Core Insights - ClearBridge Investments released its fourth-quarter 2025 investor letter for the ClearBridge Large Cap Growth Strategy, emphasizing an investment philosophy focused on undervalued leading companies with growth potential [1] Performance Summary - Large-cap stocks showed strength in the quarter, driven by strong earnings growth from mega-cap companies and enthusiasm for generative AI [1] - The ClearBridge Large Cap Growth Strategy underperformed the Russell 1000 Growth Index by approximately 900 basis points for the year and lagged behind the benchmark by about 170 basis points during the fourth quarter [1] Company Focus: Eaton Corporation plc - Eaton Corporation plc (NYSE:ETN) is highlighted as a key stock, with a one-month return of -7.90% and a 52-week loss of 6.50% [2] - As of January 7, 2026, Eaton's stock closed at $322.67 per share, with a market capitalization of $125.615 billion [2] Investment Analysis - The ClearBridge Large Cap Growth Strategy's diversified exposure to AI through Eaton, Accenture, and Equinix did not significantly add value in 2025 [3] - Eaton has faced supply constraints that limit its growth potential and ability to increase prices [3] Market Sentiment - Eaton Corporation plc is not among the 30 most popular stocks among hedge funds, with 72 hedge fund portfolios holding the stock at the end of Q3 2025, down from 74 in the previous quarter [4] - Eaton reported quarterly earnings of $7 billion for Q3 2025, with a margin increase of 70 basis points to reach 25% [4]

Deutsche Bank initiated coverage on Equinix, Inc. (NASDAQ:EQIX) with a "Buy" rating, reflecting confidence in its growth potential.Equinix is set to discuss its Q4 and full-year 2025 financial results on February 11, 2026, providing insights into its financial health.The stock is currently trading at $772.02, with a market capitalization of approximately $75.31 billion, indicating strong investor interest and a significant industry presence.Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure com ...

To hear the conference call live, please dial 1-517-308-9482 (domestic and international) and reference the passcode (EQIX). A simultaneous live webcast of the call will be available on Equinix.com under the Investor Relations heading. A replay of the call will be available one hour after the call through Tuesday, March 31, 2026, by dialing 1-866-360-7719 and entering the passcode (2026). In addition, the webcast will be available on the company's website at www.equinix.com/investors (no password required). ...

Fee-conscious investors and income seekers face distinct trade-offs as these two REIT ETFs diverge in structure and strategy.Schwab U.S. REIT ETF (SCHH +0.26%) stands out for its lower cost and larger asset base, while the State Street SPDR Dow Jones REIT ETF (RWR +0.32%) delivers a higher yield and has outperformed slightly over the past five years.Both SCHH and RWR are designed to provide investors with exposure to U.S. real estate investment trusts (REITs), but they employ different approaches in terms o ...

Core Insights - Equinix (EQIX) is positioned as a key player in the global digital infrastructure ecosystem, benefiting from the ongoing digital transformation across industries [1] - Analysts maintain a positive outlook on Equinix, reflected in the upward revision of estimates for 2026 funds from operations (FFO) per share [1] Stock Performance - Over the past month, Equinix shares have risen by 4.6%, outperforming the real estate market, indicating strong fundamentals and positive estimate revisions [2] Market Fundamentals - The integration of artificial intelligence (AI) into operations by enterprises and service providers is driving strong demand for Equinix's services, particularly its geographically diverse portfolio of IBX data centers [4] - More than 90% of Equinix's total revenues over the last three years have come from existing customers, with 36% of recurring revenues generated from its 50 largest customers in Q2 2025 [5] Portfolio Strength - Equinix operates 273 IBX data centers globally, benefiting from a critical mass of customers and a "network effect" that enhances its revenue generation [6] - The company’s strong balance sheet and investment-grade ratings support long-term stability and growth [6] Expansion Efforts - Equinix is actively expanding its data center capacity through acquisitions and new developments, including the opening of its first IBX data center in Chennai, India, and the acquisition of three data centers in Manila for $183 million [9][10] - As of September 30, 2025, Equinix has 58 major projects underway across 34 markets in 24 countries, including 12 xScale builds [10] Financial Strength - As of September 30, 2025, Equinix's liquidity stood at $6.9 billion, with favorable investment-grade credit ratings from Moody's, S&P Global Ratings, and Fitch Ratings [11] - The company has increased its dividend five times in the past five years, with a payout growth of 13.78%, and maintains a payout ratio of 50% of earnings, indicating a sustainable dividend distribution [12]

