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| 15.03.26 22:38:02 |
Dow Jones Futures Waver, Oil Prices Top $100 Amid Iran War; Nvidia GTC, Micron Earnings Ahead |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The stock market is close to breaking as the Iran war pushes oil prices above $100. Nvidia GTC, Micron earnings loom.
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| 15.03.26 15:16:49 |
Dow Jones Futures Due, Oil Prices Eye $100 Amid Iran War; Nvidia GTC, Micron Earnings Ahead |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The stock market is close to breaking as the Iran war pushes oil prices toward $100. Nvidia GTC, Micron earnings loom.
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| 13.03.26 15:17:38 |
Stock Market Today: Dow Fades On Inflation, GDP Data Surprise; Micron Jumps Ahead Of Earnings (Live Coverage) |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The Dow Jones index faded Friday after surprise inflation and GDP data. Adobe stock plunged on earnings.
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| 05.03.26 15:28:00 |
Sandisk mit einem K-Wert von 15,83 – Jetzt kaufen? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here’s a 600-word summary of the text, followed by a German translation:
**Summary (600 Words)**
Sandisk Corporation (SNDK) is currently undervalued according to market metrics, presenting a compelling investment opportunity. The company’s stock has seen a significant surge (749.8% over the last six months) outpacing broader industry and sector returns, primarily due to its strategic positioning within the burgeoning AI storage infrastructure market.
**Valuation & Growth Drivers:** SNDK’s forward 12-month price-to-earnings ratio of 15.83x is lower than the industry average (17.03x) and the broader Computer & Technology sector (24.58x), indicating undervaluation. This is bolstered by several key growth drivers:
* **AI Demand:** The shift towards AI computing is driving a massive increase in demand for NAND flash storage, particularly high-performance enterprise SSDs required by AI training and inference applications. Data volumes generated by AI are fueling demand for SNDK's advanced technology products.
* **Data Center Expansion:** Datacenter revenues have surged 76% year-over-year, driven by adoption by hyperscalers and enterprise customers, highlighting the strength of SNDK’s solutions, especially its BiCS8-based offerings.
* **Stargate Launch:** The upcoming launch of Stargate, a high-capacity QLC storage product, is expected to be a significant catalyst. Qualification with two major hyperscalers and anticipated revenue generation in the next few quarters are key positives.
* **Long-Term Advantage:** A multi-year joint venture agreement with Kioxia Corporation provides SNDK with manufacturing cost and technology advantages over competitors like Micron, Western Digital, and Seagate.
* **PC Refresh Cycle:** The ongoing PC refresh cycle, coupled with the rise of on-device AI, is increasing storage requirements per device, boosting demand for SNDK’s products across PCs and mobile devices.
* **Consumer Segment Strength:** SNDK is capitalizing on this trend with premium product innovations and brand partnerships, resulting in a 52% year-over-year increase in consumer revenues.
**Financial Outlook:** SNDK anticipates revenues between $4.4 billion and $4.8 billion for the fiscal third quarter and projects non-GAAP gross margins between 65% and 67%, alongside earnings estimates of $12 - $14 per share. The Zacks Consensus Estimate for the third-quarter revenue is $4 billion, representing a substantial 136.14% year-over-year growth, with earnings projected at $7.79 per share (a significant increase from the previous year’s 30 cents).
**Investment Recommendation:** SNDK currently carries a Zacks Rank #1 (Strong Buy) and a Growth Score of A, based on the Zacks Proprietary methodology. Despite the recent strong performance, the stock trades below industry and sector averages, making it an attractive entry point for investors seeking exposure to the AI storage market.
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**German Translation (Approximately 600 Words)**
**Zusammenfassung (600 Wörter)**
Sandisk Corporation (SNDK) wird derzeit aufgrund von Marktdaten unterbewertet und stellt eine überzeugende Anlagegelegenheit dar. Die Aktien des Unternehmens sind um 749,8 % innerhalb der letzten sechs Monate gestiegen, was die breiteren Branchen- und Sektorrenditen deutlich übertrifft, hauptsächlich aufgrund der strategischen Positionierung innerhalb des boomenden Marktes für KI-Speicherinfrastruktur.
