SK Telecom is rated 'Buy' as it expands its AI Data Center (AIDC) capacity through new units SK Hyper and SK Horizon, aiming for 5GW by 2029 and 15GW by 2035. The company monetized existing AIDC assets by selling a 49% stake in SK Horizon for ₩3.1 trillion, unlocking value equivalent to 27% of its market capitalization. This strategic move is expected to improve company-wide margins over time, leveraging group synergies and a pre-leasing model for steady growth. The expansion signals strong future growth potential in AI infrastructure for SK Telecom.
SK Telecom's expansion in AI Data Centers is the focus, with Pluang's Technology sector providing market context. For readers following technology stocks, here is Pluang's market snapshot as of Oct 05, 2026 21:11 WIB: out of 150 priced stocks, 86 rose and 62 fell. Notable movers include Autodesk Inc (ADSK) at USD 222.53 with a 4.97% increase and Unity Software Inc (U) at USD 45.64 with a 4.65% increase, while Credo Technology Group Holding Ltd (CRDO) declined by 4.35% to USD 209.13.
SPX Technologies (NYSE: SPXC) recently traded near its 52-week low around $170, down about 1.6% from the previous close. Despite this, several analysts maintain positive outlooks with price targets ranging from $250 to $301, indicating potential upsi...
PBF Energy's shares have surged 173% over the past year, nearing record highs due to stronger refining margins and improved quarterly results. The company reduced its net term debt by over $1.4 billion in Q2 2026, refinanced notes, and maintained nea...
J D Wetherspoon reported an 8.6% increase in like-for-like sales in the first nine weeks of its new financial year, helped by favorable weather. However, profit before tax fell 28% to £58.60 million despite a 5.2% revenue rise to £2.24 billion, mainl...
Oppenheimer has maintained its Outperform rating on Enphase Energy but lowered the price target from $56 to $55. Enphase Energy, a company specializing in solar microinverters, home batteries, and energy management products, has seen its shares drop ...
Broadcom's stock has surged about 25 times over the past decade, turning a $13 investment into $348. The company is now focusing on AI chips, expecting semiconductor revenue to reach $115 billion in fiscal 2027 and $230 billion in 2028. Despite a 29%...