Rate Cuts Are the Catalyst Real Estate Needs The Columbia Research Enhanced Real Estate ETF (NYSE:CRED) launched in April 2023 at exactly the wrong moment. Real estate had just entered a brutal bear market triggered by the Federal Reserve's fastest rate hiking cycle in four decades. Since inception, CRED has delivered a negative 1.6% return while managing just $3.1 million in assets, creating liquidity concerns for anyone building a meaningful position. But the thesis for buying now isn't about 2023 or 2024 ...

The CNBC app, global market [music] news in one place. Customizable sections and personalized alerts. Stocks tracking, [music] interactive charts and market insights, all in your hands. So as you can see we've scooped up about a tenth of a percent from the outset. Silia. And as we look at the final trading days of 2025, also worth keeping in mind that of course we're likely to see also lower volumes this week. We have the bank holiday on uh for New Year's Day as well. So let's see what this week will have f ...

又一家核能初创公司获得了九位数的融资。 Radiant Nuclear 今天宣布已筹集超过 3 亿美元资金，而就在前一天 ， Last Energy 刚宣布获得 1 亿美元融资。 三周前 ， X-energy 筹集了 7 亿美 元， 今年八月 ， Aalo Atomics 也获得了 1 亿美元融资。 夸张的是， Radiant 自身仅仅在半年前就完成过 1.65 亿美元的融资。 面对这一连串的投资热潮，人们难免要问：核能领域是否已出现泡沫？该技术的投资轨迹与数据中心热潮紧密相连。人工智能需要消耗海量电力， 科技公司与数据中心开发商正竞相确保能源供应，其来源涵盖从核裂变到超音速喷气发动机的各种技术。 只要科技公司的能源需求持续增长，对核能的关注度就可能保持高位。 但如果初创公司未能兑现承诺 ——其中许多公司都宣称要在明年启动首座 反应堆——未来一两年内该领域或将迎来一轮洗牌。 在那之后，部分初创企业或许能赢得一些喘息时间。首台原型堆虽可手工打造，但众多核能初创公司的立身之本是规模化生产将使裂变技术具备成 本竞争力。它们或许能成功实现临界，却在尝试复制设计时遭遇瓶颈。 Radiant 是入选该计划的 11 家公司 ...

Core Viewpoint - Wall Street analysts' recommendations significantly influence stock prices, but their reliability is questionable due to potential biases stemming from brokerage firms' vested interests [1][6][11]. Brokerage Recommendations for Equinix (EQIX) - Equinix has an average brokerage recommendation (ABR) of 1.53, indicating a consensus between Strong Buy and Buy, based on 31 brokerage firms' recommendations [2]. - Of the 31 recommendations, 21 are Strong Buy (67.7%) and 3 are Buy (9.7%) [2]. Limitations of Brokerage Recommendations - Solely relying on ABR for investment decisions may not be wise, as studies show limited success in guiding investors towards stocks with the highest price increase potential [5]. - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, issuing five "Strong Buy" recommendations for every "Strong Sell" [6][11]. Zacks Rank as an Alternative - Zacks Rank categorizes stocks into five groups based on earnings estimate revisions, providing a more reliable indicator of near-term stock performance compared to ABR [8][12]. - The Zacks Rank is timely and reflects current earnings estimates, unlike the potentially outdated ABR [13]. Current Earnings Estimates for Equinix - The Zacks Consensus Estimate for Equinix remains unchanged at $38.51 for the current year, suggesting stable analyst views on the company's earnings prospects [14]. - Due to the unchanged consensus estimate, Equinix holds a Zacks Rank of 3 (Hold), indicating a cautious approach despite the Buy-equivalent ABR [15].

The global data center market is experiencing rapid growth as demand for artificial intelligence and cloud computing increases. Industry experts project it will reach over $622 billion by 2030, growing at nearly 11% annually. Equinix (NASDAQ:EQIX) , the world’s largest digital infrastructure company, is at the centre  making big moves. In November 2025, it announced a $22 million data center in Lagos, Nigeria, due to open in early 2026 as part of a wider $100 million push to boost Africa's digital space. Ju ...