data centers

Baird has upgraded DuPont Fabros Technology, Inc. (NYSE: DFT), a real estate investment trust that owns and operates wholesale data centers, to Outperform on broadening development opportunities, solid execution and valuation. Baird's Positive Perspective The brokerage pointed out that an...

Jack Welch, the famed former CEO of General Electric Company (NYSE: GE) was a guest on CNBC's "Squawk Box" to discuss his outlook for the global economy. Welch started the conversation by stating that his "number one frustration" stems from the lack of global economic...

Michael McConnell, Pacific Crest's semiconductor analyst, visited Asia to observe first-hand the state of the semiconductor market. McConnell noted he left "incrementally more positive" on fundamentals at five companies, and "incrementally more cautious" at an...

Data center REITs provide a home for cloud computing, wireless data, media content, financial records and many other critical enterprise applications. On August 5, data center REIT CyrusOne Inc (NASDAQ: CONE) CEO Gary Wojtaszek hosted the company's earnings call for the quarter ended June 30, 2015...

Data center REITs sit squarely at the intersection of real estate and technology. On August 11, QTS Realty Trust Inc (NYSE: QTS) Chief Investment Officer Jeff Berson presented at the annual Oppenheimer Technology, Internet & Communications conference. Berson explained how he believes a...

On July 23, data center REIT CoreSite Realty (NYSE: COR) hosted a conference call to discuss strong Q2 results and update FY2015 guidance. CEO Thomas Ray said, "In our core focus around the performance sensitive market segment, the location, network and cloud strengths of our facilities...

Data center REITs benefit from the exponential growth of: cloud computing, wireless data, Internet of Things, big data, as well as a skyrocketing demand for streaming media. Jefferies this week published a comprehensive 46-page research report, "Outlook Remains Strong as the DC REITs...

Fitch accidently "spilled the candy" on Monday by prematurely releasing a ratings update initiated by the Telx transaction. However, this M&A deal has been rumored to take place for several months. Data center giant Digital Realty Trust, Inc. (NYSE: DLR) on Tuesday formally announced the...

On June 30, global interconnection giant Equinix Inc (NASDAQ: EQIX) President EMEA Eric Schwartz presented at the NASDAQ Investor Program in London, which was hosted by Jefferies. Earlier this year, $14.7 billion cap Equinix received its formal IRS REIT approval, eclipsing $9.4 billion Digital...

In California, water has become scarce and residents have begun cutting back on their usage in order to conserve the resource and end a four-year drought. However, while most look to shorter showers and strategic plant watering in order to cut down on waste, another industry has been under the...

On Sunday, Pacific Crest analyst Michael Bowen published a report titled "May We Cut In…" raising its Equinix Inc (NASDAQ: EQIX) target price based upon the confirmation by Equinix of its intention to close the previously announced, approximately $3.6 billion TELECITY GROUP PLC (OTC: TLEIY)...

On May 25, Deutsche Bank analyst Vin Chao published a research note detailing key takeaways from his recent data center facility tour and discussions with Digital Realty (NYSE: DLR) and CyrusOne (NASDAQ: CONE) management. Both of these data center REITs are Buy rated by Deutsche Bank, with...

On May 19, Bill Stein CEO of global data center REIT Digital Realty Trust, Inc. (NYSE: DLR) participated in the J.P. Morgan Global Technology, Media and Telecom Conference. Digital Realty was a pioneer in the data center REIT space, and Stein has witnessed the evolution of both the sector and...

On Thursday, global data center REIT Digital Realty Trust, Inc. (NYSE: DLR) and leading cloud-services provider Rackspace Hosting, Inc. (NYSE: RAX) jointly announced the opening of a 130,000 square foot Crawley, West Sussex UK data center. While the facility function is to provide managed cloud...

The data center REIT sector is well positioned to harvest the exponential growth of big data and cloud computing. On February 9, CEO Chad Williams made a compelling case why QTS Realty Trust Inc (NYSE: QTS) is well positioned to continue to both compete and grow profitably at Stifel's Tech...