Dec 27, 2025 • Finviz
SOMEWHAT-BULLISH
From Power Grids to Data Centers: The Overlooked Winners in the AI Gold Rush
The AI revolution requires significant investment in hardware and supporting infrastructure, with an estimated $5.2 trillion needed for AI infrastructure by 2030. While hardware companies like Nvidia have seen their shares skyrocket, this article highlights the overlooked "pick-and-shovel" plays crucial to the AI gold rush, focusing on data center developers and energy companies. Companies such as Equinix, Digital Realty, Brookfield Infrastructure, NextEra Energy, and Williams are investing heavily in building the physical data centers, expanding power grids, and increasing electricity generation to meet the insatiable demand of AI.
Dec 25, 2025 • Sahm
BULLISH
Brookfield Infrastructure Partners (NYSE:BIP): Revisiting Valuation After a Year of Market-Beating Returns
Brookfield Infrastructure Partners (NYSE:BIP) has outperformed the market over the past year, prompting investors to reassess its valuation, given its mix of yield, growth, and global assets. Despite a strong run, units are trading at a double-digit discount to analyst targets, leading to questions about whether it remains undervalued or if future growth is already priced in. While analysts see BIP as undervalued, its high 50.1 times earnings multiple presents a potential risk.
Dec 25, 2025 • 富途牛牛
BULLISH
Brookfield Infrastructure Partners L.P. Stock Outperforms Market Despite Losses On The Day
Brookfield Infrastructure Partners L.P. (BIP) stock showed an increase of 0.34% despite overall market losses for the day. This article also briefly mentions Unity Software's fourth-quarter financial results, reporting revenue beating estimates but a loss per share.
Dec 22, 2025 • Investing.com South Africa
SOMEWHAT-BULLISH
GATX and Brookfield secure regulatory clearance for Wells Fargo rail deal By Investing.com
GATX Corporation and Brookfield Infrastructure Partners L.P. have received regulatory approval for their acquisition of Wells Fargo's rail operating lease portfolio, initially announced on May 29, 2025. The transaction, expected to close around January 1, 2026, will be completed through a joint venture between the two companies. This acquisition marks a significant consolidation in the rail leasing sector.
Dec 22, 2025 • Business Wire
BULLISH
GATX Corporation and Brookfield Infrastructure Receive All Required Regulatory Clearances to Complete the Acquisition of Wells Fargo’s Rail Assets
GATX Corporation and Brookfield Infrastructure Partners L.P. have received all necessary regulatory clearances to finalize their acquisition of Wells Fargo's rail operating lease portfolio. The transaction will proceed through a joint venture and is anticipated to close around January 1, 2026. GATX plans to issue a separate release with additional details upon completion.
Dec 20, 2025 • news.stocktradersdaily.com
NEUTRAL
(BIP.UN) Market Performance Analysis (BIP.UN:CA)
This article provides a market performance analysis for Brookfield Infrastructure Partners L.P. (BIP.UN:CA), offering trading plans with buy and short targets, along with corresponding stop losses. It also includes AI-generated signals that rate the stock as "Neutral" in the near and long term, and "Weak" in the mid-term. The article additionally lists an extensive archive of recent related articles pertaining to BIP.UN:CA.