Supreme Electronics Co., Ltd. 8112

Microsoft (NasdaqGS:MSFT) and other large US tech firms have created a new coalition focused on AI data center impacts. The group aims to address environmental, energy grid, and local community concerns tied to rapid AI infrastructure buildouts across the US. Member companies are preparing shared sustainability and job creation commitments ahead of key US political events. This new coalition on AI data center expansion is a fresh signal that needs to be weighed against our broader Microsoft...

VNET Group has seen its share price swing sharply in recent years, which naturally puts the focus on whether the current US$5.55 level lines up with the sales it is generating. With such a mixed share price record, the question for you is how much revenue power the business really reflects at today's valuation. Over the past 3 years the stock has gained about 100.4%, which puts a lot of weight on whether recent revenue can carry that kind of reset in expectations. The recent investment by PJ...