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DTCR ETF Price and Chart — ASX:DTCR

https://www.tradingview.com/symbols/ASX-DTCR/
The DTCR ETF, known as the ETFS Global AI Infrastructure And Data Centres ETF (ASX:DTCR), launched on November 6, 2026, and provides investors with exposure to global companies involved in the physical infrastructure and operations of modern data centers. As of November 12, 2026, it trades at 10.75 AUD and has experienced a −2.36% change over the last day, week, and month, trading at a 3.50% premium to its Net Asset Value (NAV). The fund tracks the BITA Data Center Critical Infrastructure Index - AUD - Benchmark TR Net and does not pay dividends.

Evergy vs. Otter Tail: Which Utility Dividend Is Safer for Retirement?

https://247wallst.com/investing/2026/11/11/evergy-vs-otter-tail-which-utility-dividend-is-safer-for-retirement/
This article compares Evergy (EVRG) and Otter Tail (OTTR) as dividend investment options for retirement, focusing on yield, dividend growth, and risk. Evergy is preferred for retirees seeking immediate income due to its higher yield and predictable earnings from regulated utility operations and data center demand. Otter Tail offers faster dividend growth and lower debt but carries higher risk due to its exposure to the volatile plastics manufacturing market.

Equinix Opens Sixth Singapore Data Center, With $290 Million Initial Investment and Capacity Reaching 20MW

https://finance.biggo.com/news/562f869f-5250-4394-b760-bd4037a036e0
Equinix has launched SG6, its sixth IBX data center in Singapore, with an initial investment of $290 million and a full build-out capacity of 20MW. This facility is the first under Singapore's Data Centre Call for Application (DC-CFA) mechanism, emphasizing high-density AI computing and strict sustainability. Equinix will also partner with NUS Energy Solutions Centre to open a Joint Innovation Facility in 2027, focusing on liquid cooling, digital twins, and battery storage.

Data centers poised to be more community friendly, a Johnson Controls executive says

https://www.facilitiesdive.com/news/data-centers-poised-to-be-more-community-friendly-a-johnson-controls-execu/874202/
Mihir Nandkeolyar, an executive director at Johnson Controls, states that data centers are on the verge of becoming more community-friendly due to technological innovations. These advancements include new compressor technologies for waterless cooling, improved fan technology for noise reduction, and on-site power generation with heat reuse capabilities. These changes aim to address common public concerns regarding water consumption, noise pollution, and energy grid strain, making data centers more efficient and sustainable.

Principal Asset Management acquires data center outside Amsterdam, the Netherlands

https://www.datacenterdynamics.com/en/news/principal-asset-management-acquires-data-center-outside-amsterdam-the-netherlands/
Principal Asset Management has acquired Switch Datacenters AMS2, a carrier-neutral data center located outside Amsterdam, on behalf of its Principal European Data Centre Fund I. Switch Datacenters will retain operational control of AMS2 under a new 20-year lease, with plans for refurbishment and expansion to increase its IT load capacity to 4.2MW. This acquisition strengthens Principal's presence in the European data center market and supports the long-term growth of digital infrastructure.
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Equinix launches SG6 data center in Singapore

https://www.datacenterdynamics.com/en/news/equinix-launches-sg6-data-center-in-singapore/
Equinix has launched its SG6 International Business Exchange (IBX) data center in Singapore, marking its sixth facility in the city-state after a seven-year development moratorium. The nine-story center, located in Jalan Tukang, will offer 1,550 cabinets in its first phase and up to 20MW of IT capacity, representing an initial $290 million investment. SG6 incorporates renewable energy, rainwater harvesting, and targets Green Mark Platinum certification, emphasizing sustainability and alignment with Singapore's energy efficiency standards.

