22 hours ago
VRT and EQIX both raised 2026 guidance fueled by AI demand, with Vertiv targeting $14 billion in sales and Equinix posting a record 9,700 net interconnections in Q2.
DLR holds a record $1.9 billion backlog and 1.4 gigawatts under construction, with CEO Andy Power projecting double-digit earnings growth in 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI capex story now extends well beyond GPUs. As hyperscalers, neoclouds, and sovereign customers race to stand up inference and training capacity, the bottleneck has moved to the physical layer: power, cooling, interconnection, and megawatts of pre-leased shell. That is where the picks in this month's list live. Three US-listed names offer complementary exposure across the data center stack, and each just raised guidance for full-year 2026 on the back of accelerating AI demand.
Below are the three data center stocks worth researching this August, backed by tool-verified pricing, ***** yst consensus, and management commentary from the most recent earnings reports.
#demand #earnings
DLR holds a record $1.9 billion backlog and 1.4 gigawatts under construction, with CEO Andy Power projecting double-digit earnings growth in 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI capex story now extends well beyond GPUs. As hyperscalers, neoclouds, and sovereign customers race to stand up inference and training capacity, the bottleneck has moved to the physical layer: power, cooling, interconnection, and megawatts of pre-leased shell. That is where the picks in this month's list live. Three US-listed names offer complementary exposure across the data center stack, and each just raised guidance for full-year 2026 on the back of accelerating AI demand.
Below are the three data center stocks worth researching this August, backed by tool-verified pricing, ***** yst consensus, and management commentary from the most recent earnings reports.
#demand #earnings
1 day ago
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 AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells **** e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter #strategy
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells **** e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter #strategy
1 month ago
Equinix (NASDAQ: EQIX) said Wednesday that Chief Business Officer Jon Lin will separate from the data center operator effective July 18. The company made the filing on Tuesday with the Securities and Exchange Commission.
The filing lists July 8 as the earliest reported event date. Equinix will distribute Lin's responsibilities among its senior leadership team under a transition plan.
The company anticipates revealing a new chief product officer soon but did not identify the incoming executive. The filing did not name a replacement for Lin as chief business officer.
Lin joined Equinix in 2009 as director of innovation. Equinix promoted him to executive vice president and general manager of data center services in January 2022 after he served as president of the Americas.
Equinix previously credited Lin with helping develop Equinix Cloud Exchange, later renamed Equinix Fabric. He also helped lead the $3.6 billion acquisition of 29 Verizon data centers in 2017.
The filing lists July 8 as the earliest reported event date. Equinix will distribute Lin's responsibilities among its senior leadership team under a transition plan.
The company anticipates revealing a new chief product officer soon but did not identify the incoming executive. The filing did not name a replacement for Lin as chief business officer.
Lin joined Equinix in 2009 as director of innovation. Equinix promoted him to executive vice president and general manager of data center services in January 2022 after he served as president of the Americas.
Equinix previously credited Lin with helping develop Equinix Cloud Exchange, later renamed Equinix Fabric. He also helped lead the $3.6 billion acquisition of 29 Verizon data centers in 2017.
2 months ago
Hyperscalers are locking in 15-year leases before facilities break ground, with grid interconnection queues stretching to 2030 cementing a multi-year supply squeeze.
EQIX posted a record $378M in Q1 bookings while DLR grew sales 16% year over year and carries a $1.8B backlog.
All three data center REITs pay dividends above 1.9% and hold Buy ratings from Citigroup, Truist Financial, and JPMorgan.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI buildout has turned the old-school data center real estate investment trusts (REITs) from a niche real estate subsector into one of the clearest ways to own the physical infrastructure behind the artificial intelligence boom, and the numbers are starting to back that up. One of the biggest companies in the arena, Equinix (NASDAQ:EQIX), posted $2.444 billion in first-quarter 2026 revenue, up 10% year over year, and a record $378 million in first-quarter bookings, while another, Digital Realty Trust (NYSE:DLR), logged 16% year-over-year sales growth and has a $1.8 billion backlog. Vacancy in primary U.S. markets remains near record lows. Hyperscalers are locking in 15-year leases years before facilities even break ground, and grid interconnection queues stretching out to 2030 mean the supply squeeze isn't going away anytime soon.
EQIX posted a record $378M in Q1 bookings while DLR grew sales 16% year over year and carries a $1.8B backlog.
All three data center REITs pay dividends above 1.9% and hold Buy ratings from Citigroup, Truist Financial, and JPMorgan.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI buildout has turned the old-school data center real estate investment trusts (REITs) from a niche real estate subsector into one of the clearest ways to own the physical infrastructure behind the artificial intelligence boom, and the numbers are starting to back that up. One of the biggest companies in the arena, Equinix (NASDAQ:EQIX), posted $2.444 billion in first-quarter 2026 revenue, up 10% year over year, and a record $378 million in first-quarter bookings, while another, Digital Realty Trust (NYSE:DLR), logged 16% year-over-year sales growth and has a $1.8 billion backlog. Vacancy in primary U.S. markets remains near record lows. Hyperscalers are locking in 15-year leases years before facilities even break ground, and grid interconnection queues stretching out to 2030 mean the supply squeeze isn't going away anytime soon.
