http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 06 Aug 2026 15:10:27 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/AI/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html <p>Investing.com -- Morgan Stanley analysts said they expect spreads across asset-backed securities tied to artificial intelligence and data center financing to soften after corporate credit spreads widened over the past six weeks.</p><p>The bank noted that $360 billion in global fixed income supply year-to-date pushed AI and data center-related corporate credit spreads wider. Investment grade-rated data center secured bonds widened by 40 basis points since mid-June, while high-yield counterparts sold off 120 basis points during the same period.</p><p>The asset-backed securities market has shown limited reaction so far. Pricings in July remained largely stable despite weakness in corporate credit, particularly for senior http://www.streetinsider.com/General+News/Morgan+Stanley+sees+AI+data+center+credit+spreads+widening+further/26882963.html Thu, 06 Aug 2026 15:10:27 -0400 AMZN DLR EQIX MSFT http://www.streetinsider.com/Upgrades/Argus+Upgrades+Digital+Realty+Trust+%28DLR%29+to+Buy/26870462.html <p>Argus analyst Marie F upgraded Digital Realty Trust (NYSE: DLR) from Hold to Buy with a price target of $212.00.</p> <p>For an analyst ratings summary and ratings history on Digital Realty Trust <a href="http://www.streetinsider.com/rating_history.php?q=DLR">click here</a>. For more ratings news on Digital Realty Trust <a href="http://www.streetinsider.com/stock_lookup_news.php?q=DLR&amp;type=analyst">click here</a>.</p> <p>Shares of Digital Realty Trust closed at $193.89 yesterday.</p> http://www.streetinsider.com/Upgrades/Argus+Upgrades+Digital+Realty+Trust+%28DLR%29+to+Buy/26870462.html Wed, 05 Aug 2026 07:55:52 -0400 DLR http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html <p>Investing.com -- Texas Governor Greg Abbott has directed the Public Utility Commission of Texas and the Electric Reliability Council of Texas to conduct a comprehensive verification and audit of all data centers advancing through ERCOT's interconnection process.</p><p>ERCOT is currently considering approximately 474 GW of requests to connect to the Texas grid, with roughly 90% of the new power requests coming from data centers.</p><p>The audit will require data center projects to provide information across several areas. These include financial details on whether projects are paying their own way or depending on state assistance, power sourcing information, water usage and reuse practices, http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html Tue, 04 Aug 2026 07:53:18 -0400 AMT CEG DLR EQIX http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html <p>Investing.com -- Texas Governor Greg Abbott has directed the Public Utility Commission of Texas and the Electric Reliability Council of Texas to conduct a comprehensive verification and audit of all data centers advancing through ERCOT's interconnection process.</p><p>ERCOT is currently considering approximately 474 GW of requests to connect to the Texas grid, with roughly 90% of the new power requests coming from data centers.</p><p>The audit will require data center projects to provide information across several areas. These include financial details on whether projects are paying their own way or depending on state assistance, power sourcing information, water usage and reuse practices, http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html Tue, 04 Aug 2026 07:53:18 -0400 AMT CEG DLR EQIX http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html <p>Investing.com -- Texas Governor Greg Abbott has directed the Public Utility Commission of Texas and the Electric Reliability Council of Texas to conduct a comprehensive verification and audit of all data centers advancing through ERCOT's interconnection process.</p><p>ERCOT is currently considering approximately 474 GW of requests to connect to the Texas grid, with roughly 90% of the new power requests coming from data centers.</p><p>The audit will require data center projects to provide information across several areas. These include financial details on whether projects are paying their own way or depending on state assistance, power sourcing information, water usage and reuse practices, http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html Tue, 04 Aug 2026 07:53:18 -0400 AMT CEG DLR EQIX http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html <p>Investing.com -- Texas Governor Greg Abbott has directed the Public Utility Commission of Texas and the Electric Reliability Council of Texas to conduct a comprehensive verification and audit of all data centers advancing through ERCOT's interconnection process.</p><p>ERCOT is currently considering approximately 474 GW of requests to connect to the Texas grid, with roughly 90% of the new power requests coming from data centers.