7,797 Digital Realty Trust, Inc. $DLR Shares Sold by AEGON ASSET MANAGEMENT UK Plc

https://www.marketbeat.com/instant-alerts/filing-7797-digital-realty-trust-inc-dlr-shares-sold-by-aegon-asset-management-uk-plc-2026-11-10/
AEGON Asset Management UK Plc reduced its stake in Digital Realty Trust, Inc. (NYSE:DLR) by 14.6% in the third quarter, selling 7,797 shares but still retaining 45,565 shares valued at approximately $8.0 million. The company reported quarterly revenue of $1.90 billion, exceeding expectations, though its earnings per share of $0.48 missed the consensus estimate. Analysts generally maintain a "Moderate Buy" rating for the stock, with an average price target of $221.53.

Medical Properties Trust faces investigation over possible securities law violations after tenant rent issues.

https://pluang.com/en/news-feed/lowey-dannenberg-selidiki-medical-properties-trust-pelanggaran-sekuritas
Medical Properties Trust, Inc. is under investigation by Lowey Dannenberg, P.C. for potential federal securities law violations. This comes after one of its tenants, HSA, failed to pay September rent due to revenue cycle management problems, leading to a significant drop in MPT's stock price. The investigation will examine whether MPT and its executives provided misleading information to investors regarding the financial health and rent payments of its tenants.

Mizuho raises Evergy stock price target to $91 on strong quarter

https://in.investing.com/news/stock-market-news/mizuho-raises-evergy-stock-price-target-to-91-on-strong-quarter-93CH-5690149
Mizuho has increased its price target for Evergy Inc. (NASDAQ:EVRG) to $91 from $85, maintaining a Neutral rating, following a strong quarter and raised 2026 EPS guidance. The company's performance was boosted by favorable weather and it reaffirmed its long-term EPS growth outlook of 6-8%. Despite trading above its Fair Value, Evergy's stock appears attractively valued relative to its growth prospects, driven by significant demand additions and potential capital investments.

Auddia Highlights Accelerating Interest in Patented LT350 Distributed AI Datacenter Technology Following Election as Opposition to Traditional Data Centers Intensifies

https://www.manilatimes.net/2026/11/09/tmt-newswire/globenewswire/auddia-highlights-accelerating-interest-in-patented-lt350-distributed-ai-datacenter-technology-following-election-as-opposition-to-traditional-data-centers-intensifies/2465151
Auddia Inc. announced accelerating interest in its LT350 distributed AI datacenter technology following the mid-term elections, as concerns grow over the power, land, and water demands of traditional data centers. LT350's platform converts existing parking lots into AI infrastructure without requiring new land or water-intensive cooling, addressing policymakers' and communities' environmental concerns while meeting the escalating demand for AI compute capacity. This innovation aims to balance AI growth with responsible resource use and speed of deployment.
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NextDC Halts Uncontracted Data Center Builds After Melbourne Setback; Goodman, Digital Realty Take 9.9% Stake

https://finance.biggo.com/news/3d1d6a36-df08-461f-bf51-18f9a14b5ab8
NextDC CEO Craig Scroggie announced a halt on all uncontracted data center builds following delays and community opposition to its M3 campus expansion in Melbourne, which led to a significant guidance cut. This decision comes as rivals Goodman Group and Digital Realty acquired a 9.9% stake in NextDC, stating no immediate takeover plans but expressing interest in collaboration. The company aims to resolve power disputes and rebuild trust before resuming paused projects, highlighting growing social and regulatory challenges for AI infrastructure.

Q1 Earnings Estimate for DLR Issued By KeyCorp

https://www.marketbeat.com/instant-alerts/estimates-q1-earnings-estimate-for-dlr-issued-by-keycorp-2026-11-09/
KeyCorp has issued its Q1 2027 earnings per share estimate for Digital Realty Trust (NYSE:DLR), forecasting $2.20 per share for the quarter and $9.10 for the full year, while maintaining a "Sector Weight" rating. Digital Realty Trust recently reported Q3 earnings of $0.48 EPS, missing consensus but exceeding revenue estimates with $1.90 billion. The stock currently holds a "Moderate Buy" consensus rating among analysts, with an average price target of $221.53.

