StreetInsider.com News Articles

Data center boom boosts communications infra companies but supply catching up

Thu, 05 Mar 2026 10:28:16 -0500

Investing.com -- Demand for data centers and internet infrastructure is outpacing supply benefitting U.S. communications infrastructure companies, but the imbalance is likely to ease in the next few years.

Bernstein began coverage of Digital Realty, Equinix, CoreWeave, and Crown Castle amid surge in spending tied to artificial intelligence and cloud computing.

Analysts said more than $1 trillion in investment has been pledged toward physical infrastructure in the current cycle, including large-scale data center construction to support rising demand for computing power.

That demand is growing faster than new capacity can be built. Bernstein forecasts global data center demand to expand at a

Data center boom boosts communications infra companies but supply catching up

Thu, 05 Mar 2026 10:28:16 -0500

Bernstein began coverage of Digital Realty, Equinix, CoreWeave, and Crown Castle amid surge in spending tied to artificial intelligence and cloud computing.

That demand is growing faster than new capacity can be built. Bernstein forecasts global data center demand to expand at a

Data center boom boosts communications infra companies but supply catching up

Thu, 05 Mar 2026 10:28:16 -0500

Bernstein began coverage of Digital Realty, Equinix, CoreWeave, and Crown Castle amid surge in spending tied to artificial intelligence and cloud computing.

That demand is growing faster than new capacity can be built. Bernstein forecasts global data center demand to expand at a

Bernstein SocGen Group Starts Crown Castle (CCI) at Outperform

Thu, 05 Mar 2026 09:06:24 -0500

(Updated - March 5, 2026 9:06 AM EST)

Bernstein SocGen Group analyst ETSY initiates coverage on Crown Castle (NYSE: CCI) with a Outperform rating and a price target of $102.00.

The analyst comments: "With CCI’s divestiture of its small cell and fiber businesses as of 2H26, we are positive on their new trajectory. We model revenue inflection to standard industry LSD growth (after recent negative years, including a 2026 trough due to $3.5B in Dish cancellations). Notably, we are ~4% ahead of consensus 2027 revenue.

CCI’s footprint is theoretically more valuable than its peers’ given the urban/suburban skew, which should fare well with

Bernstein SocGen Group Starts Crown Castle (CCI) at Outperform

Thu, 05 Mar 2026 09:06:24 -0500

(Updated - March 5, 2026 9:06 AM EST)

Bernstein SocGen Group analyst ETSY initiates coverage on Crown Castle (NYSE: CCI) with a Outperform rating and a price target of $102.00.

CCI’s footprint is theoretically more valuable than its peers’ given the urban/suburban skew, which should fare well with

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Goldsmith Andrea Jo

Fri, 27 Feb 2026 20:58:00 -0500

si-local-file:///var/storage/secattach/20260227/26084392.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Goldsmith Andrea Jo

Fri, 27 Feb 2026 20:58:00 -0500

si-local-file:///var/storage/secattach/20260227/26084392.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Grace Timothy P.

Fri, 27 Feb 2026 17:53:00 -0500

si-local-file:///var/storage/secattach/20260227/26083943.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Grace Timothy P.

Fri, 27 Feb 2026 17:53:00 -0500

si-local-file:///var/storage/secattach/20260227/26083943.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Jones Tammy

Fri, 27 Feb 2026 17:53:00 -0500

si-local-file:///var/storage/secattach/20260227/26083944.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Jones Tammy

Fri, 27 Feb 2026 17:53:00 -0500

si-local-file:///var/storage/secattach/20260227/26083944.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Genrich Jason

Fri, 27 Feb 2026 17:51:00 -0500

si-local-file:///var/storage/secattach/20260227/26083940.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Genrich Jason

Fri, 27 Feb 2026 17:51:00 -0500

si-local-file:///var/storage/secattach/20260227/26083940.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Collins Robert Sean

Fri, 27 Feb 2026 17:27:00 -0500

si-local-file:///var/storage/secattach/20260227/26083802.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Collins Robert Sean

Fri, 27 Feb 2026 17:27:00 -0500

si-local-file:///var/storage/secattach/20260227/26083802.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Adams Edward B JR

Fri, 27 Feb 2026 17:24:00 -0500

si-local-file:///var/storage/secattach/20260227/26083753.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Adams Edward B JR

Fri, 27 Feb 2026 17:24:00 -0500

si-local-file:///var/storage/secattach/20260227/26083753.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: PATEL SUNIT S

Fri, 27 Feb 2026 17:23:00 -0500

si-local-file:///var/storage/secattach/20260227/26083727.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: PATEL SUNIT S

Fri, 27 Feb 2026 17:23:00 -0500

si-local-file:///var/storage/secattach/20260227/26083727.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Piche Catherine

Fri, 27 Feb 2026 17:22:00 -0500

si-local-file:///var/storage/secattach/20260227/26083693.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Piche Catherine

Fri, 27 Feb 2026 17:22:00 -0500

si-local-file:///var/storage/secattach/20260227/26083693.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Hillabrant Christian H

Fri, 27 Feb 2026 17:22:00 -0500

si-local-file:///var/storage/secattach/20260227/26083703.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: Hillabrant Christian H

Fri, 27 Feb 2026 17:22:00 -0500

si-local-file:///var/storage/secattach/20260227/26083703.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: MOTLAGH KATHERINE

Fri, 27 Feb 2026 17:14:00 -0500

si-local-file:///var/storage/secattach/20260227/26083556.html

Form 4 CROWN CASTLE INC. For: Feb 25 Filed by: MOTLAGH KATHERINE

Fri, 27 Feb 2026 17:14:00 -0500

si-local-file:///var/storage/secattach/20260227/26083556.html