**Bewertung & Wachstumstreiber:** SNDKs Forward-12-Monats-Verhältnis von Kurs auf Gewinn (P/E) von 15,83x ist niedriger als der Branchendurchschnitt (17,03x) und der breitere Computer- und Technologie-Sektor (24,58x), was eine Unterbewertung signalisiert. Dies wird durch mehrere Schlüsselwachstumstreiber gestützt:
* **KI-Nachfrage:** Der Wandel hin zu KI-Computing treibt eine massive Steigerung der Nachfrage nach NAND-Flash-Speicher, insbesondere nach Hochleistungs-Enterprise-SSDs, die für KI-Trainings- und Inferenzanwendungen benötigt werden. Die von KI generierten Datenmengen treiben die Nachfrage nach SNDKs fortschrittlichen Technologieprodukten an.
* **Datencenter-Expansion:** Datencenter-Einnahmen sind um 76 % im Jahresvergleich gestiegen, angetrieben durch die Akzeptanz bei Hyperskalern und Unternehmensanwendern, was die Stärke von SNDKs Lösungen unterstreicht, insbesondere seine auf BiCS8 basierenden Angebote.
* **Stargate-Einführung:** Die bevorstehende Einführung von Stargate, einem hochkapazitäten QLC-Speicherprodukt, wird als wichtiger Katalysator erwartet. Die Qualifizierung mit zwei großen Hyperskalern und die erwarteten Umsatzsteigerungen innerhalb der nächsten Quartale sind positive Faktoren.
* **Langfristiger Vorteil:** Eine mehrjährige Joint-Venture-Vereinbarung mit Kioxia Corporation verschafft SNDK Fertigungskosten- und Technologievorteile gegenüber Wettbewerbern wie Micron, Western Digital und Seagate.
* **PC-Refurbishment-Zyklus:** Der laufende PC-Refurbishment-Zyklus, kombiniert mit dem Aufstieg der On-Device-KI, erhöht die Speicherkapazität pro Gerät und treibt die Nachfrage nach SNDKs Produkten für PCs und Mobilgeräte an.
* **Stärke im Konsumentensegment:** SNDK nutzt diesen Trend mit innovativen Premiumprodukten und strategischen Markenpartnerschaften, was zu einem Anstieg der Konsumenteneinnahmen um 52 % im Jahresvergleich führt.
**Finanzielle Prognose:** SNDK erwartet Einnahmen zwischen 4,4 Milliarden und 4,8 Milliarden Dollar für das dritte Geschäftsquartal und prognostiziert Non-GAAP-Bruttogewinnmargen zwischen 65 % und 67 %, zusammen mit Gewinnprognosen von 12 bis 14 Dollar pro Aktie. Die Konsensprognose für den Umsatz im dritten Quartal beträgt 4 Milliarden Dollar, was ein beträchtliches Wachstum von 136,14 % im Jahresvergleich darstellt, wobei die Gewinnprognose bei 7,79 Dollar pro Aktie liegt (ein deutlicher Anstieg gegenüber dem Vorjahr von 30 Cent).
**Investitionsbewertung:** SNDK hat derzeit einen Zacks Rank #1 (Kaufen) und einen Growth Score von A, basierend auf der Zacks Proprietary Methodologie. Trotz der jüngsten starken Performance handelt sich die Aktie unter dem Branchendurchschnitt und dem Sektor, was sie zu einem attraktiven Einstiegspunkt für Investoren macht, die die KI-Speichermärkte erkunden möchten.
