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Finance
May 29, 2025

Why the AI Data Center Boom Is Making a Comeback

Hi Enthusiast,

Tesla’s stock often dances to its own beat — rarely tied to quarterly results or headlines. Yesterday’s jump? Most likely sparked by viral clips of a humanoid robot showing off some moves. Tesla’s own X account even shared the video with a playful nudge, “We’re a car company, right?” Admit it — that robot’s got style.

Across the market, tech shares carried the day on Wednesday, preventing a broader slide. The S&P 500 eked out a tiny gain, the Nasdaq climbed modestly, while smaller stocks faced some selling pressure. Even though fewer companies advanced than declined, the tech sector’s strength kept things afloat.

The AI Infrastructure Play: What’s Driving It?

If you’ve been watching the AI-related data center stocks, you’ve probably noticed a solid rebound — in fact, many are trading near their pre-selloff levels from earlier this year. From semiconductor suppliers to cloud service giants, plus the energy firms powering these massive data hubs, this trade is heating back up.

Why? For one, the big hyperscalers like Microsoft, Amazon, Google, Meta, and Oracle are planning to ramp up their capital expenditures in the coming year. This continued spending spree signals confidence and ambition. Plus, with tariff tensions easing, fears of a recession have softened, making these long-term investments easier to justify.

Another factor is the improving access to international markets and the cancellation of some planned regulations. Notably, Nvidia and Super Micro have locked in major deals with Saudi firms, expanding their global footprint and boosting investor optimism.

The Bottom Line

Forget the short-term noise from individual earnings misses — the big picture is clear. The AI data center sector remains a vital engine powering market gains. The surge we’re seeing now isn’t just a blip; it’s a testament to how critical AI infrastructure has become in shaping the future.

Presented by Turn Therapeutics

This entrepreneur invented his own cure, then turned it into a $100M enterprise.

No crypto wallet? No problem.

When faced with a deadly infection boasting a 70% fatality rate and no existing cure, Bradley Burnam did what most wouldn’t dare—he created the solution himself. Enter Hexagen: a groundbreaking formula that Burnam personally shepherded through the FDA clearance process for just $24,000. But he didn’t stop there. Building on this success, Burnam expanded the technology, secured two additional FDA clearances, and founded a company that’s rewriting the rules on self-made medical innovation: Turn Therapeutics.

Hexagen isn’t just breaking barriers; it’s healing them. Cleared for acute wound care and atopic dermatitis, this powerhouse formula is now on the brink of a bigger leap. Turn, the company behind Hexagen, is paving the way to expand its applications, proving there’s much more to its potential than meets the eye.

Turn just locked in a game-changing commitment—up to $75M in investment from GEM Global Yield Fund. This private equity boost is tied to the company’s plans to go public, setting the stage for Turn to make bold moves in the market spotlight..2

Turn is rolling out institutional, accredited, and unaccredited investors to participate in their current crowdfunding campaignbut only until January 2025.3

The Slate Truck's Shockingly Strong Debut

What’s Behind OpenAI’s Corporate Makeover?

OpenAI has announced plans to transform from its current hybrid nonprofit-for-profit setup into a public benefit corporation (PBC). This shift raises two big questions: What exactly is a PBC? And why make this change now?

A PBC is a company that operates with a mission beyond just profits — aiming to create positive social impact while still making money. Think of brands like Warby Parker that balance profit and purpose. OpenAI’s unique ownership structure has posed challenges in attracting talent and massive investment needed to scale AI, so this change could help unlock more growth.

That said, experts warn that the legal requirements to uphold a PBC’s mission are weak in practice, so the real test will be whether OpenAI can continue to attract funding while staying true to its goals.

Today’s Fun Fact: The X Rebrand Is Finally Sticking

Elon Musk’s renaming of Twitter to “X” was met with a lot of skepticism, but after nearly two years, users are slowly catching on. Whether it’s a baby, a brand, or a social platform, changing a name is never easy — but data suggests “X” is finally finding its footing.

Movers and Shakers
  • Super Micro jumped after sealing a $20 billion partnership with a Saudi Arabian data center firm.
  • AMD rallied on news of a new $6 billion stock buyback plan.
  • Rocket Lab USA soared following its second successful spacecraft return in two months.
  • PVH gained as Jefferies hinted at a revival for Calvin Klein’s parent company.
Quick Bites
  • California’s pistachio growers are cheering after US-China tariff relief boosted demand for their “happy nuts.”
  • Uber made headlines again, pitching a new “bus” concept (yes, another one).
  • HBO announced a return to the “HBO Max” name for its streaming service — again.
  • Apple reportedly plans a Vision Pro feature that lets users scroll just by moving their eyes.

Presented by Atombeam

Atombeam Hero Image Nov 19

The tech disruptor making machines think faster

Big tech, small data… Why are industry leaders like NVIDIA, Intel and Ericsson partnering with Atombeam?1 It’s the company reimagining machine communication — and potentially the future of big tech. That’s thanks to Neurpac, Atombeam’s patented software technology that can reduce the size of low-entropy data by an average of 75%.

Lightning fast… Neurpac enables 2-4x more data to be sent faster and more securely over existing networks—no hardware upgrades — just smart, AI-powered software.

To the moon and back… The U.S Space Force and U.S. Air Force have already been on Atombeam’s customer books — and the company’s potential market is still gaining ground. Atombeam is in discussions with multiple companies, ranging from a major packaging brand to an EV enterprise.

$16M has already been invested into the company. You can invest before the round closes in 29 days.2

1 The partnership relationship varies between companies and can include the following: inclusion on a preferred vendor list, invitations to participate in certain forums; listed on the other company's website, and introduction and networking opportunities.

Advertiser's disclosures:

¹ The Company's Formula (Gx-03/Hexagen/Atopx) Has Received 510k Marketing Approval As A Medical Device Indicated For The Management Of Symptoms Related To Atopic Dermatitis/Eczema. The Formula Has Not Received Approval As A Drug For The Treatment Of Eczema Or Onychomycosis.

² A plan to IPO is no guarantee that an actual IPO will occur.

³ Please read the offering circular and related risks at StartEngine’s Turn Therapeutics webpage. This is a paid advertisement for Turn Therapeutics Regulation CF Offering. This Reg CF offering is made available through StartEngine Primary, LLC, member FINRA/SIPC.

Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities.

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