Digital Realty Trust

DLR

Market cap $64.3B

DLR heads into Q2 results with expected revenue and FFO growth as AI-driven demand, strong leasing and a record backlog support data center momentum.

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Digital Realty Trust is aggressively expanding its development pipeline with significant asset acquisitions and new land for hyperscale projects. Equinix maintains a dominant global interconnection platform, serving over 10,500 customers through high-density artificial intelligence partnerships.

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Cerebras CEO and co-founder Andrew Feldman made an appearance on the All-In Podcast to describe an AI infrastructure buildout so lopsided that compute suppliers are still racing to catch up with orders placed months ago.

Futures are trading mixed as we prepare to end yet another roller-coaster week, marked by volatility across all asset classes.

While the Federal Reserve has held rates steady since its December 2025 meeting, investor expectations for future interest rate decisions have shifted drastically over the course of the year. Early expectations for 2026 rate cuts quickly faded as stubborn inflation fueled interest rate volatility, heavily impacting real estate ETFs.

The AI buildout has turned the old-school data center real estate investment trusts (REITs) from a niche real estate subsector into one of the clearest ways to own the physical infrastructure behind the artificial intelligence boom, and the numbers are starting to back that up.

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.