Digital Realty Trust Inc (DLR)

Nov 2, 2026

Digital Realty Trust Inc. (DLR) shares fell 2.63% on Monday, closing at $175.95. This decline occurred during a mixed trading session where the Dow Jones Industrial Average rose, but the S&P 500 Index decreased. This marks the second consecutive day of losses for the stock.

Nov 2, 2026

Digital Realty reported quarterly earnings of $1.9 billion, a 21 percent increase year-over-year, alongside record leasing activity and a $2.5 billion backlog. The company saw strong hyperscale sales and significant growth in its interconnection business, particularly in APAC and with large enterprise deployments. Despite these positive results and raised guidance, shares experienced a slight dip due to broader market uncertainties regarding AI data centers.

Nov 2, 2026

Douglas Emmett (DEI) leads the list of most-shorted U.S. mid-, large-, and mega-cap REITs with 19.10% short interest. Office and hotel property owners generally saw the highest short interest, while telecom tower, data center, and industrial REITs had the lowest. American Tower ranks as the least-shorted REIT above $2 billion market capitalization.

Nov 1, 2026

Morgan Stanley projects a significant power shortfall for US data centers, estimating a 70-gigawatt deficit by 2028 due to surging demand driven by AI and power-hungry rack systems. This shortfall, initially calculated at 57 GW, has increased, and even with mitigation options like onsite generation, a net gap of 33 GW is expected. The research indicates that the primary bottleneck for the AI buildout is shifting from chip supply to electricity availability, with converted Bitcoin mines offering a partial solution, and smaller developers facing greater risks of delays.

Nov 1, 2026

KT Cloud is adopting a two-pronged strategy to significantly expand its AI data center capacity, aiming for a 1 gigawatt supply by 2031. This involves both building new data centers in various locations and increasing cooperation with external partners through a lease-based supply model. The company is also collaborating with specialists like LS Electric and Vertiv to enhance power infrastructure and accelerate construction using modular technology.

Oct 31, 2026

Morningstar equity analyst Kevin Brown covers Essex Property Trust, Inc. (ESS), an owner of 258 apartment communities primarily on the West Coast. The report, published on October 28, 2026, highlights the company's solid Net Operating Income (NOI) growth driven by strength in Northern California. The analyst provides a current price of $264.18 and covers apartment, healthcare, and hotel REITs.

Oct 31, 2026

Digital Realty increased its 2026 earnings outlook following a strong third quarter, driven by record new leasing bookings for AI infrastructure. Revenue climbed 21% to $1.9 billion, and core funds from operations per share rose 11% to $2.10. The company secured $627 million in new leasing, reflecting high demand for data center services fueled by artificial intelligence.

Oct 30, 2026

Georgia Power has announced a series of management changes, naming Stan Connally as its new chairman, president, and CEO, effective January 1. He replaces Kim Greene, who will become president of Southern Company Operations, overseeing the entire grid, including Plant Vogtle's new units. The utility is also embarking on a significant expansion of its power grid, primarily to support the growing number of data centers in the state, while also addressing customer bill increases.

Oct 30, 2026

HSBC Holdings Plc is exploring options to offload credit risk from its data center loans to insurers, particularly those related to AI infrastructure. This strategy, which involves preliminary discussions with insurers for project finance deals, aims to mitigate losses and free up regulatory capital as demand for AI-related financing surges. Other banks like Barclays Plc and Deutsche Bank AG are also pursuing similar credit risk transfer initiatives due to the growing volume of AI-related debt in the market.

Oct 29, 2026

Digital Realty Trust Inc. (DLR) reported third-quarter funds from operations (FFO) of $795.3 million, or $2.10 per share, exceeding Wall Street estimates of $1.97 per share. The real estate investment trust also posted revenue of $1.9 billion, surpassing forecasts of $1.74 billion. For the full year, Digital Realty Trust anticipates FFO in the range of $7.90 to $8 per share.

Oct 29, 2026

Digital Realty Trust ($DLR) announced its Q3 2026 earnings, reporting $2.10 per share, significantly exceeding estimates, and revenue of $1.902 billion, also surpassing expectations. The article details recent insider trading activity, primarily sales, and significant shifts in institutional investor holdings with several major firms increasing their positions. Analysts have set a median price target of $211.0 for $DLR.

Oct 29, 2026

Industrial Logistics Properties Trust (ILPT) reported a strong third quarter in 2026, with a 42% year-over-year increase in normalized FFO, driven by successful refinancing efforts and robust rent growth. The company also announced a new presentation for non-GAAP measures to include accrued incentive management fees and provided an upward adjustment to its full-year 2026 guidance for NOI and normalized FFO per share, reflecting strong operational performance and leasing momentum. All debt is now fixed with no maturities until 2029, and ILPT continues to focus on capturing embedded rent growth, maintaining high tenant retention, and growing its cash position for deleveraging.

Oct 28, 2026

Essex Property Trust reported a significant increase in its full-year growth outlook for same-property revenue and core FFO per share, primarily driven by strong performance in Northern California. The company anticipates a full-year blended rent growth of 2.9% and expects West Coast multifamily fundamentals to support growth above the U.S. average in 2027 due to limited housing supply and technology sector investment. Essex also highlighted its strong balance sheet, manageable debt maturities, and strategic acquisition in East Bay, Northern California, yielding mid-5%.

Oct 28, 2026

Uniti Wholesale has announced an expansion of its connectivity at nine data center locations across six states, offering 100G and 400G wavelength services. This expansion aims to provide customers with broader network reach, accommodate growing bandwidth needs, and simplify network planning. The company is also launching promotional offers on select wavelength routes, and will be present at the INCOMPAS event to discuss connectivity solutions.

Oct 27, 2026

Rep. Ro Khanna (D-Calif.) has labeled California Proposition 45 a "handout" to data centers, claiming it will lead to more pollution and accusing PG&E Corporation of being its driving force. He argues that the measure, disguised as an affordable housing bill, would give corporate polluters free rein and is urging voters to reject it. Khanna also highlights concerns about the strain AI data center expansion places on local infrastructure and the environment.

Oct 27, 2026

BCE Inc.'s Bell is selling a 49.9% stake in its wireless tower infrastructure company, TowerCo, to Caisse de dépôt et placement du Québec (La Caisse) for $2.45 billion. This transaction, valuing TowerCo at approximately $4.91 billion, is expected to close in Q1 2027 and will help Bell reduce debt and fund AI-powered solutions. Bell will retain a controlling 50.1% interest in TowerCo, which will own and operate over 5,000 wireless sites across Canada.