Schwab U.S. REIT ETF (SCHH) offers a lower expense ratio of 0.07% versus Vanguard Real Estate ETF's (VNQ) 0.13%, but VNQ provides higher dividend yield (3.7% vs 2.9%) and broader diversification with 139 holdings. Over 5 years, SCHH delivered stronger returns ($1,101 vs $1,059 on $1,000 invested) with lower volatility....
Mplify announced the winners of its 2026 NaaS Excellence Awards, recognizing organizations advancing Network-as-a-Service, automation, and AI-ready digital infrastructure. Major winners include PCCW Global (NaaS Service Provider of the Year), Lumen Technologies (North America), Equinix (Interconnection Infrastructure...
Vanguard Real Estate ETF (VNQ) and State Street Real Estate Select Sector SPDR ETF (XLRE) offer different approaches to real estate investing. VNQ provides broader diversification with 139 holdings and a higher 3.7% dividend yield but charges 0.13% in expenses. XLRE focuses on 30 large-cap stocks with a lower 0.08%...
A comprehensive analysis of the CEE data center market reveals 290 existing facilities and 51 upcoming projects across Austria, Czech Republic, Poland, and Russia. Russia leads with over 970 MW of capacity, while Poland and Russia together account for 40% of upcoming IT power capacity. Major operators include...
The Middle East and Africa data center colocation market is projected to grow from USD 3.33 billion in 2025 to USD 12.88 billion by 2031, driven by AI adoption, cloud computing, digital transformation, and renewable energy investments. Major growth hubs include the UAE, Saudi Arabia, South Africa, Kenya, Nigeria, and...
While Wall Street analysts maintain a bullish average brokerage recommendation (ABR) of 1.47 for Equinix with 71.4% Strong Buy ratings, the article cautions that broker recommendations often have a positive bias and may not reliably predict stock performance. The Zacks Rank system, which relies on earnings estimate...
Real Estate Investment Trusts (REITs) are experiencing strong performance due to AI-driven demand for data centers, healthcare facilities, and other infrastructure. Data center REITs like Equinix and Digital Realty Trust have posted significant year-to-date gains, while REIT ETFs offer diversified exposure to this...
Equinix (EQIX) declined 1.85% to $1,023.81 in the latest session, underperforming the broader market. The data center operator is expected to report earnings of $10.51 per share with projected quarterly revenue of $2.57 billion. While full-year estimates show growth of 13.36% in earnings and 11.46% in revenue, the...
Bloom Energy, a solid oxide fuel cell (SOFC) developer, has rallied over 2,000% in two years driven by AI data center demand. With a $20 billion backlog and expected revenue to more than double to $4.1 billion in 2026, the company maintains a competitive moat as the leader in utility-scale SOFC deployments. Despite a...
The article compares two REIT ETFs: Schwab U.S. REIT ETF (SCHH) and Northern Trust Global Quality Real Estate ETF (GQRE). SCHH offers a lower expense ratio (0.07% vs 0.45%), better 1-year returns (14.1% vs 9.7%), and larger assets under management ($11.3B vs $414.5M). GQRE provides higher dividend yield (4.3% vs 2.8%)...
Equinix and Canada Pension Plan Investment Board have completed their $4 billion acquisition of Nordic data center operator atNorth. CPP Investments owns 51% while Equinix holds 34% of the company. The deal is immediately accretive to Equinix's AFFO per share and expands their exposure to AI-ready Nordic infrastructure...
Equinix has partnered with NVIDIA and Together AI to launch Equinix Inference Exchange, a distributed AI inference platform for enterprises. The solution combines NVIDIA's Enterprise Reference Architectures, Together AI's inference capabilities, and Equinix's global infrastructure to enable faster, more cost-efficient...
Equinix is partnering with Australian quantum-computing company Diraq to install a silicon spin quantum computer at its Sydney data center by October 2026. The eight-qubit system will operate alongside conventional servers with self-contained cooling and under 20 kW power consumption, allowing Equinix to test quantum...
The U.S. data center colocation market is projected to grow from $43.71 billion in 2025 to $85.18 billion by 2031 at an 11.76% CAGR, driven by AI adoption, cloud computing, hyperscale expansion, and renewable energy initiatives. The Southeastern U.S. leads investment with over $15 billion in 2025, followed by the...
While both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x,...
Bloom Energy's stock has surged 1,780% over two years, driven by strong demand from AI and cloud companies for its solid oxide fuel cells. With a $20 billion backlog and expected 70% revenue CAGR through 2028, the company is positioned as a leader in utility-scale fuel cell deployments. While trading at a premium...
Bloom Energy and Oklo both target AI-driven energy demand through different technologies—Bloom with solid oxide fuel cells and Oklo with microreactors. Bloom has surged 2,030% over two years with established revenue and major customers, while Oklo has gained 510% but remains pre-revenue and speculative. Despite Bloom's...
The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU...
The article compares two real estate ETFs: RWR, which offers broader diversification across 97 REIT holdings with a 0.25% expense ratio, and XLRE, which focuses on 31 S&P 500 real estate companies with a lower 0.08% expense ratio. RWR has outperformed XLRE significantly over the past year (25.08% vs 10.60% return),...
The Schwab U.S. REIT ETF (SCHH) provides a low-cost domestic REIT option with a 0.07% expense ratio, while the iShares Global REIT ETF (REET) offers broader diversification across developed and emerging markets at 0.14% expense ratio. REET offers higher dividend yield (3.36%) but comes with additional currency and...
Headlines via Polygon.io. Links open the original publisher.