Sharemaestro Newsreel

Churches Fume at $40,000 Bills to Scrap Antennas After Dish’s Bankruptcy

(Bloomberg) -- The remnants of Charlie Ergen's soured $46 billion bet on 5G can be found on the roof of a church in suburban Boston, atop a university water tower outside Minneapolis and on buildings in Manhattan and Knoxville, Tennessee. Most Read from Bloomberg …

Digital Realty Trust (DLR) Shares Just Moved, So What Is Driving Attention Now?

Digital Realty Trust (DLR) has reaffirmed its quarterly dividend and provided higher 2026 Core FFO guidance, driven by a record leasing backlog from AI and cloud demand. The company's stock has seen significant returns, prompting questions about whether its valuation fully reflects the AI …

30 Digital Billboards From AdSource Join Lamar's Louisiana Portfolio

Lamar Advertising (Nasdaq: LAMR) has acquired AdSource Outdoor Advertising's assets, including over 230 billboard faces and 30 digital displays in Louisiana. This acquisition marks the billboard industry's second-ever UPREIT transaction, where AdSource owners received common units of Lamar LP convertible into Lamar's Class A …

Lamar Advertising Acquires Assets of AdSource Outdoor in UPREIT Transaction

Lamar Advertising Company has acquired the assets of AdSource Outdoor Advertising in an UPREIT transaction, adding over 230 billboard faces, including 30 digital displays, to its portfolio in Louisiana. This marks the second-ever UPREIT transaction in the billboard industry, allowing AdSource owners to receive …

Jefferies Adjusts Price Target on Iron Mountain to $147 From $146, Keeps Buy Rating

Jefferies has increased its price target for Iron Mountain (IRM) to $147 from $146, while maintaining a Buy rating on the stock. This adjustment reflects a continued positive outlook from the firm on the information management services provider. The article also mentions recent insider …

RBC wins IDC CIO Awards Canada 2026 for AI-driven credit underwriting transformation

Recognition reinforces RBC's leadership in intelligent financial services, backed by a decade of innovation investment TORONTO, Aug. 13, 2026 /CNW/ -- Royal Bank of Canada (TSX: RY) (NYSE: RY) has been named an IDC CIO Awards Canada 2026 winner for retail credit underwriting, an …

MoffettNathanson Adjusts PT on Crown Castle to $93 From $103, Maintains Buy Rating

MoffettNathanson has adjusted its price target for Crown Castle (CCI) to $93 from $103, while reaffirming a "Buy" rating on the stock. This adjustment reflects a change in valuation while still indicating confidence in the company's prospects. The article also mentions Crown Castle's recent …

Equinox Gold Stock Faces Fresh Pressure as Execution Risk and Gold-Mining Volatility Weigh on Sentiment

Equinox Gold (TSX: EQX) faces increased investor pressure due to execution risks and gold-mining volatility, despite its recent merger with Orla Mining expanding its portfolio. Investors are demanding clear evidence of operational success and integration benefits rather than just growth potential. The company's near-term …

SBA Communications Corp. Class A Revenue Breakdown – LS:A2DKP8

SBA Communications Corp. Class A generated 2.40 billion EUR in revenue last year, primarily from its Site Leasing segment, which contributed 2.19 billion EUR. The United States was the largest regional contributor, accounting for 1.80 billion EUR of the company's revenue.

Fermi Inc. GAAP EPS of -$0.04 beats by $0.02

* Fermi Inc. press release [https://seekingalpha.com/pr/20617858-fermi-announces-second-quarter-2026-results-and-delivers-on-all-five-90-day-objectives] (FRMI [https://seekingalpha.com/symbol/FRMI]): Q2 GAAP EPS of -$0.04 beats by $0.02. * $91.7 million of total cash and restricted cash on hand. MORE ON FERMI INC. * Fermi Signs Its First Tenant, But Significant Execution Risks Remain [https://seekingalpha.com/article/4934650-fermi-signs-its-first-tenant-but-significant-execution-risks-remain] * …

Iron Mountain Stock: Analyst Estimates & Ratings

Handelsbanken Fonder AB Raises Stock Holdings in Iron Mountain Incorporated $IRM

Handelsbanken Fonder AB increased its stake in Iron Mountain Incorporated (NYSE:IRM) by 24.4% in the second quarter, now owning 189,498 shares valued at $23,935,000. Other institutional investors also adjusted their positions, with hedge funds and institutional investors collectively owning 80.13% of the company's stock. …

