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Shares of real estate investment trusts that lease data centers to hyperscalers like Meta and Amazon were falling Thursday.
Trump declared on Truth Social that data center developers must generate their own power and pay neighbors a dividend, but his posts named no amounts, no enforcement mechanism, and no federal program to back any of it up.
AI is driving a gold rush in data centers and power generation, but not every company collecting on that boom is getting paid on the same schedule. Four stocks are riding the wave at very different stages of the race.
Digital Realty found white phosphorus and other hazards at a former Georgia military dump during construction of a $3B data center, halting work.

Digital Realty’s Osaka campus expands with commencement of construction on a new 24 MW facility designed for high-density computing and advanced cooling SINGAPORE, Oct. 07, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced the commencement of construction of KIX15, a new 24 megawatt (MW) data center at its KIX Campus in Ibaraki City, Osaka Prefecture, Japan. Developed by MC Digital Realty (MCDR), Digital Real

Digital Realty Trust (DLR) is back in focus after Blackfuel chose the group’s Barcelona BCN1 facility as the base for a liquid-cooled AI inference platform built on Dell and AMD hardware. For context, Digital Realty Trust’s latest share price of US$184.65 comes after a 2.66% 1-day share price return and a 4.58% 7-day share price return, even though the 30-day share price return declined 1.99%. That short-term wobble sits against a 19.11% year-to-date share price return and a 3-year total...
AUSTIN, Texas, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, announced today that Digital Euro Finco, LLC, a wholly owned indirect finance subsidiary of the company’s operating partnership, Digital Realty Trust, L.P., priced an offering of €1 billion aggregate principal amount of 5.125% Guaranteed Notes due 2036 at a price of 99.289% of the principal amount (the “Euro Notes”). The Euro Notes will be senior unsec

AUSTIN, Texas, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), a leading global provider of carrier- and cloud-neutral data center, colocation and interconnection solutions, announced today that Digital Constellation B.V., an indirect wholly-owned finance subsidiary of the company’s operating partnership, Digital Realty Trust, L.P., has closed an offering of CHF225 million of 1.6803% Swiss bonds due 2029 (the “2029 Swiss bonds”), CHF185 million of 2.0600% Swiss bonds due 2032 (the
Digital Realty expands its AI infrastructure reach as Blackfuel deploys its inference platform at BCN1 in Barcelona with liquid cooling and private connectivity.

DLR remains a top data center REIT as demand drives record $1.9B backlog, strong rent bumps and higher Core FFO guidanceâsee the upside and risks now.

Digital Realty Trust (NYSE:DLR) is seeing early signs that agentic artificial intelligence workloads are expanding demand for interconnected data center capacity, with Chief Financial Officer Matt Mercier pointing to record activity in smaller deployments, cross-connects and related connectivity pro

Multi-Megawatt deployment at BCN1 combines dedicated AI capacity, advanced cooling and private connectivity through ServiceFabric®, supporting scalable AI inference services from BarcelonaAUSTIN, Texas, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced that Blackfuel has selected Digital Realty's BCN1 data center in Barcelona as the foundation for deploying and scaling its AI inference platform. Bui
Expands Subsea Infrastructure Capabilities to Strengthen Connectivity Between Asia Pacific and North AmericaAUSTIN, Texas, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced plans to develop a new cable landing station (CLS) at its LAX12 data center in Los Angeles in partnership with Assured Communications, a specialist in subsea infrastructure design and delivery. The new subsea infrastructure deplo

Digital Realty (NYSE:DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced plans to develop a new cable landing station (CLS) at its LAX12 data center in Los Angeles in partnership
Wall Street initiated coverage on XRN, TEM, NNE, SECZ with ratings from Neutral to Buy and price targets of $21.20-$75.

Rothschild & Co analyst Alex Haissl initiates coverage on Digital Realty Trust (NYSE:DLR) with a Buy rating and announces Price Target of $227.

The sales multiple every screen shows is measured against a bitcoin business the company is decommissioning, while the data center rent it is actually being valued for has only just begun.
J.P. Morgan updates its Analyst Focus List every month, and the August edition quietly signals where the firm's top analysts are placing their highest-conviction bets, including a handful of dividend payers that could surprise income investors hunting for yield in a market trading near all-time highs.
Evercore ISI Group analyst Irvin Liu maintains Digital Realty Trust (NYSE:DLR) with a Outperform and raises the price target from $230 to $240.

Northern Virginia overtook Dallas as the top US CRE market in H1 2026, fueled by massive data center deals and targeted investment.



