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

Bull vs. Bear: Are AI ETFs the Best Way to Play the Megatrend?

TMX VettaFi writers Ben Hernandez and DJ Shaw delved into the world of crypto ETFs in the last Bull vs. Bear. In this edition, writers Nick Peters-Golden and Elle Fitzgerald focus on artificial intelligence — specifically, AI ETFs.

ETF Trends • Feb 11, 2026

Hyperscalers Will Spend At Least $625 Billion on AI Infrastructure This Year. How to Invest.

AI hyperscalers continue to ramp up capital expenditure plans for 2026. But the payoff for the huge sums they're spending remains uncertain.

The Motley Fool • Feb 9, 2026

S&P Global Ratings' Paul Gruenwald on AI data center boom

Paul Gruenwald, S&P Global Ratings, joins 'Closing Bell Overtime' to talk investing in the data center buildouts.

CNBC Television • Dec 29, 2025

DTCR: A 'Picks And Shovels' Play For The Digital Economy

The Global X Data Center & Digital Infrastructure ETF offers broad, unconstrained exposure to the booming digital infrastructure sector driven by AI, cloud, and 5G demand. DTCR's strategy targets 'picks and shovels'—data centers, towers, fiber, and hardware—benefiting from high barriers to entry and stable, inflation-linked revenue streams. Sector risks include power consumption scrutiny, interest rate sensitivity for REITs, and rapid technology shifts, but DTCR's diversification provides some defensive positioning.

Seeking Alpha • Dec 6, 2025

DTCR: The Future Of Data Centers You Need To Know

DTCR is an ETF with a 0.50% expense ratio that replicates the Solactive Data Center REITs and Digital Infrastructure Index. It results in a hybrid ETF that manages to integrate the IT segment with that of REITs. Today it still seems to trade at a premium on both segments, even if it seems to be justified by expectations.

Seeking Alpha • Dec 4, 2025

DTCR: Diversifying AI Investment Strategy With Data Center REITs

I recommend the Global X Data Center & Digital Infrastructure ETF with a "Buy" rating, targeting a 2%-3% portfolio allocation. DTCR offers focused exposure to data center and cellular tower REITs, benefiting from strong industry growth trends and AI-driven demand. The ETF's top-heavy portfolio structure diversifies away from dominant AI stocks like NVDA and AVGO, reducing concentration risk.

Seeking Alpha • Dec 2, 2025

3 REIT ETFs That Are Red Hot Right Now

Global X's ETF is a great way to invest in data centers and artificial intelligence. Vanguard's REIT ETF is broad-based with $64 billion in assets under management.

The Motley Fool • Nov 30, 2025

The Best ETF for AI Infrastructure Investors Right Now

The typical AI ETF is chock-full of tech stocks, but this fund does things differently. It also invests in AI infrastructure, which is a different ball game than your typical AI stock.

The Motley Fool • Nov 19, 2025

Thematics ETF flows are moving similarly to sector level flows now, says ETF Action's Mike Akins

ETF Action founding partner Mike Akins says thematic ETFs could be headed for a comeback thanks to the explosive growth of AI. He digs into what's behind the revolution and why he thinks they could also replace sectors.

CNBC Television • Nov 11, 2025