ISHRS S&P Glb Telco (IXP.US) Latest News & Headlines | Longbridge

© 2026 Longbridge｜Terms of Service Privacy Policy

Meta AI Data Centre Power Deal Could Be A Game Changer For Capital Power (TSX:CPX)
Simplywall·55 minutes ago
- Capital Power signed a 250-megawatt power supply contract with Meta to power a planned AI data centre in Alberta, linking the company to growing data-driven electricity demand. - The long-term agreement supports stable cash flows and dividend growth, though financial risks such as weak interest coverage and thin earnings margins remain. - The company's projections estimate CA$4.3 billion in revenue and CA$591.7 million in earnings by 2029, reflecting potential upside driven by AI infrastructure needs.
META-0.86%METW-1.01%
Could $5,000 in This Nuclear Stock Turn Into a Life-Changing Sum?
Motley Fool·1 hour ago
- Oklo is an early-stage nuclear technology developer positioning itself to meet the soaring energy demands of data centers and artificial intelligence infrastructure. - The company plans to deploy its Aurora powerhouse reactors directly behind the meter and signed a master agreement with Meta Platforms to support an Ohio campus project. - Achieving major returns requires a multi-decade timeline as Oklo works to validate its technology and transition into a fleet-scale operator before its projects become fully operational in the late 2020s and 2030s.
OKLO-4.46%META-0.86%
Tencent Holdings (TCTZF) Receives a Buy from SPDB
Tip Ranks·3 hours ago
- SPDB analyst maintained a Buy rating on Tencent Holdings with a price target of HK$580.00, while CGS International also sustained a Buy rating with a HK$688.50 price target. - Tencent Holdings closed at HK$440.00 and currently holds a Strong Buy analyst consensus rating on the market. - The average price target stands at HK$675.33, indicating a 53.48% upside potential from current levels.
TCEHY+2.23%TCTZF+2.44%
Disney Is Launching a Series of Romantasy Webcomics on Webtoon Inspired by Movies Including ‘Beauty and the Beast’
Variety·7 hours ago
- Disney Publishing announced “Disney Cursed Love,” a new romantasy webcomic initiative inspired by iconic love stories, launching first on Webtoon. - The series begins with “The Curse of a Forsaken Heart” featuring Belle and the Beast, written by Emily McIntire and scheduled for print in 2027. - This collaboration expands Disney’s digital comics partnership with Webtoon, featuring various titles and future digital platform development.
DIS+1.96%DISO0.00%
UOB Kay Hian Keeps Their Buy Rating on Tencent Holdings (TCTZF)
Tip Ranks·8 hours ago
- UOB Kay Hian analyst Julia Pan maintained a Buy rating on Tencent Holdings on August 13 with a price target of HK$ 608.00. - The company’s shares closed at HK$ 441.00, while the stock holds a consensus Strong Buy rating with a target of HK$ 675.81. - Citi also reiterated a Buy rating on the stock with a price target of HK$ 765.00 in a report released on the same day.
TCTZF+2.44%TCEHY+2.23%
Alliant Energy Earnings Call Highlights Data Center Surge
Tip Ranks·8 hours ago
- Alliant Energy held its Q2 2026 earnings call, reporting GAAP earnings of $0.65 per share while reaffirming its full‑year guidance and 2027 through 2029 compound annual EPS growth rate of 7% or more. - The company highlighted a surging demand pipeline driven by major data center projects with tech giants like Google, QTS, and Meta, which is expected to support roughly 60% demand growth by 2031. - Management navigated headwinds including milder weather, higher operating costs, and regulatory scrutiny while advancing aggressive generation, renewable, and financing initiatives to strengthen its balance sheet.
LNT+0.57%GOOGL-0.13%
Bill Ackman Unveils Six New Investments In Major Portfolio Overhaul
rttnews·10 hours ago
- Billionaire investor Bill Ackman added six new holdings—Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global—to his portfolio during the second quarter. - The major portfolio overhaul was driven by expectations of strong earnings growth, following a challenging year where his funds lagged behind the S&P 500 total return index. - Ackman also recently invested in Microsoft, betting that artificial intelligence investments will support the company's market recovery.
