A 5.67% drop to $934 wipes out roughly $5 billion of market value in a single session, outsized for a $92.2 billion data-center REIT that normally trades quietly. Whether the $990 open gets reclaimed is the level to keep an eye on.
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4 Data Center REITs With Growing Dividends and an AI Tailwind
AI data centers consume enough power to light entire cities, and the landlords collecting rent on those facilities are quietly growing their dividends. Four REITs sit at the center of this buildout,…
Oklo Could Have a Huge Opportunity as Demand for Advanced Nuclear Energy Grows
Oklo has shed more than 60% of its value this year and sits near a 52-week low, yet its customer pipeline spans gigawatts and its regulatory path just cleared a major hurdle.…
Will Interest Rates or Chips Decide the AI Trade?
Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is…
The AI Boom Has a Landlord. These 3 REITs Are Getting Paid
Data centers need more than servers and software to run the AI boom. They need landlords willing to pour billions into power, land, and network connections before a single tenant moves in,…
Sara Eisen Went on Bill Maher and Said What Wall Street Will Not About the AI Race
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
The AI Data Center Race Heats Up: Three Winners Getting Paid Now, One Waiting for Next Year
Four companies are betting everything on the AI data center boom, but their paydays fall on wildly different timelines and their risks look nothing alike. Before you pick one, find out which…
The REITs Quietly Collecting Rent in One of Real Estate’s Strongest Corners
AI is rewriting the rent roll for a handful of landlords sitting at the center of every hyperscaler's buildout, and three of them are paying dividends right now with coverage ratios that…
4 Data Center REITs That Pay Dividends: Where AI Boom Meets Steady Income
The AI data center buildout is minting fortunes for a handful of companies, but almost none of them pay a dividend. Four REITs sit right at the intersection of that infrastructure boom…
Only 1 of These 2 Data Center REITs Keeps Raising Its Dividend. Here’s Which Belongs in Your Roth IRA.
Both Digital Realty and Equinix are cashing in on the AI infrastructure boom, but inside a Roth IRA, one of these data center giants quietly compounds circles around the other and it…
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…
Digital Realty vs. Equinix: Which AI Dividend Scores Higher?
Both data center REITs just paid shareholders, both ride the same AI wave, but their dividend scorecards look nothing alike. One has raised its payout for over a decade while the other…
3 Data Center Stocks Powering the AI Buildout
The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed stocks are quietly capturing billions in locked-in demand across power, connectivity, and…
Billionaire Stanley Druckenmiller Dumped Micron, Intel, and Broadcom: Here Are the AI Infrastructure Stocks He Bought Instead
Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors…
The “Set It & Forget It” Stocks I’d Want to Own
Four stocks built on investment-grade balance sheets and decades of payout discipline could quietly generate thousands in annual passive income without requiring you to touch a thing after you buy them.
Who Really Benefits as Sovereign AI Infrastructure Spending Explodes?
Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which…