In a report in June, CBRE revealed that data center inventory across North America's four largest data center markets—Northern Virginia, Atlanta, Dallas-Ft.
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July 9 - Hedge Funds, News, Tech
On July 2, Jeff Buchbinder, Chief Equity Strategist at LPL Financial, joined BNN Bloomberg to discuss the current state of the market, particularly in the wake of an AI-powered...
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July 6 - Hedge Funds, News
AI pick-and-shovel stocks are getting more attention as investors look beyond model builders and toward the companies supplying the hardware, power, and physical capacity needed...
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July 4 - Hedge Funds, News
Despite persistently high financing conditions and growing geopolitical uncertainties, commercial real estate markets maintained stability in the first quarter of 2026.
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July 2 - Hedge Funds, News
Trillions of dollars are flowing into data centers to keep up with growing demand amid the artificial intelligence boom.
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June 9 - Hedge Funds, News
Billionaire investor Steve Cohen is renowned for his sharp trading instincts and for actively managing billions in institutional capital.
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May 27 - Hedge Funds, News
Data center stocks are getting more attention as the AI buildout keeps spreading beyond chips into the physical systems needed to run them.
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May 25 - Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge.
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May 22 - Hedge Funds, News
On January 13, Andy Power, CEO of Digital Realty, appeared on a CNBC Property Play interview to discuss the state of data center real estate.
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May 12 - Hedge Funds, News
In a report last week, the Atlantic Council noted that the rise of artificial intelligence (AI) and global demand for cloud computing is rapidly redrawing the geography of digital...
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May 5 - Hedge Funds, News, Tech
Edge computing stocks are drawing more attention as more computing starts moving closer to where data is actually created.
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April 28 - Hedge Funds, News
In recent years, the data center industry has evolved from physical data storage facilities to a full-blown ecosystem in which other industries now play an important role.
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April 27 - Hedge Funds, News, Tech
In the United States, AI infrastructure spending is surging: Nvidia’s CEO projects a $3–4 trillion opportunity in AI infrastructure by 2030, driven by escalating demand from...
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April 20 - Hedge Funds, News
AI pick-and-shovel stocks are the companies selling the hardware, power, and physical capacity needed to make AI work, rather than the companies competing to build the winning...
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April 14 - Hedge Funds, News
Equinix Inc. (NASDAQ:EQIX) is one of the best AI stocks to invest in according to billionaires.
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March 15 - News
On March 3, Bill Brennan, the CEO of Credo Technology, appeared on CNBC to discuss the current state of the AI industry and his company’s role within the global infrastructure...
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March 14 - Hedge Funds, News
On March 5, Bernstein initiated coverage of Equinix, Inc. (NASDAQ:EQIX) with an Outperform rating. The firm set a $1,128 price target on the stock.
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March 9 - News
On February 23, CNBC reported that real estate investment trusts may start drawing attention as fears around artificial intelligence continue to shake parts of the market.
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March 9 - Dividend Stocks, Hedge Funds, News
On February 13, Morgan Stanley raised its price target on Equinix, Inc.
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February 22 - News
On February 12, BMO Capital raised its price recommendation on Equinix, Inc. (NASDAQ:EQIX) to $1,050 from $925. It maintained an Outperform rating on the stock.
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February 21 - News
In its December outlook report, Morgan Stanley said that the balance of risks and opportunities in real estate is moving away from broad macro factors like trade uncertainty, ...
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February 20 - Hedge Funds, News
Data storage stocks are emerging as one of the clearest ways to capitalize on the AI-driven infrastructure boom heading into 2026.
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February 19 - Hedge Funds, News
Equinix, Inc. (NASDAQ:EQIX) is one of the best infrastructure stocks to buy right now.
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February 19 - News
Infrastructure companies are the backbone of industrial economies. These organizations build, own, or operate the long-life assets that economic activity depends on.
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February 18 - Hedge Funds, News
Equinix, Inc. (NASDAQ:EQIX) is one of Goldman Sachs’ top REIT stock picks. On January 26, JPMorgan reiterated an Overweight rating on Equinix, Inc.