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| 05.03.26 14:11:00 |
Wie positioniert Mozaic 4+ Seagate für die wachsende Nachfrage nach KI-Daten? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung**
Der weltweite Anstieg der Datenmenge, der durch KI, Cloud Computing und digitale Transformation angetrieben wird, stellt eine erhebliche Herausforderung für die Datenspeicherung dar. Seagate Technology Holdings plc (STX) reagiert mit seiner Mozaic 4+ Plattform, einer revolutionären Speichertechnologie, die Heat-Assisted Magnetic Recording (HAMR) nutzt. Diese Technologie, bereits von zwei großen Hyperscale-Cloud-Anbietern validiert, zielt darauf ab, eine schwindelerregende Kapazität von 10 TB pro Festplatte zu erreichen, die letztendlich die Gesamtdrive-Kapazitäten auf 100 TB steigern wird.
Die wichtigsten Innovationen der Mozaic 4+ umfassen eine fortschrittliche Federungstechnologie und eine verbesserte System-on-a-Chip-Architektur, die darauf ausgelegt ist, selbst bei extrem hohen Datendichten Zuverlässigkeit auf Enterprise-Ebene zu gewährleisten. Das modulare Design der Plattform ermöglicht Kapazitätserweiterungen ohne größere technologische Umstellungen, ein entscheidender Vorteil für Hyperscale-Betreiber.
Ein entscheidender Faktor für Mozaic ist die vertikal integrierte Photonik-Technologie von Seagate. HAMR-Festplatten benötigen hochpräzise Laserkomponenten, um die Festplattenoberfläche beim Schreiben zu erhitzen. Seagates beträchtliche Investitionen in die Entwicklung seiner eigenen Nanophotonik-Lasertechnologie, die intern hergestellt wird, geben ihm die Kontrolle über Qualität und Zuverlässigkeit, steigern die Produktionserträge und beschleunigen die Kundenanbahnung.
Der Wettbewerb verschärft sich. Western Digital Corporation (WDC) investiert ebenfalls stark in ePMR- und HAMR-Technologien, wobei bereits eine 40 TB UltraSMR-Festplatte im Qualifizierungsprozess ist. Micron Technology (MU) profitiert vom KI-Boom mit seinen HBM3E-Lösungen und gewinnt dabei erhebliches Interesse von Hyperscalern.
Trotz dieser Fortschritte bestehen Herausforderungen – insbesondere hinsichtlich der Herstellungskomplexität und dem Wettbewerb mit Solid-State-Laufwerken (SSDs). Dennoch deutet die frühe Akzeptanz durch führende Cloud-Anbieter auf ein großes Vertrauen in das Potenzial von Mozaic hin. Eine erfolgreiche Umsetzung der Roadmap von Seagate könnte Mozaic als Schlüsselkomponente seines Wettbewerbsvorteils festigen, insbesondere in der aufstrebenden Landschaft der KI-gestützten Datenerfassung. STX’s Aktien haben erhebliche Gewinne erzielt (305,7 % in einem Jahr), mit einem höheren Kurs-Gewinn-Verhältnis als die Branche und nach oben revidierten Gewinnprognosen.
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| 05.03.26 13:30:26 |
Zwei Aktien mit Ertragspotenzial für langfristige Anleger und eine, die risikobehaftet ist. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung**
Dieser Artikel von StockStory analysiert drei Unternehmen – Amplitude (AMPL), Micron (MU) und DoorDash (DASH) – um ihr Investitionspotenzial zu bewerten. Der Hauptargument ist, dass die bloße Generierung von Cash kein Garant für Erfolg ist; strategische Neugestaltung ist entscheidend. StockStory identifiziert zwei Unternehmen, die für langfristiges Wachstum geeignet sind – Micron und DoorDash – und rät zu Vorsicht bezüglich Amplitude.
**Amplitude (AMPL)** ist eine digitale Analytik-Plattform, die trotz ihrer starken Cashflows (6,8 % Margin) unter einem niedrigen Netto-Umsatz-Retention-Rate (102 %) und ineffizienten Betriebsgewinnen leidet. Ihre begrenzte Free Cashflow-Marge schränkt Investitionen und die Belohnung von Aktionären ein, was StockStory zur Empfehlung eines Verkaufs führt. Das Unternehmen wird zu einem relativ niedrigen Kurs-Umsatz-Verhältnis von 2,6x gehandelt.
