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Cloud Stocks Are Big Winners on Wall Street
April 1st, 2011 : Rich MillerIt was a breakout quarter for stocks of companies focusing on cloud computing, as a pair of acquisitions boosted several shares across the sector. The top five performers in our quarterly Data Center Investor roundup were cloud computing plays that saw their shares soar by 35 percent or more in the three-month period ending March 31. Read More
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Earnings Preview: Will Equinix Platform Deliver?
February 8th, 2011 : Rich MillerColocation market leader Equinix (EQIX) will be reporting its fourth quarter earnings on Wednesday, and investors and analysts will be closely scrutinizing its results. Read More
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Data Center Stocks Gain on Terremark Deal
January 28th, 2011 : Rich MillerLeading data center stocks are sharply higher today as investors buy up shares of Savvis (SVVS), Internap (INAP) and Rackspace (RAX) in the wake of Verizon’s $1.4 billion deal to acquire cloud hosting specialist Terremark. Read More
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Interxion IPO Grows, Prices at Top of Range
January 28th, 2011 : Rich MillerEuropean IT infrastructure provider Interxion (INXN) has boosted the size of its initial public offering, and its stock will debut at $13 a share, at the top of the previously-announced range. Read More
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Interxion IPO Expected in $11 to $13 Range
January 26th, 2011 : Rich MillerEuropean colocation provider Interxion Holdings expects shares of its IPO to price in a range between $11 and $13. Interxion's offering is scheduled for Friday on the New York Stock Exchange. Read More
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Cramer’s Dismal Data Center Track Record
January 24th, 2011 : Rich Miller
Oh boy. Jim Cramer's talking about data center stocks again. So let's look at his track record. For all those investors that followed Cramer's "sell, sell, sell" recommendation in Oct. 2009, here's what you missed.
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Cloud Stocks Take A Beating
January 21st, 2011 : Rich MillerInvestor disappointment over earnings at F5 Networks (FFIV) spilled over into shares of other companies whose fortunes are tied to the growth of cloud computing, including Rackspace (RAX) and Terremark (TMRK). Read More
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Cloud Hosts, CDNs Are Top Performers for 2010
January 3rd, 2011 : Rich MillerProviders focused on cloud computing were the best performers among public companies in the data center sector in 2010, with content delivery networks (CDNs) also scoring huge gains. Read More
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2010: The Return of the Data Center IPO
December 30th, 2010 : Rich MillerAfter a year without data center IPOs in 2009, the public markets opened for a select number of companies in 2010, most notably CoreSite Realty (COR). Here's a review of the IPO activity in 2010. Read More
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