DCK Investor Edge: A new heavy hitter has entered the super-wholesale data center market. It’s coming after top North America metros, and it’s coming after them quickly.

DCK Investor Edge: Fast and furious moves in equity prices can take even the most experienced traders by surprise.

Software maker reports loss of $6.3 billion after tax changes; Azure revenue rises 98 percent; Office 365 Commercial up 41%

DCK Investor Edge: Vantage Data Centers CEO Sureel Choksi on market trends and the company’s strategy

Company’s board plans to discuss options later this month; after going private in 2013, firm now seeks growth, cash

Fourth-quarter results beat estimates on data-center strength; chip vulnerability may be leading computer buyers to upgrade

The company reported revenue growth for the first time in six years, but most of the growth was driven by mainframe sales and not cloud and other new strategic products as bullish analysts had hoped for. Shares were down as a result.

DCK Investor Edge: At an investor conference, the newly public company’s execs indicated they weren’t after large, low-margin leases with hyper-scale companies, preferring higher-margin retail colocation business, where the company can leverage...

DCK Investor Edge: Equinix CEO Steve Smith this week fleshed out the company’s strategy for riding the next wave of data center expansion by the dozen largest hyper-scale platforms, which includes building 1MW to 2MW nodes for those clients.

DCK Investor Edge: Once the $442 million transaction closes, CyrusOne will join Equinix and Digital Realty as the third publicly traded US-based data center operator with significant customer offerings in both North America and Europe.