Equinix, Inc. - Common Stock (NQ:EQIX)

$20 Million Exit From Manhattan’s Biggest Office Landlord Raises Questions as Stock Slides 30% ↗

Topics Artificial Intelligence Economy

January 01, 2026

The sale lands as SL Green shows real leasing progress on paper but keeps getting punished by a market skeptical of office real estate.

As the sun rises on 2026, the global financial markets remain fixated on a singular, insatiable demand: power. The "AI Power Rush" of 2025 has fundamentally reshaped the energy sector, transforming...

The Power Play of 2026: Bloom Energy vs. Oklo in the Race for AI Infrastructure

January 01, 2026

The Blackwell Era: How NVIDIA’s 208-Billion Transistor Titan Redefined the Global AI Factory in 2026

Topics Artificial Intelligence ETFs Economy

January 01, 2026

As of early 2026, the artificial intelligence landscape has been fundamentally re-architected. What began as a hardware announcement in mid-2024 has evolved into the central nervous system of the...

As the clock strikes midnight on 2025, the Real Estate Investment Trust (REIT) sector stands at a historic crossroads. After years of battling restrictive monetary policy and a post-pandemic identity...

Topics Artificial Intelligence Economy

The Great REIT Pivot: How 2025 Redefined Real Estate for a High-Tech, Low-Rate Era

December 31, 2025

As 2025 draws to a close, the U.S. Treasury market is experiencing a significant repricing that has caught many fixed-income investors off guard. A series of robust labor market data points,...

Topics Artificial Intelligence Bankruptcy Economy

Yields Rebound as Labor Market Defies Gravity: The 2026 Outlook for Bond Investors

December 31, 2025

The Xtrackers International Real Estate ETF and the iShares Global REIT ETF both invest worldwide, but their construction determines whether property exposure stays tied to U.S. REIT cycles or expands...

Topics Artificial Intelligence Bonds ETFs

HAUZ vs REET: Global Real Estate or a U.S.-Anchored REIT Portfolio ↗

December 30, 2025

As 2025 draws to a close, the meteoric rise of generative artificial intelligence has collided head-on with a force even more powerful than Silicon Valley’s capital: local American communities. Across...

Topics ETFs

The AI Infrastructure War: Communities Rise Up Against the Data Center “Frenzy”

December 30, 2025

The Great Chill: How NVIDIA’s 1,000W+ Blackwell and Rubin Chips Ended the Era of Air-Cooled Data Centers

Topics Artificial Intelligence Energy

December 30, 2025

As 2025 draws to a close, the data center industry has reached a definitive tipping point: the era of the fan-cooled server is over for high-performance computing. The catalyst for this seismic shift...

SoftBank’s $4 Billion Acquisition of DigitalBridge Triggers Wave of Analyst Downgrades as Upside Hits a Ceiling

Topics Artificial Intelligence Economy Energy

December 30, 2025

In a move that has sent shockwaves through the digital infrastructure sector, SoftBank Group Corp. (OTC:SFTBY) announced a definitive agreement to acquire DigitalBridge Group, Inc. (NYSE:DBRG) for...

Rexford is still executing operationally, but this portfolio move hints at a growing gap between strong fundamentals and what investors are willing to pay for them.

Topics Artificial Intelligence

Why a $60 Million Trim in Rexford Signals a Shift as Industrial REIT Growth Slows ↗

December 29, 2025

These companies will play a crucial role in supporting the AI era.

From Power Grids to Data Centers: The Overlooked Winners in the AI Gold Rush ↗

December 27, 2025

As of late 2025, the data center industry has reached a definitive "thermal tipping point." The era of massive fans and giant air conditioning units keeping the world’s servers cool is rapidly drawing...

Topics Artificial Intelligence

The End of Air Cooling? Liquid Cooling Becomes Mandatory for AI Data Centers

December 24, 2025

Oracle’s $111 Billion Debt Hangover: The AI Infrastructure Shock Rattling Silicon Valley

Topics Artificial Intelligence

December 23, 2025

The tech sector is facing a stark reality check as the final weeks of 2025 unfold. Oracle Corporation (NYSE:ORCL), once the darling of the artificial intelligence (AI) infrastructure boom, has seen its...

