| Hi Trader, Volatility never stays quiet for long. As we head into 2026, markets are caught between political tension and policy uncertainty — and for options traders, that means opportunity is building beneath the surface. That's why we've just released our latest briefing: "Trade the Turbulence: Options Strategies for 2026's Politically Charged Volatility." Inside, you'll discover: ✅ How to prepare your next move before volatility returns 👉 [Download the free report before the next market shock] In uncertain times, it's the prepared trader—not the lucky one—who wins. To steady hands and profitable trades, (By following the link above, you're choosing to opt in to receive insightful updates from Investor News + 2 free bonus subscriptions! Your privacy is important to us. You can unsubscribe anytime.) Today's editorial pick for you Three Hot Trades for the AI Data Center BoomPosted On Dec 12, 2025 by Ian Cooper ![]() Artificial intelligence continues to create massive data center demand. Table of ContentsRight now, according to MIT Technology Review, there are about 3,000 data centers across the U.S. And according to a report from McKinsey, $5.2 trillion in AI infrastructure investments will be needed by 2030. McKinsey's analysis also suggests that demand for AI-ready data center capacity will rise at an average rate of 33 percent a year between 2023 and 2030 (reflecting a trend that is already underway), as reported by BOMA International. We also have to consider that AI demand isn't slowing, which increases the need for data centers. Forecasts now place AI's value between $1.7 and $3.5 trillion by the early 2030s, with the most aggressive estimates topping $7 trillion by 2035. And judging by the surge in corporate investment, the market is moving toward the high end of those projections. In addition, some of the largest tech companies are sending a clear message that the AI boom is far from over. Just look at recent capex spending.
For investors, these numbers are impossible to ignore. Even better, analysts at UBS expect global AI capital expenditure (capex) to reach $571 billion in 2026, with a runway to $3 trillion by 2030. That being said, there are three interesting ways to invest in the data center boom and earn yield along the way. Digital Realty TrustWith a yield of about 3%, the Digital Realty Trust (NYSE: DLR) is a major data center provider that is heavily invested in AI infrastructure. In its most recent quarter, funds from operations (FFO) of $1.89 beat by nine cents. Revenue of $1.58 billion, up 10.5% year over year, beat by $50 million. DLR also raised guidance for the year, now expecting FFO per share of $7.25 to $7.30, which is above its prior range of $7.10 to $7.20. Total revenue for the year is expected to range from $6.025 billion to $6.075 billion, from its prior outlook for $5.925 billion to $6.025 billion. Iron MountainWith a yield of 4.1%, Iron Mountain Inc. (NYSE: IRM) has been actively expanding its data center business to meet the surging demand from artificial intelligence. In its most recent quarter, its FFO of 93 cents beat by a penny. Revenue of $1.75 billion, up 12.2% year over year, was in line with estimates. It also just raised its dividend to $0.864 per share, payable on January 6 to shareholders of record as of December 15. IRM also noted that "Data center revenue growth in excess of 30% is expected in Q4, and more than 25% growth is anticipated for 2026," as noted by Seeking Alpha. Pacer Benchmark Data & Infrastrucuture Real Estate ETFWith an expense ratio of 0.49%, the Pacer Benchmark Data & Infrastructure Real Estate ETF (NYSEARCA: SRVR) provides exposure to companies that generate a substantial portion of their revenue from real estate operations within the data and infrastructure sector. It also has a 30-day yield of 2.75%. Some of its top holdings include Digital Realty Trust, Equinix, American Tower Corp., Crown Castle, and Iron Mountain. It also recently paid a dividend of just over 12 cents per share on September 10. Before that, it paid out a dividend of just over 12 cents on June 11. Its next payout should be paid on January 5, 2026 to shareholders of record as of December 30. Data Center OutlookThe AI revolution is reshaping global infrastructure, and data centers remain at the center of that transformation. With hyperscalers accelerating capex and demand rising at a double-digit pace, investors have multiple ways to benefit. Whether through DLR, IRM, or the diversified SRVR ETF, the long-term trajectory for data center–driven income and growth remains compelling. This is a PAID ADVERTISEMENT provided to the subscribers of StockEarnings Free Newsletter. Although we have sent you this email, StockEarnings does not specifically endorse this product nor is it responsible for the content of this advertisement. Furthermore, we make no guarantee or warranty about what is advertised above. Your privacy is very important to us, if you wish to be excluded from future notices, do not reply to this message. Instead, please click Unsubscribe. StockEarnings, Inc
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