⭐ Astra Signal
Signal over noise: today’s AI catalysts & trade angles
Astra Signal — Sat, Dec 13, 2025
Catalyst Box
OpenAI launches self-improving AI coding agent; Oracle delays some OpenAI data centers to 2028; SoftBank eyes Switch acquisition; Taiwan opens AI cluster data center; FERC decision on colocating large loads in PJM expected Dec 18
General
OpenAI builds AI coding agent that self-improves. OpenAI announced a new AI coding agent largely built by itself, boosting productivity and accelerating AI development cycles. Source.
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Trade angle:
Long MSFT, GOOG as AI productivity tools expand enterprise adoption and cloud demand.
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Parents push for AI safety legislation in New York. Over 150 parents urge Governor Hochul to sign the RAISE Act, targeting large AI model developers for safety and transparency. Source.
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Trade angle:
Monitor META, MSFT, GOOG for regulatory risk; consider hedges.
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Holiday gift guides highlight smart home AI devices. Practical smart home AI gifts under $25 gain attention, signaling consumer AI penetration in everyday life. Source.
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Trade angle:
Watch AMZN, AAPL for seasonal sales boosts in AI-powered consumer devices.
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Business
Oracle delays some OpenAI data centers from 2027 to 2028. Oracle’s postponement weighs on shares amid growing AI infrastructure demand. Source.
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Trade angle:
Cautious on ORCL; consider exposure to AI data center buildout delays.
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SoftBank considers acquiring data center operator Switch. Potential consolidation in AI data center space as SoftBank eyes Switch and DigitalBridge. Source.
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Trade angle:
Watch DTR, SWCH for M&A-driven upside.
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Deutsche Telekom partners with OpenAI. Employees gain access to OpenAI enterprise products, accelerating AI integration in telecom. Source.
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Trade angle:
Bullish on DTEGY for AI-driven service innovation and efficiency gains.
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AI infrastructure fuels surge in project financing. Majority of project finance pros see infrastructure as fastest growth area amid AI expansion. Source.
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Trade angle:
Favor infrastructure plays like EQIX, DLR benefiting from AI data center growth.
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Hardware | Data Centers
Taiwan launches data center with AI cluster. The facility supports Taiwan’s sovereign AI ambitions with advanced GPU deployments. Source.
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Trade angle:
Long TSM, NVDA for AI hardware demand and regional AI sovereignty plays.
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Gibo plans 30MW+ AI data center in Malaysia with 14,000 GPUs. Expanding AI compute capacity in Southeast Asia to meet rising demand. Source.
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Trade angle:
Watch NVDA, AMD for GPU sales growth from emerging markets.
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Liquid cooling powers next-gen sustainable AI compute. AI workloads drive adoption of advanced liquid cooling for efficiency and density. Source.
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Trade angle:
Favor NVT, AMAT for exposure to cooling tech enabling AI hardware scaling.
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ON.energy inks 5GW transformer deal for AI-ready UPS rollout. Scaling power infrastructure at data centers to support AI compute growth. Source.
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Trade angle:
Long ON, ABB for critical power equipment in AI data centers.
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Markets
FERC to decide on colocating large loads in PJM on Dec 18. Expected to benefit nuclear and gas plants supplying power to data centers. Source.
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Trade angle:
Buy NEE, DUK for regulated power exposure to growing data center demand.
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Ciena reports 20% Q4 revenue growth on data center demand. Networking gear sales surge as AI infrastructure expands. Source.
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Trade angle:
Long CIEN to ride AI-driven networking equipment growth.
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Capital Power signs 250MW deal with data center developer in Alberta. Power supply deals ramp up to meet AI data center energy needs. Source.
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Trade angle:
Watch CPX for growth in data center power contracts.
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SoftBank’s potential Switch acquisition hints at data center consolidation. M&A activity may reshape AI infrastructure ownership. Source.
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Trade angle:
Monitor SWCH, DLR for M&A catalysts and sector consolidation.
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Quick Signal
AI is turbocharging data center and infrastructure demand, with OpenAI’s self-improving coding agent spotlighting rapid AI innovation. This fuels surging project financing and hardware upgrades, but also regulatory scrutiny and infrastructure delays. Watch MSFT, NVDA, ORCL, and SWCH closely as they navigate growth, risks, and consolidation in this evolving AI ecosystem.
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