GDS

GDS

Yahoo Finance • 8 days ago

An alternative AI bet: Efficiency over raw spend

[System engineering concept. Engineers working in the office. GUI (Graphical User Interface).] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Cloudflare (NET [https://seekingalpha.com/symbol/NET]) recently outlined an agentic... Full story

Yahoo Finance • 15 days ago

VNET Group (VNET) is One of the Best Mid-Cap Stocks, Here is Why

VNET Group Inc. (NASDAQ:VNET) is one of the 10 best mid-cap stocks that could double your money. Back on May 27, while maintaining an Overweight rating and a $16 price target for the stock, Tom Tang from Morgan Stanley picked VNET Group I... Full story

Yahoo Finance • 23 days ago

China Weighs $295 Billion AI Data Center Buildout Over Five Years

This article first appeared on GuruFocus. China is preparing one of its biggest AI infrastructure pushes yet, with Beijing weighing around 2 trillion yuan, or $295 billion, in data center spending over the next five years. Key government... Full story

Yahoo Finance • 23 days ago

GDS and Vnet Rally on Reports of Major China Data Center Investment Plan

data centre NEW SIZE ©123Net Shares of GDS Holdings (NASDAQ:GDS) and Vnet Group (NASDAQ:VNET) climbed roughly 8% on Tuesday after reports indicated that China is considering an investment programme worth around 2 trillion yuan ($295 billi... Full story

Yahoo Finance • 30 days ago

GDS to Hold Annual General Meeting on June 25, 2026

SHANGHAI, China, June 02, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that... Full story

Yahoo Finance • last month

GDS Q1 Earnings Call Highlights

Key Points Interested in GDS Holdings? Here are five stocks we like better. AI-driven demand is accelerating GDS’s data center bookings in China, with management calling it the start of a multi-year growth cycle. The company had 1.8 gigaw... Full story

Yahoo Finance • last month

Here are the major earnings before the open Wednesday

Major earnings expected before the bell on Wednesday include: * Target Corporation (TGT [https://seekingalpha.com/symbol/TGT]) * Lowe's Companies (LOW [https://seekingalpha.com/symbol/LOW]) * ZIM Integrated Shipping Services Ltd. (Z... Full story

Yahoo Finance • 2 months ago

DayOne is said to eye $5B dual listing in Singapore and New York

[Server room data center - 3d rendering] pp76/iStock via Getty Images DayOne, the international data-center business spun out of China’s GDS Holdings (GDS [https://seekingalpha.com/symbol/GDS]) (GDHLF [https://seekingalpha.com/symbol/GDHL... Full story

Yahoo Finance • 2 months ago

Is GDS Holdings Limited (GDS) A Good Stock To Buy Now?

Is GDS a good stock to buy? We came across a bullish thesis on GDS Holdings Limited on Valueinvestorsclub.com by TrustTheProcess1. In this article, we will summarize the bulls’ thesis on GDS. GDS Holdings Limited's share was trading at $42... Full story

Yahoo Finance • 2 months ago

Foreign IT's strongest Quant picks are almost all semiconductors

[Growth bar graph] Dougal Waters Foreign IT stocks are generating some of the strongest Quant signals in the entire market right now, with nine of the ten names on this list carrying scores above 4.50 Below is a list of the top 10 forei... Full story

Yahoo Finance • 3 months ago

Assessing GDS Holdings (GDS) After Its Strong Multi‑Year Share Price Recovery

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. If you are wondering whether GDS Holdings at around US$39.91 is still good value after a strong... Full story

Yahoo Finance • 3 months ago

Baron Real Estate Income Fund Remains Bullish on GDS Holdings Limited (GDS)

Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Income Fund”. A copy of the letter can be downloaded here. In 2025, the Fund appreciated 3.74% (Institutional Shares), exceeding the 1.... Full story

Yahoo Finance • 3 months ago

GDS Holdings Limited (GDS): Billionaire Rob Citrone Is Loading Up on This Stock

GDS Holdings Limited (NASDAQ:GDS) is one of the 10 Best Stocks to Buy According to Billionaire Rob Citrone. GDS Holdings Limited (NASDAQ:GDS) has had a stop-start relationship with Discovery Capital Management. The stock first appeared in... Full story

Yahoo Finance • 3 months ago

Hedge Fund Adds 1.9 Million Shares of Utility Stock, According to Latest SEC Filing

On February 17, 2026, 12 West Capital Management LP disclosed a new position in Hawaiian Electric Industries(NYSE:HE), acquiring 1,850,000 shares in a transaction estimated at $22.75 million based on quarterly average pricing. What happen... Full story

Yahoo Finance • 3 months ago

Bain Capital taps buyer interest for Bridge Data Centres, offering up to 70% stake, sources say

Bain Capital has started reaching out to potential buyers for its stake in Bridge Data Centers, according to two people familiar with the matter, as the private equity firm eyes exits amid rising demand for AI infrastructure. Citigroup and... Full story

Yahoo Finance • 4 months ago

GDS Q4 Earnings Call Highlights

GDS logo Key Points AI demand is driving growth: Management said AI deployments are now the dominant demand driver—2025 bookings exceeded 96,000 sqm (~300 MW) and GDS is targeting >500 MW of gross new bookings for 2026, having already se... Full story

Yahoo Finance • 4 months ago

Pre-Market Earnings Report for March 17, 2026 : ESLT, GDS, TME, ATAT, CAAP, ASO, TSAT, HUYA, ABEO, STIM, ICCM, PSQH

The following companies are expected to report earnings prior to market open on 03/17/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Elbit Systems Ltd. (ESLT)is reporting for the quarter ending Decembe... Full story

Yahoo Finance • 5 months ago

Analyst Upgrade Followed GDS Holdings (GDS) Convertible Notes Offering

GDS Holdings Limited (NASDAQ:GDS) is one of the 12 best mid cap AI stocks to buy according to hedge funds. According to a report released on February 5, J.P. Morgan analyst Gokul Hariharan raised the firm’s price target on GDS Holdings Lim... Full story

Yahoo Finance • 6 months ago

ACM Research Stock Soars 162% as One Fund's $78 Million Bet Signals Confidence in Chip Equipment Demand

Key Points Hong Kong-based Triata Capital added 413,000 shares of ACM Research in the third quarter. The position value rose by about $37.20 million over the previous quarter. As of September 30, the fund reported holding 2 million ACMR... Full story

Yahoo Finance • 6 months ago

Applied Digital is the top internet services stock in terms of YTD performance

[Close-up of a businesswoman connecting to the mobile wifi in hotel room] Luis Alvarez As 2025 draws to a close, Wall Street has observed another strong year of gains across most sectors. The technology sector has emerged as the second-b... Full story