Digital Realty Trust

DLR

Market cap $68.4B

U.S. equity markets extended their rebound this week as investors welcomed tentative progress toward de-escalation in the Middle East following several days of dramatic threats of significant escalation. The fragile pause in hostilities temporarily eased fears of a prolonged disruption to global energy supplies and fueled a sharp retreat in oil prices after a surge to four-year highs. Markets also found support from lukewarm inflation data and signs that the U.S. labor market continues to demonstrate resilience despite elevated energy costs and geopolitical uncertainty.

SINGAPORE, April 09, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, today announced it is targeting nearly S$7 billion of total investment in Singapore, reinforcing the market's critical role as an AI infrastructure hub for Asia Pacific, with more than S$4.3 billion planned for new data center developments, building on existing investments. "Singapore is emerging as a critical hub for AI inference in Asia Pacific," said Serene Nah, Managing Director and Head of Asia Pacific, Digital Realty.

I achieved a record $912.86 in monthly dividends and added $308.68 in forward income, reaching $6,883.46 in annual projected dividends. New capital contributions and purchases, particularly in SPYI and ADC, drove forward income growth this month. My portfolio yield on cost stands at 4.83% versus a current yield of 3.77%, reflecting disciplined accumulation and reinvestment.

U.S. equity markets snapped a five-week losing streak this week, while interest rates retreated, as resilient economic data pushed back against stagflation concerns amid a continuation of the Iran conflict. Major equity benchmarks rebounded sharply, with the S&P 500 gaining 3.4% and the Nasdaq 100 rising 4.0%, while real estate stocks outperformed as falling Treasury yields boosted rate-sensitive sectors. Treasury yields declined despite surging oil prices, breaking their recent correlation with crude, as investors weighed solid U.S. employment data against risks that higher energy costs could slow growth abroad.

The Investment Committee give you their top stocks to watch for the second half.

Nvidia is positioned to capture a huge chunk of AI infrastructure spending in the next five years. Digital Realty did $1.2 billion in bookings in 2025 and has a backlog of $1.4 billion.

Shares of Digital Realty DLR have gained 15.8% over the past three months, comfortably outpacing the industry's 1.3% growth. This performance is supported by strong demand for data centers and steady execution of its expansion strategy.

DLR closes a $3.25B fund to scale hyperscale data centers, boosting growth capacity while tapping private capital and expanding global reach.

AUSTIN, Texas, March 30, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, today announced the final close of its inaugural U.S. hyperscale data center fund (the “Fund”), securing $3.25 billion of total equity commitments from a diverse group of global institutional investors, including public pensions, sovereign wealth funds, endowments and foundations, corporate pensions, insurance and asset managers, and family offices. The Fund is primarily focused on the ownership and development of hyperscale data centers across major U.S. Tier I metros, including Northern Virginia, Santa Clara, Dallas, Atlanta, Charlotte and New York.

U.S. equity markets fell for a fifth-straight week— pulling several major benchmarks into correction territory— as the Iran conflict remained locked in a volatile stalemate, keeping energy markets on edge. The fourth week of the Iran conflict delivered little progress toward de-escalation, as Washington maintained strikes on Iranian nuclear sites while Tehran continued retaliatory attacks across the Persian Gulf. The S&P 500 declined 2.1% this week and now sits 8.7% below its late-January record. The Dow and Nasdaq both entered "correction" territory, while the VIX volatility index topped 30.