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Real estate stocks slump amid rising bond yields, sector rotation into technology
[single word reit (real estate investment trust) on yellow color background] May Lim/iStock via Getty Images Wall Street's major market averages advanced during the week ended September 25 while Treasury yields surged, oil and gas markets…
CBRE, BXP among real estate losers; Host Hotels & Resorts, Fermi in gainers
[REIT. Real estate investment trust. Financial Market. Hand pressing button on screen] Funtap/iStock via Getty Images Wall Street ended the week in the red after a nearly 20-basis-point jump in the U.S. 10-year Treasury yield (US10Y [https…
Real estate stocks post losses in August amid surging rate hike odds
[Real Estate. Hands Working with Financial Charts and Data Symbols Representing Real Estate Investment Growth and Profit Potential] jabkitticha Real estate stocks closed the month of August lower, posting losses in three of the eight month…
Trump says data center opponents could 'end up backwards and poor'
[Equipment in server room] Erik Isakson President Trump criticized [https://www.wsj.com/politics/policy/trump-says-communities-that-oppose-data-centers-risk-becoming-backwards-and-poor-601f41d7] the growing public backlash against data cen…
Real estate stocks lose out as investors raise rate hike bets
[Real Estate. Hands Working with Financial Charts and Data Symbols Representing Real Estate Investment Growth and Profit Potential] jabkitticha Real estate stocks were losing in a week that saw Federal Reserve Chair Kevin Warsh deliver [ht…
Trump signs order to ban some foreign energy equipment from U.S. power grid
[Power lines and sunset landscape] Gargolas/iStock via Getty Images President Trump signed [https://www.bloomberg.com/news/articles/2026-08-26/trump-signs-order-to-ban-some-foreign-energy-equipment-from-grid] an emergency order Wednesday t…
Bull and bear balanced on pencil_Image by Jack_the_sparow via Shutterstock Headquartered in Redwood City, California, Equinix, Inc. (EQIX) is a global digital infrastructure company operating data centers and providing interconnection serv…
Real estate stocks show mixed performance; data center REITs gain, health care REITs lose
[Real estate entrepreneurs meeting to sell a house, discussing real estate deals, with house plans on the table, symbolizing real estate investment and negotiations.] Wall Street ended the week with strength spread across technology, softw…
American Tower Stock Outlook: Is Wall Street Bullish or Bearish?
Smartphone displaying logo of American Tower Corporation (ATC) on stock exchange chart background By pitler2121 Boston, Massachusetts-based American Tower Corporation (AMT)is a leading independent REIT that owns, operates, and develops mul…
Texas moratorium on data centers puts 20% of U.S. pipeline at risk of delay - Bloomberg NEF
[Electricity concepts. High voltage transformers with night city lights] s-cphoto/iStock via Getty Images The moratorium on Texas data center grid interconnections declared this week by Governor Greg Abbott places ~20% of the total U.S. da…
Costs of U.S. grid buildout soaring alongside demand for power, to pose headache for consumers
[Electricity concepts. High voltage transformers with night city lights] s-cphoto/iStock via Getty Images Surging demand for electricity from AI data centers, combined with equipment backlogs, permitting delays, tariffs, and multiyear wait…
Digital Realty Trust, Equinix among real estate gainers; CoStar, Opendoor in losers
[single word reit (real estate investment trust) on yellow color background] May Lim/iStock via Getty Images Real estate stocks have largely been beneficiaries of the rotation out of semiconductor and technology stocks. This week was no ex…
Real estate stocks stand strong even as broader markets pull back
[Real estate entrepreneurs meeting to sell a house, discussing real estate deals, with house plans on the table, symbolizing real estate investment and negotiations.] Wall Street's major averages declined this week after a continuous sell-…
U.S. outpacing China in fossil fuel spending for first time in decades - FT
[Working Pumpjacks On Sunset] imaginima/E+ via Getty Images U.S. investment in fossil fuel technologies is set to overtake China [https://www.ft.com/content/acb5e57a-c438-4258-8070-d8b6a4a26f2c] for the first time in decades, due largely t…
Real estate stocks eke out gains in June, post solid returns in four months of H1 2026
[Real estate entrepreneurs meeting to sell a house, discussing real estate deals, with house plans on the table, symbolizing real estate investment and negotiations.] Real estate stocks saw a strong close to the first half of 2026, posting…
Largest U.S. power grid orders emergency curbs to avoid blackouts
[Electricity concepts. High voltage transformers with night city lights] s-cphoto/iStock via Getty Images The largest U.S. power grid operator, PJM Interconnection, said Friday it is under a federal emergency alert [https://www.reuters.c…
U.S. issues emergency order for largest power grid as record heat nears
