
DLRNYSEReal Estate
$174.47
Up+$2.38 (+1.38%)today
Market closed · refreshes every 30sLast trade Oct 15, 4:00 PM EDT
Data centers need more than servers and software to run the AI boom. They need landlords willing to pour billions into power, land, and network connections before a single tenant moves in, and three REITs are already collecting rent on that bet.
A single project in Paducah just put a spotlight on how huge AI energy and data needs could reshape listed digital infrastructure stocks. A planned US$100b American Energy Hub ties Brookfield Asset Management, NextEra Energy and other data center linked players to long-duration power and compute demand that few investors are modeling yet. This article walks through three stocks exposed to that news and explains why their stories now deserve closer attention. The three stocks in this article...
Shares of Cipher Digital (CIFR) fell 12.8% on October 13, 2026, on a day the S&P 500 finished flat. Investors were evaluating a plan to raise $850 million through convertible notes that could eventually become shares. Cipher is taking on this debt to fund data center construction. During the second quarter of 2026, the company still generated its revenue from mining bitcoin, yet it has already secured tenants for three campuses. So how much income have those leases locked in.
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Add to portfolioAI infrastructure buildout is reshaping capital allocation, with hyperscalers driving demand with off-balance sheet financing. Read full analysis here.
Andy Power, President & CEO of Digital Realty, says the U.S. is leading the race in data center buildout, and thinks that community pushback can be a chance for firms to convince people of the need for AI infrastructure.
DLR Kredit A/SAndre oplysningsforpligtelser offentliggjort efter børsens regler DLR Kredit har fastsat kuponrenten for perioden 14. oktober 2026til 13. januar 2027 på følgende variabelt forrentede obligation: ISINNavnReferencerenteNyRenteDK0006357900DLR Suppl. Kap. 2032CIBOR3M6,8233% Spørgsmål kan rettes til Fonds og Funding, fonds@dlr.dk eller pr. tlf 33 42 07 38 Med venlig hilsenDLR Kredit Attachment 2026-10-12_Rentefix_DLR Suppl. Kap. 2032 - Tier 2 (DKK)
U.S. stocks hit record highs as earnings optimism beats rates, energy, and geopolitical risks. Read the full analysis here.
Shares of Cipher Digital (CIFR) have lost 20% in the past month. The S&P 500 gained 1.8% over the same period. None of the company's announcements this month, including a longer lease at its Barber Lake site, explains the decline. Peers Core Scientific and Riot Platforms lost 15.1% and 23.7% over the same period, which points to pressure across the group. Still, a sharp drop while the broader market rises is a fair moment to ask how the stock holds up when the whole market falls. How has Cipher