Digital Realty and Goodman buy 9.9% NEXTDC stake

https://grafa.com/en/news/australia/digital-realty-and-goodman-buy-9-9-nextdc-stake
Digital Realty (NYSE:DLR) and Goodman Group (ASX:GMG) have acquired a 9.9% joint interest in NEXTDC (ASX:NXT) for an average of $9.22 per share. The two companies indicated that they have no present intention of making a takeover offer but will seek potential collaboration with NEXTDC management to address operational and capital challenges. Following the announcement, NEXTDC's share price rose to $10.41.

NEXTDC Limited: Response to Statement by Goodman Group & Digital Realty

https://www.tradingview.com/news/eqs:30fd502c0094b:0-nextdc-limited-response-to-statement-by-goodman-group-digital-realty/
NEXTDC Limited has responded to a statement by Goodman Group and Digital Realty, confirming their acquisition of a 9.9% interest in NEXTDC. While Goodman and Digital Realty state they have no present intention of a takeover, NEXTDC has not received any formal communication or proposal, assuring shareholders that any bona fide offer will be considered. The company will continue to comply with its continuous disclosure obligations.

Goodman, Digital Realty Raid Values NextDC at A$7.4B

https://fourweekmba.com/ai-goodman-digital-realty-raid-values-nextdc-at-a7-4b/
Goodman Group and Digital Realty acquired a 9.9% stake in NEXTDC for A$730 million through an aftermarket share raid, valuing the entire company at approximately A$7.4 billion. NEXTDC's board described the move as "opportunistic" and stated they would consider any bona fide takeover approaches on their merits. This raid followed a significant fall in NEXTDC's share price in October due to a power delay and revised FY27 guidance.
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Digital Realty, Goodman Acquire $476 Stake in Australia's NextDC

https://www.morningstar.com/news/dow-jones/20261108916/digital-realty-goodman-acquire-476-stake-in-australias-nextdc
U.S. data-center owner Digital Realty Trust and Australian industrial property owner Goodman Group have acquired a nearly 10% stake in NextDC for approximately US$476 million. The partners stated they have no immediate plans for further engagement or a takeover offer but reserved the right to do so. This acquisition comes after NextDC's stock tumbled due to construction delays and reduced earnings guidance.

Goodman, Digital Realty scoop 9.9% of NEXTDC after aftermarket raid

https://www.briefs.co/news/goodman-digital-realty-scoop-9-9-of-nextdc-after-aftermarket/
Goodman Group and Digital Realty Trust Inc. have jointly acquired a 9.9% stake in NEXTDC Ltd. through an aftermarket raid, paying an average of A$9.22 per share. The acquisition follows a period of volatility for NEXTDC, which saw a 77% jump last week after trimming its earnings outlook due to a power delay at a Melbourne data center, followed by a 2.7% drop on Monday. The buyers have indicated an interest in potential collaboration with NEXTDC's board and management to address company challenges, while stating no immediate takeover bid is planned but keeping the option open.

Smartstop Self Storage REIT Q3 Earnings Call Highlights

https://www.tradingview.com/news/marketbeat:426c1cfe0094b:0-smartstop-self-storage-reit-q3-earnings-call-highlights/
SmartStop Self Storage REIT raised its full-year 2026 outlook after reporting increased third-quarter same-store revenue and reduced operating expenses, driven by effective pricing and reduced concessions that helped maintain occupancy. The company saw a 4.9% increase in net operating income (NOI) and adjusted funds from operations (FFO) per diluted share rose to $0.51. SmartStop is also planning significant capital deployment, including investments in a Canadian joint venture and property acquisitions, alongside the disposition of non-core assets to fund growth in strategic markets.

Digital Realty Trust, Inc. (NYSE:DLR) Stock Has Average Price Target of $221.53 According to Brokerages

https://www.marketbeat.com/instant-alerts/consensus-digital-realty-trust-inc-nyse-dlr-stock-has-average-price-target-of-22153-according-to-brokerages-2026-11-08/
Digital Realty Trust (NYSE:DLR) has received a consensus "Moderate Buy" rating from 34 brokerages, with an average 12-month price target of $221.53 against its current share price of $174.03. While the company's Q3 EPS of $0.48 missed estimates, revenue rose 20.6% year-over-year to $1.90 billion, surpassing expectations. Digital Realty also declared a quarterly dividend of $1.22 per share, yielding 2.8%.

