Artificial intelligence (AI) is Wall Street's new obsession, with companies discussing the technology in a snowballing fashion and helping to keep market sentiment positive. Interestingly enough, there are several stocks investors can tap into for exposure, including Vertiv (VRT) , Digital Realty Trust (DLR) , and Iron Mountain (IRM) . For those interested in exposure to the technology, let's take a closer look at each. Vertiv Vertiv provides services for data centers, communication networks, and commercial ...

Erik Isakson/DigitalVision via Getty Images Summary In our initial report on Digital Realty (NYSE:DLR), we rated the shares a Hold on valuation. We believed they were "too expensive to consider a Buy", though we acknowledged that the near-term fundamentals of the DC market were too strong to allow significant underperformance. We have updated our valuation for the recent earnings release, which saw record leasing activity and favorable pricing trends. Despite the strong quarter, and continued strength of th ...

Digital Realty Trust, Inc. (NYSE:DLR) Nareit REIT Week: 2024 Investor Conference June 4, 2024 8:45 AM ET Company Participants Andrew Power - President and CEO Matthew Mercier - CFO Conference Call Participants Matthew Niknam - Deutsche Bank Matthew Niknam Okay, everybody can go ahead and please take their seats, we're going to go ahead and get started with what I believe is the first session of the day. I'm Matt Niknam, Common Infrastructure Analyst here at Deutsche Bank, for those who don't know me. We're ...

Digital Realty Trust, Inc. (NYSE:DLR) Nareit REIT Week: 2024 Investor Conference June 4, 2024 8:45 AM ET Company Participants Andrew Power - President and CEO Matthew Mercier - CFO Conference Call Participants Matthew Niknam - Deutsche Bank Matthew Niknam Okay, everybody can go ahead and please take their seats, we're going to go ahead and get started with what I believe is the first session of the day. I'm Matt Niknam, Common Infrastructure Analyst here at Deutsche Bank, for those who don't know me. We're ...

With growing, explosive demand for artificial intelligence, electricity demand could double by 2030, according to the Electric Power Research Institute. All of which is creating a big opportunity for some of the top energy stocks to buy. They added that AI quiries "require approximately ten times the electricity of traditional internet searches and the generation of original music, photos, and videos requires much more." According to the World Economic Forum, to achieve a tenfold improvement in AI model eff ...

There are plenty of underappreciated stocks on the market. Look at Viking Therapeutics (NASDAQ:VKTX), for example. When I first highlighted VKTX on June 22, 2023, it traded at just $22 a share. At the time, it was nearing Phase 2 trials, with Phase 1 already showing the VK2735 triggered feelings of fullness in the body, which can help lead to weight loss. Still, even with that news, the stock was unappreciated. Today, though, as its story and the weight loss treatment boom have become far more popular, VKTX ...

BlackJack3D We previously covered Digital Realty Trust, Inc. (NYSE:DLR) in March 2024, discussing why its prudent growth strategy had been misunderstood, with the supposedly underwhelming FY2024 guidance attributed to the diversification of capital resources and eventually, balance sheet management. With the REIT expected to remain profitable in FY2024, we believed that the recent pullback offered interested investors with the chance to dollar cost average. Since then, DLR has traded sideways compared to th ...

To revolutionize the digital infrastructure landscape, Digital Realty Trust (DLR) has taken a significant stride by announcing the availability of groundbreaking liquid-to-chip cooling technology, which supports high- density deployment. This innovative breakthrough marks a significant step forward in solving the evolving challenges of handling high-density workloads, notably in the fields of artificial intelligence (AI) and data-intensive applications. Digital Realty's new offering introduces direct liquid ...

Solution available in 170 Digital Realty data centers globally AUSTIN, Texas, May 15, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced the availability of groundbreaking liquid-to-chip cooling technology, the next evolution in high-density deployment support. This innovative advancement represents a significant leap forward in addressing the evolving challenges of managing high-d ...

FangXiaNuo Digital Realty (NYSE:DLR) brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions. We have started coverage of DLR back in August 2023, with an initial neutral rating. Our first article, titled the Pros and Cons of Investing in Digital Realty Trust, highlighted on one hand that the firm has outperformed the broader REIT market in the past decade and that it has been committed to return value to its shareholders in the form of di ...