Microsoft, a holding in several ClearBridge portfolios, offers a good example of how hyperscalers are responding. A recent engagement with Equinix, another ClearBridge portfolio holding, provides the perspective of a data-center owner and operator. ClearBridge's recent engagement with Johnson Controls highlighted how equipment suppliers can help address the physical constraints on data centers.
Equinix (EQIX) concluded the recent trading session at $1, signifying a +1.47% move from its prior day's close.
The latest trading day saw Equinix (EQIX) settling at $1, representing a +1.32% change from its previous close.
EQIX expands capacity and its AI ecosystem as demand for hybrid multicloud, low-latency and sovereign connectivity grows.
Equinix NASDAQ: EQIX CFO Olivier Leonetti said the company sees strong demand for its data center and interconnection platform as artificial intelligence workloads increasingly require low-latency connectivity, global reach, neutrality and data sovereignty.
Equinix, Inc. (EQIX) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript
Equinix NASDAQ: EQIX sees enterprise adoption of artificial intelligence accelerating demand for higher-density data center capacity, interconnection services and latency-sensitive infrastructure, executives said during a Barclays conference discussion.
Equinix NASDAQ: EQIX executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7 billion expected to be concentrated in established markets where it already operates interconnected digital ecosystems.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Equinix, Inc. (EQIX) Presents at BofA NY Global Real Estate Conference 2026 Transcript
REIT ETFs are gaining as AI drives demand for data centers and other infrastructure, offering diversified exposure and dividend income.
Equinix (EQIX) closed at $1 in the latest trading session, marking a -1.85% move from the prior day.