NFLX-0.10%ICE-0.33%
Alphabet Just Borrowed $25 Billion, and $2.5 Billion of It Isn't Due Until 2066
Motley Fool·10 hours ago
- Alphabet closed a $25 billion senior notes sale on Monday across ten tranches with maturities running from 2028 to 2066. - The company raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion primarily for infrastructure investments like servers and data centers. - Long-term debt has increased significantly to roughly $123 billion following the recent debt sale and stock issuance to support surging capital spending.
GOOGL-0.13%GOOG-0.12%
Soros adds American Electric Power, exits Salesforce, boosts Entergy stake, among Q2 trades
MSN·10 hours ago
- Soros Fund Management filed its Q2 13F filing detailing major portfolio adjustments across several key holdings. - The firm initiated a new stake of 768K shares in American Electric Power valued at 105.1M dollars while completely exiting Salesforce. - Additionally, the fund increased its stake in Entergy and reduced its holdings in Amazon.
CRM-2.56%GOOGL-0.13%
Musk looks to space as only way to meet AI compute demand by 2028
Cryptopolitan·10 hours ago
- Elon Musk stated that orbital compute will become the only viable solution to scale artificial intelligence by 2029 due to terrestrial power shortages and permitting delays. - Major industry players like SpaceX, Blue Origin, and Google have already filed applications with the FCC to launch large satellite constellations for space-based data centers. - Implementing this orbital infrastructure faces significant technical and economic challenges, including massive solar panel requirements, launch cost thresholds, and the rapid obsolescence of AI processors.
GOOGL-0.13%GOOG-0.12%
TD Cowen Stays Bullish on Tesla (TSLA) Stock, Cites Strong AV Prospects
Tip Ranks·11 hours ago
- TD Cowen analyst Itay Michaeli maintained a Buy rating and a $460 price target on Tesla stock, emphasizing its strong autonomous vehicle prospects. - The analyst noted that Tesla and Waymo are best positioned to dominate the U.S. autonomous vehicle market, which is expected to favor a winner-take-most model. - Despite Tesla dropping 24% year-to-date due to margin and EV competition concerns, experts highlight its software safety improvements and consumer appeal.
TSLA+0.68%TSLQ-1.29%
Berkshire Hathaway Doubles Down on Homebuilders, Makes Alphabet Top 3 Holding
benzinga_article·11 hours ago
- Berkshire Hathaway revealed its latest portfolio moves in a 13F filing under the leadership of CEO Greg Abel for the second quarter ending June 30, 2026. - The firm added a new position in D.R. Horton Inc, completely exited Constellation Brands, and significantly increased stakes in Alphabet Class C and Lennar Corp while reducing holdings in companies like Capital One Financial. - Combined Alphabet stakes reached $37.8 billion, making Alphabet a top three holding alongside Apple Inc and American Express Company in the Berkshire Hathaway portfolio.
BRK.A-0.84%BRK.B-0.57%
Berkshire Hathaway boosts Alphabet to a top three holding, ups Delta and housing bets
CNBC·11 hours ago
- Berkshire Hathaway significantly increased its stake in Alphabet by 83% during the second quarter, making it the conglomerate's third-largest U.S.-listed equity holding valued at $37.9 billion. - The investment conglomerate also expanded its financial bets by increasing positions in Delta Air Lines and homebuilders such as Lennar and D.R. Horton. - These investments ended 14 consecutive quarters of net stock sales, dropping Berkshire's cash level to $365.5 billion at the end of June.
LEN-0.81%BRK.A-0.84%
Walt Disney Co. Stock Outperforms Competitors On Strong Trading Day
MarketWatch Automated·11 hours ago
- Walt Disney Co. shares advanced 1.96% to $106.85 on Friday, marking the stock's second consecutive day of gains despite a broader market decline. - The company outperformed several competitors, while its trading volume of 8.1 million remained below its 50-day average of 11.2 million. - Walt Disney Co. closed 10.79% short of its 52-week high of $119.78 achieved on September 5th.
DIS+1.96%DISO0.00%
Lingerie Fighting Championships swings to FY26 H1 net income of $157,926; revenue rises 50% to $79,656 vs FY25 H1
PUBT·12 hours ago
- Lingerie Fighting Championships reported a net income of USD 157,926 for the first half of fiscal year 2026, as revenue climbed 50% to USD 79,656. - For the quarter ended June 30, 2026, the company posted a narrowed net loss of USD 281,355, alongside a 19% increase in revenue to USD 30,464. - The working capital deficiency improved to USD 5.87 million by the end of the period, mainly due to lower derivative liabilities.
META-0.86%METU-1.76%