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Summary Early investors in data center REITs have been rewarded handsomely, in spite of the fits and starts of the past ten years. We first invested in a data center REIT in 2010 by adding a recent data center REIT IPO to client accounts. We believe the fundamentals are beginning to...
Summary 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. REITs enter earnings season with some momentum amid the recent moderation in interest rates and ...
Summary After the poor results from Intel's Q4 report it becomes even more evident that Advanced Micro Devices, Inc. is taking away market share in Data Centers and AI. With the Xilinx and Pensando acquisitions, AMD is better positioned to offer technology to capture a growing share of ...
Summary The Fed has been implying a slowdown in the pace of rate hikes moving forward and this bodes well for the real estate sector. Now may be a great time to add or increase your REIT exposure to your portfolio. Our approach is to always buy only the great, which means eliminatin...
In today's video, Jose Najarro and Nick Rossolillo discuss Equinix (NASDAQ: EQIX) , how important cooling is for semiconductors, and why companies like Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) are taking steps to solve the problem. Jose is pre...
Summary So many devices these days are connected to the internet doing “smart” tasks. The amount of information and data generated by these activities is staggering. Owning a piece of the data center action would be a great way to participate in the almost infinite dem...
The smartest investors tend to take a thematic approach to investing. They concentrate on megatrends that have the power to drive outsized growth over the long term. Two of the biggest megatrends that are already underway are decarbonization and digitalization. Companies will spend trilli...
Equinix ( NASDAQ: EQIX ) has appointed Thomas Olinger to its board. He's replacing Irving "Bud" Lyons III, who's been on Equinix's board since 2007 and won't stand for re-election. Olinger had previously served as chief financial officer at Prologis, for the past 15 years, and...
Thomas Olinger Appointed to Equinix Board of Directors PR Newswire REDWOOD CITY, Calif. , Jan. 20, 2023 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company™, today announced that it has appointed Thomas Oling...
Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Markets returned to positive territory in the fourt...
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Equinix to Extend its Digital Infrastructure Platform to the Philippines with Acquisition of Three Data Centers Follows Company's Recent Expansions in Malaysia and Indonesia as Southeast Asia Grows as a Digital Hub PR Newswire REDWOOD CITY, Calif. and MANILA, The Phi...
2024-07-10 18:00:06 ET Vikram Malhotra from Mizuho Securities issued a price target of $873.00 for EQIX on 2024-07-10 16:31:00. The adjusted price target was set to $873.00. At the time of the announcement, EQIX was trading at $775.96. The overall price target consensus ...
2024-07-09 10:58:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...