Equinix, Inc. - Common Stock (EQIX)

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Data center construction hit a record $45 billion annual rate in December 2025, surpassing office building spending. Iron Mountain, Digital Realty, and Equinix offer income investors yield and AI exposure.

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Equinix (EQIX) Q1 2026 Earnings Transcript

Bloom Energy is now in full bloom. But its valuation could be a problem.

On April 20, 2026, leadership turmoil and mounting Matador risks forced investors to reassess Fermi’s AI-power vision.

Bloom Energy's stock is surging.

In a week that has redefined the landscape of high-performance computing (HPC) infrastructure, Applied Digital Corporation (Nasdaq: APLD) has solidified its position as a primary architect of the artificial intelligence era. Reporting its fiscal third-quarter 2026 results on April 8, the company announced a staggering 139% year-over-year revenue surge to

As of April 9, 2026, the global financial landscape is witnessing a tectonic shift as a record-shattering $3.2 trillion "Wall of Capital"—the accumulated dry powder of the private equity industry—is being unleashed upon the physical foundations of artificial intelligence. This massive wave of investment marks a definitive

There's no bad time frame to own any of these income producers, but the decade ahead could prove unusually fruitful.

That spending spree will lift some AI stocks while generating fierce headwinds for others.

The United States labor market defied expectations in March 2026, adding 178,000 jobs and pushing the unemployment rate down to 4.3%. This surge significantly outperformed the consensus forecast of 60,000 to 65,000 jobs, signaling a "mirage of momentum" in an economy otherwise grappling with high energy

The U.S. labor market staged a defiant, if complicated, comeback in March 2026, adding a surprising 178,000 jobs and pushing the unemployment rate down to 4.3%. For a Federal Reserve currently grappling with a "second wave" of inflation driven by trade tariffs and energy shocks, the data

In a move that has redefined the scale of corporate investment, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a staggering $175 billion to $185 billion capital expenditure plan for the 2026 fiscal year. This historic spending spree, nearly doubling its 2025 outlays, is aimed squarely at solidifying the company’s dominance

Fermi’s widening losses, tenant delays, and new financing are redefining the AI data-center risk profile, today, March 30, 2026.

The AI boom isn't over. It's evolving into a more disciplined phase where durable cash flow and infrastructure dominance matter far more than hype.

Don't abandon AI. Own the parts of the stack built to survive when the macro turns hostile.

This REIT focuses on single-tenant industrial properties nationwide, emphasizing stable cash flows and a strong dividend yield.

SEATTLE — In a move that has sent shockwaves through both Silicon Valley and Wall Street, Amazon.com, Inc. (NASDAQ:AMZN) has officially unveiled a record-breaking $200 billion capital expenditure plan for the 2026 fiscal year. CEO Andy Jassy, speaking from the company’s headquarters, framed the aggressive spending as a