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Tap these five stocks - CURI, INO, GDS, NMG and CCOI - with increasing P/E ratios to try out an out-of-the-box approach.
GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.
China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.
A new international survey of 300 travel industry executives conducted by FT Longitude, a division of the Financial Times, in partnership with WEX (NYSE: WEX),
GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.
China's largest third-party data center operator reported a 838 million yuan second-quarter profit, as it doubled its 2026 sales target and raised its full-year guidance
GDS Holdings (GDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AI demand drives GDS to record first-half bookings, a 1-GW 2026 sales target and higher guidance as backlog builds toward a 2027 move-in surge.