**Micron (MU)** stellt eine überzeugende Kaufempfehlung dar. Das Unternehmen verzeichnet beeindruckendes jährliches Umsatzwachstum (61,7 % in zwei Jahren) und eine starke Perspektive für zukünftige Expansion (114 % Wachstum erwartet). Microns Rentabilität wird durch robuste Gewinnbeteiligungen pro Aktie (29,2 % jährlich) und erhöhte Free Cashflow (11 %) vorangetrieben. Mit einem Kurs-Verhältnis von 9,2x Forward P/E empfiehlt StockStory, jetzt zu investieren.
**DoorDash (DASH)** ist eine weitere empfohlene Anschaffung. Das On-Demand-Essenslieferunternehmen zeigt steigende Bestellzahlen, die Umsatzwachstum ohne erhöhte Kundenakquisitionskosten ermöglichen. Sein erhebliches Gewinnwachstum pro Aktie (931 % jährlich) und verbesserte Free Cashflow-Marge (13,3 %) heben seine starke Rentabilität hervor. Mit einem Kurs von 20,9x Forward EV/EBITDA glaubt StockStory, dass die Bewertung attraktiv ist.
Über diese drei hinaus hebt StockStory eine Liste der "Top 9 Market-Beating Stocks" hervor und betont robustes Umsatzwachstum, steigenden Free Cashflow und beeindruckende Kapitalrenditen. Der Artikel ermutigt die Leser, dies weiter zu erkunden und StockStorys KI-Plattform zur Identifizierung vielversprechender Investitionsmöglichkeiten zu nutzen. |
| 05.03.26 13:30:03 |
Here's How Much a $1000 Investment in Micron Made 10 Years Ago Would Be Worth Today |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well.
FOMO, or the fear of missing out, also plays a role in investing, particularly with tech giants and popular consumer-facing stocks.
What if you'd invested in Micron (MU) ten years ago? It may not have been easy to hold on to MU for all that time, but if you did, how much would your investment be worth today?
Micron's Business In-Depth
With that in mind, let's take a look at Micron's main business drivers.
Idaho-based Micron Technology has established itself as one of the leading worldwide providers of semiconductor memory solutions.
Through global brands, namely Micron, Crucial and Ballistix, Micron manufactures and markets high-performance memory and storage technologies, including Dynamic Random Access Memory (DRAM), NAND flash memory, NOR Flash, 3D XPoint memory and other technologies. Its solutions are used in leading-edge computing, consumer, networking and mobile products. The company's mission is to be the most efficient and innovative global provider of semiconductor memory solutions.
Micron reported revenues of $37.38 billion in fiscal 2025. Technology-wise, the company reports its financial results in three categories — DRAM, NAND and Other. A major portion of the revenues is derived from DRAM sales, which accounted for 76.4% of fiscal 2025 total revenues. NAND and Other categories contributed 22.7% and 0.9%, respectively.
Micron also provides financial performance on a business unit basis. Previously, the company used to report its business segments as the Compute and Networking Business Unit, the Mobile Business Unit, the Embedded Business Unit and the Storage Business Unit.
In the fourth quarter of fiscal 2025, Micron reorganized its business segments to Cloud Memory Business Unit (“CMBU”), Core Data Business Unit (“CDBU”), Mobile and Client Business Unit (“MCBU”) and Auto and Embedded Business Unit (“AEBU”).
Business segment-wise, revenues from CMBU soared 257% year over year to $13.52 billion in fiscal 2025. CDBU revenues jumped 45% to $7.23 billion. Sales at the MCBU increased 2% to $11.86 billion, while that for AEBU grew 3% to $4.75 billion.
The company struggles with intense competition from Intel, Samsung Electronics, SK Hynix, Toshiba Memory and Western Digital Corporation.