Is Digital Realty Trust (DLR) Undervalued Following Its NextDC Stake And AI Expansion?

https://simplywall.st/stocks/us/real-estate/nyse-dlr/digital-realty-trust/news/is-digital-realty-trust-dlr-undervalued-following-its-nextdc
Digital Realty Trust (DLR) is gaining attention due to its AI-focused Innovation Lab expansion into Latin America and an equity stake in Australian data center operator NextDC. While the stock has seen short-term declines, its long-term momentum remains intact, with a year-to-date return of 12.4% and a 3-year return of 48.1%. The article explores whether DLR is undervalued, with some analyses suggesting a fair value significantly above its current trading price, while others point to high P/E multiples compared to the industry.
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Digital Realty backs NextDC, opens Latin American AI lab in global push

https://app.dealroom.co/news/note/digital-realty-backs-nextdc-opens-latin-american-ai-lab-in-global-push
Digital Realty has expanded its AI infrastructure footprint by acquiring a significant equity stake in Australian data center operator NextDC and opening its first Latin American Innovation Lab in São Paulo, Brazil. This move allows customers to test and optimize multi-vendor AI infrastructure before large-scale deployment, supporting high-density, liquid-cooled racks. The company reported record leasing bookings, indicating strong demand for AI infrastructure beyond large training campuses.

What Is Digital Realty Trust (DLR) Signaling With Its Global AI Infrastructure Push?

https://sg.finance.yahoo.com/news/digital-realty-trust-dlr-signaling-191401663.html
Digital Realty Trust (DLR) is expanding its global AI infrastructure by taking an equity stake in Australian data centre operator NextDC and extending its Innovation Lab network into Latin America, Singapore, and Johannesburg. This strategy indicates a focus on partnering and providing testbed capacity for AI-driven leasing and power-hungry workloads, rather than solely building new megawatts. The company aims for these initiatives to translate into tangible growth in AI-related bookings and utilization of high-density, liquid-cooled racks.

Equinix Says Smaller Data Centers Could Avoid US AI Infrastructure Restrictions as Investment Shifts Towards Asia

https://www.tekedia.com/equinix-says-smaller-data-centers-could-avoid-us-ai-infrastructure-restrictions-as-investment-shifts-towards-asia/
Equinix believes its smaller data centers (30-60 megawatts) will be less affected by potential US AI infrastructure restrictions, which typically target facilities over 100 megawatts. This distinction could allow Equinix to continue expanding where customer demand is strong, even as political scrutiny over large data centers intensifies in the US. The company is significantly increasing capital expenditure due to customer demand, with a noticeable shift of investment interest towards Asian markets, despite similar infrastructure and regulatory challenges in the region.

NextNRG seeks 33 acre property for proposed data center development in South Bend

https://wsbt.com/news/local/data-center-development-proposed-proposal-property-acquire-lone-wolf-energy-power-generation-battery-storage-nextnrg-megawatts-capacity-pharmaceutical-company-lease-building-negotiation-south-bend-indiana
NextNRG is proposing a new data center and battery storage facility on a 33-acre property in South Bend, Indiana. The development, named the Lone Wolf Energy Center, would feature a data center supporting up to 100 megawatts and include a 50,000 square foot building leased to a pharmaceutical company. The proposed acquisition is valued at $22 million, with negotiations and approvals currently underway.

Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow

https://www.tradingview.com/news/benzinga:057581e19094b:0-oracle-s-ai-trouble-is-wall-street-s-new-headache-2-etfs-to-watch-as-data-center-fears-grow/
Oracle's shares dipped after reports that Microsoft is discontinuing its lease of AI computing capacity from the company, citing outdated Nvidia chips. This development raises concerns for investors in cloud computing and data center infrastructure ETFs. Two specific ETFs, the First Trust Cloud Computing ETF (SKYY) and the Pacer Data & Infrastructure Real Estate ETF (SRVR), are highlighted for their exposure to companies potentially affected by these shifts in AI infrastructure spending and capacity expectations.
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Digital Realty Trust (DLR) Stock May Be 43% Undervalued Despite Raised Guidance

https://simplywall.st/stocks/us/real-estate/nyse-dlr/digital-realty-trust/news/digital-realty-trust-dlr-stock-may-be-43-undervalued-despite
Digital Realty Trust (DLR) appears to be significantly undervalued, with a discounted cash flow (DCF) model suggesting it could be worth substantially more than its current share price of $174.67. This valuation is driven by record leasing activity, a large future leasing backlog, and increased capital commitments for hyperscale projects, which are expected to boost future cash generation. Despite a 49.8% gain over the past three years, the market valuation doesn't fully reflect these strong underlying cash flows and the company's raised guidance for 2026.

Microsoft AI data-centre site in Amsterdam breached by protesters as Europe’s opposition grows

https://www.theglobeandmail.com/world/article-microsoft-ai-data-centre-site-in-amsterdam-breached-by-protesters/
Protesters breached a Microsoft AI data center construction site in Amsterdam, scaling a crane and clashing with police, as part of a wider European movement against energy-intensive data centers. Campaigners are demanding a moratorium on large-scale developments, citing social and environmental concerns, particularly regarding AI's energy and water demands. Similar protests are occurring across Europe, highlighting growing public opposition to the rapid expansion of data infrastructure.

Evergy CEO Sees ‘Steady Cadence’ of ESAs Through 2028

https://www.tdworld.com/utility-business/news/55417145/evergy-ceo-sees-steady-cadence-of-esas-through-2028
Evergy Inc. has significantly expanded its growth pipeline, adding 250 megawatts through electric service agreements and signing a letter of intent for 1.4 gigawatts with data center developer Digital Realty Trust. CEO David Campbell anticipates a "steady cadence" of similar projects through 2028, projecting annual load growth to continue beyond 8% into the 2030s. The company expects to invest approximately $4 billion to power Digital Realty's Astra North project in Kansas, contributing to a revised capital plan exceeding $21.6 billion through 2030.

Evergy Raises Quarterly Dividend 4% to $0.7225 Per Share

https://www.tokenpost.com/news/business/50282
Evergy's board has approved a 4% increase in its quarterly dividend, raising it to $0.7225 per common share, payable on December 18 to shareholders listed by November 20. The company also increased its 2026 adjusted earnings-per-share outlook, citing factors like warmer weather and demand growth. These financial updates align with Evergy's long-term goal of maintaining a payout ratio between 50% and 60%.

Why Did Iron Mountain Stock Fall?

https://www.trefis.com/stock/irm/articles/623358/why-did-iron-mountain-stock-fall/2026-11-06
Iron Mountain (IRM) stock fell 11.1% on Thursday, November 5, 2026, despite reporting strong third-quarter results and raising its 2026 revenue forecast. The decline was attributed to a broader U.S. stock market rout triggered by midterm election results raising concerns about the artificial intelligence boom. IRM's fall was more significant than that of the S&P 500 and its real estate sector peers.
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Blue Owl Compute Financing Sees Upside as Supply Faces New Pressure

https://www.remio.ai/post/blue-owl-compute-financing-sees-upside-as-supply-faces-new-pressure
Blue Owl expects that tighter capital and computing supply will create better lending opportunities in the digital infrastructure sector, despite potential threats to expansion from election-driven uncertainty. The company plans a selective expansion strategy focusing on short-duration compute debt and cash flows. The article emphasizes that while lenders may gain negotiating advantages, borrowers face challenges in delivering projects, and political risks need to translate into specific constraints to be measurable.

