StreetInsider.com News Articles

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

The analyst commented: "We see the 2Q26 Comm. Infra. setup as straight-forward: DLR/EQIX likely need to continue to beat/raise guide, while the bar is low for AMT, CCI, SBAC where in-line/maintain is likely good enough. The AI narrative (Hyperscale build out, Enterprise inference inflection) is intact, favoring Data Centers, though with Tower leasing near trough, consolidation churn is behind us, upper C-band auction ~one year away, and optionality in a potential new customer with SPCX, the Tower setup appears to be improving. CCI and DLR are

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

KeyBanc's Infra Preview: 'We Highlight CCI and DLR'

Mon, 20 Jul 2026 08:18:18 -0400

KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.

Equinix Chief Business Officer to depart in July 2026

Tue, 14 Jul 2026 16:33:35 -0400

Equinix, Inc. (NASDAQ: EQIX) announced that Jon Lin, its Chief Business Officer, will leave the company effective July 18, 2026.

Lin will receive payments and benefits under the company's Executive Severance Plan, subject to a release of claims, as detailed in a Form 8-K filed with the Securities and Exchange Commission on February 12, 2026.

Equinix said it has implemented a transition plan that distributes Lin's responsibilities across its existing senior leadership team. The company also said it expects to announce a new Chief Product Officer in the near future.

Equinix Chief Business Officer to depart in July 2026

Tue, 14 Jul 2026 16:33:35 -0400

Equinix, Inc. (NASDAQ: EQIX) announced that Jon Lin, its Chief Business Officer, will leave the company effective July 18, 2026.

Form 8-K EQUINIX INC For: Jul 08

Tue, 14 Jul 2026 16:31:00 -0400

si-local-file:///var/storage/secattach/20260714/26768633.html

Form 8-K EQUINIX INC For: Jul 08

Tue, 14 Jul 2026 16:31:00 -0400

si-local-file:///var/storage/secattach/20260714/26768633.html

BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle

Fri, 10 Jul 2026 12:52:45 -0400

Investing.com -- BTIG initiated coverage of Digital Realty Trust and Equinix with Buy ratings in a note on Friday, arguing that AI-driven demand has created the conditions for a data center supercycle that could last decades rather than years.

Analyst Thomas Catherwood said the most important analytical distinction for real estate investors is whether demand is cyclical or secular in nature, placing data centers firmly in the latter camp.

"Data centers are in the midst of a similar paradigm shift" to the one industrial real estate experienced during the e-commerce boom of the mid-2010s, he said, with AI investment driving higher

BTIG starts DLR, EQIX at Buy, calls data center demand a multi-decade supercycle

Fri, 10 Jul 2026 12:52:45 -0400

Analyst Thomas Catherwood said the most important analytical distinction for real estate investors is whether demand is cyclical or secular in nature, placing data centers firmly in the latter camp.

"Data centers are in the midst of a similar paradigm shift" to the one industrial real estate experienced during the e-commerce boom of the mid-2010s, he said, with AI investment driving higher

BTIG Starts Equinix (EQIX) at Buy

Fri, 10 Jul 2026 06:11:35 -0400