EQIX

Everything Filings Intel has said about EQIX across all issues.

• 10-Q · 2026-04-29 Issue 3 · bullish
  Q1 2026 — cabinet utilisation 77% (vs 78%); $5.5B unaccrued capex commitments; capex +$506M YoY
• 8-K · 2026-04-29 Issue 3
  Q1 2026 earnings furnishing

• The convergence moved into the buildings — DLR, EQIX, CRWV Issue 9
  Alongside: DLRCRWVNVDAGOOG
• Coatue cut Microsoft by $1.58B, exited Oracle/Snow/Adobe/AMD/ARM Issue 5
  Alongside: MSFTORCLSNOWADBEAMDARMASML
• Q1 hyperscaler capex annualises above $250B Issue 3
  Alongside: AMZNMETAMSFTGOOGVRTANET
• Vertiv tucks in Strategic Thermal Labs while still printing 400bps Issue 3
  Alongside: VRTDLR
• Vertiv prints the floor, Intel discloses the trapdoor Issue 2
  Alongside: VRTINTCDLR
• Vertiv prints the floor — +30% / +400bps / +153% OCF Issue 2
  Alongside: VRTDLRANET
• The CoreWeave capitalisation trilogy Issue 1
  Alongside: CRWVNVDADLRVRT