3 Data Center Stocks Powering the AI Buildout

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24/7 Wall Street • 7 hours ago

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 • 5 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 • 6 hours ago

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Benzinga • Aug 22, 2026

Digital Realty Trust (DLR) Crossed Above the 20-Day Moving Average: What That Means for Investors

Digital Realty Trust (DLR) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, DLR crossed above the 20-day moving average, suggesting a short-term bullish trend.

Zacks Investment Research • Aug 21, 2026

5 AI Infrastructure Stocks Soros Just Bought That Most Investors Have Never Even Heard Of

The AI buildout has obvious beneficiaries in names like NVIDIA and Microsoft. But Soros Fund Management's Q2 2026 13F filing reveals a more targeted bet: a cluster of roughly $497 million spread across five under-followed AI infrastructure names.

24/7 Wall Street • Aug 18, 2026

Equinix Vs. Digital Realty: Why Dividend Payout Ratios Aren't Created Equal

Equinix, Inc. (NASDAQ:EQIX) and Digital Realty Trust, Inc. (NYSE:DLR) each raised full-year 2026 guidance in earnings releases six days apart, and each dividend now sits against a different share of that higher number.

Benzinga • Aug 14, 2026

Winners Of REIT Earnings Season

REITs concluded a surprisingly strong earnings season, with 83 REITs - or 83% - raising full-year FFO guidance, just 4% lowering, and the average outlook increasing 1.4% from prior guidance. Strong Fundamentals, Weak Tape: REITs slipped modestly during earnings season despite widespread guidance raises, as renewed interest-rate pressure outweighed improving property-level trends and earnings momentum. Upside standouts included Hotel, Industrial, Data Center, Billboard, Office, Senior Housing/Skilled Nursing, and Single-Family Rental REITs, while Self-Storage finally showed a convincing pricing inflection.

Seeking Alpha • Aug 13, 2026

DLR Jumps 9.9% in the Past Month as Leasing Momentum Accelerates

DLR's 9.9% monthly gain reflects record leasing backlog, strong renewal pricing and a larger pre-leased development pipeline.

Zacks Investment Research • Aug 12, 2026

Is DLR Worth Buying as Growth Accelerates but Valuation Stays Rich?

DLR's growth outlook is strengthening on AI, cloud and enterprise demand, but rich valuation and a larger development program raise execution stakes.

Zacks Investment Research • Aug 12, 2026