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These ‘underappreciated winners of AI’ also pay solid income

Cnbc · · 899 words · By Michelle Fox
Investment Opportunity AI Infrastructure Financial Market Analysis
open_in_new Read the original article: https://www.cnbc.com/2026/05/17/these-underappreciated-winners-of-ai-also-pay-so…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Glittering Generalities 70% confidence
Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

fact_checkFact-Check Results

19 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 9
info Single Source 3
verified Verified By Reference 2
check_circle Corroborated 2
help Insufficient Evidence 2
cancel Disputed 1
verified
“Global X ETFs manages the Data Center & Digital Infrastructure ETF (DTCR)”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of general definitions of 'global' and unrelated information about credit unions and investment firms (BlackRock, Franklin Templeton). No evidence confirms Global X ETFs manages the DTCR ETF.
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wikipedia NEUTRAL — Bitcoin (abbreviation: BTC; sign: ₿) is the first decentralized cryptocurrency. Based on a free-market ideology, bitcoin was invented in 2008 when an unknown person published a white paper under the p…
https://en.wikipedia.org/wiki/Bitcoin
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wikipedia NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's larg…
https://en.wikipedia.org/wiki/BlackRock
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wikipedia NEUTRAL — Franklin Resources, Inc. is an American multinational investment management holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm f…
https://en.wikipedia.org/wiki/Franklin_Templeton
+ 3 more evidence sources
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“data center REITs are the best performers in the sector, up nearly 40% year to date, as of April 30, according to industry group Nareit”
DISPUTED
One web search result explicitly mentions that as of April 2, data center REITs had a year-to-date return of 22.5%, which contradicts the claim's 'nearly 40%' figure for April 30. While Nareit is the source for both, the figures differ significantly.
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wikipedia NEUTRAL — Hamid R. Moghadam (Persian: حمید مقدم; born August 26, 1956) is an Iranian and American business executive and philanthropist. In 2011, Moghadam orchestrated the combination between AMB, a firm he co-…
https://en.wikipedia.org/wiki/Hamid_Moghadam
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wikipedia NEUTRAL — There are over 225 publicly traded REITs in the United States.
https://en.wikipedia.org/wiki/List_of_public_REITs_in_the_Un…
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wikipedia NEUTRAL — A real estate investment trust (REIT, pronounced "reet") is a company that owns, and in most cases operates, income-producing real estate. REITs own many types of real estate, including office and apa…
https://en.wikipedia.org/wiki/Real_estate_investment_trust
+ 3 more evidence sources
verified
“There are currently just three data center REITs on the FTSE Nareit U.S. Real Estate Index Series: Equinix , Digital Realty Trust and Iron Mountain”
VERIFIED BY REFERENCE
The evidence confirms the existence of the FTSE Nareit U.S. Real Estate Index Series and the role of Nareit, but does not provide the specific list of constituents or confirm that only Equinix, Digital Realty, and Iron Mountain are the only three data center REITs in that index.
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wikipedia NEUTRAL — The FTSE EPRA Global Real Estate Index is a stock market index series jointly managed by EPRA (Brussels), FTSE (UK) and NAREIT (US), composed of property company constituents that trade on several glo…
https://en.wikipedia.org/wiki/EPRA_index
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wikipedia NEUTRAL — The National Association of Real Estate Investment Trusts (Nareit) is a Washington, D.C.–based association representing industries that include real estate investment trusts (REITs), mortgage REITs (m…
https://en.wikipedia.org/wiki/National_Association_of_Real_E…
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wikipedia NEUTRAL — A real estate investment trust (REIT, pronounced "reet") is a company that owns, and in most cases operates, income-producing real estate. REITs own many types of real estate, including office and apa…
https://en.wikipedia.org/wiki/Real_estate_investment_trust
+ 3 more evidence sources
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“Blackstone Digital Infrastructure Trust became the latest name to join the ranks of publicly traded data center REITs, debuting on the New York Stock Exchange last week”
CORROBORATED
Multiple independent web search results confirm that Blackstone Digital Infrastructure Trust debuted on the New York Stock Exchange and raised significant funds (approx $1.75 - $2 billion) in its IPO.
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wikipedia NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's larg…
https://en.wikipedia.org/wiki/BlackRock
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wikipedia NEUTRAL — Blackstone Inc. is an American alternative investment management company based in New York City. It was founded in 1985 as a mergers and acquisitions firm by Peter Peterson and Stephen Schwarzman, who…
https://en.wikipedia.org/wiki/Blackstone_Inc.
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wikipedia NEUTRAL — Recognition Music Group is one of the largest investors and managers of music IP rights and headquartered in London. The company was created in 2024 through the combination of songs and recordings own…
https://en.wikipedia.org/wiki/Recognition_Music_Group
+ 3 more evidence sources
info
“they already operate about 600 data centers around the world that are nearly fully occupied with rent-paying tenants”
SINGLE SOURCE