Bottom Line
Anyone can invest, but building a successful investment portfolio takes a combination of a few things: research, patience, and a little bit of risk. So, if you had invested in Micron a decade ago, you're probably feeling pretty good about your investment today.
Story Continues
A $1000 investment made in March 2016 would be worth $33,734.85, or a gain of 3,273.48%, as of March 5, 2026, according to our calculations. This return excludes dividends but includes price appreciation.
In comparison, the S&P 500's gained 243.48% and the price of gold went up 297.54% over the same time frame.
Looking ahead, analysts are expecting more upside for MU.
Micron is benefiting from the rapidly expanding artificial intelligence (AI)-driven memory and storage markets. The positive impacts of inventory improvement across multiple end markets are driving top-line growth. The surging demand for HBM and robust DRAM pricing recovery will aid significant revenue and earnings growth in the coming quarters. Its solid financials, positive free cash flow and strong balance sheet provide the flexibility to invest in growth initiatives while enhancing shareholder value. Its long-term customer agreements and expanding AI partnerships reduce volatility and enhance revenue visibility. Shares of the company have outperformed the sector over the past six months. Nonetheless, rising operating costs and a massive increase in capital expenditure pose a downside risk to Micron's near-term profitability.
Over the past four weeks, shares have rallied 5.63%, and there have been 5 higher earnings estimate revisions in the past two months for fiscal 2026 compared to none lower. The consensus estimate has moved up as well.
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Micron Technology, Inc. (MU) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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| 05.03.26 12:30:46 |
Micron Stock Price Prediction: Where Will MU Be in 1 Year? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Quick Read
Micron (MU) is at $400.77, up 5.55% after Q1 revenue of $13.64B and EPS of $4.78 beat estimates. Q2 guidance: $18.70B revenue, $8.42 EPS. Wall St. target is $316.13, bull case $479.55. Micron’s sold-out HBM capacity through 2026 as the only American HBM supplier and new AI infrastructure products with Nvidia drove exceptional Q1 results and strong Q2 guidance. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.
Micron Technology (NASDAQ: MU) traded at $400.77 Thursday morning, bouncing 5.55% off the prior close after an 8.46% one-month pullback tied to geopolitical-driven semiconductor selling. The 12-month run has been extraordinary: +340.89% from $90.90 a year ago. The question investors are asking is whether this dip is a gift or a warning.
The 24/7 Wall St. Price Target Summary
Metric Value Current Price $400.77 24/7 Wall St. Price Target $316.13 Upside/Downside −21.12% Confidence Level 90%
Our $316.13 price target sits below the current price, reflecting valuation stretch. The fundamental story remains compelling, so consider this target one datapoint among many.
A Note Before We Begin
Our $316.13 target is below where Micron trades today. Two catalysts could prove our model too conservative: HBM capacity is sold out for all of 2026, and the company is the only American HBM supplier. We've included a full bull case below.
READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
A Rally Built on Real Earnings
Micron's fiscal Q1 2026 results, reported December 17, 2025, were exceptional. Revenue came in at $13.64 billion, beating estimates by 5.91% and growing 56.65% year over year. Non-GAAP EPS of $4.78 exceeded the $3.9397 estimate by 21.33%. GAAP gross margin expanded from 38.4% a year ago to 56.0%, and free cash flow hit a company record of $3.91 billion. The stock has climbed from $243.64 at the time of that filing to $400.77, a move that prices in significant forward execution.
How We Built the 24/7 Wall St. Price Target
Component Value Weight Trailing P/E-Based Price $400.79 Blended Forward P/E-Based Price $146.83 Blended Analyst Consensus Target $408.42 30% Weighted Base Price $276.10
Factor Adjustment Sector Momentum +15% Analyst Consensus +5% Earnings Growth +3% Volatility (Beta 1.54) -1.1% Social Sentiment +1.5% Total Adjustment Factor 1.145x
The forward P/E-based price of $146.83 drags the weighted base down sharply. The market prices Micron on a forward EPS of $12.39 against a current P/E of around 38x. After applying the 1.145x 247Factor, the target lands at $316.13.
