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…
The AI buildout has quietly handed an unlikely group of old-school dividend payers a stranglehold on the physical infrastructure powering the boom, and Wall Street is starting to take notice. Three data…
The Columbia Research Enhanced Real Estate ETF (NYSEARCA:CRED) pays a 3.64% distribution funded by the dividends of its underlying REITs, and that yield is the entire reason most income investors are looking…
The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) is the cheapest way to own the REIT slice of the S&P 500, with an expense ratio of just 8 basis points and a…
On a recent All-In Podcast episode dissecting SpaceX’s S-1 filing, guest investor Gavin Baker and the hosts framed Elon Musk’s privately held rocket and connectivity empire as something more ambitious than a…
Oklo (NYSE:OKLO | OKLO Price Prediction) sits at a fascinating inflection point. After peaking near $171.56 in October 2025 and giving back most of those gains, the advanced nuclear story is back…
The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%. Nine of the top ten holdings are equity…
On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026…
Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at…
Steve Cohen isn’t known for making slow, passive bets. Through Point72 Asset Management, he runs one of the most aggressive multi-strategy hedge funds in the world, constantly reallocating capital toward where his team…
Real estate has historically kept pace with inflation because landlords can raise rents as prices climb, passing cost increases directly to tenants. That mechanism makes REITs one of the more intuitive inflation…
Most investors hunting for AI exposure gravitate toward semiconductor stocks or hyperscaler tech, missing the physical layer underneath: the cell towers, data centers, and fiber networks that make AI run. Pacer Data…
Equinix (NASDAQ:EQIX | EQIX Price Prediction) stock has been on a tear, climbing 30% year-to-date to reach $996. So it’s worth asking: has the market already priced in the data center boom?…
David Moadel Income investors hunting for AI infrastructure exposure often land on Pacer Data & Infrastructure Real Estate ETF (NYSEARCA:SRVR). The fund packages data centers, cell towers, and related digital infrastructure REITs into a…
AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