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February 10 - News
The US real estate sector entered 2026 with renewed momentum, clearer visibility, and growing optimism.
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February 9 - Hedge Funds, News
On January 12, Bank of America Securities analyst Michael Funk maintained his Buy rating on Equinix Inc. (NASDAQ:EQIX) and raised his target price to $950.
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January 21 - News
The U.S. real estate market was already undergoing a normalization process in 2025, after exhibiting volatility during the prior two years.
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January 20 - Hedge Funds, News
Equinix, Inc. (NASDAQ:EQIX) is one of the best dividend stocks in the real estate sector.
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December 2 - News
According to a report by the National Association of Realtors (NAR) dated November 15, the real estate industry may pick up sharply in 2026, which is a long-anticipated change...
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November 30 - Dividend Stocks, Hedge Funds, News
“We keep hearing about how the stock market's valuation has reached excessive levels. And as I said at the top of the show, some segments of the market are overvalued.
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November 6 - Hedge Funds, News
Equinix, Inc. (NASDAQ:EQIX) ranks among the best real estate stocks to invest in. On September 25, Equinix, Inc.
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October 2 - News
One of the worst downturns in decades continues to plague the US home sector.
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September 30 - Hedge Funds, News
Equinix Inc. (NASDAQ:EQIX) is one of the worst-performing data center stocks in 2025.
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September 30 - News
At the beginning of 2025, Goldman Sachs highlighted high-density data centers as critical to winning the global race to develop generative artificial intelligence.
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September 29 - Hedge Funds, News, Tech
Jim Cramer, the host of Mad Money, addressed how investors should approach short-term market gains and cautioned against mischaracterizing these upswings as "bear market rallies...
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August 26 - Hedge Funds, News
Equinix Inc. (NASDAQ:EQIX) is one of the best data center stocks to buy now.
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August 23 - News
A century ago, railroads and oil pipelines defined economic strength. Today, that role is played by data centers.
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August 21 - Hedge Funds, News, Tech
In a Monday note, the investment bank noted how its analysis reveals a “$13-16 trillion in long-term market value creation potential for the S&P 500” backed by AI adoption...
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August 18 - Hedge Funds, Industries, News, Tech
“It happened again.
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August 15 - Hedge Funds, News
[caption id="attachment_1198787" align="aligncenter" width="1456"] A team of IT professionals working on a digital platform, indicating the company's agile digital services.[/...
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August 13 - News
The ongoing geopolitical tensions and rising tariffs place Real Estate Investment Trusts (REITs) once again on investors' radars. As per a CNBC report, U.S.
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August 9 - Hedge Funds, Market Movers, News
Equinix, Inc. (NASDAQ:EQIX) is one of the top AI stocks with huge upside potential.
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July 23 - News
The artificial intelligence boom is far from over. That’s the sentiment echoed on Wall Street despite President Donald Trump's Tariffs posing significant dangers.
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July 22 - Hedge Funds, News
Equinix, Inc. (NASDAQ:EQIX) is one of Goldman Sachs’ top REIT stock picks.
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July 16 - News
Real estate investment trusts (REITs) are companies that own, operate, or finance income-producing properties.
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July 16 - Hedge Funds, News
Equinix, Inc. (NASDAQ:EQIX) is one of the 11 Best Strong Buy Stocks to Invest in Now. On June 26, Raymond James analyst Frank Louthan double downgraded Equinix, Inc.
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June 30 - News
On June 28, Ed Yardeni, Yardeni Research president, appeared on CNBC’s ‘Closing Bell’ to talk about market outlook and more.
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June 29 - Hedge Funds, News
The company may be better known for its real estate investment trust (REIT) operations than for its dividends, but its dividend profile is gaining serious attention.
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June 16 - News
The next generation of dividend aristocrats can often be spotted through their consistent dividend growth, solid starting yields, and overall stability, even if they haven’t...
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June 16 - Hedge Funds, News