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As cloud giants digest some of their past investments in hardware and chips, they're still investing heavily in growing their data center capacity. That's ultimately a positive for data center REITs and chip suppliers with cloud exposure.
After the strong start to 2019, the data center provider could see a period of consolidation.
As the Fed press conference drones on with nothing new being shared, let's turn our gaze to what we'll be facing after the close -- more earnings! A quick scan says we have roughly 135 reports coming at us in just over one hour's time. In terms of t...
Morning folks, I'm back in the saddle today and it's one that before it's all over will see more than 230 companies report their earnings and let's not forget about the ones, like Apple , that reported last night that will have an impact on today's...
If interest rates go lower, that will likely jump-start investor demand for quality dividend companies -- looking to these real estate investment trusts is a good bet.
These names offer a high degree of safety and income in an uncertain market, and should get a boost from the Fed's dovish stance on interest rates.
There are myriad ways to play what many consider a revolution in telecommunications.
These names performed well in Q4, but what does the coming year hold, and which ones could run further?
While data center REITs have bounced their early-2018 lows, favorable long-term trends could let them add to their gains.
Bloom Energy BE shares surged over 51% in its New York Stock Exchange debut Wednesday
Income investors who are comfortable with the risks should consider high-quality business development companies.
If you thought last week was busy, hang onto your hats.
Equinix EQIX shares are on fire thanks to one industry trend: digitalization.
It's a wonder to me how split this market really is.
Equinix completed its acquisition of 29 data centers from Verizon Communications on Monday.
These 3 holdings are vulnerable as real estate has underperformed the S&P 500 since November.
For the week of August 1, investors will be watching a slew of corporate earnings and the July jobs report.
REITs have performed well thus far in 2016, despite the increasingly hawkish tone of the Federal Reserve.
West Point graduate Steve Smith has been the CEO of Equinix since 2007.
Equinix is smack in the middle of two burgeoning areas: cloud computing and the Internet of Things.
REIT shares have popped in the past two weeks primarily because flagging economic data has put the idea of multiple rate hikes into question.