Private equity investors have been flocking to data centers, in part because of their perceived ability to provide defensive, stable, long-term returns.
A new data-driven technology cycle is just starting and offers huge potential on the investing front, Morgan Stanley analysts including Katy Huberty wrote in a report on Monday.
DCK Investor Edge: IPO investors may have bought into a technology and growth-trajectory story that creates lofty expectations, with little room for error.
DCK Investor Edge: Analysts can’t seem to come to a consensus on QTS, following the company’s unexpected restructuring announcement.
Company gradually moving away from traditional software sales; several analysts downgrade stock following quarterly results
DCK Investor Edge: CyrusOne’s vetting followed by skyrocketing stock, extreme volatility for Chinese heavyweight
Data center software company's future being evaluated second time in less than three years