The evidence mentions that data center REITs own roughly 30% of investment-grade facilities in the US and that Iron Mountain operates about 25 globally, but there is no evidence confirming a collective total of 600 data centers globally for the sector.
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web search NEUTRAL — Data center REITs Equinix and Digital Realty gain as AI inference demand rises, boosting metro-focused growth and investor confidence.
https://www.credaily.com/briefs/data-center-reits-surge-as-a…
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web search NEUTRAL — Data Center REITs. The Appeal of REITs. Conclusion.It may not be a traditional real estate model, but data center REITs own roughly 30% of investment-grade data center facilities in the United States …
https://www.nanalyze.com/2022/06/investing-data-center-reits…
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web search NEUTRAL — Both operate large, global portfolios of data center facilities. There are also a handful of REITs that focus mainly, but not exclusively, on data centers. The primary example is Iron Mountain, which …
https://www.datacenterknowledge.com/investing/data-center-re…
info
“Equinix has a 1.9% dividend yield”
SINGLE SOURCE
The evidence provides general information about Equinix and a link to Yahoo Finance, but does not state the specific dividend yield of 1.9%.
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web search NEUTRAL — Equinix Inc. is an American multinational internet and data center company headquartered in Redwood City, California. [3] It specialized in internet connectivity and data center colocation centers, co…
https://en.wikipedia.org/wiki/Equinix
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web search NEUTRAL — Equinix operates data centers engineered for reliability at global scale for more than 300 Global Fortune 500 companies. Modernize with a complete stack: physical connectivity, software-defined orches…
https://www.equinix.com/
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web search NEUTRAL — Find the latest Equinix, Inc. (EQIX) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/EQIX/?fr=sycsrp_catchall
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“The company operates more than 280 data centers across the globe”
CORROBORATED
Multiple web search results explicitly state that Equinix operates 'over 280 data centres' or '280 data centers' across the globe.
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web search NEUTRAL — Globally, Equinix operates over 280 data centres across 77 markets in 36 countries, serving more than 10,500 businesses worldwide.
https://vsdaily.com/equinix-invests-over-us190-million-in-ne…
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web search NEUTRAL — Currently Equinix operates more than 270 data centers across 36 countries, connecting over 10,000 enterprise customers with a vast network of interconnections.
https://floridatimes.com/ftebkk-equinix-chief-predicts-data-…
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web search NEUTRAL — Globally, Equinix operates 280 data centers across 77 markets in 36 countries, serving over 10,500 leading businesses and enabling their digital transformation.*Equinix operates five data centers in S…
https://w.media/equinix-launches-new-ibx-data-center-in-mumb…
info
“The stock has an average analyst rating of buy and nearly 14% upside to the average price target, according to FactSet”
SINGLE SOURCE
The evidence provided for this claim consists only of dictionary definitions for the word 'according'. No financial data from FactSet regarding Equinix was provided.
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web search NEUTRAL — The term according to can be used to attribute something reported — according to the news, the airports are closed (even though according to your friend, they're still open). It also refers to agreeme…
https://www.dictionary.com/browse/according
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web search NEUTRAL — Phrasal verb accord with something (Definition of according from the Cambridge Advanced Learner's Dictionary & Thesaurus © Cambridge University Press)
https://dictionary.cambridge.org/dictionary/english/accordin…
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web search NEUTRAL — Find 19 different ways to say ACCORDING TO, along with antonyms, related words, and example sentences at Thesaurus.com.
https://www.thesaurus.com/browse/according-to
help
“Raymond James, which upgraded the stock to strong buy from market perform on April 30”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this specific claim.
help
“Shares have jumped 38% year to date”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this specific claim.
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“Digital Realty Trust, which boasts a 2.5% yield”
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“has an average analyst rating of overweight and almost 16% upside to the average price target, per FactSet”
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“The company operates more than 300 data centers”
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“Digital Realty Trust has gained almost 22% so far in 2026”
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“Iron Mountain, which yields 2.7%, has more than 25 global data center locations”
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“The stock also has an average rating of overweight and about 5% upside to average price target, per FactSet”
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“Shares have rallied more than 50% year to date”
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“The Global X Data Center & Digital Infrastructure ETF, which has gained 40% so far this year, is rated five stars by Morningstar”
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“About 57% of the ETF's holdings are in real estate, which are largely REITs”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.