Odd Lots: How a China Trade War Could Become a Hot War (Podcast)

Private equity giant KKR is reportedly in discussions to acquire ST Telemedia Global Data Centres (STT GDC), a major player in Asia's data center industry, in a deal that could top $5 billion. If it goes through, this would be a big bet on the region's booming demand for digital infrastructure.

Editor’s Note: Data centers are the backbone of the internet, and Asia's rapid digital growth makes them a hot commodity. A deal like this signals that big investors see long-term value in cloud computing and AI-driven demand—even as rising interest rates have cooled some other sectors. For KKR, it's a chance to expand its tech infrastructure portfolio; for STT GDC, it could mean fresh capital to scale up. Keep an eye on whether this sparks more M&A activity in the space.

Analysts are buzzing after raising their price target for Alphabet (Google's parent company) following its latest earnings report. The move suggests growing confidence in the company's financial performance and future prospects, though the article doesn't dive into specific numbers or justifications yet.

Editor’s Note: When analysts bump up a price target, it’s usually a sign they see something promising—whether it’s strong earnings, smart investments, or just momentum. For anyone holding Alphabet stock (or thinking about it), this could signal a brighter outlook, though it’s always wise to dig deeper before making moves. It’s also a pulse check on Big Tech’s health, since Google’s performance often reflects broader trends.

Japan has announced a massive $550 billion trade deal that could help fund a Taiwanese semiconductor company’s expansion in the U.S. This move signals deeper economic cooperation between Japan and Taiwan, with potential ripple effects for global tech supply chains—especially as the U.S. pushes to reduce reliance on Chinese-made chips.

Editor’s Note: This isn’t just about money—it’s a strategic play in the high-stakes game of chip manufacturing. With tensions simmering over Taiwan and China’s dominance in semiconductors, Japan’s investment could bolster U.S. efforts to secure a more resilient supply chain. For consumers, it might mean fewer shortages down the line, but geopolitically, it’s another step in redrawing the tech power map.

Amazon’s slashing the price of a 55-inch electric standing desk from $160 down to $85, and early reviews are raving about how smooth, sturdy, and user-friendly it is. If you’ve been eyeing a way to boost your work-from-home setup without breaking the bank, this deal might be your golden ticket.

Editor’s Note: Standing desks aren’t just a trendy office upgrade—they’re a legit game-changer for posture and productivity, especially for remote workers. A quality one under $100 is rare, so this discount could make ergonomic comfort way more accessible. Plus, with so many people still hybrid-working, deals like this hit right where it counts.

First Hawaiian Inc just dropped their Q2 2025 earnings report, and it’s good news—they’ve outperformed expectations. The bank posted stronger-than-expected profits, suggesting they’re navigating economic challenges better than many anticipated. Investors will likely see this as a sign of resilience, especially if other regional banks have been struggling.

Editor’s Note: Earnings beats like this aren’t just about the numbers—they signal confidence. For a regional bank like First Hawaiian, strong performance in a tricky economic climate could mean smarter management, solid customer trust, or even a competitive edge. If you’re watching the financial sector, this is a bright spot worth noting.