Digital Realty Trust Drops 4.7% After Hours From a $183 Open

https://247wallst.com/cards/digital-realty-trust-dlr-price-swing-01m6pr806z2wbyy8ep6dgs1tp4
Digital Realty Trust (DLR) experienced an unusual 4.7% drop in after-hours trading, closing at $174.50. This significant one-day slide for a data center REIT, typically valued for stability and dividend income, raises questions for income investors about the market's future expectations for the stock, especially given the high demand for AI infrastructure. The lower price could present an opportunity for dividend-focused buyers, but also warrants careful monitoring for further market signals.

Evergy Q3 Earnings Call Highlights

https://www.tradingview.com/news/marketbeat:e4821b033094b:0-evergy-q3-earnings-call-highlights/
Evergy raised its 2026 adjusted earnings guidance due to warmer-than-normal weather and increased electricity demand in Q3, reporting adjusted earnings of $2.58 per share. The company also announced an increased quarterly dividend and highlighted expanded large-customer agreements, including a significant potential expansion with Digital Realty. Evergy projects substantial capital spending through 2030 to support forecasted demand growth and plans to update its financial outlook in Q4.

NextNRG to acquire South Bend property for energy, data center development

https://www.insideindianabusiness.com/articles/nextnrg-to-acquire-south-bend-property-for-energy-data-center-development
NextNRG Inc. has announced an agreement to acquire a 33-acre property in South Bend for $22 million, with plans to develop it into the Lone Wolf Energy Center. This campus will feature data center infrastructure with up to 70 megawatts of capacity, along with on-site power generation, battery storage, and microgrid capabilities. Additionally, NextNRG has signed a 10-year lease agreement with an unnamed pharmaceutical company that currently operates on the property.

What Equinix (EQIX)'s Raised Outlook Means For Shareholders

https://simplywall.st/stocks/us/real-estate/nasdaq-eqix/equinix/news/what-equinix-eqixs-raised-outlook-means-for-shareholders
Equinix (EQIX) reported strong Q3 and YTD earnings, raising its full-year 2026 revenue guidance. This positive outlook, driven by record AI and cloud demand, suggests management's confidence in converting this demand into long-term cash flows, despite challenges like rising construction costs. Analysts project significant revenue and earnings growth by 2029, with a consensus price target indicating potential upside for shareholders.
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Digital Realty Just Paid a 45% Premium for a Stake in a Rival Data Center Stock

https://247wallst.com/investing/2026/11/05/digital-realty-just-paid-a-45-premium-for-a-stake-in-a-rival-data-center-stock/
Digital Realty, through a trust co-owned with Goodman Group, offered a 45% premium for up to 9.9% of Australian data center operator NEXTDC, two days after NEXTDC cut its guidance due to a power delay. NEXTDC's board called the opportunistic move a "share raid" and stated they had not received a takeover proposal. While the stake is small relative to Digital Realty's overall business, it aligns with its Asia-Pacific expansion and interest in connected capacity driven by AI.

Evergy Q3 2026 Earnings Call Transcript

https://www.benzinga.com/news/26/11/62925162/evergy-q3-2026-earnings-call-transcript
Evergy (NASDAQ: EVRG) reported robust third-quarter 2026 adjusted earnings of $2.58 per share, a significant increase from $2.03 a year ago, driven by warmer weather, load growth, and large customer revenues. The company raised its full-year 2026 EPS guidance to $4.35 to $4.50 per share and reaffirmed its long-term adjusted EPS growth target of 6% to 8% through 2030, supported by new agreements including a 1.4 gigawatt expansion with Digital Realty. Evergy's strategy emphasizes affordability, reliability, and sustainability, focusing on strong customer relationships and infrastructure investment while maintaining rate competitiveness and leveraging an expanding pipeline of large customer projects.

No exchange listing is planned for Ventas (VTR) subsidiary notes.

https://www.stocktitan.net/sec-filings/VTR/424b5-ventas-inc-prospectus-supplement-debt-securities-17b7a22f256a.html
Ventas, Inc. announced that its indirect subsidiary, Ventas Realty, Limited Partnership, is offering senior notes that will be fully and unconditionally guaranteed by Ventas, Inc. The notes will not have an established trading market, and Ventas Realty does not intend to seek an exchange listing. Proceeds from the offering are intended for general corporate purposes, including repaying other indebtedness.