Bloom Energy has the power to continue producing strong returns.

Topics Artificial Intelligence Bankruptcy Bonds

Bloom Energy Stock Skyrocketed 300% In 2025: Is The Party Over? ↗

December 22, 2025

Resolution Capital Initiates Position in Healthcare Realty Trust After a Year of REIT Pressure ↗

Topics Artificial Intelligence

December 19, 2025

After a tough stretch for REITs, Resolution Capital’s entry into Healthcare Realty Trust highlights a view that valuation and cash flow matter more than near-term rate debates

Data center operators were generally not in favor with Mr. Market in recent days.

Topics Regulatory Compliance

Why Iren Stock Was Getting Clobbered This Week ↗

December 19, 2025

In a significant strategic pivot, major financial institutions are aggressively reorganizing their technology banking divisions to seize opportunities within the burgeoning Artificial Intelligence (AI)...

Topics Artificial Intelligence

Wall Street Realigns: Goldman Sachs Leads the Charge in AI Infrastructure Gold Rush

December 16, 2025

New York, NY – December 11, 2025 – In a significant pronouncement that is poised to reshape market expectations for the coming year, Tom Lee, the highly regarded Head of Research at Fundstrat Global...

Topics Artificial Intelligence Bonds

Tom Lee Predicts S&P 500 to Reach 7,700 in 2026, Signaling Fourth Year of Bull Market

December 11, 2025

As of late 2025, the global financial markets find themselves at a critical juncture, navigating the transformative power of Artificial Intelligence while grappling with growing concerns of a...

Topics Artificial Intelligence Bonds Economy

AI's Double-Edged Sword: Innovation Fuels Market Gains Amidst Mounting Bubble Fears

December 11, 2025

Iren's blockbuster deal with Microsoft doesn't address the serious risks to its existing business.

Topics Artificial Intelligence Bonds Fraud

The Top 3 Investment Themes That Will Dominate 2026 ↗

December 10, 2025

Via MarketBeat

Forget Iren's Explosive Growth: Buy This Better Long-Term Stock Instead ↗

December 10, 2025

Resolution Capital Bets on Vornado Realty Trust's Urban Portfolio With $168 Million Buy ↗

Topics Artificial Intelligence

December 10, 2025

Resolution Capital purchased more than 4 million shares of Vornado Realty Trust during the third quarter of 2025.

The global economy is witnessing a transformative surge in data center investment and growth, propelled primarily by the insatiable demands of Artificial Intelligence (AI), the ever-expanding reach of...

Topics Regulatory Compliance

Digital Gold Rush: AI Fuels Unprecedented Data Center Boom, Reshaping Global Economy

December 09, 2025

One major fund’s latest sale offers a window into how professional investors are reassessing long-running REIT underperformance.

Topics Artificial Intelligence Economy Emissions

KRG Stock Down Over 70% From Highs: What This Major Exit Signals for Investors ↗

December 08, 2025

One REIT's improving fundamentals weren’t enough to keep this fund from walking away—here’s why.

Topics Regulatory Compliance

This REIT Stock Is Still Down 60% — and One Investor Just Sold Out Completely ↗

December 08, 2025

A major fund just walked away from this iconic New York REIT — here’s what long-term investors should really take from the move.

Topics Regulatory Compliance

Why One Real Estate Fund Dumped Its $4 Million Stake in This Iconic NYC Office REIT ↗

December 08, 2025

As the financial world braces for a pivotal moment, President Donald Trump, recently re-elected and now in office for his second term, is on the cusp of announcing his nominee for the next Federal...

Tap Into 2026 AI Infrastructure Gains With This High-Growth ETF ↗

December 04, 2025

Via MarketBeat

Topics Artificial Intelligence

Trump's Fed Gambit: A New Era of Monetary Policy Looms as Chair Announcement Nears

December 02, 2025

Oklo has already grown tenfold since last May. Here's why it can do it again.

Topics Economy Government

This Nuclear Stock Could Turn $1,000 Into $100,000 ↗

November 29, 2025