American Tower Aktie News

The current AI investment boom risks creating a bubble, with funding needs outpacing hyperscalers' cash flows and raising concerns of a lost decade for stocks. AI-related stocks have driven market gains, but overinvestment and high valuations make the S&P 500 (SPY) vulnerable to poor long-term returns. Dividend growth investors should focus on reasonably valued REITs and dividend stocks, which ...

American Tower Corp. offers an attractive valuation and nearly 4% yield after a strong Q3 earnings beat and raised guidance. AMT's fundamentals remain robust, with solid AFFO growth, strong balance sheet, and ongoing demand for mobile data and cell towers. Despite positive long-term prospects, I downgrade AMT from buy to hold due to sector re-rating and limited near-term upside potential.

American Tower offers a compelling opportunity for dividend investors, with its stock down 20% from its 2025 peak and robust fundamentals. AMT benefits from defensive, consumer-independent revenue streams, AI-driven data demand, and global 5G/data center expansion, supporting top line and AFFO growth. The company maintains a strong dividend track record, sustainable payout ratio, and improved b...

U.S. equity markets stumbled this week as unexpectedly hawkish Fed commentary clashed with fragile risk sentiment, muting investor relief over the deal to end the longest-ever government shutdown. December rate cut odds dipped below 50% after Fed officials firmly pushed back on rate-cut expectations, citing uneven inflation progress, pockets of financial-market froth, and the economic-data blac...

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balan...

The Touchstone Dividend Equity Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell 1000 Value Index for the quarter ended September 30, 2025. Selection within Information Technology, Health Care, and Financials was the primary driver of positive relative returns, while selection within Communication Services and Materials detracted modestly. The Fund added one new name du...

Consumers are about as pessimistic about the state of the economy as they have ever been, amid a weakening labor market, disruptions related to the fall 2025 government shutdown, and concerns about an AI bubble. Though the S&P 500 appears to be continuing its ascent, having climbed by almost 17% this year, it is not surprising that investors are growing cautious as they wait for a (potentially ...

The abrdn Global Infrastructure Fund slightly underperformed its benchmark in the third quarter of 2025. Individual stock detractors were American Tower, Loma Negra Compañía Industrial Argentina and Rumo. Individual stock contributors were Helios Towers, Norfolk Southern and GDS Holdings.