Rates Retake The Spotlight

U.S. equity markets pulled back from record highs this week as long-term Treasury yields remained elevated, with renewed fiscal concerns after federal debt crossed $40T. Oil prices extended their rebound as stalled Iran negotiations and severely depressed Strait of Hormuz tanker traffic kept geopolitical risk elevated, pushing WTI crude another 5% higher to nearly $87/barrel. Housing data remained soft as starts, pending sales, and builder sentiment stayed depressed amid mortgage rates near 6.7%, but weak construction continued to reinforce the underlying housing shortage.

Seeking Alpha • 11 hours ago

I Don't Need A Data Center In My Backyard; I Already Own Hundreds Of Them

Data centers face soaring AI-driven demand amid mounting barriers to new supply, creating a scarcity effect and widening moats for established platforms. Digital Realty, Equinix, and Iron Mountain are industry leaders, but current valuations appear rich; I recommend waiting for a pullback. New entrants like Blackstone Digital Infrastructure Trust and Fermi America offer differentiated strategies, but BXDC lacks operating history and FRMI remains high-risk, pre-revenue.

Seeking Alpha • 12 hours ago

3 Infrastructure Stocks Built Around the Backbone of the Economy

Investors have spent the last few years chasing the shiniest object in the market. In other words, artificial intelligence (AI).

MarketBeat • Aug 18, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State Realty's Observatory shortfall, JBG Smith's adverse Wardman Tower ruling, Community Healthcare's dividend cut, and several troubled mortgage portfolios drove some individual downside. Mortgage Stress Hasn't Fully Cleared: Commercial mREIT book values fell nearly 5% on average as office, lab space, and multifamily credit problems persisted for some sponsors.

Seeking Alpha • Aug 17, 2026

Do Options Traders Know Something About American Tower Stock We Don't?

Investors need to pay close attention to AMT stock based on the movements in the options market lately.

Zacks Investment Research • Aug 13, 2026

American Tower Corporation (AMT) Presents at TD Cowen 12th Annual Communications Infrastructure Summit Transcript

American Tower Corporation (AMT) Presents at TD Cowen 12th Annual Communications Infrastructure Summit Transcript

Seeking Alpha • Aug 11, 2026

American Tower SVP Sells 5,000 Shares for $894,450

The sale of 5,000 shares realized $894,450 at a weighted-average price of $178.89 per share on July 29, 2026. The disposition reduced the insider's direct common stock position by 19%.

The Motley Fool • Aug 11, 2026

Wall Street Analysts Think American Tower (AMT) Could Surge 27.3%: Read This Before Placing a Bet

The average of price targets set by Wall Street analysts indicates a potential upside of 27.3% in American Tower (AMT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Zacks Investment Research • Aug 6, 2026

American Tower to Present at the TD Cowen 12th Annual Communications Infrastructure Summit

BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) today announced that it is scheduled to present at the TD Cowen 12th Annual Communications Infrastructure Summit on Tuesday, August 11, 2026, at 12:25 p.m. MT in Boulder, Colorado. A live webcast and replay of the presentation will be accessible from the Investor Relations section of American Tower's website at www.americantower.com/investor-relations. American Tower, one of the largest global REITs, is a leading independent owner,.

Business Wire • Aug 4, 2026

A Dive into American Tower (AMT) International Revenue Trends and Forecasts

Evaluate American Tower's (AMT) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Zacks Investment Research • Aug 3, 2026