NewEdge Advisors LLC Grows Stake in Iron Mountain Incorporated $IRM

NewEdge Advisors LLC significantly increased its stake in Iron Mountain Incorporated by 66.4% in the first quarter, now holding 41,818 shares valued at $4.27 million. Institutional investors collectively own 80.13% of the company, and analysts maintain a "Moderate Buy" rating with an average price …

Rayonier Inc. $RYN Stock Position Increased by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP significantly increased its stake in Rayonier Inc. (NYSE:RYN) by 514% during the first quarter, now holding 192,593 shares valued at approximately $3.97 million. Other institutional investors also raised their positions, contributing to institutional ownership of 89.12% of the company's stock. …

Assenagon Asset Management S.A. Acquires 147,971 Shares of Weyerhaeuser Company $WY

Assenagon Asset Management S.A. significantly increased its stake in Weyerhaeuser Company (NYSE:WY) by 524.8% in the second quarter, purchasing an additional 147,971 shares to own a total of 176,165 shares worth $4.217 million. This move comes as other institutional investors have also adjusted their …

BREIT Exits Self-Storage, Invests $3.3B in Data Centers in Q2

Blackstone Real Estate Income Trust (BREIT) completed its exit from self-storage in Q2 2026, selling its remaining assets for $852.3 million. Concurrently, BREIT invested $3.3 billion into data center development through its QTS platform, increasing data centers to 27% of its portfolio. This strategic …

Fermi Names New CEO Ahead Of Earnings: Retail Says ‘FRMI 2.0 Off To A Great Start’

Iron Mountain lifts FY26 outlook as ALM surges 88% and data center leasing tops target

Iron Mountain reported record Q2 2026 results, exceeding its own guidance with revenue up 19% to $2.03 billion, driven by an 88% surge in asset lifecycle management (ALM) and a 39% increase in data center revenue. The company raised its full-year guidance for revenue, …

AI nuclear power firm Fermi finally has a new CEO

Fermi, an AI nuclear power firm, has appointed Lee McIntire as its new CEO, more than three months after the departure of co-founder Toby Neugebauer. McIntire, a current board member with previous CEO experience at CH2M Hill and TerraPower, will lead Fermi's Project Matador, …

Fermi Names McIntire CEO Four Months After Ousting Co-Founder

Fermi Inc. has appointed Lee McIntire as its new chief executive officer, four months after the company's co-founder was removed from the position. McIntire, who has been an independent director at the AI power firm since September, assumed the CEO role on Tuesday.

Equinix says more than $1 billion in Texas data-center projects are underway

Equinix has reaffirmed its commitment to Texas by supporting Governor Abbott's data center standards and investing over $1.6 billion in the state, with more than $1 billion in active projects currently underway. The company operates nine facilities in Texas, employing over 800 people and …

Weyerhaeuser Co. stock outperforms competitors despite losses on the day

Weyerhaeuser Co. (WY) stock experienced a 1.04% decline, closing at $24.76, marking its third consecutive day of losses. Despite this, the stock still outperformed the broader market, with the S&P 500 Index rising 0.26% and the Dow Jones Industrial Average falling 0.04% on the …

What Could Lift American Tower (NYSE:AMT) as S&P 500 Nears Records?

American Tower (NYSE:AMT) is navigating market conditions characterized by rising Treasury yields, which typically challenge real estate investment trusts due to their sensitivity to financing costs. Despite these headwinds, the company benefits from sustained structural demand for wireless connectivity and network densification, driven by …

Equinix Stock Leads 3 AI Infrastructure Picks Tied To Data Centers And Power

With AI-focused earnings beats and easing inflation, attention is returning to data centers and power infrastructure. This article highlights Equinix (EQIX), Iron Mountain (IRM), and NRG Energy (NRG) as key players benefiting from these trends. Each company offers exposure to AI infrastructure demand, albeit …

Is DLR Worth Buying as Growth Accelerates but Valuation Stays Rich?

