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Billionaire Tech CEO: Our $25 Billion Backlog Shows “The Demand Is Booked” as “We’ve Never Seen a Buildout Like This Since the Great Wall of China”
10.07.2026 17:56
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.
BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle
10.07.2026 15:46
Investing.com -- BTIG initiated coverage of Digital Realty Trust and Equinix with Buy ratings in a note on Friday, arguing that AI-driven demand has created the conditions for a data center supercycle that could last decades rather than years.
What Makes Equinix (EQIX) One of the Best Data Center Stocks to Buy in July
10.07.2026 06:58
Equinix, Inc. (NASDAQ:EQIX) is one of the 10 Best Data Center Stocks to Buy in July. On Tuesday, the stock closed 2.41% higher at $1,022.93. Of the 33 analyst ratings compiled by CNN, 79% rated the stock Buy, while 21% assigned a Hold rating. The stock currently has a median price target of $1,212.50, an […]
F5 (FFIV) Could Be 13% Below Fair Value As Equinix AI Tie Up Builds
09.07.2026 03:15
F5 (FFIV) stock is drawing attention after the company and Equinix announced a collaboration that links F5's AI Guardrails with the Equinix Distributed AI Hub for hybrid and multicloud AI deployments. See our latest analysis for F5. F5's latest AI-focused announcements come after a strong share price run, with a 30 day share price return of 5.79%, a 90 day share price return of 42.28%, and a 1 year total shareholder return of 38.66%. This suggests momentum has been building over both shorter...
What You Need To Know Ahead of Equinix’s Earnings Release
07.07.2026 06:12
Equinix will release its second-quarter earnings results later this month, and analysts anticipate its EPS to rise from last year’s quarter.
F5 (FFIV), Equinix (EQIX) Partner to Secure and Scale Distributed AI Infrastructure
06.07.2026 18:24
Equinix Inc. (NASDAQ:EQIX) is one of the top 10 hidden AI stocks to buy. On June 17, F5 (NASDAQ:FFIV) and Equinix announced a collaboration to help enterprises deploy and govern distributed AI across hybrid and multicloud environments. By combining F5’s AI Guardrails with the Equinix Distributed AI Hub, the partnership provides a vendor-neutral, policy-enforced control […]
How a $25B AI Power Deal Is Sending Bloom Energy Higher
01.07.2026 14:45
Bloom Energy stock is rising once more this time on a massive expansion to its 2025 partnership with Brookfield Asset Management.
Hyperscalers Want Bloom Energy's Fuel Cells. Brookfield Wants to Help
01.07.2026 13:05
A fivefold expansion from the October 2025 framework reflects growing adoption of onsite fuel cell power for AI data centers
Bloom Energy Stock Eyes New Highs as AI Data Center Demand Drives a $25 Billion Deal
01.07.2026 12:39
Bloom Energy stock is rising once more this time on a massive expansion to its 2025 partnership with Brookfield Asset Management.
MEDIA ALERT: Equinix Sets Conference Call for Second-Quarter Results
01.07.2026 12:01
Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that it will hold its quarterly conference call on Wednesday, July 29, 2026, at 5:30 p.m. ET (2:30 p.m. PT). The company will discuss second-quarter results for the period ended June 30, 2026.
Barclays Maintains Equal-Weight on Equinix, Raises Price Target to $1130
01.07.2026 06:12
Barclays analyst Brendan Lynch maintains Equinix (NASDAQ:EQIX) with a Equal-Weight and raises the price target from $1109 to $1130.
Why Cisco (CSCO) Is Turning AI Infrastructure Into a Hybrid Data Center Security Opportunity
22.06.2026 07:52
Cisco Systems, Inc. (NASDAQ:CSCO) is one of Kevin O’Leary’s top stock picks for 2026 through the O’Shares U.S. Quality Dividend ETF. The stock made up 4.41% of the ETF as of June 17, 2026. On June 16, 2026, Equinix said it had expanded a collaboration with Cisco and NVIDIA to help enterprises deploy Cisco Secure […]
Cisco (CSCO) Pushes Further Into Quantum Security And Enterprise AI
19.06.2026 02:10
Cisco Systems (NasdaqGS:CSCO) is a founding partner in the new Quantum Communication Fieldlab Rotterdam, focused on quantum secure networking. The initiative is intended to test and validate quantum resistant communication infrastructure in real world conditions. Cisco also launched the Secure AI Factory with Equinix and NVIDIA, aimed at simplifying enterprise scale AI deployment. The Secure AI Factory centers on pre integrated infrastructure that combines networking, compute, and colocation...
F5 and Equinix Deliver Secure, Governed AI Across Hybrid and Multicloud Distributed Environments
17.06.2026 13:00
SEATTLE, June 17, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced a collaboration with Equinix, the world’s digital infrastructure company, to help enterprises deploy and govern distributed AI securely across hybrid and multicloud environments. It combines F5 AI Guardrails with the Equinix Distributed AI Hub, Equinix’s single, unified framework for enterprises to connect, secure, and simplify their increasingly complex and distributed AI e
Solid Results Lifted Equinix (EQIX) in Q1
15.06.2026 13:10
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Fund”. A copy of the letter is available to download here. Baron Real Estate Fund was recognized as the Best Real Estate Fund Over Three Years at the 2026 LSEG Lipper Funds Awards, reflecting the three-year performance ending December 31, […]
Equinix: Steady Eddy, A Steady Hold, Patience Required At Current Valuation
15.06.2026 06:37
Equinix is trading at ~24.6x forward P/AFFO, in line with its 7-year historical average of ~24.9x. Read why I rate EQIX stock a Hold for now.
Sparkle enhances global wholesale network with Quantum-safe interconnect solution
09.06.2026 13:49
Telecom Italia’s Sparkle, together with Equinix launch its Quantum-safe interconnect (QSI) solution. Is quantum-safe connectivity the next major differentiator for wholesale operators seeking to move beyond connectivity?
Baron Real Estate Fund Q1 2026 Portfolio Activity
04.06.2026 10:56
As the shares became increasingly discounted, Baron Real Estate Fund added to its long-term position, reflecting greater conviction in the companyâs growth trajectory. Read more here.
How The Equinix (EQIX) Investment Story Is Shifting With New Targets And AI Demand
03.06.2026 03:09
Recent analyst work on Equinix has centered on fresh price targets around and above US$1,100, with some bullish cases moving targets by more than US$200 per share. Those higher targets sit alongside a more cautious tone from others who worry the stock’s rally already bakes in optimistic growth and execution assumptions. As you read on, you will see how to track these shifting views and what they might mean for your own understanding of the Equinix story. Wall Street's queuing for one rocket...
New York lawmakers plan to approve one-year data center moratorium' - Politico
02.06.2026 14:49
https://www.politico.com/news/2026/06/02/new-york-one-year-data-center-moratorium-00946477