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Fri, 25 Sep 2026 21:15:02 +0000	Equinix (EQIX) Stock Dips While Market Gains: Key Facts Equinix (EQIX) closed the most recent trading day at $1, moving 2.58% from the previous trading session.
Fri, 25 Sep 2026 03:59:55 +0000	Digital Realty vs. Equinix: Which AI Data-Center REIT Is the Better Buy? Digital Realty Trust, Inc. (NYSE:DLR) and Equinix, Inc. (NASDAQ:EQIX) own two of the hardest assets to replicate in the AI boom: powered, connected data-center capacity. Their stocks currently offer a cleaner choice than the sector narrative suggests. Digital Realty trades at roughly 22 times the midpoint of its 2026 core FFO guidance, while Equinix trades […]
Tue, 22 Sep 2026 12:33:00 +0000	Energized Power Capacity Is Shaping the Next Phase of AI Infrastructure Equity Insider News Commentary - The constraint in artificial intelligence infrastructure has moved. It is no longer chips, and it was never really land. It is energized capacity: a site where electricity is flowing, or will be shortly, without a multi-year wait in an interconnection queue. Equinix added a record 9,700 net interconnections in a single quarter and raised its guidance on the strength of that demand. Blue Owl Capital now manages $319 billion and has been steadily building a digital
Sat, 19 Sep 2026 20:02:14 +0000	Equinix Sees AI Driving Data Center Demand, Interconnection Growth Equinix (NASDAQ:EQIX) sees enterprise adoption of artificial intelligence accelerating demand for higher-density data center capacity, interconnection services and latency-sensitive infrastructure, executives said during a Barclays conference discussion. Arquelle Shaw, Equinix’s President of the Am
Tue, 15 Sep 2026 15:16:52 +0000	How Investors May Respond To Equinix (EQIX) Expanding Its Multi‑Cloud And AI Connectivity Platform In early September 2026, Equinix announced Equinix Fabric One and Equinix Inference Exchange, while Comcast Business revealed a new API-based last‑mile connectivity integration into Equinix Fabric, and Equinix also named DD Dasgupta as its new Chief Marketing Officer and confirmed upcoming conference presentations. Together, these moves highlight Equinix’s push to simplify multi‑cloud and AI networking through open, automated connectivity while deepening ties with hyperscale and enterprise...
Tue, 15 Sep 2026 03:23:02 +0000	Equinix (EQIX) Links Comcast To Its Fabric, Is It Still 24% Below Fair Value? Equinix (EQIX) has drawn fresh attention after Comcast Business agreed to plug its last mile connectivity directly into Equinix Fabric through standards based APIs, tightening the link between data centers and enterprise networks. Recent moves in Equinix stock have cooled, with the share price down 9.38% over the past 30 days and 8.77% over 90 days, even as the year to date share price return is 30.70% and the 1 year total shareholder return is 28.85%. This suggests strong longer term...
Mon, 14 Sep 2026 15:10:59 +0000	Only 1 of These 2 Data Center REITs Keeps Raising Its Dividend. Here’s Which Belongs in Your Roth IRA. Both Digital Realty and Equinix are cashing in on the AI infrastructure boom, but inside a Roth IRA, one of these data center giants quietly compounds circles around the other and it comes down to a single line on the dividend history.
Mon, 28 Sep 2026 15:04:42 +0000	Schneider Electric Unveils Software-Defined Medium Voltage Switchgear for AI Data Centers Schneider Electric (NYSE:SNDR) unveiled what it describes as the world’s first fully software-defined medium voltage switchgear architecture, alongside new 38 kV equipment designed to support increasingly power-dense AI data centers. Key Investor TakeawaysSchneider Electric (NYSE:SNDR) said its Software-Defined Medium Voltage architecture can enable up to three times faster ordering and manufacturing and up to twice as fast commissioning compared with conventional engineered-to-order switchgear.
