AI deployment requires data center capacity, high-speed networking, optical links, and rack integration beyond the chip layer. Real estate investment trusts (REITs) provide dividend income, while networking suppliers benefit from non-linear scaling as cluster sizes increase.
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Equinix, Inc. (NASDAQ: EQIX) breached their fiduciary duties to shareholders. If you currently own Equinix stock and acquired shares on or before May 3, 2019, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-ap...
U.S. data center operator Equinix is expanding its operations in Brazil, which the firm sees as a priority market, its managing director for Latin America Eduardo Zago said on Thursday.
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. One step forward, one back: Matching the stubborn performance pattern seen last year, REITs rallied ahead of the Fed's September rate cut but stumbled into the start of earnings season. In this report, we focus spe...
U.S. equity markets rebounded this past week as the White House resumed negotiations with China following a major tariff threat, while investors focused on bank earnings that raised some eyebrows. Consistent with the "risk-off" theme that has prevailed amid the ongoing federal government shutdown with no resolution in sight, short-term Treasury yields receded to the lowest levels in three years...
AI is now driving a meaningful portion of U.S. economic growth even as consumption and traditional industries lag. Billionaire Stephen Schwarzman says the boom is “stunning”—but will it last? Here's how I am allocating capital to safely play the AI build-out.
REITs in 2025 have shown disciplined capital raising, issuing equity mainly when trading at premiums to NAV and capturing low-cost debt opportunistically. Welltower and CareTrust issued equity at significant premiums, signaling management's awareness of overvaluation and maximizing accretion for shareholders. Undervalued REITs like UMH Properties are shifting to share buybacks, recognizing the ...
Equinix (EQIX) gets my prior buy rating from this summer reaffirmed, agreeing with the Wall St buy consensus today. Upside could be driven by macro demand for data centers due to AI and cloud needs, as well as portfolio growth this REIT has proven itself in globally. The REIT also showed it can achieve FFO growth, cashflow growth, and dividend growth while also investing in real estate acquisit...
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