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Wed, 15 Jul 2026 18:39:00 +0000 |
Data Center Backlash Will Help These REITs, Wall Street Says
The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.
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Wed, 15 Jul 2026 17:02:34 +0000 |
Digital Realty Trust vs. Equinix: Which Real Estate Stock Is a Better Buy in 2026?
Digital Realty's aggressive expansion and stronger cash position clash with Equinix's established global dominance, here's which metrics matter most.
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Wed, 15 Jul 2026 16:34:11 +0000 |
Bernstein Reportedly Says Bitcoin Miners' AI Deals Look Cheap Vs. Data Center REITs – But Not All Are Equal
Bernstein remains bullish on the sector, stating that miners have contracted less than a quarter of their combined 30 GW power-development pipeline.
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Wed, 15 Jul 2026 15:22:44 +0000 |
Equinix chief business officer Jon Lin to depart July 18
Equinix will distribute Lin’s responsibilities among senior leaders and plans to name a chief product officer soon. The filing did not identify a direct replacement.
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Wed, 15 Jul 2026 09:37:31 +0000 |
Hyperscale and Enterprise AI Demand Bodes Well For Equinix (EQIX)
Equinix Inc. (NASDAQ:EQIX) is one of the 10 oversold NASDAQ stocks to invest in right now. On July 1, Barclays increased its target price for Equinix Inc. (NASDAQ:EQIX) from $1,109 to $1,130, which now yields an adjusted upside potential of over 13%. The firm retained an Equal Weight rating on the stock. Citing larger growth […]
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Mon, 13 Jul 2026 08:15:00 +0000 |
Asia-Pacific Billion Data Center Colocation Market Outlook 2026-2031 | Liquid Cooling Adoption Rises in APAC Data Centers
Major markets such as China, Japan, and Australia lead investments, while regions like Southeast Asia see burgeoning developments. Prominent operators include China Telecom, Equinix, and NTT DATA. APAC Data Center Colocation Market APAC Data Center Colocation Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "APAC Data Center Colocation Market - Industry Outlook & Forecast 2026-2031" has been added to ResearchAndMarkets.com's offering. The APAC data center colocation market is poised for sign
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Mon, 13 Jul 2026 08:07:00 +0000 |
Switzerland Data Center Market Growth Opportunities 2026-2031 | Investment Surge as Switzerland Cements Itself as Regional Cloud and AI Infrastructure Powerhouse
Swiss Data Center Market Swiss Data Center Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "Switzerland Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" has been added to ResearchAndMarkets.com's offering. The Switzerland data center market is poised for significant growth, projected to expand at a CAGR of 17.09% from 2025 to 2031. This expansion is fueled by increasing demand for cloud computing, Artificial Intelligence (AI), and secure data hosting services, with
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Sun, 12 Jul 2026 05:30:00 +0000 |
This Data Center IPO Is the Next Big Test for the AI Trade
Csquare, a data center operator backed by Brookfield, is going public as investors are growing skeptical about AI and IPOs.
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Fri, 10 Jul 2026 22:15:03 +0000 |
Equinix (EQIX) Laps the Stock Market: Here's Why
Equinix (EQIX) closed the most recent trading day at $1, moving +1.58% from the previous trading session.
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Fri, 10 Jul 2026 17:56:11 +0000 |
Billionaire Tech CEO: Our $25 Billion Backlog Shows “The Demand Is Booked” as “We’ve Never Seen a Buildout Like This Since the Great Wall of China”
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.
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Fri, 10 Jul 2026 15:46:30 +0000 |
BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle
Investing.com -- BTIG initiated coverage of Digital Realty Trust and Equinix with Buy ratings in a note on Friday, arguing that AI-driven demand has created the conditions for a data center supercycle that could last decades rather than years.
