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Equinix, Inc. (Nasdaq: EQIX) today introduced the Equinix Enhanced Performance Innovation Centers (EPIC), a global network of production-ready liquid cooling environments. The centers enable enterprises to test, build and deploy high-density AI infrastructure with the confidence and support of Equinix experts and leading technology partners. EPIC is live in Frankfurt, London, Osaka, Paris and Sydney, with more locations expected to open in 2027.

Analysts initiate coverage: Buy on AIR Global, Robinhood and Kazia; Outperform on Equinix; Neutral on Zscaler, with price targets.
The $1.90 billion fund sold $152.2 million across all 30 holdings, with no buys.

Guggenheim analyst Joseph Osha reiterates Equinix (NASDAQ:EQIX) with a Buy and maintains $1235 price target.

Microsoft, a holding in several ClearBridge portfolios, offers a good example of how hyperscalers are responding. Read more here.

Shares of Cipher Digital (CIFR) fell 26.4% in the five trading days from October 8 to October 15, 2026. The S&P 500 slipped 0.25% over the same period. The stock saw its worst single-day performance on October 13, when executives announced a plan to sell $850 million of convertible notes. Cipher already carried a large debt, so how much does the new borrowing add to it.
Investing.com -- Equinix Inc (NASDAQ:EQIX) has moved a step closer to a higher investment-grade credit rating after Fitch Ratings upgraded the data center giant's outlook to positive from stable, signaling confidence in its market position and balance sheet discipline. The credit rating agency concurrently affirmed Equinix's Long-Term Issuer Default Rating and senior unsecured debt ratings at 'BBB+', citing its unmatched global interconnection footprint and strong access to capital.

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, and three REITs are already collecting rent on that bet.
Shares of Cipher Digital (CIFR) fell 12.8% on October 13, 2026, on a day the S&P 500 finished flat. Investors were evaluating a plan to raise $850 million through convertible notes that could eventually become shares. Cipher is taking on this debt to fund data center construction. During the second quarter of 2026, the company still generated its revenue from mining bitcoin, yet it has already secured tenants for three campuses. So how much income have those leases locked in.
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 hyperscalers spending nearly two trillion dollars over two years are not telling you.
Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that it will hold its quarterly conference call on Wednesday, October 28, 2026, at 5:30 p.m. ET (2:30 p.m. PT). The company will discuss third-quarter results for the period ended September 30, 2026.

Equinix's ongoing consolidation allows them to grow into the overly done Q1/April 2026 rally. Read why EQIX stock is upgraded to a Buy.

Equinix has delivered a strong multi‑year share price run, helped by growing attention on data centers and AI infrastructure. This now raises a sharper question for investors about how much of its future cash flows are already reflected in the current valuation. Over the past 3 years, Equinix has returned 51.2%, so a lot of optimism is now riding on whether its long term cash generation can support that step up in expectations. Recent coverage around AI infrastructure demand and cloud...

Equinix, Inc. (EQIX) RBC Capital Markets 2026 Global Communications and Infrastructure Conference September 29, 2026 3:00 PM EDTCompany ParticipantsOlivier...
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equinix (EQIX) have what it takes? Let's find out.

Equinix (EQIX) heads into its Yotta 2026 appearance in Las Vegas on September 29 with fresh attention on how data center operators are priced compared with office REITs that are benefiting from tighter prime leasing. Recent trading shows some cooling in the near term, with Equinix recording a 7 day share price return of 4.4% lower and a 30 day share price return down 3.2%. This comes even as the year to date share price return of 32.3% and a 1 year total shareholder return of 32.1% point to...
Digital Realty Trust, Inc. (NYSE:DLR) and Equinix, Inc. (NASDAQ:EQIX) own two of the hardest assets to replicate in the AI boom: powered, connected data-center capacity. Their stocks currently offer a cleaner choice than the sector narrative suggests. Digital Realty trades at roughly 22 times the midpoint of its 2026 core FFO guidance, while Equinix trades […]

Equinix (NASDAQ:EQIX) has outperformed the market over the past 15 years by 4.17% on an annualized basis producing an average annual return of 17.78%. Currently, Equinix has a market capitalization of $102.10 billion.
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Equity Insider News Commentary - The constraint in artificial intelligence infrastructure has moved. It is no longer chips, and it was never really land. It is energized capacity: a site where electricity is flowing, or will be shortly, without a multi-year wait in an interconnection queue. Equinix added a record 9,700 net interconnections in a single quarter and raised its guidance on the strength of that demand. Blue Owl Capital now manages $319 billion and has been steadily building a digital
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. Arquelle Shaw, Equinix’s President of the Am

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. Speaking
Equinix, Inc. (EQIX) BofA NY Global Real Estate Conference 2026 September 15, 2026 3:00 PM EDTCompany ParticipantsStuart ThompsonArquelle ShawConference...

In early September 2026, Equinix announced Equinix Fabric One and Equinix Inference Exchange, while Comcast Business revealed a new API-based last‑mile connectivity integration into Equinix Fabric, and Equinix also named DD Dasgupta as its new Chief Marketing Officer and confirmed upcoming conference presentations. Together, these moves highlight Equinix’s push to simplify multi‑cloud and AI networking through open, automated connectivity while deepening ties with hyperscale and enterprise...
Equinix (NasdaqGS: EQIX) launched Equinix Fabric One, a managed connectivity service for cloud, AI, and networking environments. The company completed its acquisition of atNorth, expanding its data center presence in the Nordic region. Diraq deployed a quantum computer in an Equinix data center, creating an industry first by integrating quantum, AI, and classical computing infrastructure. These moves put a spotlight on the broader build out of AI and data infrastructure, which is worth...

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 which one fits a portfolio built for the long haul.
Due to Equinix's strong performance relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that its executives will attend three upcoming investor conferences:

MILLBROOK, NY / ACCESS Newswire / September 1, 2026 / , Inc. (NASDAQ:SELF), a real estate investment trust that owns, operates, manages, acquires, and redevelops self-storage properties, has declared a cash dividend of $0.
Equinix teams up with Diraq to deploy a silicon spin quantum computer in its Sydney data center by October 2026.

The first silicon spin quantum computer to operate in a shared commercial data center, bringing quantum computing a step closer to industrySYDNEY, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Diraq, the quantum computing pioneer, and Equinix, Inc. (Nasdaq: EQIX), the world’s digital infrastructure company®, today announced plans to deploy a Diraq quantum computer at an Equinix data center in Sydney, Australia. The deployment will mark the world’s first silicon spin quantum computer to operate in a shared c

Diraq is deploying a quantum computer directly into a commercial data center, marking a real-world example of hybrid computing.





