Digital Realty Trust

DLR

Market cap $60.9B

U.S. equity markets slumped this week - while interest rates tumbled to multi-year lows- as investors weighed unresolved AI questions and a flight to safety sparked by escalating Middle East tensions. The defensive "risk-off" posture took sharper relevance over the weekend after a dramatic U.S.-led strike of Iranian leadership that sought to topple the Islamic regime. The S&P 500 slipped 0.6%, while Small-Caps slid nearly 2%. The policy-sensitive 2-Year Treasury Yield dipped to the lowest level since August 2022. Oil prices swelled to seven-month highs.

Most recently, the company posted fourth quarter funds from operations (FFO) of $1.01, which beat by five cents.

Asia Pacific and European locations will provide real-world environments for customers and partners to test and optimize next generation infrastructure Asia Pacific and European locations will provide real-world environments for customers and partners to test and optimize next generation infrastructure

Asia Pacific will provide real-world environments for customers and partners to test and optimize next generation infrastructure

U.S. equity markets advanced this week as investors parsed a deluge of headlines, including a major Supreme Court tariff ruling, escalating Middle East tensions, soft economic data, and hawkish Fed-speak. The Supreme Court ruled 6-3 to restrict the President's authority to impose broader tariffs under the IEEPA framework, a widely expected move that was quickly countered by the White House. Investors also shrugged off renewed tensions between the U.S. and Iran, which sent oil prices to seven-month highs. The S&P 500 advanced 1.1% - its best weekly gains since early January.

Wall Street has a habit of taking stories and pushing them to extreme levels. If you are interested in the AI opportunity, you may want to buy a REIT over a high-flying tech stock.

AUSTIN, Texas, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, announced today its board of directors has authorized quarterly cash dividends for common and preferred stock for the first quarter of 2026.

While Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stock surged 34.9% over the past year and the S&P 500 gained 12.2%, the infrastructure REITs powering AI's physical backbone have been left behind.

Automatic Data Processing isn't just a payroll processor anymore, and the advent of artificial intelligence isn't quite the threat to this company that it seems like it would be on the surface. AI data centers are going to be a cash cow for the foreseeable future, but one name in particular is perfectly structured to turn this business into reliable cash flow for shareholders.

To invest in chipmakers, look to Nvidia and TSMC. The data center buildout will benefit companies like Nebius Group, Digital Realty Trust, and Credo Technology Group.