Every article, report, and earnings note where EQIX appears.
Addison Wiggin of Grey Swan Investment Fraternity is pitching “Trump’s 50-Year Super Deal.” We identify the three stocks and test its AI claims.
The AI infrastructure race is becoming a power-and-grid race, as AMD’s 2.5 GW agreement and a proposed $100 billion data-center campus show. That favors electrical equipment, engineering, storage, and reliable generation over the latest chip headline alone.
Retail investors are buying the dip in IREN, NBIS, CRWV, and APLD, but falling share prices have not made these businesses automatically cheap. The winners will be defined by utilization, contract quality, customer concentration, and financing discipline—not AI exposure alone.
Ionic Digital Inc. Class A Common Stock (NASDAQ: IOND) is expected to list on 2026-07-28, but the price range has not been disclosed. This is a direct listing, so the company is not selling new shares and will not receive listing proceeds. The bull case is AI/HPC infrastructure exposure; the bear case is heavy bitcoin and customer-concentration risk.
Equinix is benefiting from AI-driven demand and strong interconnection momentum, but its premium valuation and capital-heavy balance sheet keep the stock at Hold. The report highlights durable recurring revenue, rising bookings, and execution risk tied to power, capex, and leverage.
Equinix, Inc. (EQIX) rises 5.9% as investors position for its July 29 earnings report. The digital infrastructure REIT is trading near its 52-week high, with bullish analyst expectations, steady sentiment, and AI infrastructure tailwinds supporting the move.
The next leg of the AI trade may not belong to the most obvious chip names. As hyperscaler spending gets more contested, the real scarcity is shifting toward power, cooling, permitting, and data-center infrastructure — and that favors a different set of winners.
Csquare, Inc. (NYSE: CSQR) is expected to list on 2026-07-16 at a price range of $23.00 to $27.00 per share. The company is offering 50,000,000 shares, with a disclosed market cap of $1,552,500,000. The bull case is exposure to AI-ready data-center demand and a large North American footprint; the bear case is Brookfield control, capital intensity, and execution risk as it scales.
Digital Realty’s latest drop looks far more like a financing reaction than a demand problem. The market is choking on fresh equity supply even as hyperscale leasing, backlog, and growth metrics still point in the right direction.
Three data center REIT picks ranked by investment quality — Digital Realty takes No. 2, while the No. 1 spot is revealed at the end of the countdown.
Seven data center stocks ranked by investment quality — Vertiv, Super Micro, and Arista Networks all place, while the two top spots are saved for the countdown's finish.
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