Analyst news

• Potential AI slowdown is not ‘end of the world’ for data center real estate, says Digital Realty CEO

  20-09-2026 23:05 via rocketnews.com
  
  Concerns about a potential slowdown in artificial intelligence advancement sparked declines in data center stocks, including shares of major real estate investment trusts Digital Realty and Equinix. Industry forecasts project that AI could represent approximately 70% of global data center capacity demand by 2030, with total capital investment needs reaching nearly $7 trillion and real estate comprising about $3 trillion of that total over five years.
  Digital Realty CEO Andrew Power stated in an
  
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• Sabre (SABR) Prices $1.35B of Secured Notes. Is the Breathing Room Worth the Cost?

  20-09-2026 23:04 via rocketnews.com
  
  Sabre Corporation announced the pricing of a $1.35 billion offering of 9.875% senior secured notes on September 15 through its subsidiary, with the notes set to mature on October 15, 2032. The offering was increased from an originally planned $1.1 billion. Closing was expected to occur on September 28, subject to customary conditions. The company intends to use proceeds primarily to refinance $1 billion of existing 11.125% secured notes maturing in 2029, along with purchasing other debt obligat
  
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• Investors Can Now Invest in the Surging Tron Cryptocurrency Via an ETF. Here’s What Crypto Investors Need to Know.

  20-09-2026 23:04 via rocketnews.com
  
  The cryptocurrency exchange-traded fund market expanded with the introduction of the Canary Staked TRX ETF (NYSEMKT: TRXS), marking the first fund dedicated to Tron (CRYPTO: TRX). The fund launched on Sept. 8 and accumulated $50.3 million in assets under management by Sept. 16, representing a strong initial performance for a product from a relatively new ETF issuer.
  The fund operates with two primary objectives: providing investors with exposure to Tron and generating additional returns through
  
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• Axon Enterprise (AXON) Prices $1B of Zero-Coupon Notes. What is the Real Cost?

  20-09-2026 23:04 via rocketnews.com
  
  Axon Enterprise announced pricing of $1 billion in zero-coupon convertible senior notes on September 16, with settlement expected on September 18. Underwriters also received an option to purchase an additional $150 million to cover over-allotments.
  After underwriting discounts and estimated offering expenses, Axon expects to retain approximately $986 million in gross proceeds. The company incurred $99.9 million in capped-call transactions, leaving approximately $886.1 million available for gene
  
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• Wheaton’s (WPM) Profits Nearly Doubled While Its Cash Pile Shrank To $100M

  20-09-2026 13:03 via rocketnews.com
  
  Wheaton Precious Metals reported second-quarter results on August 6 that marked record profitability for the precious metals streaming company. Net earnings reached $543 million on $929 million in revenue, with first-half earnings climbing 106% to $1.1 billion. The company generated $650 million in operating cash flow during the quarter and $1.4 billion for the half-year period.
  The earnings surge was driven primarily by a significant increase in metal prices rather than volume growth. The comp
  
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• Strategy Stock’s 16% Jump Yesterday Traces Back to a House Committee Vote.

  20-09-2026 13:03 via rocketnews.com
  
  Strategy stock climbed 16% to close at $154 on September 18, driven by developments in cryptocurrency policy and the company’s status as a leveraged Bitcoin proxy. The equity gains followed Bitcoin’s recovery above $80,000 on short covering in the derivatives market, amplified by two regulatory actions within 48 hours. On September 16, the House Financial Services Committee voted 28-21 to advance a bill establishing a federal Strategic Bitcoin Reserve with mandatory 20-year custody
  
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• Royal Caribbean’s (RCL) $1.25B Debt Deal Hides A Bigger Story

  20-09-2026 13:03 via rocketnews.com
  
  Royal Caribbean Group completed a $1.25 billion debt offering on August 20, issuing notes carrying a 5.55% coupon maturing on January 20, 2034. The proceeds were designated for repaying floating-rate term loans and refinancing other debt obligations under a shelf registration established on February 29, 2024.
  The cruise operator reported strong operational performance in the second quarter, posting adjusted earnings per share of $4.21 and raising full-year adjusted earnings guidance to a range
  
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• Republic Services (RSG) Is Winning On Price While Volumes Slip

  20-09-2026 13:03 via rocketnews.com
  
  Republic Services reported second-quarter earnings of $1.84 per diluted share, up from $1.75 in the prior year, and raised its full-year guidance across revenue, adjusted earnings per share, and free cash flow metrics.
  The company’s growth was primarily driven by pricing power. Core pricing contributed 5.3% to revenue growth, with total revenue rising 4.6%. Within the collection segment, pricing added 4.1% in restricted markets and 7.8% in open markets. Management noted that price increas
  
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• Targa Resources (TRGP) Set a Record Quarter and Then Raised the Bar

  20-09-2026 13:02 via rocketnews.com
  
  Targa Resources Corp. reported record results for the second quarter on August 6, with adjusted EBITDA reaching $1.60 billion, representing a 38% increase from the comparable quarter in the prior year. Management indicated that full-year performance is expected to approach the higher end of its guidance range. The company operates natural gas and natural gas liquids infrastructure serving the Permian Basin, and the financial results suggested elevated utilization of these systems.
  Growth in vol
  
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• Simon Property (SPG) Group Raised Its Outlook Again

  20-09-2026 13:02 via rocketnews.com
  
  Simon Property Group reported results for the three months through June 30 and raised its full-year profit guidance for real estate funds from operations. The company’s FFO per diluted share climbed to $3.29 from $3.05 in the prior-year quarter, while net operating income at domestic properties grew 8.5%. Management lifted its full-year real estate FFO range to $13.20 to $13.30 per share, moving the midpoint up by $0.08.
  Tenant performance drove much of the improvement. Reported retailer
  
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• 80-year-old discount fashion chain closing 120 stores

  20-09-2026 13:02 via rocketnews.com
  
  The Cato Corporation announced plans to close approximately 120 stores, representing roughly 15% of its retail footprint. The closures come as the company faces intensifying competition in the off-price fashion retail segment and declining financial performance. The company reported net income of $1.1 million in the second quarter of 2026, compared to $6.8 million in the prior-year period. Second quarter sales totaled $163.9 million, a 6% decline from $174.7 million in the same quarter ended Au
  
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