[High Voltage Electric Power Lines At Sunset] imaginima/iStock via Getty Images The Trump administration declared a power emergency [https://www.bloomberg.com/news/articles/2026-06-30/emergency-ordered-for-largest-us-power-grid-as-record-h…
Real estate stocks gain as rotation out of tech continues
[balancing the property sector The real estate agent is explaining the house style to see the house design and the purchase agreement. house city] laddawan punna/iStock via Getty Images Real estate stocks gained as the rotation out of tech…
U.S. energy regulator orders overhaul of data center grid rules
[High Voltage Electric Power Lines At Sunset] imaginima/iStock via Getty Images The Federal Energy Regulatory Commission this week approved orders [https://www.ferc.gov/news-events/news/fact-sheet-ferc-takes-action-supercharge-americas-gri…
Real estate stocks continue to post gains, outperform broader markets
[REIT real estate investment trust symbol. Concept words REIT real estate investment trust on the note on beautiful orange background. Business REIT real estate investment trust concept.] Dzmitry Dzemidovich/iStock via Getty Images Real es…
Real estate stocks shine as traders switch to defensives from tech
[Housing market concept - Model house bar graph] PM Images Real estate stocks surged in a week that saw traders sell [https://blinks.bloomberg.com/news/stories/TG6ADBKGCTKM] tech-focused stocks and move into defensives amid growing anxiety…
Real estate stocks lose out in May, health care REITs notable laggards
[Real estate entrepreneurs meeting to sell a house, discussing real estate deals, with house plans on the table, symbolizing real estate investment and negotiations.] Real estate stocks lost out to the broader markets in May, ending in the…
Equinix Stock Outlook: Is Wall Street Bullish or Bearish?
Equinix, Inc. (EQIX) is the company helping keep the modern digital world connected behind the scenes. Headquartered in Redwood City, California, it operates the world’s largest network of data center facilities, with more than 280 locatio…
[Real estate Business Trends Graphs and charts] Vertigo3d/iStock via Getty Images Real estate stocks surged, outperforming the broader markets, as rising Treasury yields took a breather mid-week with investors eyeing a possible U.S.-Iran d…
Are Wall Street Analysts Predicting SBA Communications Stock Will Climb or Sink?
Valued at a market cap of $22 billion, SBA Communications Corporation (SBAC) is a leading independent owner and operator of wireless communications infrastructure, primarily focused on leasing tower space to wireless service providers. The…
5 Artificial Intelligence (AI) Stocks That Have More Than Doubled This Year and Can Still Go Higher
Key Points Beyond the hyperscaler AI developers are the infrastructure companies that supply the components that make it work. Since these are mostly smaller companies with niche product lines, they're experiencing explosive growth due to…
Real estate stocks edge down as Treasury yields surge, borrowing costs rise
[Planning to move to a new home in 2026. Aspirations, goals and resolutions for the coming year. House key, toy house and calculator with 2026 number on screen on top of a desk] fcafotodigital Real estate stocks declined on a weekly basis,…
Nebius Reinforces 'Second Wave' Of The AI ETF Trade As Investors Look Beyond Nvidia Chips
The artificial intelligence (AI) ETF trade is increasingly broadening beyond semiconductor giants and hyperscalers. Investors are now broadening their focus beyond traditional AI semiconductor plays like Nvidia Corp (NASDAQ:NVDA) to compan…
Real estate stocks eke out gains on earnings releases
[Playful Housing Growth Graph with Googly Eyes Representing Real Estate Trends and Market Growth] Real estate stocks underperformed the broader markets but eked out gains on the back of individual company earnings announcements. The sector…
Crown Castle Stock: Is Wall Street Bullish or Bearish?
Crown Castle Inc. (CCI), headquartered in Houston, Texas,owns, operates and leases more than 40,000 cell towers and approximately 90,000 route miles of fiber supporting small cells and fiber solutions across every major U.S. market. Valued…
[single word reit (real estate investment trust) on yellow color background] May Lim/iStock via Getty Images Real estate stocks bounced back to gains in April after recording a loss for the month of March [https://seekingalpha.com/news/457…
Real estate stocks underperform as earnings season picks up steam
[Real estate entrepreneurs meeting to sell a house, discussing real estate deals, with house plans on the table, symbolizing real estate investment and negotiations.] This week, real estate stocks underperformed broader markets as the earn…
Real estate stocks surge alongside broader markets
[REIT. Real estate investment trust. Financial Market. Hand pressing button on screen] Funtap/iStock via Getty Images Real estate stocks surged alongside broader markets in a generally strong week. Wall Street's major averages posted [http…
This Just Might Be the Best AI Dividend ETF You Can Own Today
Quick Read Pacer Data & Infrastructure Real Estate ETF (SRVR) owns AI infrastructure landlords like data centers and cell towers trading at attractive valuations. SRVR’s top three holdings—Equinix, Digital Realty Trust, and American Tower—…