The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

Though a handful of companies have emerged as frequent topics of conversation in AI, investors would do well to remember that the industry is still very much in a developmental phase. It's possible, and even likely, that the list of leading AI companies in the coming years will differ from today's.

MarketBeat • Jul 17, 2026

IREN Just Collapsed 41% in a Month: Is This Dead Money or an Abandoned Gem?

Shares of IREN (NASDAQ:IREN) are down another 9% in early afternoon trading Thursday to $34.67, capping a brutal stretch in which IREN stock has shed 41.3% over the past month.

24/7 Wall Street • Jul 16, 2026

Real Estate Is Up 13%. The Data-Center REITs Powering AI Are Up 36%.

The Vanguard Real Estate ETF (NYSEARCA:VNQ) is the default way most investors get real estate exposure, and for good reason.

24/7 Wall Street • Jul 12, 2026

3 Stocks To Play The AI And Data Center Boom

ASML, TSMC, and NVIDIA remain core AI infrastructure. Meta Platforms is rated a buy, leveraging its vast global user base and aggressive AI infrastructure investments to drive future growth. Consider accumulating META, GOOG, and the Global X Data Center & Digital Infrastructure ETF to capture the next wave of AI-driven growth. Others to consider are Reddit, Palantir & Tesla. For ETFs, consider AIQ, AGIX, CHAT, BOTZ, and ASX:HMND.

Seeking Alpha • Jun 22, 2026

2 Picks, 7%+ Yields, One Goal: Survive The Meltdown

The longer this bull run lasts, the greater the likelihood of a near-term correction. A market correction would be healthy, realigning asset prices with fundamentals and creating opportunities for patient investors. So, rather than full derisking, I advocate a 'balanced hedge' approach.

Seeking Alpha • Jun 10, 2026

3 Ways to Play the Data Center Land Grab

Investor interest in the AI space continues to grow, with many focusing on AI infrastructure plays to meet the increasing demand for data centers or on semiconductor stocks building the components necessary for AI platforms to function. One potentially overlooked area that is vital to AI but not directly related to the technology itself is land.

MarketBeat • May 31, 2026

DTCR: Increased Hyperscaler Capital Budgets Set To Deliver Growth Across The Portfolio

The Global X Data Center & Digital Infrastructure ETF provides investors with exposure to the AI theme through investments in data center and tower REITs, semiconductor fabs and developers, and an IT infrastructure aggregator. Increased capital budgets among the hyperscalers signal higher spending towards data center leases and compute capacity, supporting durable growth. Short-term volatility may create appealing buying opportunities for investors seeking to build a position in DTCR.

Seeking Alpha • May 19, 2026

Wall Street Breakfast Podcast: CAT Powers Up Ag Automation

Caterpillar (CAT) reportedly acquires Monarch Tractor, advancing its automation and electrification strategy in construction and industrial machinery. Maine passes a bill imposing a moratorium on large data centers, reflecting growing scrutiny of AI infrastructure's environmental and grid impact.

Seeking Alpha • Apr 15, 2026

Wealth Manager Sheds $5.3 Million Worth of Data Center ETF, According to Latest SEC Filing

Sold 216,719 shares of DTCR; estimated transaction value ~$5.30 million (based on quarterly average price) Position value decreased by $4.34 million at quarter end, reflecting both trading and price movement Transaction represented a 1.2% change in 13F AUM Post-trade, Centurion held 80,137 shares valued at $1.92 million The position now accounts for 0.4% of fund AUM, which places it outside the fund's top five holdings

The Motley Fool • Apr 13, 2026

DTCR: Real Estate Emerges As The New Hot AI Play

The Global X Data Center & Digital Infrastructure ETF earns a reiterated "Buy" rating, driven by strong momentum and compelling valuation. DTCR has outperformed tech and AI ETFs, benefiting from a 31% return since Q3 2025 and robust real estate exposure. The ETF trades at a low 14.4x P/E with a 9.8% long-term earnings growth rate, yielding a solid 1.5x PEG ratio.

Seeking Alpha • Feb 18, 2026