Mon, 28 Sep 2026 14:00:00 +0000	Schneider Electric Unveils World's First Software-Defined Medium Voltage Switchgear to Expand AI-Ready Data Center Power Portfolio Schneider Electric, a global energy technology leader, today unveiled new power solutions at YOTTA 2026 (September 28–30, Las Vegas) to accelerate AI-ready data center deployment and scaling. These solutions span medium-voltage distribution and high-density power infrastructure, allowing electrical systems to evolve at the same pace as the AI factories and digital services they support. At the center of the offering is the world's first fully Software-Defined Medium Voltage switchgear, now deplo
Mon, 28 Sep 2026 14:00:00 +0000	Schneider Electric unveils the world’s first fully Software-Defined Medium Voltage switchgear to accelerate the speed and scalability of AI factories Schneider Electric unveils the world’s first fully Software-Defined Medium Voltage switchgear to accelerate the speed and scalability of AI factories Schneider Electric unveils the world’s first fully Software-Defined Medium Voltage switchgear to accelerate the speed and scalability of AI factories New Software Defined MV architecture delivers up to 3× faster ordering and manufacturing, up to 2× faster commissioning, zero-downtime upgrades, and a simplified footprint with less wiring and fewer c
Tue, 22 Sep 2026 12:57:01 +0000	Equinix (EQIX) Positions to Benefit from Exponential Data Growth and Early-Stage Enterprise AI Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]
Mon, 14 Sep 2026 18:25:53 +0000	CoreWeave Shares Sink After Bernstein Warns Of Slower AI Training CoreWeave Stock Plunges As AI Slowdown Threatens Rural Data Centers
Sun, 27 Sep 2026 16:15:00 +0000	Data Centers Got the AI Hype—But Office REITs May Get the Rent Hikes Strong leasing demand and limited new supply are boosting top-tier office REITs like SL Green, BXP and Hudson Pacific, which trade far cheaper than data-center REITs Equinix and Digital Realty.
Mon, 21 Sep 2026 13:47:10 +0000	Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls
Sat, 19 Sep 2026 12:02:03 +0000	Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates Equinix (NASDAQ:EQIX) executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7 billion expected to be concentrated in established markets where it already operates interconnected digital ecosystems. Speaking
Fri, 18 Sep 2026 13:30:04 +0000	Is It Worth Investing in Equinix (EQIX) Based on Wall Street's Bullish Views? According to the average brokerage recommendation (ABR), one should invest in Equinix (EQIX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Thu, 17 Sep 2026 20:28:13 +0000	How Far Can Cipher Digital Stock Fall While It Waits For Rent? Cipher Digital (CIFR) stock fell 36.2% over the past three months. Over twelve months it is still up 54.1%, against 15.5% for the S&P 500. The company is moving from bitcoin mining to leasing data centers to hyperscale tenants. In past market shocks, the stock fell hard and bounced back fast.
Tue, 15 Sep 2026 09:52:48 +0000	Texas and Cape Town Are Tightening the Data-Center Gate. Digital Realty and Equinix Could Still Benefit The AI data-center boom is running into the same two scarce resources in very different places: power and political permission. Texas ordered a broad audit of projects in ERCOT’s 474-gigawatt interconnection queue in August. On September 13, the Financial Times reported that campaigners are challenging a proposed 122,500-square-meter hyperscale project near Cape Town International Airport […]
Mon, 14 Sep 2026 14:09:00 +0000	REIT ETFs Riding High on AI Boom: The Overlooked Way to Play REIT ETFs are gaining as AI drives demand for data centers and other infrastructure, offering diversified exposure and dividend income.
Mon, 14 Sep 2026 12:56:06 +0000	Datacenter stocks: Who are winners and losers if AI development slows Investing.com -- Bernstein analysts identified the data center and neocloud companies most exposed to a potential slowdown in frontier AI model training, following a weekend essay from Anthropic CEO Dario Amodei calling for the industry to deliberately pace capability gains. Other AI leaders, including Sam Altman and Elon Musk, endorsed Amodei’s essay.

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