</p><p>The audit will require data center projects to provide information across several areas. These include financial details on whether projects are paying their own way or depending on state assistance, power sourcing information, water usage and reuse practices, http://www.streetinsider.com/General+News/Texas+governor+orders+audit+of+data+center+projects%2C+Baird+comments/26861740.html Tue, 04 Aug 2026 07:53:18 -0400 AMT CEG DLR EQIX http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Lowered+to+%24220+at+Truist+Securities/26838647.html Truist Securities analyst Matthew Niknam lowered the price target on Digital Realty Trust (NYSE: DLR) to $220.00 (from $225.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Lowered+to+%24220+at+Truist+Securities/26838647.html Thu, 30 Jul 2026 07:14:12 -0400 DLR http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24221+at+Cantor+Fitzgerald+as+AI+Tailwinds+Drive+Renewal+Rates+HIgher/26831844.html <p>Cantor Fitzgerald analyst Brett Knoblauch raised the price target on Digital Realty Trust (NYSE: DLR) to $221.00 (from $211.00) while maintaining an Overweight rating.</p><p>The analyst commented, "DLR reported 2Q26 results last Thursday (7/23), highlighted by record Core FFO/share and a record $1.9bn backlog, while signing more than $100m of 0-1 MW plus interconnection bookings for the first time and raising 2026 Core FFO/share ex net promote guidance to $8.15- $8.20. After the quarter ended, it also signed two additional hyperscale leases representing $410m of annualized GAAP base rent ($205m at DLR share). Taken together, nearly every one of DLR's segments http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24221+at+Cantor+Fitzgerald+as+AI+Tailwinds+Drive+Renewal+Rates+HIgher/26831844.html Wed, 29 Jul 2026 09:19:25 -0400 DLR http://www.streetinsider.com/Analyst+Comments/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24221+at+Cantor+Fitzgerald+as+AI+Tailwinds+Drive+Renewal+Rates+HIgher/26831844.html <p>Cantor Fitzgerald analyst Brett Knoblauch raised the price target on Digital Realty Trust (NYSE: DLR) to $221.00 (from $211.00) while maintaining an Overweight rating.</p><p>The analyst commented, "DLR reported 2Q26 results last Thursday (7/23), highlighted by record Core FFO/share and a record $1.9bn backlog, while signing more than $100m of 0-1 MW plus interconnection bookings for the first time and raising 2026 Core FFO/share ex net promote guidance to $8.15- $8.20. After the quarter ended, it also signed two additional hyperscale leases representing $410m of annualized GAAP base rent ($205m at DLR share). Taken together, nearly every one of DLR's segments http://www.streetinsider.com/Analyst+Comments/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24221+at+Cantor+Fitzgerald+as+AI+Tailwinds+Drive+Renewal+Rates+HIgher/26831844.html Wed, 29 Jul 2026 09:19:25 -0400 DLR http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24227+at+RBC+Capital/26815969.html (Updated - July 27, 2026 9:49 AM EDT) <p>RBC Capital analyst Jonathan Atkin raised the price target on Digital Realty Trust (NYSE: DLR) to $227.00 (from $207.00) while maintaining a Outperform rating.</p><p>The analyst commented: "Double-Digit Core FFO Growth Visibility Extends Into 2027; DLR posted 2Q26 results ahead of consensus on all key financial metrics. For a detailed review of the 2Q26 quarter, please see our published note. The Blackstone NoVa assets should contribute NOI gradually through 1H27. Asset recycling is weighted toward 2H26 via contributions to a new stabilized hyperscale fund. Management is confident of annual double-digit percentage Core FFO/sh growth http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24227+at+RBC+Capital/26815969.html Mon, 27 Jul 2026 09:49:14 -0400 DLR http://www.streetinsider.com/Analyst+Comments/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24227+at+RBC+Capital/26815969.html (Updated - July 27, 2026 9:49 AM EDT) <p>RBC Capital analyst Jonathan Atkin raised the price target on Digital Realty Trust (NYSE: DLR) to $227.00 (from $207.00) while maintaining a Outperform rating.</p><p>The analyst commented: "Double-Digit Core FFO Growth Visibility Extends Into 2027; DLR posted 2Q26 results ahead of consensus on all key financial metrics. For a detailed review of the 2Q26 quarter, please see our published note. The Blackstone NoVa assets should contribute NOI gradually through 1H27. Asset recycling is weighted toward 2H26 via contributions to a new stabilized hyperscale fund. Management is confident of annual double-digit percentage Core FFO/sh growth http://www.streetinsider.com/Analyst+Comments/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24227+at+RBC+Capital/26815969.html Mon, 27 Jul 2026 09:49:14 -0400 DLR http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24229+at+Deutsche+Bank/26816793.html Deutsche Bank analyst Benjamin Soff raised the price target on Digital Realty Trust (NYSE: DLR) to $229.00 (from $220.