Equinix is far and away the largest data center REIT in the world. The company has a market cap of $72 billion and operates ...
Investors are shifting focus from chip makers like Nvidia to infrastructure 'pick-and-shovel' companies supplying power, ...
The growing field of data center developers are catering to the tech industry’s ravenous demand for computing power to build ...
What's the best data center stock play right now for investors? We asked Seeking Alpha analysts Michael Del Monte, Julian Lin, and The J Thesis for their picks. Michael Del Monte: Broadcom (AVGO) is ...
But data centers, of course, aren’t actually new. In the earliest days of computing there were giant power-sucking mainframes ...
In this article, we will examine the 11 Best Performing Data Center Stocks to Buy Now. Investors are increasingly treating data centers not just as back-end utilities, but as high-growth engines ...
Data center REITs have problems. Valuations are high, maintenance capex is often understated, and overbuilding and potential obsolescence are significant risks. For these reasons, our Top Pick in this ...