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Fri, 10 Jul 2026 13:38:47 +0000 |
Shopify upgraded, PepsiCo downgrade: Wall Street's top analyst calls
Shopify upgraded, PepsiCo downgrade: Wall Street's top analyst calls
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Fri, 10 Jul 2026 06:58:22 +0000 |
What Makes Equinix (EQIX) One of the Best Data Center Stocks to Buy in July
Equinix, Inc. (NASDAQ:EQIX) is one of the 10 Best Data Center Stocks to Buy in July. On Tuesday, the stock closed 2.41% higher at $1,022.93. Of the 33 analyst ratings compiled by CNN, 79% rated the stock Buy, while 21% assigned a Hold rating. The stock currently has a median price target of $1,212.50, an […]
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Thu, 09 Jul 2026 03:15:34 +0000 |
F5 (FFIV) Could Be 13% Below Fair Value As Equinix AI Tie Up Builds
F5 (FFIV) stock is drawing attention after the company and Equinix announced a collaboration that links F5's AI Guardrails with the Equinix Distributed AI Hub for hybrid and multicloud AI deployments. See our latest analysis for F5. F5's latest AI-focused announcements come after a strong share price run, with a 30 day share price return of 5.79%, a 90 day share price return of 42.28%, and a 1 year total shareholder return of 38.66%. This suggests momentum has been building over both shorter...
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Wed, 08 Jul 2026 17:12:55 +0000 |
F5 (FFIV) Stock Looks Cheap On Cash Flow But Pricey On Earnings
F5 stock has delivered a strong 180.5% return over the past three years, yet its valuation checks are sending mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate indicating the shares may trade below intrinsic value while market multiples point the other way. Over three years, F5 has returned 180.5%, which puts extra attention on whether recent gains already reflect the company’s long term cash flow potential. Recent earnings strength and the partnership with Equinix...
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Wed, 08 Jul 2026 16:15:29 +0000 |
F5–Equinix AI Governance Alliance Might Change The Case For Investing In F5 (FFIV)
On June 17, 2026, F5 and Equinix announced a collaboration combining F5’s AI Guardrails with the Equinix Distributed AI Hub to help enterprises securely deploy and govern distributed AI across hybrid and multicloud environments. This vendor-neutral, policy-enforced control plane directly tackles shadow AI, fragmented governance, and data sovereignty concerns that can slow enterprise AI adoption. Next, we’ll examine how this AI governance partnership with Equinix could influence F5’s...
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Wed, 08 Jul 2026 12:19:43 +0000 |
Old-School Dividend-Paying Data Center REITs May Be the Best and Safest Technology Idea Now
The AI buildout has quietly handed an unlikely group of old-school dividend payers a stranglehold on the physical infrastructure powering the boom, and Wall Street is starting to take notice. Three data center REITs are capturing that demand while paying shareholders along the way.
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Wed, 08 Jul 2026 11:00:00 +0000 |
Skywire Names Mike Nold as President and Chief Executive Officer
Skywire Networks (Skywire), a trusted provider of internet, voice, and connectivity services across the tri-state region, announces the appointment of Mike Nold as President and CEO. He brings significant experience in communications services, digital infrastructure, and technology enablement to Skywire, one of the tri-state's original pioneers of dedicated, rooftop fixed wireless communications.
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Wed, 08 Jul 2026 10:57:00 +0000 |
Options Technology Named 2025 Equinix EMEA Partner Award Winner
LONDON & NEW YORK & HONG KONG, July 08, 2026--Options Technology, the leading provider of trading infrastructure and market data solutions, today announced it has been named 2025 Equinix EMEA Partner of the Year. This award, part of the Equinix Partner Awards program, celebrates Equinix’s partners for commitment, customer focus, and execution with shared go-to-market priorities.
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Tue, 07 Jul 2026 06:12:23 +0000 |
What You Need To Know Ahead of Equinix’s Earnings Release
Equinix will release its second-quarter earnings results later this month, and analysts anticipate its EPS to rise from last year’s quarter.
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