Equinix reported a 16% revenue increase and 18-19% AFFO per share growth in Q2, driven by strong demand for its neutral interconnection platform critical for AI infrastructure. The company set new guidance targeting 11-12% revenue growth and 10-12% AFFO per share growth by 2026, with a long-term outlook of 10-13% revenue growth through 2029. Despite high valuation and capital expenditure intensity, the durable AI-driven demand supports a buy rating and potential for portfolio addition. This reflects Equinix's key role in supporting enterprise and hyperscaler connectivity needs amid AI expansion.
Equinix has committed an additional $50 million to its Equinix Foundation, doubling its total investment since 2022. The funding will support expanding internet access, digital literacy, and technical career pathways worldwide, helping underserved co...
Retirees choosing between Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Real Estate ETF (VNQ) face a clear divergence due to the current high interest rate environment. SCHD, focused on dividend-paying companies with strong cash flow, has outpe...
Three US-listed data center companies—Vertiv Holdings, Equinix, and Digital Realty Trust—have all raised their full-year 2026 guidance due to accelerating AI infrastructure demand. Vertiv focuses on power and thermal equipment, reporting strong sales...
