REITs owning and operating data centers stand to benefit tremendously from fast-growing AI demand, and Equinix and Digital Realty Trust are at the top.
Data center construction hit a record $45 billion annual rate in December 2025, surpassing office building spending. Iron Mountain, Digital Realty, and Equinix offer income investors yield and AI exposure.
In a week that has redefined the landscape of high-performance computing (HPC) infrastructure, Applied Digital Corporation (Nasdaq: APLD) has solidified its position as a primary architect of the artificial intelligence era. Reporting its fiscal third-quarter 2026 results on April 8, the company announced a staggering 139% year-over-year revenue surge to
As of April 9, 2026, the global financial landscape is witnessing a tectonic shift as a record-shattering $3.2 trillion "Wall of Capital"—the accumulated dry powder of the private equity industry—is being unleashed upon the physical foundations of artificial intelligence. This massive wave of investment marks a definitive
In a move that has redefined the scale of corporate investment, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a staggering $175 billion to $185 billion capital expenditure plan for the 2026 fiscal year. This historic spending spree, nearly doubling its 2025 outlays, is aimed squarely at solidifying the company’s dominance
The Hidden Gems team discusses the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius, then delves into consumer spending via Dollar Tree's 2025 results.
You don't necessarily need to bail out of all of them on mere principle. You do need to begin making realistic assessments of each one's risk and prospective reward.
