets. laurel, thank you so much. we appreciate it. >>> coming up, there's one cohort holding up the travel economy, kind of just heard about them. we'll tell you who they are exactly, and which companies are benefiting the most. this is one of them, up 17% ain month. we'll reveal it, next. >> umgc has been absolutely instrumental in my post-military success. after doing about eight years active duty, additional four reserves, i wanted to go after that lifelong dream. since graduating, i've gotten promoted; and i'm able to operate with confidence now because i now have the technical expertise. at university of maryland global campus, i feel i can accomplish anything. >> learn about our more than 125 online degrees and certificates at umgc.edu. >>> welcome back to "the exchange." we haven't
the equinix and digital is benefitting from a lot of those same trends that we're seeing. the proliferation of data that's underpinning artificial intelligence is all housed in data centers. so that growth is going to have a multiyear trajectory. >> each pedia byte is 20 million file cabinets. laurel, thank you so much. we appreciate it. >>> coming up, there's one cohort holding up the travel economy, kind of just heard about them. we'll tell you who they are exactly, and which...
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May 23, 2024
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advanced microdevices, that stock down 2% super mike rowe, up about 6% enterprise technology, up 6.5% and equinix losing steam, but some of these trusts that focus on data centers have seen some strength today so we'll see whether those nvidia coat tails have more room and the department of justice just made it official, we heard about it for a while, but they have launched an anti-trust probe and lawsuit against livenation, the parent company of ticketmaster. they think they have a monopoly, they allege that, and will bring a suit to maybe break the company up back over to you >> down 7.5% dom, thank you >>> meanwhile, the market may be pricing in a september rate cut, but jpmorgan's ceo jamie dimon warns inflation is stickier than people think and a hard landing is possible. let's get reaction to that for my next guest who believe the next move is still easing. joining me now is brian weinstein and greg daco. welcome to both of you greg, do you really think july that's six weeks from now. >> i think there's still a possibility they will adopt easing cycle in july the reason is essentially you s
advanced microdevices, that stock down 2% super mike rowe, up about 6% enterprise technology, up 6.5% and equinix losing steam, but some of these trusts that focus on data centers have seen some strength today so we'll see whether those nvidia coat tails have more room and the department of justice just made it official, we heard about it for a while, but they have launched an anti-trust probe and lawsuit against livenation, the parent company of ticketmaster. they think they have a monopoly,...
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May 9, 2024
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. >>> as we head to break, we are watching shares of equinix it tops the quarter. "worldwide exchange" back after this h customer demand... in real time. (jen) so we partner with verizon. their solution for us? a private 5g network. (ella) we now get more control of production, efficiencies, and greater agility. (marquis) with a custom private 5g network. our customers get what they want, when they want it. (jen) now we're even smarter and ready for what's next. (vo) achieve enterprise intelligence. it's your vision, it's your verizon. wall street forecasts over $100 billion in sales for weight loss drugs known as glp-1. even with unliked and inconvenient injections, dehydratech processing of a glp-1 drug demonstrated improved blood sugar reduction and reduced side effects. more human study results for lexarias patented oral delivery technology are coming soon. lexaria bioscience, transforming the future of glp-1 drug delivery. and they're all coming? those who are still lexwith us, yes.ce, grandpa! what's this? your wings. light 'em up! gentlemen, it's a beautiful
. >>> as we head to break, we are watching shares of equinix it tops the quarter. "worldwide exchange" back after this h customer demand... in real time. (jen) so we partner with verizon. their solution for us? a private 5g network. (ella) we now get more control of production, efficiencies, and greater agility. (marquis) with a custom private 5g network. our customers get what they want, when they want it. (jen) now we're even smarter and ready for what's next. (vo) achieve...
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May 13, 2024
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position you can invest we talked about how do you play all this stuff you can be in infrastructure stocks equinix or other things that are going to do well, copper, freeport, and if that's one part of the market, but then you can play the other market of health care and other things too. so, i think you can be diversified in an area where the markets are overall overvalued but i think the opportunities are still there. >> appreciate it thank you for watching "power lunch. >>> "closing bell" starts right now. ♪ >>> kelly, thanks so much. i'm scott wapner live from post nine at the new york stock exchange this make or break hour begins with the markets on edge as critical inflation data looms large. the recent rally back from the april lows potentially hanging in the balance we will ask our experts over this final stretch what is really at stake this week with the release of ppi and cpi reports. our guests today including sara naison-tarajano in goldman-sachs. in the meantime, take a look at the scorecard. we're still less than 1% away from those new all-time highs. may not get there today. we're
position you can invest we talked about how do you play all this stuff you can be in infrastructure stocks equinix or other things that are going to do well, copper, freeport, and if that's one part of the market, but then you can play the other market of health care and other things too. so, i think you can be diversified in an area where the markets are overall overvalued but i think the opportunities are still there. >> appreciate it thank you for watching "power lunch....
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game, it's what we get paid for, certain areas of the market will continue to do well you mentioned equinix, other data centers that are part of that a.i. ecosystem will continue to grow. look at digital realty as another example. they pay a dividend of about 3.4%, announced a joint venture with blackstone to build $7 billion of data centers -- husband hez but they're trading at a 97. pe. they're expensive. >> absolutely. but we see more earnings growth ahead. their orders grew 60% year-over-year. how about a company that two -- guys the -- liz: leon cooperman was just on the show two days ago, he said he like9s that. >> great minds think alike. liz: great billionaires -- oh, not yet. >> give me a few more years. [laughter] liz: mark you have looked at who's disadvantaged, who's advantaged. give us your tranches of names on each side. >> certainly, we like the buy now, pay later names, paypal, maybe even apple, that might be the side of the business that pulls them out from their iphone doldrums. we love anything data, no surprise to anybody that follows myself or market rebellion. two of t
game, it's what we get paid for, certain areas of the market will continue to do well you mentioned equinix, other data centers that are part of that a.i. ecosystem will continue to grow. look at digital realty as another example. they pay a dividend of about 3.4%, announced a joint venture with blackstone to build $7 billion of data centers -- husband hez but they're trading at a 97. pe. they're expensive. >> absolutely. but we see more earnings growth ahead. their orders grew 60%...