DLR Digital Realty Trust, Inc. Common Stock

Digital Realty Trust (NYSE:DLR) is seeing early signs that agentic artificial intelligence workloads are expanding demand for interconnected data center capacity, with Chief Financial Officer Matt Mercier pointing to record activity in smaller deployments, cross-connects and related connectivity pro

Strong leasing demand and limited new supply are boosting top-tier office REITs like SL Green, BXP and Hudson Pacific, which trade far cheaper than data-center REITs Equinix and Digital Realty.

Digital Realty Trust, Inc. (NYSE:DLR) and Equinix, Inc. (NASDAQ:EQIX) own two of the hardest assets to replicate in the AI boom: powered, connected data-center capacity. Their stocks currently offer a cleaner choice than the sector narrative suggests. Digital Realty trades at roughly 22 times the midpoint of its 2026 core FFO guidance, while Equinix trades […]

Digital Realty Trust has ridden a powerful three year run as investors focus on AI ready data centers, which raises a simple question for you as a shareholder or potential buyer. Is the current US$181.45 share price adequately backed by the cash flows the real estate investment trust is expected to generate? Over the past 3 years the stock has returned about 70.0%, which puts a lot of weight on whether that climb is fully supported by the underlying cash generation story. Recent moves such...

DLR plans a new Los Angeles cable landing station to connect subsea and terrestrial networks, expanding its connectivity ecosystem.

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Three landlords collecting rent from warehouses, data centers and grocery stores are all printing record leasing numbers heading into late 2026, and the common thread behind each one reveals a demand story that goes deeper than the property type.

Powering the country’s massive AI build-out requires a lot of walking, checking for burning smells and monitoring for bird damage.

On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. That nudges a real estate company toward becoming a control panel for enterprise AI. It arrives after second quarter results reported on July […]

Cipher Digital (CIFR) stock fell 36.2% over the past three months. Over twelve months it is still up 54.1%, against 15.5% for the S&P 500. The company is moving from bitcoin mining to leasing data centers to hyperscale tenants. In past market shocks, the stock fell hard and bounced back fast.

Digital Realty Trust, Inc. (NYSE:DLR) announced a joint venture with Rönesans Infrastructure on September 14 to develop and operate data centers in Türkiye. The first Ankara campus is designed for more than 22 megawatts of IT capacity. Land, power and permits are secured, early construction has begun, and the first facility is scheduled for completion […]

DLR enters Turkiye with Ronesans, launching a 22MW+ Ankara campus and planning an Istanbul expansion to meet rising cloud and AI demand.

The AI data-center boom is running into the same two scarce resources in very different places: power and political permission. Texas ordered a broad audit of projects in ERCOT’s 474-gigawatt interconnection queue in August. On September 13, the Financial Times reported that campaigners are challenging a proposed 122,500-square-meter hyperscale project near Cape Town International Airport […]

Texas is no longer treating every proposed data center as an automatic addition to the grid. On August 3, Governor Greg Abbott ordered an audit of projects moving through ERCOT’s interconnection process, which contained more than 474 gigawatts of requests, over five times the state’s record peak demand. ERCOT began issuing verification requests on September […]

CoreWeave Stock Plunges As AI Slowdown Threatens Rural Data Centers

In early September 2026, Digital Realty expanded its global data center footprint by opening the 6.4 MW Nairobi Two facility, rebranding iColo in Kenya and Mozambique, appointing a new Iberia managing director, and advancing an AI-focused, grid-aware research data center project in Virginia with Emerald AI and NVIDIA. Together, these moves deepen Digital Realty’s presence in emerging and Southern European markets while highlighting its role in developing power-efficient, AI-ready...

Both Digital Realty and Equinix are cashing in on the AI infrastructure boom, but inside a Roth IRA, one of these data center giants quietly compounds circles around the other and it comes down to a single line on the dividend history.

REIT ETFs are gaining as AI drives demand for data centers and other infrastructure, offering diversified exposure and dividend income.

Investing.com -- Bernstein analysts identified the data center and neocloud companies most exposed to a potential slowdown in frontier AI model training, following a weekend essay from Anthropic CEO Dario Amodei calling for the industry to deliberately pace capability gains. Other AI leaders, including Sam Altman and Elon Musk, endorsed Amodei’s essay.

Emerald AI’s $150 million financing brings fresh resources to a problem that connects NVIDIA Corporation (NASDAQ:NVDA) and Digital Realty Trust, Inc. (NYSE:DLR): making AI infrastructure operate within the power grid’s constraints. The potential reward is more usable computing capacity. The unresolved test is whether flexibility preserves the service customers need. Emerald’s August 25 announcement listed […]

At about $15.90 a share, Cipher Digital (CIFR) trades at 34.1 times sales, against 3.1 for the S&P 500, while its quarterly revenue falls. But those sales were booked before its data centers collected any rent. What you are buying is three leases, the debt raised to build them, and a pipeline tied largely to the Texas grid.

