BlackRock’s $27 Billion Data Center Play & AI’s Accelerating Pace 11/13/25
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While Wall Street has seen markets rebound from April lows, a recent survey reveals that everyday Americans are still feeling the economic pinch, citing tariff uncertainty and stubborn inflation. Meanwhile, the AI revolution continues at a blistering pace. Chipmaker Nvidia (NVDA) has announced a significant $1 billion partnership with OpenAI (OPAI.PVT) to build next-generation data centers, while OpenAI has also secured a deal with e-commerce and cloud giant Amazon (AMZN) for access to its AWS infrastructure. On the crypto front, Bitcoin (BTC-USD), Ethereum (ETH-USD), and XRP (XRP-USD) soared to all-time highs earlier this year before pulling back, with public skepticism about their long-term utility still a significant factor for investors to weigh.
Shifting gears to the energy sector, major oil company Chevron is making a bold prediction for the decade ahead. The company has announced targets for over 10% annual growth in its adjusted free cash flow through 2030. Chevron aims to achieve this by maintaining strict capital and cost discipline while strategically investing to extend its cash flow generation well into the next decade. This ambitious long-term outlook from one of the industry’s giants suggests confidence in sustained demand and efficient operations, offering a clear signal for investors monitoring the energy market.
Turning our attention to specific company performance, global package delivery giant United Parcel Service, Inc., trading under the ticker UPS, is delivering strong results. Following the company’s robust third-quarter performance and the reinstatement of its guidance, financial firm Truist has raised its price target on UPS shares. The target now stands at $120, a significant increase from its previous $100, with Truist maintaining a ‘Buy’ rating. This analyst confidence highlights UPS’s operational strength and its position as a key player, even being listed among 15 extreme dividend stocks by hedge funds, indicating strong investor interest.
Finally, we’re tracking a massive infrastructure deal reportedly taking shape in the digital space. Spanish construction and services company ACS, in conjunction with global asset management powerhouse BlackRock, is said to be nearing a $27 billion data center deal. The report indicates that Global Infrastructure Partners, or GIP, an infrastructure investment fund, is set to acquire a 50% stake in ACS’s Digital & Energy unit. This mega-deal involves 5 billion euros in equity capital and 18 billion euros in debt, signaling significant investment flowing into critical digital infrastructure. This move underscores the immense demand for data center capacity, driven largely by the expanding needs of artificial intelligence and cloud computing.

Keywords: ACS, AI, AMZN, BTC-USD, BlackRock, Buy rating, CVX, ETH-USD, GIP, M&A, NVDA, OPAI.PVT, Q3 earnings, UPS, XRP-USD, analyst upgrade, capital discipline, cloud computing, cryptocurrency, data centers, debt, digital economy, dividend stocks, economy, energy sector, equity capital, free cash flow, growth targets, inflation, infrastructure, investment, logistics, market sentiment, oil & gas, package delivery, partnerships, price targetThe post BlackRock’s $27 Billion Data Center Play & AI’s Accelerating Pace 11/13/25 first appeared on Rapid Money Radio.

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