Data centers, digital and asset lifecycle now drive the growth story, together up more than 50% year over year. Management raised full-year revenue guidance to $7.94 billion to $8.01 billion, so keep an eye on the data center backlog next.
Latest Activity
IRM Coverage
3 REITs Getting Paid as Big Tech Builds Out AI
Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is…
Old-School Dividend-Paying Data Center REITs May Be the Best and Safest Technology Idea Now
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…
How Senior Housing and Warehouses Defend Monthly Payouts Today
The First Trust S&P REIT Index Fund (NYSEARCA:FRI) gives investors exposure to American commercial real estate cash flow without picking between malls, warehouses, and senior living towers. Because REITs must distribute at…
5 Infrastructure REITs Quietly Powering AI While Getting No Credit for It
While Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stock surged 34.9% over the past year and the S&P 500 gained 12.2%, the infrastructure REITs powering AI’s physical backbone have been left behind.…
AI Data Centers are Booming and These 3 Stocks Are Cashing In
The artificial intelligence boom will continue to create massive demand for data centers.Right now, according to MIT Technology Review, there are about 3,000 data centers across the U.S. Plus, according to a…
16 Companies With IPOs in 1996: Best and Worst Performers
These companies all had initial public offerings in 1996 and are still public. Their performance since then has ranged from −40% to 10,000%.
Wednesday’s Top Wall Street Analyst Upgrades and Downgrades: Alibaba, Alphabet, Amazon, Meta, Pinterest, Shopify, Target and More
Wednesday's top analyst upgrades and downgrades included Alibaba, Alphabet, Amazon.com, AppLovin, Cognizant Technology Solutions, Emerson Electric, Meta Platforms, Pinterest, Sea, Shopify, Target and Trip Advisor.
5 Contrarian REITs That Pay Big Dividends Have Outstanding 2023 Growth Prospects
As interest rate increases begin to slow, these five top real estate investment trusts in gaming, apartments, document storage and other areas offer growth and income investors a degree of safety and…
REITs Have Been Wrecked This Year: Wall Street Loves 7 ‘Strong Buy’ Stocks With Huge Dividends
Real estate investment trusts tend to survive in rising-rate environments. These seven pay dependable and substantial dividends and are offering enticing entry points, due to the large-scale selling across Wall Street this…
7 Inflation-Fighting REITs With Huge Dividends Are Buy-Rated and On Sale Now
These seven top real estate investment trust leaders offer a variety of ways for investors to get steady growth and to be paid substantial dependable income. Plus, these stocks are offering the…
7 Fallen Angel REITs That Pay Massive Dividends and Fight Inflation Are On Sale Now
If you thought June was rough from an interest-rate standpoint, July may be just as bad. It’s pretty baked in that the Federal Reserve will raise rates this week by 75 basis…
7 REITs With Fat Dividends to Grab Now as Rates and Inflation Rise
Real estate investment trusts have outperformed the S&P 500 by more than double. These seven top stock picks are solid ideas now, as they offer the best entry points in well over…
Monday’s Top Analyst Upgrades and Downgrades: American Airlines, Carnival, Coinbase, FedEx, Tesla, Walmart and More
Monday's top analyst upgrades and downgrades included American Airlines, Carnival, Coinbase Global, FedEx, Futu, Hess, Tesla and Walmart.
7 ‘Strong Buy’ REITs With Massive Dividends Are Incredible Bargains Now
These seven real estate investment trust leaders not only offer investors steady growth and substantial dependable income. They also offer the best entry points in well over a year, making them great…
Monday’s Top Analyst Upgrades and Downgrades: Applied Materials, Corning, HP, Matador Resources, Palo Alto Networks, Ross Stores, Walmart and More
Monday's top analyst upgrades and downgrades included Applied Materials, Autodesk, Bath & Body Works, BJ’s Wholesale Club, Cenovus Energy, Corning, Doximity, HP, Intercontinental Exchange, Macerich, Matador Resources, Palo Alto Networks, Ross Stores,…