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Sat, 15 Aug 2026 14:14:42 +0000 |
The Landlords of the AI Boom Are Up 35% This Year and Their Pricing Power Keeps Climbing
Data center landlords are printing record bookings and raising guidance at historic levels, but one macro variable sits quietly in the background with the power to erase every gain regardless of how strong AI demand stays.
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Thu, 13 Aug 2026 20:04:25 +0000 |
Equinix Plans Through 2029 as Power Constraints Shape Data Center Growth
Equinix (NASDAQ:EQIX) is planning years ahead to support a higher volume of data center development, with power availability, labor constraints and supply-chain management shaping how it selects and advances projects, Executive Vice President of Global Operations Raouf Abdel said at TD Cowen’s 12th
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Wed, 12 Aug 2026 05:41:17 +0000 |
Equinix (EQIX) Could Be 16% Undervalued On Fresh Debt Raise
Equinix debt raise gives investors a fresh angle on EQIX stock Equinix (EQIX) has just raised multi year capital through a series of new senior notes, including US$850 million due 2029, alongside additional tranches maturing in 2031, 2033 and 2036. See our latest analysis for Equinix. Despite the recently announced senior notes and revolving credit facility, Equinix’s share price has eased in the short term, with the 30 day share price return down 1.79%, while the year to date share price...
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Tue, 11 Aug 2026 12:01:00 +0000 |
Equinix Welcomes Governor Abbott's Standards for Responsible Data Center Growth in Texas
Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today reaffirmed its support for Governor Abbott's data center standards and audit process. The company will continue to engage openly with the state to demonstrate the robust practices in place as it invests in building essential infrastructure and strengthening communities across Texas.
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Thu, 20 Aug 2026 17:46:17 +0000 |
Billionaire Stanley Druckenmiller Dumped Micron, Intel, and Broadcom: Here Are the AI Infrastructure Stocks He Bought Instead
Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.
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Thu, 20 Aug 2026 18:47:00 +0000 |
3 REITs to Beat Rising Interest Rates, According to a Real Estate Pro
Rising interest rates are a headwind for real estate investment trusts. It has been a difficult period for real estate stocks, with elevated interest rates, dismal demand for corporate office space and a snarled housing market. This was supposed to be a comeback year with the Fed easing interest rates as inflation cooled.
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Wed, 19 Aug 2026 18:55:31 +0000 |
Cipher Digital Stock Is Valued On Revenue It Is Shutting Down
The sales multiple every screen shows is measured against a bitcoin business the company is decommissioning, while the data center rent it is actually being valued for has only just begun.
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Wed, 12 Aug 2026 18:30:00 +0000 |
DLR Jumps 9.9% in the Past Month as Leasing Momentum Accelerates
DLR's 9.9% monthly gain reflects record leasing backlog, strong renewal pricing and a larger pre-leased development pipeline.
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Mon, 10 Aug 2026 19:27:27 +0000 |
Cipher Digital Delivered Early, But Its Growth Waits On Texas
The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.
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Mon, 10 Aug 2026 18:02:18 +0000 |
Equinix Sees AI, Tight Capacity Fueling Growth in Dallas and Beyond
Equinix (NASDAQ:EQIX) executives said customer conversations, tight capacity conditions and continued demand for interconnected digital infrastructure supported the company’s recently increased long-term growth outlook, while highlighting Dallas, Chicago and Silicon Valley as important markets in it
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Mon, 10 Aug 2026 17:00:14 +0000 |
The “Set It & Forget It” Stocks I’d Want to Own
Four stocks built on investment-grade balance sheets and decades of payout discipline could quietly generate thousands in annual passive income without requiring you to touch a thing after you buy them.
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Mon, 10 Aug 2026 11:55:43 +0000 |
Who Really Benefits as Sovereign AI Infrastructure Spending Explodes?
Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures the biggest dollar share changes the investment calculus entirely.
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Mon, 10 Aug 2026 03:34:18 +0000 |
How to Build $13,000 a Month in Dividend Income From Three Income Buckets
Reaching $13,000 a month in dividends sounds like a capital problem, but the real trap is choosing the wrong yield tier and watching income quietly erode while you sleep. Three buckets can get you there, each with a very different cost hiding beneath the headline number.
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Sun, 09 Aug 2026 10:31:26 +0000 |
How Much Do You Need Invested by 50 to Retire on Dividends at 60?
Retiring on dividends at 60 sounds straightforward until you realize the yield tier you choose today could mean the difference between an income stream that doubles over a decade and one that quietly erodes your nest egg.
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Thu, 20 Aug 2026 17:09:53 +0000 |
Royal Bank Of Canada (TSX:RY) Joins As 2026 27 Official Bank Partner
Royal Bank of Canada (TSX:RY) has been named Back-of-Kit Sponsor, Official Bank Partner, and Official Wealth Management Partner for Wrexham AFC for the 2026/27 season. The agreement expands Royal Bank of Canada's community and brand presence across Europe through a high profile football partnership. The bank will also support the Wrexham AFC Foundation, linking the sponsorship to social impact initiatives in the local community. This kind of push into sports partnerships and community...
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Fri, 14 Aug 2026 08:12:33 +0000 |
Fermi (FRMI) Is Up 6.6% After Landing TensorWave Gigawatt‑Scale Lease and Power Deal
Fermi Inc. has already reported a second‑quarter 2026 net loss of US$25.81 million and a six‑month net loss of US$214.50 million, while securing a 15‑year, approximately US$6.50 billion lease with TensorWave and a framework agreement for a 2.6 GW Hillcore‑financed power complex at Project Matador in Texas. These deals give Fermi its first long‑term, contracted revenue stream and access to gigawatt‑scale, behind‑the‑meter power without upfront capital outlay, reshaping how its buildout risk...
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