DLR

Everything Filings Intel has said about DLR across all issues.

• 8-K · 2026-06-22 Issue 14 · bullish
  Digital Realty raised its Teraco stake (Africa's largest data-centre platform) from ~55% to 77% via a partner put-right, acquired Columbia Capital (a digital-infrastructure VC/PE manager with ~$9bn in fund commitments) as an in-house venture arm, and land-banked ~1,440 acres near Kansas City for $377.6m. The landlord scaling and integrating up the capital stack.
• 8-K · 2026-04-23 Issue 2 · neutral
  Q1 earnings furnished. Body is procedural; substance is in the press release exhibit. Corporate HQ moved from Dallas to Austin in the filing header.
• 8-K · 2026-04-23 Issue 2
  Q1 earnings furnishing + supplemental presentation

• The landlords scale up the stack — Digital Realty consolidates Teraco, buys a venture arm, and banks land Issue 14
  Alongside: EQIX
• The positioning hasn't moved — and an honest read on what this is worth to a trader Issue 10
  Alongside: NVDAGOOGEQIXCRWV
• The convergence moved into the buildings — DLR, EQIX, CRWV Issue 9
  Alongside: EQIXCRWVNVDAGOOG
• Vertiv tucks in Strategic Thermal Labs while still printing 400bps Issue 3
  Alongside: VRTEQIX
• Vertiv prints the floor, Intel discloses the trapdoor Issue 2
  Alongside: VRTINTCEQIX
• Vertiv prints the floor — +30% / +400bps / +153% OCF Issue 2
  Alongside: VRTEQIXANET
• The CoreWeave capitalisation trilogy Issue 1
  Alongside: CRWVNVDAEQIXVRT