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DLR

AI Power Push Lifts Storage, Onsite Names

AI Power Push Lifts Storage, Onsite Names

SoftBank is committing significant capital to energy infrastructure for AI data centers, including a $1 billion investment in SB Energy to expand renewable generation and grid-scale battery storage...

May 11, 2026

2 min read

Corporate earnings and growth guidance updates

Firms temper forecasts and revise growth plans, signaling a cautious outlook for the year ahead.

Apr 24, 2026

Analysts Reaffirm ‘Moderate Buy’ On Key REITs

Commercial REITs show steady sales, uneven earnings, rising payouts and strong investor backing, with valuation gaps.

Mar 28, 2026

Vanguard shifts to disaggregated SEC reporting

Vanguard restructures reporting: subsidiaries will report holdings separately; amendments say no shares were sold.

Mar 26, 2026

Digital Realty grows in Europe amid AI demand

Major data-center deals are reshaping Europe's infrastructure, creating new opportunities for investors.

Mar 5, 2026

Investors Confront Conflicting Valuation Signals

Investors navigate mixed signals as AI and climate analytics reshape stock valuations and market momentum.

Feb 23, 2026

Global stocks, funds and policy shifts on Feb. 21

Institutional selling hits Monster Beverage, BridgeBio; REITs, utilities post strong earnings amid policy shifts.

Feb 21, 2026

Utilities and REITs Face New Growth Drivers

Utilities and REITs pivot with strategic moves in wildfire costs, AI data centers, and capital outlooks.

Jan 18, 2026