Story Continues
The Case for $479 and Beyond
Q2 FY2026 guidance is the most important number in this story. Management guided for revenue of $18.70 billion and non-GAAP EPS of $8.42, with non-GAAP gross margin guided to 68%. Micron's world's first 256GB SOCAMM2 LPDRAM module, co-designed with Nvidia and using one-third the power of RDIMMs, is now shipping, cementing its position at the center of AI infrastructure. Order books extend well into 2027. Our bull case target is $479.55. Analysts at Bank of America carry a $400 target and Mizuho a $480 target, while the consensus sits at $408.42 across 38 buy ratings.
The Risks Worth Watching
Memory is cyclical, and Micron's massive capex ramp ($4.5 billion in Q1 FY2026 alone) creates execution risk if demand softens. NAND oversupply remains a structural concern. Insider activity shows aggregate selling exceeding 100,000 shares across senior C-suite executives over the past three months, with the heaviest selling in the $400 to $431 range in late January and early February 2026. One director, Teyin Liu, purchased 23,200 shares in mid-January at roughly $337, providing a partial counterbalance. Much of the heavy capex reflects investment in future HBM capacity, not deteriorating returns. Our bear case projects $237.87 if demand cycles down.
What Retail Investors Are Saying
Metric Value Reddit Sentiment Score 70.28 (Bullish) Reddit Activity Score 25.11 Interpretation Bullish
Retail conviction on Micron is unusually high. A viral wallstreetbets post titled "480k MU YOLO (240k in margin)" drew sustained engagement from late February through this week, reaching 615 upvotes and 310 comments. Sentiment scores hit 94 (Very Bullish) on March 4. High retail leverage in a volatile stock is a double-edged signal.
Watching Q2 Results
The $316.13 target reflects a valuation that has run ahead of even strong fundamentals. The model's confidence is 90%, and our model currently prices Micron below its trading price. That stance could change if Q2 results, due around March 18, 2026, confirm the guided $8.42 EPS. Polymarket currently assigns a 91% probability of beating. A confirmed beat with raised guidance could justify a re-rating.
Micron Price Predictions: 2026-2030
Year 24/7 Wall St. Price Target 2026 $316 2030 $642
These projections assume Micron continues executing on its HBM roadmap and AI infrastructure demand holds. The 2030 bull case of $642 is achievable if margin expansion continues and memory cycles remain favorable. Significant downside exists if the AI capex cycle moderates or competition from Samsung intensifies.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
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| 05.03.26 12:20:16 |
Dow Jones Futures fallen, Ölpreise steigen wieder, Broadcom legt nochmal zu. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung:**
Die Aktienmärkte erlebten am Mittwoch einen Rallye-Tag, doch die wichtigsten Indizes liegen weiterhin unter ihren 50-Tage-Linien. Die überraschend starken Zahlen von Broadcom waren ein deutliches Highlight.
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**Note:** "Rallye-Tag" translates to "rally day," "50-Tage-Linien" to “50-day lines,” and “Highlights” to “Highlight”. Let me know if you'd like me to refine the translation for a specific context! |
| 05.03.26 09:55:00 |
Could This Be the Best Way to Invest in AI Without Buying a Single Chip Stock? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
Digital Realty counts some of the world's largest tech companies among its customers. Equinix owns data centers in 77 metropolitan areas across 36 countries. Iron Mountain had a strong third quarter, but the company was recently the subject of a short report.10 stocks we like better than Digital Realty Trust ›
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
In the world of artificial intelligence (AI) stocks, a significant amount of investor interest gets focused on the chipmaking side of the industry. That's understandable, as some of the most important players in the space operate in those businesses.
Nvidia, Broadcom, Advanced Micro Devices, Apple, and Qualcomm are all steadily working on designing more powerful chips. Foundries such as Intel, Samsung, and Taiwan Semiconductor are competing for market share in chip manufacturing.
