DLR's growth outlook is strengthening on AI, cloud and enterprise demand, but rich valuation and a larger development program raise execution stakes.

DLR's 9.9% monthly gain reflects record leasing backlog, strong renewal pricing and a larger pre-leased development pipeline.

Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.

BCE enters its heaviest AI spending phase with 335 MW contracted, as surging capex pressures 2026 cash flow ahead of expected 2027 revenue.

Examine the evolution of Equinix's (EQIX) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

EQIX's Q2 AFFO top estimates as strong demand, record bookings and xScale fees boost results, while the company raises its full year 2026 and 2027-29 outlook.

While the top- and bottom-line numbers for Equinix (EQIX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Equinix (EQIX) delivered FFO and revenue surprises of +4.71% and +1.34%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Get a deeper insight into the potential performance of Equinix (EQIX) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

EQIX heads into Q2 earnings with strong data center demand and higher AFFO expectations, but elevated interest expenses could weigh on results.