EQUINIX INC
Simply Wall St reports Equinix (EQIX) issued $3.0B of senior notes due 2029-2036 and its Equinix Europe 2 unit issued €-swapped 2031 notes at an effective 3.95% to fund acquisitions, development, refinancing and general purposes. It also cites a Hampton, Georgia grid-upgrade funding plan and revenue/earnings forecasts of $13.5B/$2.3B by 2029.
The article says the Global X Data Center & Digital Infrastructure ETF (DTCR) is up 38% year to date and 55% over the past year, citing $2.14 billion in net assets. It highlights top holdings Equinix (12%), Digital Realty (11%), American Tower (10%), and Crown Castle (7%). It points to the 10-year Treasury yield and Equinix’s Q2 2026 annualized gross bookings of $424 million and 53% adjusted EBITDA margin as key drivers.
Equinix (EQIX) reported Q2 2026 results on an earnings call: revenue $2.6B (+16% YoY), recurring revenue $2.4B (+11%), and adjusted EBITDA $1.4B (53% margin). AFFO per share was $11.78 (+18%). 2026 guidance was raised to revenue $10.2B-$10.3B and AFFO/share $42.69-$43.29, with $5B-$6B capex.
Over the past 7 days, alphai's AI scored 16 news stories mentioning EQIX (EQUINIX INC). Coverage has skewed bullish: 8 bullish, 8 neutral, and 0 bearish.
Recent EQIX coverage spans earnings, technology and financial news.
In the last 30 days, EQIX insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($4.1M). The most active reporter was PAISLEY CHRISTOPHER B with 1 filing.
The debt raise reinforces Equinix’s capital-intensive expansion plan but increases sensitivity to interest-rate and leverage risk, especially with long-dated power/grid commitments.
Equinix bookings and pricing commentary are presented as the key real-time read-through for the whole data-center pricing-power thesis.
Guidance raise plus accelerating AI-driven bookings and presales suggests stronger forward cash generation and capacity monetization.
Near-term capacity growth is staged, with optionality on additional sites contingent on customer demand.
Guidance lift supports dividend coverage optics, but the article flags uncertainty around how much of the AFFO adjustment reflects one-time xScale fees.
alphai scores every news story that mentions EQIX with an AI model for sentiment and relevance, and aggregates insider trades from EQUINIX INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Simply Wall St reports Equinix (EQIX) issued $3.0B of senior notes due 2029-2036 and its Equinix Europe 2 unit issued €-swapped 2031 notes at an effective 3.95% to fund acquisitions, development, refinancing and general purposes. It also cites a Hampton, Georgia grid-upgrade funding plan and revenue/earnings forecasts of $13.5B/$2.3B by 2029.
6 min readThe article says the Global X Data Center & Digital Infrastructure ETF (DTCR) is up 38% year to date and 55% over the past year, citing $2.14 billion in net assets. It highlights top holdings Equinix (12%), Digital Realty (11%), American Tower (10%), and Crown Castle (7%). It points to the 10-year Treasury yield and Equinix’s Q2 2026 annualized gross bookings of $424 million and 53% adjusted EBITDA margin as key drivers.
6 min readEquinix (EQIX) reported Q2 2026 results on an earnings call: revenue $2.6B (+16% YoY), recurring revenue $2.4B (+11%), and adjusted EBITDA $1.4B (53% margin). AFFO per share was $11.78 (+18%). 2026 guidance was raised to revenue $10.2B-$10.3B and AFFO/share $42.69-$43.29, with $5B-$6B capex.
6 min readEquinix plans to expand its Johannesburg 1 data centre in South Africa to 24MW, with Phase 1 at 4MW and two further 10MW phases. The company says it has allocated R7.5bn for expansion but that additional land in Johannesburg and Cape Town is not yet under development. Equinix invested $160m in JN1 in 2024.
6 min readEquinix (EQIX) and Digital Realty (DLR) raised full-year 2026 guidance in separate earnings releases. Equinix lifted 2026 AFFO per diluted share midpoint to $42.99 and annualized its $5.16 quarterly dividend to $20.64, implying a 48.0% payout. Digital Realty raised 2026 ex-net-promote core FFO midpoint to $8.175 with a $1.22 quarterly dividend, implying 59.7%.
6 min readTexas Governor Greg Abbott said Microsoft, Hut 8, and Equinix will comply with his statewide data center standards. The rules require projects to pay for electric infrastructure, reuse water, reduce electricity costs, avoid neighborhood disruption, disclose incentives, detail power plans, and provide transparency for PUCT and ERCOT review and audits. Noncompliant projects may face approval denial.
2 min readCNBC’s newsletter previews the next session after tame consumer inflation lifted the S&P 500. It highlights data center stocks (Vertiv, Iron Mountain, Equinix, Digital Realty, and related ETFs), upcoming jobless claims and PPI, and earnings/guidance from Applied Materials (after the bell) plus coverage of SK Hynix, Apple’s Houston manufacturing center, and stocks including Charles Schwab, US Bancorp, Palo Alto Networks, Cerebras, StubHub, and Cisco.
5 min readEquinix says it has invested more than $1.6 billion in Texas and has over $1 billion in active data-center projects underway, citing AI and digital infrastructure demand. The company endorsed Texas Gov. Greg Abbott’s data-center standards and audit process, including paying full grid-connection costs and using water-responsible cooling. Equinix operates nine Texas facilities and employs 800+ Texans.
3 min readEquinix (EQIX) shares rose about 3% on Aug. 12. The article links the move to investor optimism after the company raised 2026 guidance in late July. Equinix reported Q2 revenue up 16% to $2.625 billion and adjusted EBITDA at record margin levels, plus August updates on Texas expansion and $1B in additional projects underway.
4 min readNVIDIA (NVDA) outlined an 800 VDC power distribution architecture for AI data centers, aiming to reduce energy losses from AC-to-DC conversion. The company said it was developed with Microsoft (MSFT) and Alphabet (GOOGL) via the Open Compute Project. Eaton (ETN) and Vertiv (VRT) rose; Eaton has a $502 target from Evercore and raised 2028 EPS estimate to $20.29.
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