Hyperscalers Hit $700 Billion in 2026 AI Spending Plans
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…
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) 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? That’s essentially the question…
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…
The SPDR Dow Jones REIT ETF (NYSEARCA:RWR) offers a 3.4% dividend yield backed by more than 100 publicly traded REITs, but the real question is whether that income holds up across rate…
With the Federal Reserve having cut rates by 75 basis points since early 2025, CD yields have softened noticeably. Retirees hunting for income are increasingly looking at ETFs to fill the gap.…
One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
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.…
The Schwab U.S. REIT ETF (NYSEARCA:SCHH) has gained 1.6% year-to-date, but the real question isn’t past performance—it’s what comes next. With $162 billion in commercial real estate loans maturing in 2026, this…
These top BofA Securities stock picks are perfect for growth and income investors seeking dependable passive income from reliable companies.
Pre-Market Stock Futures: Futures are trading lower on Wednesday after an ADP report showing job losses, following a stellar day across Wall Street on Tuesday. All of the major indices finished the…