Equinix, Inc. (EQIX)

U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.

REDWOOD CITY, Calif. , Aug. 14, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced the appointment of Dr. Yanbing Li to the Equinix Board of Directors.

Major data center developer and operator Equinix has entered into several advanced nuclear electricity deals, including power purchase agreements for fission energy and pre-ordering microreactors for its operations, the company said on Thursday.

REDWOOD CITY, Calif. , Aug. 14, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, announced it is working with leading energy companies that are developing innovative approaches to generating reliable and sustainable electricity to support the needs of Equinix data centers worldwide.

The technology sector is making waves again, both in the stock market and on the political spectrum. This time around, the attention has centered on the growth of data center presence inside the United States, which creates many opportunities for companies exposed to artificial intelligence, cloud computing, and semiconductors in general.

I rate Equinix, Inc. a Buy for capital appreciation, driven by surging AI-related data center demand and stellar Q2 earnings. EQIX consistently outperforms real estate benchmarks, boasts 10 years of dividend growth, and raised guidance for 2025 after exceeding analyst expectations. The company is aggressively expanding its data center footprint, capitalizing on the AI boom, with strong momentum projected for the remainder of 2025.

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

REDWOOD CITY, Calif. , Aug. 8, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that its executives will attend two upcoming investor conferences: KeyBanc 26th Annual Technology Leadership Forum on Monday, August 11.

AI-driven demand is transforming data center REITs, with DLR and EQIX well-positioned despite recent volatility and short-term setbacks in 2025. Long-term secular growth remains intact, as AI use cases and power needs are set to expand dramatically through 2030, driving further rent and revenue growth. Recent disruptions, such as DeepSeek's efficient AI model and Microsoft's pullback, have created buying opportunities for active managers with conviction in the sector.

SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced it has expanded its partnership with Equinix to simplify the deployment and security of modern, distributed applications and AI workloads across hybrid multicloud environments. The broadened solution brings together the F5 Application Delivery and Security Platform (ADSP) with Equinix's Network Edge and Equinix Fabric. Together, they enable enterprises to quickly and secu.

Examine Equinix's (EQIX) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.

Activist Elliott Investment Management brings a unique expertise on data centers to Equinix.

Equinix (EQIX) Q2 EPS Jumps 19%

EQIX tops Q2 AFFO and revenue estimates as recurring revenues grow and cabinet equivalent capacity expands despite non-recurring revenues weakness.

EQIX's Q2 results reflect higher revenues and improving margins due to strong demand for digital infrastructure and services.

Equinix, Inc. (NASDAQ:EQIX ) Q2 2025 Earnings Conference Call July 30, 2025 5:30 PM ET Company Participants Adaire Rita Fox-Martin - President, CEO & Director Chip Newcom - Director, Investor Relations Keith D. Taylor - Chief Financial Officer Conference Call Participants Aryeh Klein - BMO Capital Markets Equity Research Eric Thomas Luebchow - Wells Fargo Securities, LLC, Research Division Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Jonathan Atkin - RBC Capital Markets, Research Division Michael Elias - TD Cowen, Research Division Michael Ian Rollins - Citigroup Inc., Research Division Michael J.