1. Strategic positioning and sophisticated design:
- Data Centers: $EQIX operates strategically located and sophisticatedly designed data centers that are ready to handle the growing demands for artificial intelligence (AI).
2. Key role in the technology ecosystem:
- Technology Ecosystem: $EQIX acts as a significant enabler... Read more
The mention of three real estate investment trusts (REITs) - Host Hotels & Resorts, Equinix and Prologis - is particularly interesting in the context of the current performance of the real estate sector, which is one of the worst performing sectors in the S&P 500. While the broader market is up 12% year-to-date, REITs are up just... Read more
The price is high, but apparently the company is doing well and the price is rising nicely.