2 months ago
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for "Meridian Hedged Equity Fund". A copy of the letter can be downloaded here. The Fund invests in high-quality growth companies and mitigates risk by writing call options. Following the late-February strike on Iran, oil prices surged, leading to a risk-off sentiment, boosting energy sector performance. Large-cap technology stocks declined as investors rotated towards smaller companies and more defensive value investments. Market conditions are becoming challenging due to reduced expectations for a Federal Reserve rate cut and increasing geopolitical uncertainty. The Fund returned 0.08% (net) for the quarter, outperforming the S&P 500 Index, which fell 4.33%, and the CBOE S&P 500 BuyWrite Index, which declined 0.92%. At the end of the period, 43% of the portfolio was unhedged, while the remainder was invested in companies with covered call options. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Meridian Hedged Equity Fund highlighted Equinix, Inc. (NASDAQ:EQIX) as a leading contributor. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On June 26, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,091.30 per share, reflecting a market capitalization of $107.63 billion. Equinix, Inc. (NASDAQ:EQIX) posted a one-month return of 3.86%, and its shares gained 37.19% over the past 52 weeks.
Meridian Hedged Equity Fund stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q1 2026 investor letter:
"Equinix, Inc. (NASDAQ:EQIX) is a leading global provider of digital infrastructure, offering premium co-location and interconnection services across a global footprint of 280 data centers in 77 markets. Our investment thesis centers on its unmatched interconnection moat—more than 500,000 connections that create a powerful network effect for enterprise, cloud and network customers. The company is well positioned to capitalize on secular demand for artificial intelligence, hybrid multi-cloud architectures and vendor neutral digital infrastructure. The stock outperformed during the period after the company reported record bookings, accelerating recurring revenue growth, and AI-related workloads approaching 60% of recent large-scale deals. While the long-term growth outlook remains compelling, the elevated capital expenditures required to meet surging demand warrant continued monitoring. We maintained our position throughout the quarter."
In its first-quarter 2026 investor letter, Meridian Hedged Equity Fund highlighted Equinix, Inc. (NASDAQ:EQIX) as a leading contributor. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On June 26, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,091.30 per share, reflecting a market capitalization of $107.63 billion. Equinix, Inc. (NASDAQ:EQIX) posted a one-month return of 3.86%, and its shares gained 37.19% over the past 52 weeks.
Meridian Hedged Equity Fund stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q1 2026 investor letter:
"Equinix, Inc. (NASDAQ:EQIX) is a leading global provider of digital infrastructure, offering premium co-location and interconnection services across a global footprint of 280 data centers in 77 markets. Our investment thesis centers on its unmatched interconnection moat—more than 500,000 connections that create a powerful network effect for enterprise, cloud and network customers. The company is well positioned to capitalize on secular demand for artificial intelligence, hybrid multi-cloud architectures and vendor neutral digital infrastructure. The stock outperformed during the period after the company reported record bookings, accelerating recurring revenue growth, and AI-related workloads approaching 60% of recent large-scale deals. While the long-term growth outlook remains compelling, the elevated capital expenditures required to meet surging demand warrant continued monitoring. We maintained our position throughout the quarter."
2 months ago
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, KeyBanc raised its price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $130 from $125 and kept an Overweight rating. KeyBanc's chief investment officer survey for the first half of 2026 showed that the gap "between the haves and the have-nots in the IT budget just got wider." The firm said AI and AI-readiness spending rose sharply in priority, and it recommended investors stick with security, data, infrastructure, and monitoring names.
On June 16, Equinix (EQIX) expanded its collaboration with Cisco and Nvidia (NVDA) to accelerate enterprise AI. The companies will enable customers to deploy Cisco Secure AI Factory with Nvidia across Equinix's global data center network, using standardized AI factory blueprints and automation. Equinix is also working with Presidio to deploy the Programmable AI Technology Hub Lab, a real-world environment inside Equinix data centers where customers can test, validate, and refine AI infrastructure before broader deployment.
Source: Pixabay
On June 12, Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an Overweight rating. Morgan Stanley said Cisco and Arista Networks (ANET) remain its preferred ways to play "an underappreciated front-end networking refresh cycle," as inference and rising CPU intensity drive a front-end refresh.
On June 25, 2026, KeyBanc raised its price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $130 from $125 and kept an Overweight rating. KeyBanc's chief investment officer survey for the first half of 2026 showed that the gap "between the haves and the have-nots in the IT budget just got wider." The firm said AI and AI-readiness spending rose sharply in priority, and it recommended investors stick with security, data, infrastructure, and monitoring names.
On June 16, Equinix (EQIX) expanded its collaboration with Cisco and Nvidia (NVDA) to accelerate enterprise AI. The companies will enable customers to deploy Cisco Secure AI Factory with Nvidia across Equinix's global data center network, using standardized AI factory blueprints and automation. Equinix is also working with Presidio to deploy the Programmable AI Technology Hub Lab, a real-world environment inside Equinix data centers where customers can test, validate, and refine AI infrastructure before broader deployment.
