|
Feb 19
|
|
$924.24
$924.24
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Morgan Stanley Positive on Cipher Mining (CIF...
|
|
Feb 18
|
|
$924.24
$924.24
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix Nigeria And Japan Moves Test Market V...
|
|
Feb 18
|
|
$924.24
$924.24
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Are Wall Street Analysts Predicting Equinix S...
|
|
Feb 18
|
|
$924.24
$924.24
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
McKay Brothers and Quincy Data Expand Best-in...
|
|
Feb 17
|
|
$951.97
$924.24
-2.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
XLRE Trails the S&P 500 by 5% Despite Lower I...
|
|
Feb 17
|
|
$951.97
$924.24
-2.9%
|
LONG
|
Justin Wheeler
CEO, Berkadia
|
"There seems to be just tons of demand for it... we think that the next five years there's not an over supply situation." Despite fears of AI efficiency reducing space needs, the physical infrastructure required for compute (Hyperscalers) continues to outpace supply. Long Data Center REITs and infrastructure providers. Exit risk/valuation concerns if liquidity dries up; long-term AI efficiency reducing physical footprint. |
CNBC
Property Play: Scenes from a CRE finance conf...
|
|
Feb 17
|
|
$951.97
$924.24
-2.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Nigeria Data Center Market Investment & Growt...
|
|
Feb 17
|
|
$951.97
$924.24
-2.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Chile Data Center Market Investment Analysis ...
|
|
Feb 16
|
|
$956.19
$924.24
-3.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Trafficmind Expands Global Anycast Network fo...
|
|
Feb 16
|
|
$956.19
$924.24
-3.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Investing in Equinix (EQIX)? Don't Miss Asses...
|
|
Feb 16
|
|
$956.19
$924.24
-3.3%
|
WATCH
|
John Todaro
Needham & Company
|
Traditional Data Center REITs (Equinix, Digital Realty) trade at significantly higher multiples than Bitcoin miners. These serve as the valuation benchmark. If miners can prove they are "Data Center REITs" in disguise, they will trade up to these levels. However, miners are currently building faster/cheaper, potentially disrupting the lower end of this market. WATCH. Use these as the relative value comp to gauge the upside for miners. Miners failing to execute validates the premium on EQIX/DLR. |
Unchained (Chopping Block)
As the AI Trade Cools Off, Are Bitcoin Miners...
|
|
Feb 14
|
|
$956.19
$924.24
-3.3%
|
AVOID
|
Unknown Speaker
Financial Commentator/Analyst
|
"Everyone thought when this whole emergence came that the traditional data center companies would just chew up all that demand and that's not happening." The consensus trade is that legacy data centers (Digital Realty, Equinix) are the sole beneficiaries of the AI boom. The speaker argues they are losing the "density" war to miners. If traditional data centers cannot handle the heat/power requirements of next-gen AI chips as efficiently as miners, their growth assumptions are overpriced. Avoid or underweight legacy data centers relative to power-dense mining infrastructure. Traditional data centers may acquire miners or retrofit faster than expected. |
CoinDesk
Bitcoin miners will CRUSH traditional data ce...
|
|
Feb 14
|
|
$956.19
$924.24
-3.3%
|
AVOID
|
Unknown Speaker
Financial Commentator/Analyst
|
"The traditional data center world is saying well this is the way we usually do it." Legacy data centers are moving too slowly to capture the explosive initial demand for AI training capacity. Their adherence to standard procedures makes them uncompetitive against agile miners willing to cut corners or build off-grid. AVOID. They are losing the "land grab" phase of the AI boom. Enterprise clients may prefer the reliability and compliance of legacy centers over the "wild west" approach of miners. |
CoinDesk
Here’s why bitcoin miners are beating traditi...
|
|
Feb 13
|
|
$956.19
$924.24
-3.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
How Do Investors Really Feel About Equinix In...
|
|
Feb 13
|
|
$956.19
$924.24
-3.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Assessing Equinix (EQIX) Valuation After Stro...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
WATCH
|
John Todaro
Needham & Company
|
Traditional data center REITs trade at a significant premium to Bitcoin miners pivoting to AI. These serve as the valuation benchmark. If miners successfully transition to HPC/AI hosting, they should trade closer to these multiples. WATCH. Use as a relative value comp for the miner trade. Tech sell-off dragging down the entire data center sector. |
Unchained (Chopping Block)
Coinbase Earnings, Bitcoin vs Tech, and Crypt...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
JP Morgan Maintains Overweight on Equinix, Ra...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
LONG
|
News
|
Cisco warned that rising memory chip prices will eat into profits. Equinix reported record sales due to AI build-out. Cisco's pain (higher costs) is the memory sector's gain (pricing power). Data centers (Equinix) are the physical infrastructure required for the AI boom. LONG the "Pick and Shovel" hardware and infrastructure providers. Overbuilding of capacity leading to a future glut. |
Bloomberg Markets
Bloomberg Surveillance 2/12/2026
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix is the 'landlord' for the AI revoluti...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
UBS Maintains Buy on Equinix, Raises Price Ta...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Investors Digest Jobless Claims Ahead of Home...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
BMO Capital Maintains Outperform on Equinix, ...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix, Inc. Q4 2025 Earnings Call Summary
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Guggenheim Maintains Buy on Equinix, Raises P...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
These Analysts Increase Their Forecasts On Eq...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Goldman Sachs Maintains Neutral on Equinix, R...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Wells Fargo Maintains Overweight on Equinix, ...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Analyst Expectations For Equinix's Future
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix shares are trading higher after the c...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Scotiabank Maintains Sector Outperform on Equ...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix Inc (EQIX) Q4 2025 Earnings Call High...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix Q4 Earnings Call Highlights
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix (EQIX) Q4 2025 Earnings Call Transcri...
|
|
Feb 12
|
|
$957.87
$924.24
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - EQIX
Equinix (EQIX) Q4 Earnings: How Key Metrics C...
|