Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Buys 3,000 Shares of Equinix, Inc. $EQIX
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT has increased its stake in Equinix, Inc. (NASDAQ:EQIX) by 75.0% in Q3, purchasing 3,000 additional shares to hold a total of 7,000 shares valued at approximately $5.48 million. This comes as Equinix reported strong quarterly earnings, beating EPS estimates, and providing positive FY2025 guidance. However, insider selling by CEO Adaire Fox-Martin and other executives has also been noted, alongside some downgrades from analyst firms, though the consensus remains a "Moderate Buy".
Dec 30, 2025 • Benzinga
SOMEWHAT-BULLISH
VivoPower Strikes Deal For AI-Ready Data Center In Norway
VivoPower International (NASDAQ: VVPR) announced an exclusive agreement to acquire a hydro-powered data center site in Norway, which will serve as a cornerstone for its AI-focused digital strategy. The facility, already operating with over 40 megawatts and utilizing 100% renewable hydropower, is valued at approximately $40 million and is expected to significantly boost VivoPower's pro forma EBITDA. The company plans to transform the site into a Sovereign AI Hub for large language model training and inference, catering to enterprises seeking carbon-neutral computing.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Equinix Stock Tests New High Ground as AI Data Hunger Fuels a Premium Valuation
Equinix (EQIX) shares are near record highs, driven by strong demand for digital infrastructure from AI and cloud services. Despite a modest year-over-year price return, the company's strategic position at the intersection of major tech trends and its differentiated business model justify a premium valuation, attracting investor attention. Wall Street analysts remain largely constructive, anticipating continued growth from its critical role in the global digital economy.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Equinix Stock Tests New High Ground as AI Data Hunger Fuels a Premium Valuation
Equinix shares are near record highs due to strong investor confidence in its role in AI, cloud, and data interconnection, making it a key player in digital infrastructure. Despite its premium valuation, Wall Street maintains a largely constructive outlook, justifying the price with high earnings visibility and strategic advantages. The company's future growth relies on continued AI and cloud expansion, power availability management, and its shift towards high-value digital services beyond traditional colocation.
Dec 29, 2025 • AD HOC NEWS
BULLISH
Equinix Stock: Quiet December Rally Hides A Big Year For The Data?Center Giant
Equinix stock has recently shown a quiet but deliberate climb, signaling investor optimism despite a narrow trading band. Over the past year, the data center REIT has delivered a 13-15% return for investors, driven by demand from AI, cloud, and interconnection. Wall Street analysts largely maintain a bullish outlook, with price targets modestly above current levels, anticipating continued growth in its core infrastructure services and expansion.
Dec 29, 2025 • The Real Deal
SOMEWHAT-BULLISH
Blackstone’s AirTrunk explores $1B Singapore REIT IPO
Blackstone-owned data center operator AirTrunk is considering forming a real estate investment trust (REIT) and listing it in Singapore, potentially raising over $1 billion. This move follows Blackstone's acquisition of AirTrunk last year for nearly $16.1 billion, making it the largest data center operator in the Asia-Pacific region. Singapore is a significant hub for REITs, and this potential IPO highlights the continued growth in the global data center market.