Digital Realty Trust, Inc. (NYSE:DLR) announced the opening of its 6.4-megawatt NBO2 data center in Nairobi on September 7, expanding the campus alongside NBO1. The opening coincides with subsidiary iColo’s transition to the parent’s brand in Kenya and Mozambique. The attraction extends beyond additional server space. Customers can access the campus’s community of more than […]

SLG is set to sell 110 Greene Street for $226 million, with net proceeds earmarked to repay unsecured corporate debt.

Digital Realty Trust has outperformed other real estate stocks, and analysts remain highly optimistic about the stock’s outlook.

As Treasury yields near 4.79% amid rising rates, analysts argue the borrowing-cost-versus-return spread, not the headline rate, best explains winners like ASML and GE Vernova versus laggards like Oracle and Rocket.

DLR's 50 MW Singapore expansion aims to meet rising AI, cloud and enterprise workload demand with AI-ready infrastructure.

HST's strong demand, disciplined capital recycling, flexible balance sheet and dividend payouts support its case for portfolio gains.

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

DLR is benefiting from AI, cloud and enterprise demand, with record bookings, backlog and a strong development pipeline supporting growth.

Digital Realty Trust has delivered a strong 56.4% gain over the past three years, yet its valuation picture is split, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a discount while market based multiples lean the other way. The 56.4% return over three years highlights that Digital Realty Trust has already rewarded patient shareholders, so new money now has to weigh how much of the data center growth story is already reflected in the price. New data...

EQIX and CPP Investments complete a $4B atNorth deal, expanding Nordic data center exposure for AI, cloud and high-performance computing.

EQIX teams with NVIDIA and Together AI on Inference Exchange, aiming to speed enterprise AI deployment with flexible, efficient infrastructure.

A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is reading a very different map of where a trillion dollars in AI spending actually lands.

IRM expands in Saudi Arabia through an AI-powered partnership that could accelerate and broaden its digital services footprint.

Both data center REITs just paid shareholders, both ride the same AI wave, but their dividend scorecards look nothing alike. One has raised its payout for over a decade while the other has frozen shareholders out for four years despite surging earnings.

OUT's diversified footprint, digital conversions and transit momentum, plus permit barriers, position the stock for long-term growth.

Equinix teams up with Diraq to deploy a silicon spin quantum computer in its Sydney data center by October 2026.

Zillow's rent-reporting program is helping renters build credit while expanding its housing platform from rental search to homeownership.

Here is how Apple Hospitality REIT (APLE) and Digital Realty Trust (DLR) have performed compared to their sector so far this year.

DLR expands its Swiss campus with ZUR4, a 15MW data center designed for high-density deployments and AI workloads, with completion planned for 2028.

American Tower (AMT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Digital Realty Trust (DLR) is back in focus after being selected under Singapore’s second Data Center Call for Application, with a provisional 50 megawatt allocation for a new low carbon Jurong Island facility. Against this backdrop, Digital Realty Trust’s share price has moved to US$192.32, with a 1-day share price return of 2.0% after the Jurong Island announcement. The year-to-date share price return of 24.05% and 3-year total shareholder return of 61.93% point to momentum that has built...

Realty Income scales a capital-light growth engine as institutional commitments, FEEUM and management fees surge.

Digital Realty Trust (NYSE:DLR) has been selected to develop a 50MW low carbon data center on Jurong Island under Singapore’s second Data Center Call for Application. The project supports Singapore’s focus on energy efficiency, green energy pathways and AI ready infrastructure for its digital economy. The award follows a competitive government led process and expands Digital Realty Trust’s footprint in a key Asia Pacific data center hub. For more ideas in this area, explore a wider set of...

Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most investors have not priced in.

The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed stocks are quietly capturing billions in locked-in demand across power, connectivity, and real estate.

When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

Rising interest rates are a headwind for real estate investment trusts. It has been a difficult period for real estate stocks, with elevated interest rates, dismal demand for corporate office space and a snarled housing market. This was supposed to be a comeback year with the Fed easing interest rates as inflation cooled.

The sales multiple every screen shows is measured against a bitcoin business the company is decommissioning, while the data center rent it is actually being valued for has only just begun.

J.P. Morgan updates its Analyst Focus List every month, and the August edition quietly signals where the firm's top analysts are placing their highest-conviction bets, including a handful of dividend payers that could surprise income investors hunting for yield in a market trading near all-time highs.