NextNRG Executes Term Sheet to Acquire 33-Acre Indiana Site for Lone Wolf Energy Center, With Potential to Support Up to 70 MW of Data Center Capacity

https://www.manilatimes.net/2026/11/05/tmt-newswire/globenewswire/nextnrg-executes-term-sheet-to-acquire-33-acre-indiana-site-for-lone-wolf-energy-center-with-potential-to-support-up-to-70-mw-of-data-center-capacity/2463058
NextNRG, Inc. announced it has executed a non-binding term sheet to acquire a 33-acre property in South Bend, Indiana, for its Lone Wolf Energy Center. The company plans to develop 27 acres for data center infrastructure and supporting energy systems, potentially supporting up to 70 MW of data center capacity, while leasing an existing 50,000-square-foot building to a pharmaceutical company. This development aims to provide an alternative to traditional hyperscale data centers by integrating on-site power generation, battery storage, and intelligent energy management.

Rakuten Investment Management Inc. Purchases 9,504 Shares of Digital Realty Trust, Inc. $DLR

https://www.marketbeat.com/instant-alerts/filing-rakuten-investment-management-inc-purchases-9504-shares-of-digital-realty-trust-inc-dlr-2026-11-05/
Rakuten Investment Management Inc. increased its stake in Digital Realty Trust (NYSE:DLR) by 17.3% during the third quarter, acquiring an additional 9,504 shares to hold a total of 64,296 shares valued at $11.35 million. Several other institutional investors also adjusted their positions in the real estate investment trust. Analysts have issued a "Moderate Buy" consensus rating for DLR with an average target price of $221.53, despite the company missing quarterly EPS estimates but exceeding revenue expectations.
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NextDC Slams 2 Share Raids: Goodman, Digital Realty [2026]

https://tech-insider.org/au/nextdc-goodman-digital-realty-share-raid-opportunistic-2026/
NEXTDC (ASX: NXT) has labeled a recent share raid by Goodman Group and Digital Realty as "opportunistic" after the two companies, through Ackland Investments, sought up to a 9.9% holding in NEXTDC at A$9.50 per share. This move came just two weeks after NEXTDC announced a power delay for its M3 Melbourne data center and revised FY27 guidance. While Goodman and Digital Realty stated no current intention for a takeover, NEXTDC expressed not having received any formal proposal and highlighted the timing's predatory nature.

Jet.AI stock advances its shift toward AI infrastructure

https://www.ad-hoc-news.de/boerse/news/nebenwerte/jet-ai-stock-advances-its-shift-toward-ai-infrastructure/70460389
Jet.AI is strategically repositioning itself towards AI infrastructure, focusing on AI data center infrastructure and AI cloud services. This shift follows a final consideration decision related to its transaction with flyExclusive, which involved the distribution of additional Class A shares. The company plans to develop and partner on large-scale campuses for hyperscale AI workloads across North America, aiming to secure land, power, and connectivity as a pure-play AI data center model.

NEXTDC Limited: Response to Share Raid by Goodman Group and Digital Realty

https://www.tradingview.com/news/eqs:924c28795094b:0-nextdc-limited-response-to-share-raid-by-goodman-group-and-digital-realty/
NEXTDC Limited has responded to an aftermarket share raid by Ackland Investments, a vehicle jointly owned by Goodman Group and Digital Realty. Ackland sought to acquire NEXTDC shares at A$9.50, up to 9.9% of ordinary shares, noting no current intention for a takeover but reserving the right to do so. NEXTDC's Board views this as an opportunistic move, coming two weeks after the company's revised FY27 guidance and M3 Melbourne power delay, and has appointed financial and legal advisers to address the situation.

