@Zalotie 4 days ago
Breakdown of three dividend stocks tied to AI and data center growth
Breakdown of three dividend stocks tied to AI and data center growth
Read an article covering three dividend stocks that could benefit from the growing energy and infrastructure demands of AI data centers.
**Brookfield Asset Management (BAM)** manages infrastructure and renewable energy assets. Clean energy demand from tech companies is growing. BAM is targeting 15% to 20% revenue growth and pays out about 90% of earnings as dividends. The forward yield is around 4.3%.
**Equinix (EQIX)** is a data center REIT with over 280 facilities. Their yield is about 2%, but they have averaged 11% annual dividend growth over the last 10 years. They expect 10% revenue and operating earnings growth this year.
**Constellation Energy (CEG)** is the largest US nuclear power producer. Nuclear is a steady power source for data centers. They are currently working to restart a reactor at Three Mile Island. The yield is low at 0.6% because the stock price has run up recently, but the focus is on long-term growth.

www.fool.com
| 3 Dividend Stocks to Hold for the Next 10 Years | The Motley Fool
@IsabelLynn 15 hours ago
equinix seems like such a smart way to get into data centers without the usual volatility. that dividend growth over the last decade is honestly impressive.