Fidelma Russo

October 17, 2026

Fitch upgrades Equinix outlook to positive on capital discipline. Fitch upgraded Equinix's outlook to positive, citing the company's strong capital discipline and scale. This move aligns with broader market attention on Equinix as a key beneficiary of rising AI data center demand. The neutral technical backdrop, with the stock near support, provides context for this fundamental shift.

October 17, 2026

HPE Stock Falls 20% Amid AI Financing Concerns. Hewlett Packard Enterprise shares dropped 20% this week, marking its worst weekly performance to date. The decline was driven by growing investor concerns regarding the financing of AI infrastructure, which triggered a broader selloff in hardware stocks like Dell and Super Micro. This sharp drop has pushed the stock toward its support levels, highlighting significant volatility in the AI sector.

October 17, 2026

SBAC Eyes Q3 Earnings Amid SpaceX Mobile Launch. SBA Communications will report Q3 2026 earnings on a set date, while analysts note the company’s 7.3% jump and a dividend yield of 1.46%. SpaceX’s Starlink mobile rollout is seen as a catalyst for tower stocks, and Bernstein highlighted this as a potential driver for SBA. The firm’s 52‑week range and analyst targets remain in play as investors watch the earnings release and market reaction.