Source: Pixabay
On June 12, Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an Overweight rating. Morgan Stanley said Cisco and Arista Networks (ANET) remain its preferred ways to play "an underappreciated front-end networking refresh cycle," as inference and rising CPU intensity drive a front-end refresh.
2 months ago
Baron Capital, an investment management company, released its Q4 2025 letter for its "Baron Real Estate Fund". A copy of the letter is available to download here. Baron Real Estate Fund was recognized as the Best Real Estate Fund Over Three Years at the 2026 LSEG Lipper Funds Awards, reflecting the three-year performance ending December 31, 2025. The Fund declined 5.39% (Institutional Shares) in Q1, underperforming the MSCI USA IMI Extended Real Estate Index (−0.96%) and the MSCI US REIT Index (+4.52%). Despite the Q1 decline, the long-term performance remains strong. The letter covers current thoughts, portfolio composition, key themes, top contributors and detractors, recent activity, and outlook for real estate and the Fund. The Fund has a positive outlook on the broader equity market and public real estate, and maintains a constructive outlook with compelling reasons to stay the course. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Baron Real Estate Fund highlighted stocks like Equinix, Inc. (NASDAQ:EQIX). Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data center and interconnected ecosystems for seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On June 12, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,055.85 per share. One-month return of Equinix, Inc. (NASDAQ:EQIX) was -0.64%, and its shares gained 18.88% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $104.13 billion.
Baron Real Estate Fund stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q1 2026 investor letter:
"After underperforming for much of 2025, shares of Equinix, Inc. (NASDAQ:EQIX) rebounded strongly during the quarter, driven by solid operating results, robust bookings growth, and a 2026 full-year outlook that exceeded investor expectations. Equinix is a leading global operator of 270 highly interconnected, carrier-neutral colocation data centers spanning 36 countries across 6 continents. For further detail, please refer to our "Top net purchases" section.
As outlined in our Q2 and Q4 2025 shareholder letters, shares of Equinix, Inc. underperformed for much of 2025, primarily due to slower near-term earnings growth. At the time, we viewed Equinix as a clear fit within the Baron investment framework – a competitively advantaged business willing to accept short-term earnings pressure in exchange for enhanced long-term growth. Specifically, the company increased capital investment to extend its growth runway, even at the expense of near-term profitability.
In its first-quarter 2026 investor letter, Baron Real Estate Fund highlighted stocks like Equinix, Inc. (NASDAQ:EQIX). Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data center and interconnected ecosystems for seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On June 12, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,055.85 per share. One-month return of Equinix, Inc. (NASDAQ:EQIX) was -0.64%, and its shares gained 18.88% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $104.13 billion.
Baron Real Estate Fund stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q1 2026 investor letter:
"After underperforming for much of 2025, shares of Equinix, Inc. (NASDAQ:EQIX) rebounded strongly during the quarter, driven by solid operating results, robust bookings growth, and a 2026 full-year outlook that exceeded investor expectations. Equinix is a leading global operator of 270 highly interconnected, carrier-neutral colocation data centers spanning 36 countries across 6 continents. For further detail, please refer to our "Top net purchases" section.
As outlined in our Q2 and Q4 2025 shareholder letters, shares of Equinix, Inc. underperformed for much of 2025, primarily due to slower near-term earnings growth. At the time, we viewed Equinix as a clear fit within the Baron investment framework – a competitively advantaged business willing to accept short-term earnings pressure in exchange for enhanced long-term growth. Specifically, the company increased capital investment to extend its growth runway, even at the expense of near-term profitability.
3 months ago
CRED delivers a 3.6% distribution funded entirely by REIT dividends, using no leverage or gimmicks, with five holdings driving roughly 45% of its income.
Prologis (PLD) leads with clean 70% FFO coverage, while Equinix (EQIX) carries $21 billion in debt to fund aggressive AI-driven data center expansion.
At just $3 million in AUM, CRED carries real closure risk, making VNQ a lower-cost liquid alternative for the same REIT exposure.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Columbia Research Enhanced Real Estate ETF didn't make the cut. Grab the names FREE today.
The Columbia Research Enhanced Real Estate ETF (NYSEARCA:CRED) pays a 3.64% distribution funded by the dividends of its underlying REITs, and that yield is the entire reason most income investors are looking at it. CRED is a small, rules-based fund that has paid quarterly since its April 28, 2023 inception, and the question worth answering is whether the income stream behind that 3.6% number is actually durable.
Prologis (PLD) leads with clean 70% FFO coverage, while Equinix (EQIX) carries $21 billion in debt to fund aggressive AI-driven data center expansion.
At just $3 million in AUM, CRED carries real closure risk, making VNQ a lower-cost liquid alternative for the same REIT exposure.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Columbia Research Enhanced Real Estate ETF didn't make the cut. Grab the names FREE today.
The Columbia Research Enhanced Real Estate ETF (NYSEARCA:CRED) pays a 3.64% distribution funded by the dividends of its underlying REITs, and that yield is the entire reason most income investors are looking at it. CRED is a small, rules-based fund that has paid quarterly since its April 28, 2023 inception, and the question worth answering is whether the income stream behind that 3.6% number is actually durable.
