Latest EQIX news

Virtus SGA U.S. Large Cap Growth Q2 2026 Portfolio Update

Seeking Alpha · Wed, 23 Sep 2026 12:30:00 -0400

The SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.0% (Net) in Q2 compared to the Russell 1000 Growth Index return of 16.7% and the S&P 500 Index return of 15.2%. Recent purchases include Equinix and Arista Networks. We liquidated our position in Intuit and Aon.

The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

REITs Were Sold As Set-And-Forget Income, That Era May Be Over

Seeking Alpha · Wed, 23 Sep 2026 09:15:00 -0400

Many REITs are repriced to the downside and offer better yields. Yet this is just optics, as the underlying problem is very significant. The issue I see is that at the current valuations and market dynamics, REITs can't (or should not) be considered solid passive income investments.

The REIT Conundrum

Seeking Alpha · Sun, 20 Sep 2026 08:00:00 -0400

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

Equinix Sees AI Driving Data Center Demand, Interconnection Growth

MarketBeat · Sat, 19 Sep 2026 16:02:28 -0400

Equinix NASDAQ: EQIX sees enterprise adoption of artificial intelligence accelerating demand for higher-density data center capacity, interconnection services and latency-sensitive infrastructure, executives said during a Barclays conference discussion.

Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates

MarketBeat · Sat, 19 Sep 2026 08:02:52 -0400

Equinix NASDAQ: EQIX executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7 billion expected to be concentrated in established markets where it already operates interconnected digital ecosystems.

Is It Worth Investing in Equinix (EQIX) Based on Wall Street's Bullish Views?

Zacks Investment Research · Fri, 18 Sep 2026 10:30:54 -0400

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Market information is provided for research and visualization and is not investment advice.