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Fri, 28 Aug 2026 17:06:16 +0000 |
Equinix’s AI Power-Grid Push Might Change The Case For Investing In Equinix (EQIX)
In recent months, Equinix submitted detailed comments to US energy regulators on PJM’s proposed one-time Reliability Backstop Procurement and expanded its AI-focused presence through conference presentations as enterprise AI demand and data center construction trends accelerate. By pushing for clearer reliability rules, more transparent cost allocation, and workable bilateral procurement, Equinix is trying to shape how power-constrained grids support large, AI-driven data center loads...
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Fri, 28 Aug 2026 15:30:22 +0000 |
Why Is Equinix (EQIX) Up 2.8% Since Last Earnings Report?
Equinix (EQIX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
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Fri, 28 Aug 2026 10:21:20 +0000 |
Equinix (EQIX) Urges FERC To Adopt Urgent PJM Reliability Reforms
Equinix (NasdaqGS: EQIX) has urged the Federal Energy Regulatory Commission to adopt urgent reliability reforms in response to resource adequacy concerns in the PJM power market. The company submitted detailed recommendations aimed at improving market stability and long term energy supply reliability for large users such as data centers. Equinix highlighted that reliability rules in key US regions can directly affect its data center operations and the cost and availability of power for its...
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Thu, 27 Aug 2026 01:02:09 +0000 |
Equinix Sees AI Infrastructure Demand Surge as Enterprises Modernize Legacy Systems
Equinix (NASDAQ:EQIX) CEO and President Adaire Fox-Martin said enterprise demand for AI infrastructure is being driven by the gap between companies’ future ambitions and the legacy infrastructure they continue to operate. Speaking at The Six Five Summit 2026, Fox-Martin said the data center operato
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Tue, 25 Aug 2026 12:50:49 +0000 |
Do Wall Street Analysts Like Equinix Stock?
Equinix has outperformed the broader market, while analysts remain bullish, supported by strong earnings growth and an improved outlook.
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Mon, 24 Aug 2026 13:56:37 +0000 |
SGA Is Betting on Equinix (EQIX) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]
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Sun, 23 Aug 2026 11:00:28 +0000 |
3 Data Center Stocks Powering the AI Buildout
The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed stocks are quietly capturing billions in locked-in demand across power, connectivity, and real estate.
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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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Fri, 28 Aug 2026 08:04:00 +0000 |
Edge Data Center Market Till 2035 Report Now Available — Profiles Equinix, Digital Realty, AWS, Microsoft, Cisco & 16 Others, Segmented by Component, Facility Type & Vertical Across 18 Categories
Opportunities include localized, AI-ready infrastructure for IoT, 5G and real-time applications; expansion into underserved regions; energy-efficient, resilient systems; and partnerships with telecom, cloud and local enterprise providers. Edge Data Center Market Edge Data Center Market Dublin, Aug. 28, 2026 (GLOBE NEWSWIRE) -- The "Edge Data Center Market Till 2035: Distribution by Type of Component, Type of Facility, Type of Vertical, and Geographical Regions: Industry Trends and Global Forecas
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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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Fri, 28 Aug 2026 15:08:12 +0000 |
Equinix (EQIX) Files FERC Comments, Is The 12% Upside Already Priced In?
Equinix (EQIX) recently submitted detailed comments to the Federal Energy Regulatory Commission on PJM’s proposed Reliability Backstop Procurement, focusing on how a one time capacity mechanism might affect large power users and data center economics. These FERC comments arrive as Equinix trades at US$1,076.45, with the share price return up 4.0% over the past month and 40.9% year to date. The 1 year total shareholder return of 39.8% points to momentum that investors are now weighing against...
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Fri, 28 Aug 2026 08:28:00 +0000 |
North America Data Center Construction Market Report 2026-2031 Now Available — Published as Google Commits $15B to New Missouri AI Hyperscale Campus
The North America data center construction market, valued at USD 85.23 billion in 2025, is projected to reach USD 158.20 billion by 2031, growing at a 10.86% CAGR. Growth is driven by AI, cloud computing, hyperscale campuses, renewable energy procurement, liquid cooling, and advanced power infrastructure. The US leads investment, while Canada and secondary US markets gain momentum. Key players include AWS, Microsoft, Google, Meta, Equinix, Digital Realty, and Vantage Data Centers. North American
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Thu, 27 Aug 2026 12:01:00 +0000 |
Equinix Commits Additional $50 Million to the Equinix Foundation, Doubling Its Investment in Communities Worldwide
Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced a new $50 million commitment to the Equinix Foundation, doubling the company's total investment in the Foundation just four years since its launch in 2022.
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Fri, 21 Aug 2026 07:30:00 +0000 |
Drovix Launches In-House Multi-Asset Liquidity and Execution Stack for Sub-Millisecond Fills, Tighter Spreads
PORT LOUIS, Mauritius, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Drovix (MU) Ltd, licensed by the Financial Services Commission of Mauritius as an Investment Dealer (Full Service Dealer, license GB21026813) and acting as a principal execution counterparty, has brought its institutional liquidity and execution stack to market, opening aggregated multi-asset OTC liquidity to brokers, hedge funds, family offices and proprietary trading firms through a single counterparty relationship. The stack was enginee
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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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Fri, 21 Aug 2026 16:42:30 +0000 |
AI Cloud Firm Nscale Is Said to Seek Up to $3 Billion in US IPO
Nscale is seeking to raise as much as $3 billion in its US IPO, according to people familiar with the matter, joining a rush of artificial intelligence data center companies tapping public market investors.
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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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