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Target Hospitality Jumps As Data Center Boom Fuels Demand For Worker Camps
Target Hospitality Jumps As Data Center Boom Fuels Demand For Worker Camps
Target Hospitality shares jumped in premarket trading after the company announced a new contract to provide mobile housing solutions and related hospitality services for workers at data center construction projects.
The 48-month contract could generate upward of $750 million in revenue for Target Hospitality, which builds, owns, leases, and operates large temporary or semi-permanent "communities" for workers of major projects. The contract covers 3,370 beds.
Historically, Target Hospitality generated revenue from energy, natural resources, and government-related customers, but since the...
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Aug 3, 2026 / Tyler Durden
Armor, Ammunition And Battlefield Adaptation
Armor, Ammunition And Battlefield Adaptation
Goldman Sachs analyst Sam Burgess, who covers European defense companies including Airbus, BAE Systems, Rheinmetall, Renk, Rolls-Royce, Safran, Leonardo, Thales, and Dassault Aviation, held a call with retired German Lieutenant General Andreas Marlow to provide clients with greater color on the rapidly evolving modern battlefield and its implications for defense-sector investment decisions.
Marlow said the war in Ukraine has exposed a slew of weaknesses in conventional armies rather than rendering them obsolete. He said future combat will depend on integrated forces combining armor, infantry, artillery, all...
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May 15, 2026 / Tyler Durden
Musical Chairs
Musical Chairs
By Molly Schwartz, cross-asset macro strategist at Rabobank
Yesterday, Trump spoke with Xi in Beijing. While markets kept a watchful eye on any headlines about the war in Iran, palates were left dry as only tepid announcements dripped out, such as that China “offered help” on Iran and “pledged not to send weapons.” What they did not manage to evade was a conversation about Taiwan. During the two and a half hour conversation with Trump, Xi underscored that US intervention in Taiwan could trigger a “highly dangerous situation.” While...
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Jul 6, 2026 / Tyler Durden
American Nuclear Energy: The Highest Ambitions And The Highest Costs
American Nuclear Energy: The Highest Ambitions And The Highest Costs
McKinsey published its take on the nuclear sector titled "Nuclear power: A renaissance in the making." The report starts by highlighting the bull cases for nuclear, such as AI data center demand, electrification, onshoring, decarbonization goals, and energy security concerns.
The firm goes on to reiterate their projection that global nuclear capacity could at least double and potentially triple by midcentury under net-zero scenarios, reaching as high as 1,200 gigawatts.
But, that's about as far as the happy feelings go. From there,...
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