Equinix Inc is a global leader in data center and interconnection solutions, providing a platform for businesses to connect with their partners and customers in a secure and reliable environment. The company operates a network of data centers around the world, offering services that enable enterprises to manage their IT infrastructure, ensure data security, and facilitate cloud connectivity. Equinix's extensive ecosystem supports a diverse range of industries, allowing organizations to optimize their digital strategies and enhance overall performance through seamless access to networks, clouds, and applications. Read More
As of January 8, 2026, the landscape of high-performance computing (HPC) has undergone a tectonic shift, and few companies embody this transformation more than Applied Digital (Nasdaq: APLD). Once a niche player in the cryptocurrency hosting space, Applied Digital has successfully repositioned itself as a critical backbone for the generative AI revolution. The company is [...]
As the first trading week of 2026 unfolds, the global financial landscape is a study in stark contrasts. While geopolitical instability has flared from the jungles of Venezuela to the shipping lanes of the Red Sea, the technology sector—specifically the infrastructure powering Artificial Intelligence—has demonstrated a remarkable "antifragility.
As the first trading week of 2026 kicks off, all eyes in the technology and real estate sectors are fixed on Applied Digital (Nasdaq: APLD). The company, which has successfully reinvented itself from a cryptocurrency hosting provider into a premier architect of high-density artificial intelligence infrastructure, saw its stock surge
As the opening bells of 2026 ring across Wall Street, Bank of America Securities has released its highly anticipated "Top 10 U.S. Stock Ideas for Q1 2026." The report, a cornerstone for institutional strategy at the start of the year, arrives at a moment of heightened market sensitivity, as
As the sun rises on 2026, the global financial markets remain fixated on a singular, insatiable demand: power. The "AI Power Rush" of 2025 has fundamentally reshaped the energy sector, transforming once-niche clean energy companies into the backbones of the modern economy. For investors, the debate has narrowed down to
As of early 2026, the artificial intelligence landscape has been fundamentally re-architected. What began as a hardware announcement in mid-2024 has evolved into the central nervous system of the global digital economy: the NVIDIA Blackwell B200 architecture. Today, the deployment of Blackwell is no longer a matter of "if" but "how much," as nations and [...]
As the clock strikes midnight on 2025, the Real Estate Investment Trust (REIT) sector stands at a historic crossroads. After years of battling restrictive monetary policy and a post-pandemic identity crisis, the industry has emerged from 2025 transformed. The year was defined by a dramatic "sector bifurcation," where the AI-fueled
As 2025 draws to a close, the U.S. Treasury market is experiencing a significant repricing that has caught many fixed-income investors off guard. A series of robust labor market data points, culminating in a surprising drop in jobless claims, has sent yields on the 10-year Treasury note climbing back
The Xtrackers International Real Estate ETF and the iShares Global REIT ETF both invest worldwide, but their construction determines whether property exposure stays tied to U.S. REIT cycles or expands across global markets.
As 2025 draws to a close, the meteoric rise of generative artificial intelligence has collided head-on with a force even more powerful than Silicon Valley’s capital: local American communities. Across the United States, from the historic battlefields of Virginia to the parched deserts of Arizona, a massive wave of public pushback is threatening to derail [...]
As 2025 draws to a close, the data center industry has reached a definitive tipping point: the era of the fan-cooled server is over for high-performance computing. The catalyst for this seismic shift has been the arrival of NVIDIA’s (NASDAQ: NVDA) Blackwell and the newly announced Rubin GPU architectures, which have pushed thermal design power [...]
In a move that has sent shockwaves through the digital infrastructure sector, SoftBank Group Corp. (OTC:SFTBY) announced a definitive agreement to acquire DigitalBridge Group, Inc. (NYSE:DBRG) for approximately $4 billion in an all-cash transaction. The deal, priced at $16.00 per share, represents a significant 50% premium over
Rexford is still executing operationally, but this portfolio move hints at a growing gap between strong fundamentals and what investors are willing to pay for them.
As of late 2025, the data center industry has reached a definitive "thermal tipping point." The era of massive fans and giant air conditioning units keeping the world’s servers cool is rapidly drawing to a close, replaced by a quieter, more efficient, and far more powerful successor: direct-to-chip liquid cooling. This shift is no longer [...]
The tech sector is facing a stark reality check as the final weeks of 2025 unfold. Oracle Corporation (NYSE:ORCL), once the darling of the artificial intelligence (AI) infrastructure boom, has seen its stock plummet nearly 23% in December alone. As of December 23, 2025, shares are trading in the
After a tough stretch for REITs, Resolution Capital’s entry into Healthcare Realty Trust highlights a view that valuation and cash flow matter more than near-term rate debates
In a significant strategic pivot, major financial institutions are aggressively reorganizing their technology banking divisions to seize opportunities within the burgeoning Artificial Intelligence (AI) infrastructure sector. This recalibration signals a profound shift in capital allocation and advisory services, with firms like Goldman Sachs (NYSE: GS) leading the charge to position themselves at the forefront of [...]