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24229+at+Deutsche+Bank/26816793.html Mon, 27 Jul 2026 08:49:56 -0400 DLR http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Lowered+to+%24226%3B+Bernstein+SocGen%3A+%27Still+like+the+story%2C+but+growth+isn%27t+free%27/26810493.html (Updated - July 24, 2026 8:41 AM EDT) <p>Bernstein SocGen Group analyst Madison Rezaei lowered the price target on Digital Realty Trust (NYSE: DLR) to $226.00 (from $232.00) while maintaining an Outperform rating.</p><p>The analyst commented: "Still like the story, but growth isn't free; DLR delivered very strong quarter operationally, executing on their multi-pronged strategy and showing an AFFOps beat of ~6%. But the sneaky math is around the 12M shares issued on July 1 as part of the Blackstone buyout that effectively wash most of the 2026 accretion. An $188M net promote on those properties softened the blow ($0.50 per share http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Lowered+to+%24226%3B+Bernstein+SocGen%3A+%27Still+like+the+story%2C+but+growth+isn%27t+free%27/26810493.html Fri, 24 Jul 2026 08:41:02 -0400 DLR http://www.streetinsider.com/Analyst+Comments/Digital+Realty+Trust+%28DLR%29+PT+Lowered+to+%24226%3B+Bernstein+SocGen%3A+%27Still+like+the+story%2C+but+growth+isn%27t+free%27/26810493.html (Updated - July 24, 2026 8:41 AM EDT) <p>Bernstein SocGen Group analyst Madison Rezaei lowered the price target on Digital Realty Trust (NYSE: DLR) to $226.00 (from $232.00) while maintaining an Outperform rating.</p><p>The analyst commented: "Still like the story, but growth isn't free; DLR delivered very strong quarter operationally, executing on their multi-pronged strategy and showing an AFFOps beat of ~6%. But the sneaky math is around the 12M shares issued on July 1 as part of the Blackstone buyout that effectively wash most of the 2026 accretion. An $188M net promote on those properties softened the blow ($0.50 per share http://www.streetinsider.com/Analyst+Comments/Digital+Realty+Trust+%28DLR%29+PT+Lowered+to+%24226%3B+Bernstein+SocGen%3A+%27Still+like+the+story%2C+but+growth+isn%27t+free%27/26810493.html Fri, 24 Jul 2026 08:41:02 -0400 DLR http://www.streetinsider.com/Analyst+Comments/KeyBanc+on+Digital+Realty+Trust+%28DLR%29%3A+%27Hoping+for+a+better+entry+on+macro+capex+concerns%27/26810690.html <p>KeyBanc analyst Brandon Nispel reiterated a Sector Weight rating on Digital Realty Trust (NYSE: DLR).</p><p>The analyst commented: "Multi-Year Growth Outlook Taking Shape; We remain SW DLR though are growing increasingly confident in the trajectory of the business. DLR 2Q results beat expectations, even backing out 1x items, driven by new records in 0-1MW leasing and strong renewal spreads. '26 guide was raised reflecting accretive M&A and based on the momentum the Company is already projecting DD cFFO growth in '27 and beyond. We see very little not to like where given the development pipeline, momentum in 0-1MW, and accretive M&A http://www.streetinsider.com/Analyst+Comments/KeyBanc+on+Digital+Realty+Trust+%28DLR%29%3A+%27Hoping+for+a+better+entry+on+macro+capex+concerns%27/26810690.html Fri, 24 Jul 2026 07:32:09 -0400 DLR http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24235+at+JPMorgan/26810638.html JPMorgan analyst Richard Choe raised the price target on Digital Realty Trust (NYSE: DLR) to $235.00 (from $230.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Digital+Realty+Trust+%28DLR%29+PT+Raised+to+%24235+at+JPMorgan/26810638.html Fri, 24 Jul 2026 07:25:36 -0400 DLR http://www.streetinsider.com/Upgrades/TD+Cowen+Upgrades+Digital+Realty+Trust+%28DLR%29+to+Buy/26810412.html (Updated - July 24, 2026 6:59 AM EDT) <p>TD Cowen analyst Michael Elias upgraded Digital Realty Trust (NYSE: DLR) from Hold to Buy with a price target of $222.00.</p><p>The analyst commented: "We are upgrading DLR to Buy and are raising our PT to $222. Amid record demand strength, we see potential for further large signings in late '26/early '27. We also believe continued DC price increases, coupled with changing designs, should drive notably higher renewal spreads in future years. As such, we believe DLR is positioned for strong multi-year growth that is likely to accelerate in 2028."</p><p>For an analyst ratings summary http://www.streetinsider.com/Upgrades/TD+Cowen+Upgrades+Digital+Realty+Trust+%28DLR%29+to+Buy/26810412.html Fri, 24 Jul 2026 06:59:45 -0400 DLR http://www.streetinsider.com/Analyst+Comments/TD+Cowen+Upgrades+Digital+Realty+Trust+%28DLR%29+to+Buy/26810412.html (Updated - July 24, 2026 6:59 AM EDT) <p>TD Cowen analyst Michael Elias upgraded Digital Realty Trust (NYSE: DLR) from Hold to Buy with a price target of $222.00.</p><p>The analyst commented: "We are upgrading DLR to Buy and are raising our PT to $222. Amid record demand strength, we see potential for further large signings in late '26/early '27. We also believe continued DC price increases, coupled with changing designs, should drive notably higher renewal spreads in future years. As such, we believe DLR is positioned for strong multi-year growth that is likely to accelerate in 2028."</p><p>For an analyst ratings summary http://www.streetinsider.com/Analyst+Comments/TD+Cowen+Upgrades+Digital+Realty+Trust+%28DLR%29+to+Buy/26810412.html Fri, 24 Jul 2026 06:59:45 -0400 DLR