EQIX

Equinix trades at a discounted 22x AFFO despite robust 10%+ CAGR growth prospects and operational outperformance. EQIX's business model supports durable growth beyond the AI capex cycle, underpinned by a unique interconnection ecosystem and resilient tenant demand. Development risks like NIMBY and power constraints are mitigated by EQIX's land bank, permitting discipline, and focus on established connectivity hubs.

The SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.0% (Net) in Q2 compared to the Russell 1000 Growth Index return of 16.7% and the S&P 500 Index return of 15.2%. Recent purchases include Equinix and Arista Networks. We liquidated our position in Intuit and Aon.

Many REITs are repriced to the downside and offer better yields. Yet this is just optics, as the underlying problem is very significant. The issue I see is that at the current valuations and market dynamics, REITs can't (or should not) be considered solid passive income investments.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Equinix, Inc. (EQIX) Presents at BofA NY Global Real Estate Conference 2026 Transcript

Equinix, Inc. (EQIX) Presents at Barclays 24th Annual Global Financial Services Conference Transcript

REIT ETFs are gaining as AI drives demand for data centers and other infrastructure, offering diversified exposure and dividend income.

Both Digital Realty and Equinix are cashing in on the AI infrastructure boom, but inside a Roth IRA, one of these data center giants quietly compounds circles around the other and it comes down to a single line on the

Equinix (EQIX) closed at $1 in the latest trading session, marking a -1.85% move from the prior day.

Technology and infrastructure veteran has led ambitious expansion of Equinix solution portfolio since 2024 REDWOOD CITY, Calif., Sept. 10, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced the appointment of DD Dasgupta as Chief Marketing Officer (CMO).