REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

Equinix Strengthens AI Infrastructure With Cisco & NVIDIA Partnerships

EQIX expands partnerships with Cisco and NVIDIA to speed enterprise AI adoption with standardized AI factory blueprints.

Zacks Investment Research • Jun 17, 2026

VyOS 1.5 LTS Now Available on Equinix Network Edge, Bringing VPP-Accelerated Performance and Automation-First Networking to the Global Interconnection Fabric

POWAY, Calif., June 16, 2026 (GLOBE NEWSWIRE) -- VyOS Networks today announced the availability of VyOS 1.5 LTS on Equinix Network Edge, bringing the latest long-term support release of the VyOS Universal Networking Platform to Equinix's global interconnection infrastructure.

GlobeNewsWire • Jun 16, 2026

Equinix Collaborates with Cisco and NVIDIA to Deploy Secure AI Factories Across Global Data Center Footprint

Presidio deploys Cisco Secure AI Factory with NVIDIA at Equinix data center in complementary, partner-led lab environment Endorsed architectures and live testing lab deliver faster path for enterprises from pilot to production AI REDWOOD CITY, Calif., June 16, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today unveiled an expanded collaboration with Cisco and NVIDIA to accelerate enterprise AI.

PRNewsWire • Jun 16, 2026

Is Equinix (EQIX) Stock Outpacing Its Finance Peers This Year?

Here is how Equinix (EQIX) and BNY (BNY) have performed compared to their sector so far this year.

Zacks Investment Research • Jun 16, 2026

Waypoint Trading Solutions to Expand European Exchange Connectivity with Equinix MD6 Deployment in Madrid

RESTON, Va.--(BUSINESS WIRE)-- #Banking--New presence will support managed hosting and low-latency connectivity to BME Exchange ahead of BME's planned migration to MD6.

Business Wire • Jun 16, 2026

9 AI Stocks That Aren't Super Volatile

Artificial-intelligence stocks are on the rise again, but they come with high volatility. Where to find AI-related stocks that are more stable.

Barrons • Jun 16, 2026

Equinix (EQIX) Outperforms Broader Market: What You Need to Know

In the most recent trading session, Equinix (EQIX) closed at $1, indicating a +1.21% shift from the previous trading day.

Zacks Investment Research • Jun 12, 2026

U.S. REIT Same-Store Net Operating Income Growth Holds Steady In Q1 2026

US equity real estate investment trusts, excluding hotel-focused REITs, posted median year-over-year same-store net operating income growth of 2.6% in the first quarter. Same-store occupancy fell to a median of 93.9%, compared with 94.2% in the fourth quarter of 2025 and 94.1% in the first quarter of 2025. Data center REITs outpaced all other subsectors tracked in Market Intelligence's analysis, achieving the highest year-over-year same-store NOI growth in the first quarter at a median of 9.5%.

Seeking Alpha • Jun 11, 2026

5 Reasons Why Equinix Stock Is a Solid Portfolio Pick Now

EQIX benefits from enterprise AI adoption, strong recurring revenue growth and expanding capacity, with higher 2026 guidance reinforcing its outlook.

Zacks Investment Research • Jun 10, 2026