Company Profile Brookfield Renewable Corporation owns and operates a portfolio of renewable power and sustainable solution assets. The company’s portfolio consists of hydroelectric, wind, utility-scale solar, distributed generation, pumped storage, carbon capture and storage, cogeneration, biomass, and eFuels. Its operations consist of approximately 13,948 megawatts of installed hydroelectric, wind, solar, and storage and ancillary capacity located in Brazil, Colombia, North America, and Europe. The company was incorporated in 2019 and is headquartered in New York, New York. Brookfield Renewable Corporation is a subsidiary of Brookfield Renewable Partners L.P. On the surface not. a trump friendly stk. But they are located around the world and in places data centers may want to go... 4.4% yield// several off shoots// BAM Brookfield Asset Management Ltd. $57.020.90(+1.60%)4:00 PM 07/14/25 NYSE |$USD |Pre-Market:$57.70+0.68(+1.19%)8:49 AM BEP Brookfield Renewable Partners L.P. Limited Partnership Units $25.580.21(+0.83%)4:00 PM 07/14/25 NYSE |$USD |Pre-Market:$26.65+1.07(+4.18%)8:50 AM BEPCBrookfield Renewable Corporation $33.330.50(+1.52%)4:00 PM 07/14/25 NYSE |$USD |Pre-Market:$33.83+0.50(+1.50%)8:48 AM Not clear which is the best investment. Google, Brookfield sign $3B hydropower deal in largest clean energy agreement of its kind Jul. 15, 2025 7:22 AM ET Alphabet Inc. (GOOG) Stock,GOOGL StockBEP,BEPC,BAM Brookfield Asset Management (BAM) and Google (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday unveiled a framework agreement to secure as much as 3,000 MW of hydroelectric capacity across the U.S., in what the companies said is the world's largest corporate clean power deal for hydroelectricity. The first contracts executed under the agreement are 20-year deals for Brookfield's (BAM) Holtwood and Safe Harbor hydroelectric facilities in Pennsylvania, representing more than $3B of power and 670 MW of capacity. Under the deal terms, Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has the ability to procure electricity from up to 3,000 MWs of hydroelectric assets that will be relicensed, overhauled, or upgraded to extend the asset’s useful life and continue adding power to the grid, with the first assets consisting of hydroelectric facilities in Pennsylvania that Brookfield (BAM) is relicensing. Brookfield (BAM) and Google (NASDAQ:GOOG) (NASDAQ:GOOGL) will initially focus in the mid-Atlantic PJM and mid-continent MISO electricity markets, with the flexibility to expand into other U.S. regions. The agreement is part of an announcement of $70B of artificial intelligence and energy investments to be revealed Tuesday by the Trump administration. Google (GOOG) (GOOGL) also plans to spend $25B in data centers across Pennsylvania and neighboring states over the next two years, Semafor reported.
SA Asks: What are the most attractive data center stocks? Jul. 13, 2025 What are the most attractive data center stocks right now? Seeking Alpha analysts Geneva Investor,Joseph Parrish and PropNotes weigh in. Geneva Investor: I see Super Micro Computer (NASDAQ:SMCI) as a good data center bet. Its valuation is reasonableat 1.3X Sales and ~22 P/E. Despite fully recovering from accounting issues a year ago, the stock remains well below its all-time high. Joseph Parrish: With all the data center stocks I've seen, only one seems like a dead ringer in terms of both fundamental opportunity and undervaluation: DigitalBridge (NYSE:DBRG). With a balance between investments in data centers and more traditional infrastructure like fiber, they are poised to support an AI economy. Given lumpy earnings in their infancy that will improve with scale, I think the market is overlooking this one. Applied Digital (NASDAQ:APLD) is close and worth a second look if its price comes down more, but both businesses take advantage of owning and monetizing data center assets directly, which is why I like them. PropNotes: Data center (and data center-related) stocks have been on the run recently, as the AI boom has entered its third year. With major cloud titans poised to spend half a trillion in 2025 on Capex alone, there's a tremendous amount of money sloshing around in the ecosystem. While a rising tide lifts all boats, we think a few players are poised to benefit the most. One is Credo (NASDAQ:CRDO), a relatively small manufacturer of electrical cables and optical DSP chips. While expensive on trailing metrics, we think top-line growth will remain elevated, making a purchase at today's price appear reasonable. With huge net margins, this component manufacturer is positioned to return tremendous capital to shareholders in the coming years. Similarly, Nebius (NASDAQ:NBIS) is a great option for those looking for a pure-play 'GPU cloud' opportunity. With rapidly growing ARR, strong projected unit economics, and an experienced management team, we think paying (potentially) 19x 2026 EBITDA appears highly attractive.
Was $16 DBRG DigitalBridge Group, Inc.- Cup with extended handle. $10.80 0.02(+0.19%)9:36 AM 07/15/25 NYSE |$USD |Realtime 1 yr down 23%
CRDO Credo Technology Group Holding Ltd $101.16 2.46(+2.49%)9:40 AM 07/15/25 NASDAQ |$USD |Realtime We used CREDO a few times ST trades & gummies. But it's at a 52 week high and should of just been bought and held/
Ken Langone said on Squawk Box this AM that Trump will go down as one of our greatest Presidents ever.