Weeks of selling in data center stocks have opened a widening gap between price and fundamentals, and Wall Street's biggest institutional players are quietly making their move.
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying…
IBM just suffered its worst single-day market cap wipeout since 1987, insurance giants are getting slashed across the board, and a handful of surprising names just landed fresh Buy ratings from Wall…
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, including a $20 billion-plus deal with OpenAI, and the companies moving fastest to…
Wall Street analysts made bold moves Friday, reshuffling ratings across storage REITs, cloud communications, luxury homebuilders, and tech giants in ways that could reshape your portfolio heading into a pivotal earnings week.
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 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…
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…
Pre-Market Stock Futures: The futures are trading lower as we get set to start a new trading week, and after last week’s string of record highs, it may be tough to duplicate…
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…
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…
Pre-Market Stock Futures: Futures are trading higher this morning after reports are circulating that President Trump wants to end the war soon. This comes after Monday’s session, which saw three of the…
Pre-Market Stock Futures: Futures are trading lower after a solid risk-on Wednesday, when all major indices finished higher. Reports that filtered out of the media that Iran had backchannelled the CIA, looking…
