DCK Investor Edge: As has been its tendency, Wall Street underappreciates the level of investment and the timelines of a long-term global hyperscale play.

DCK Investor Edge: The market has been smashing all records as the world’s largest, and it’s managed to do it based on numbers that don’t include the largest tenant there.

DCK Investor Edge: Can a garden be so beautiful, you don’t care that it’s walled?

DCK Investor Edge: Annual report by North American Data Centers lifts the curtain on the largest cloud platforms’ server farm leasing activity.

DCK Investor Edge: Data center provider hires a Wall Street pro to help its public-market position

Interconnection giant’s execs address Wall Street’s concern that virtual fabrics like Megaport may eat into its bread-and-butter cross-connect business.

Chinese hyperscalers continuing to fuel its growth as before, the company signs more internet heavyweights as customers.

The dip appears to have less to do with third-quarter numbers than with future uncertainty.