NEXTDC Shares Jump 46% After Goodman, Digital Realty Buy Nearly 10% Stake

https://finance.biggo.com/news/cfe74233-a728-4c18-bdf4-547fbd6a2d80
NEXTDC shares surged by as much as 45.8% after Goodman Group and Digital Realty Trust acquired nearly a 10% stake in the Australian data center operator for A$9.50 per share, a significant premium. This opportunistic move, valued at about A$715 million, comes after NEXTDC faced recent setbacks including a power delay and reduced guidance. While NEXTDC views the timing as opportunistic and has not received a full takeover bid, the buyers have reserved the right to make a future offer, leaving the door open for further corporate action.

Goodman Group and Digital Realty buy $730M NextDC stake

https://grafa.com/en/news/australia/goodman-group-and-digital-realty-buy-730m-nextdc-stake
Goodman Group and Digital Realty have jointly acquired a 9.9% stake in NextDC for $730 million, paying a significant premium over NextDC's previous closing price. This move expands their presence in the data center sector, despite NextDC facing challenges with power supply issues at its Melbourne site, which led to reduced full-year earnings guidance. The acquisition was structured through Auckland Investments No.1 Trust, with both buyers holding equal ownership.
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Morgan Stanley's Stephen Byrd: If done the right way, there is a path forward for data centers

https://www.cnbc.com/video/2026/11/04/morgan-stanleys-stephen-byrd-if-done-the-right-way-there-is-a-path-forward-for-data-centers.html
Stephen Byrd, Morgan Stanley Thematic Research global head, discussed the future of data centers. He believes there is a path forward for their development if approached correctly. Byrd's comments were made during a "Power Lunch" segment, also touching on the potential impact of midterm election outcomes on data center growth.

NextDC shares surge 43% after Goodman, Digital Realty stake purchases

https://www.cnbc.com/2026/11/05/nextdc-goodman-group-digital-realty-data-centers-.html
NextDC shares surged over 42% after Goodman Group and Digital Realty moved to acquire stakes of up to 9.9% in the Australian data center operator. The proposed share purchase was priced at A$9.50 apiece. This rally occurred despite a sell-off in U.S. data center stocks driven by concerns over potential tighter oversight following Democratic midterm victories.

Fluor Signs EPC Contract with TeraWulf for Large-Scale Data Center Campus in Kentucky

https://newsroom.fluor.com/news-releases/news-details/2026/Fluor-Signs-EPC-Contract-with-TeraWulf-for-Large-Scale-Data-Center-Campus-in-Kentucky/default.aspx
Fluor Corporation announced it has signed an engineering, procurement, and construction (EPC) contract with TeraWulf for three data center buildings at the Justified Data Campus in Hawesville, Kentucky. Fluor expects to recognize the award in the fourth quarter of 2026 and has already begun early works construction. This partnership expands Fluor's role in supporting infrastructure for artificial intelligence and high-performance computing.

Stabilis Solutions Announces Third Quarter 2026 Results

https://www.accessnewswire.com/newsroom/en/aerospace-and-defense/stabilis-solutions-announces-third-quarter-2026-results-1246458
Stabilis Solutions announced its third-quarter 2026 financial results, with revenue reaching $14.8 million, a 25% sequential increase, and net income of $0.2 million, a significant improvement from the previous quarter's loss. The company highlighted strong growth in data center-related revenue, which now constitutes 17% of total revenue, and continued robust demand in the aerospace sector. Stabilis is preparing for a major multi-year data center power generation contract to begin in 2027 and continues work on its proposed Galveston LNG facility.

5 technology investments to consider for heat resilience

https://www.techtarget.com/news/5-technology-investments-to-consider-for-heat-resilience/873625/
Extreme heat poses a significant business continuity risk for IT, impacting data centers, power infrastructure, and employee safety. This article outlines five key technology investment areas to build heat resilience: modernizing data center cooling, implementing AI-driven monitoring, strengthening workload placement and failover, upgrading power and facilities resilience, and improving workforce continuity and safety. By prioritizing investments based on exposure and business impact, organizations can maintain critical services during extreme temperatures.
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