But I'm not convinced that's the best way for investors to go today. Investing in AI infrastructure is also a sound strategy, and one that can be potentially lucrative. Grand View Research estimates that the AI infrastructure market, which was worth $35.42 billion in 2024, will grow at a compound annual rate of 30.4% through 2030 to reach $223.45 billion.
If you are looking to expand your investments in AI but want to diversify your portfolio away from chip stocks, I think one of the best choices you can make is to invest in data centers. And there are real estate investment trusts (REITs) that can help you do that, and which will earn you a small but consistent revenue stream at the same time.
Here are three ways to play the data center REIT space.
Image source: Getty Images.
1. Digital Realty Trust
Digital Realty Trust(NYSE: DLR) is a massive REIT -- the fifth-largest publicly traded REIT in the U.S. It owns more than 300 data centers located in over 50 metropolitan areas across North America, Europe, Asia, and Australia. And some of the biggest tech companies are Digital Realty customers, including Microsoft, Amazon, Nvidia, Alphabet, Oracle, and International Business Machines.
In the third quarter, its revenue rose 10% year over year to $1.6 billion. Earnings were $64 million, or $0.15 per share, versus $0.09 per share a year prior.
Because it's a REIT, Digital Realty is required to distribute 90% of its earnings every year to shareholders in the form of dividends. That's why, at its current share price, Digital Realty offers a yield of 3%. Its next payout of $1.22 per share will be distributed on Jan. 16 to shareholders of record as of Dec. 15.
2. Equinix
Equinix(NASDAQ: EQIX) is also seeing rapid growth in its data center market. The company reported $395 million in annualized gross bookings for the third quarter, a 25% year-over-year increase and a 14% increase from the second quarter. Equinix currently has the ability to grow its footprint to about 3 gigawatts worth of computing power, and plans to double that capacity by 2029.
The company operates 273 data centers in 77 metropolitan areas across 36 countries. Revenues from North America and South America, which make up the largest portion of the company's sales, rose 8% year over year in Q3. Revenues from Europe, Africa, and the Middle East increased by 6%, while sales from the Asia-Pacific region dropped by 1%. Total revenue of $2.31 billion was up 5% from last year.
Net income of $374 million was up by 26% from the prior-year period, and earnings per share rose 23% to $3.81. Management attributed the jump to higher income from operations.
At the current share price, the stock's dividend yields 2.4%. The next payout, set at $18.76 per share, will be distributed on Dec. 17 to shareholders of record as of Nov. 19.
3. Iron Mountain
Iron Mountain(NYSE: IRM) began as a records storage provider, but has since expanded its reach into electronics and data centers. It now owns more than 30 data centers providing a total of 1.2 gigawatts of computing power, with locations in the U.S., Europe, India, and Singapore.
The company's third-quarter results, which it delivered Nov. 5, were solid. Its revenues rose 12.6% year over year to a record $1.8 billion. And collectively, its data center, digital, and asset lifecycle management businesses grew by more than 30%.
Net income of $86 million was a stark improvement from its $33.7 million loss in Q3 2024. Adjusted funds from operations rose 18% to $393 million.
However, the stock dipped by 5% on Nov. 19 after Gotham City Research announced it had taken a short position in the company.
Despite this, Iron Mountain expects to close the year strong. It's guiding for full-year revenue in the range of $6.79 billion to $6.94 billion. At the midpoint, that would be a 12% improvement from 2024. The company also says it expects 25% growth from its data center business in 2026.
At the current stock price, Iron Mountain's dividend yields 3.8%. Its next payout of $3.46 per share will be distributed on Jan. 6, 2026, to shareholders of record as of Dec. 15.
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Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Digital Realty Trust, Equinix, Intel, International Business Machines, Microsoft, Nvidia, Oracle, Qualcomm, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and Iron Mountain and recommends the following options: long January 2026 $395 calls on Microsoft, short January 2026 $405 calls on Microsoft, and short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