Digital Realty Trust, Inc. DLR is benefiting from faster expected Core funds from operations (FFO) growth, rising revenue visibility and sustained demand from AI, cloud and enterprise customers. The growth case strengthened after management raised its 2026 Core FFO per share outlook, excluding net …

DLR Jumps 9.9% in the Past Month as Leasing Momentum Accelerates

Digital Realty Trust, Inc. DLR shares have gained 9.9% in the past four weeks, reflecting stronger operating momentum across leasing, renewals and development. The Zacks Consensus Estimate for current-year funds from operations (FFO) has also moved 4.3% higher over the past four weeks. The …

Truist Financial Reiterates "Buy" Rating for American Tower (NYSE:AMT)

Truist Financial has reiterated its "Buy" rating for American Tower (NYSE:AMT), adjusting the price target slightly from $208 to $207, which still implies a 21.1% upside. American Tower shares saw a 0.8% increase, trading at $170.93, with analysts maintaining a "Moderate Buy" consensus and …

Digital Realty Trust, Inc. agreed to acquire a stake in Data Centers located in Los Angeles, Toronto and North Virginia from Digital Core REIT for approximately $320 million.

Digital Realty Trust, Inc. has agreed to acquire stakes in three data centers located in Los Angeles, Toronto, and Northern Virginia from Digital Core REIT for approximately $320 million. This acquisition, which occurred on August 11, 2026, involves Digital Realty Trust taking full ownership …

Digital Realty Trust Inc. stock outperforms competitors on strong trading day

Digital Realty Trust Inc. (DLR) saw its stock rally by 3.28% to $197.06 on Wednesday, outperforming the broader market. This rise broke a two-day losing streak for the company, even as the S&P 500 Index saw a slight gain and the Dow Jones Industrial …

Equinix Inc. stock outperforms competitors on strong trading day

Equinix Inc. (EQIX) shares rose 3.56% to $1,069.17 on Wednesday, outperforming the S&P 500's 0.26% gain and the Dow Jones Industrial Average's 0.04% fall. The company's stock closed 5.27% below its 52-week high of $1,128.68.

Gladstone Land signals potential additional farm sales as it evaluates refinancing $148m of loans scheduled to reset in 2027

Earnings Call Insights: Gladstone Land Corporation (LAND) Q2 2026 MANAGEMENT VIEW * "We currently own about 98,000 acres across 142 farms and about 56,000 acre feet of water" (Founder, Chairman, CEO & President David Gladstone), and "we didn't have any acquisitions or dispositions this …

Fermi Names Lee McIntire as Chief Executive Officer

Fermi Inc. has appointed Lee McIntire as its new Chief Executive Officer, effective August 11, 2026. McIntire, who has been an independent director on Fermi's Board since September 2025, brings over 40 years of experience in engineering, construction, and global infrastructure from companies like …

APLD Surges 101% in a Year: Should You Buy, Sell or Hold the Stock?

Applied Digital's APLD shares have soared 100.6% over the past year, significantly outperforming the broader Zacks Finance sector's 13.7% return and the Financial - Miscellaneous Services industry's 26.5% decline. APLD's strong upward momentum might look enticing, yet rapid momentum often masks underlying risks. Let …

Digital Realty Trust, Inc. (NYSE:DLR) Plans $1.22 Quarterly Dividend

Digital Realty Trust (NYSE:DLR) announced a quarterly dividend of $1.22 per share, equating to an annual dividend of $4.88 and a 2.5% yield. While the current payout ratio is high at 305% of earnings, analysts project it to decrease to 54.2% next year due …

Traders Purchase Large Volume of Put Options on Weyerhaeuser (NYSE:WY)

Investors recently purchased a significantly higher volume of put options on Weyerhaeuser (NYSE:WY), with 2,319 contracts traded, marking a 126% increase over typical daily volume. Despite this unusual activity, analysts maintain a "Moderate Buy" rating with a consensus price target of $29. The company's …

BCE Q2 Beat Puts a $1.3 Billion AI Spending Plan to the 2027 Test

BCE Inc. reported modest Q2 earnings and revenue growth, beating analyst estimates, as it enters a heavy phase of its AI infrastructure build. The company plans to invest C$1.3 billion in AI data centers in Saskatchewan by 2026, with the investment case now shifting …