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Equinix

824.75

+5.420.66%

Post-market: 822.55-2.2000-0.27%19:35 EST

Volume:306.86K

Turnover:251.90M

Market Cap:80.98B

PE:75.33

High:825.25

Open:824.14

Low:812.64

Close:819.33

52wk High:994.03

52wk Low:701.41

Shares:98.19M

Float Shares:97.49M

Volume Ratio:0.51

T/O Rate:0.31%

Dividend:18.33

Dividend Rate:2.22%

EPS(TTM):10.95

EPS(LYR):8.54

ROE:7.70%

ROA:3.20%

PB:5.72

PE(LYR):96.60

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Overview Company News Filings

Citic Securities Adjusts Price Target on Equinix to $1,012 From $1,031, Maintains Buy Rating

MT Newswires Live

Equinix names Douglas Merrill as Chief Information Security Officer

BRIEF-Equinix Europe 2 Financing Corp Files For Senior Notes Offering Unconditionally Guaranteed By Equinix; Size Not Disclosed - SEC Filing

Equinix Europe 2 Financing Corp Llc Files for Senior Notes Offering Unconditionally Guaranteed by Equinix; Size Not Disclosed - SEC Filing

THOMSON REUTERS

Iron Mountain beats third-quarter earnings estimates on AI-driven data center demand

Brandi Galvin Morandi, Chief People Officer, Sells Equinix Inc. Common Shares

Equinix Inc. Files Initial Beneficial Ownership Statement for Director Rebecca J. Kujawa

Equinix Appoints Rebecca Kujawa as Independent Director

Press Release: Rebecca Kujawa Appointed to Equinix Board of Directors

9 'Second-Level' AI Trades To Consider Buying Now

Benzinga_recent_news

BT Completes Sale of Irish Datacentre Business to Equinix

Equinix (EQIX.US) Q3 Earnings Call: Plans to Double Capacity by 2029, Ecosystem Expands Across AI and Other Industries

Equinix Earnings Call: Robust Growth and Strategic Expansion

Equinix Is Maintained at Overweight by JP Morgan

Equinix Stock (EQIX) Pops as it Seals $5B U.K. Data Center Deal

Goldman Sachs Adjusts Price Target on Equinix to $910 From $880

MT Newswires Live

Stock Track | Equinix Soars 5.02% as Analysts Raise Price Targets on Strong Data Center Demand

Everyone's asking the wrong question about an AI bubble. Here are the stocks to buy - and when.

Refile-Equinix Inc : TD Cowen Raises Target Price to $995 From $993 (Fixes Typo)

THOMSON REUTERS

U.S. RESEARCH ROUNDUP- Alphabet, Boeing, KLA

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W","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251105:nL4N3WH137:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4504","LU0323591593.USD","LU1732800096.USD","IE00BVYPNV92.GBP","LU2506952170.USD","LU1196500208.SGD","BK4534","LU2237443382.USD","LU0096364046.USD","BK4529","IRM","IE000M9KFDE8.USD","LU1221951046.USD","LU0061474960.USD","LU1221951129.SGD","LU2506952097.USD","BK4566","BK4116","BK4533","LU0175139822.USD","LU2237443622.USD","LU0006306889.USD","LU0234572021.USD","LU0868494617.USD","DLR","SG9999014575.USD","LU2237443895.HKD","LU1670711123.USD","LU2237443978.SGD","IE00BLSP4239.USD","LU1868837300.USD","LU2125154935.USD","LU2237443549.SGD","LU2108987350.USD","LU1670710661.SGD","LU1670710588.SGD","LU1059921491.USD","BK4567","AKAM","EQIX","SG9999011175.SGD","LU0265550359.USD","LU1868836914.USD","BK4516","LU0289960550.SGD","LU2506951958.HKD","LU2506951875.HKD","LU1894683348.USD"],"gpt_icon":1},{"id":"2581762808","title":"Brandi Galvin Morandi, Chief People Officer, Sells Equinix Inc. Common Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2581762808","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581762808?lang=en_us&edition=fundamental","pubTime":"2025-11-05 05:24","pubTimestamp":1762291488,"startTime":"0","endTime":"0","summary":"Brandi Galvin Morandi, Chief People Officer of Equinix Inc., has reported a disposal of common shares of the company. The full filing can be accessed through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Equinix Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on November 04, 2025, and is solely responsible for the information contained therein.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251104:nNDL6Yghbd:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4222","BK4581","EQIX","BK4084","BK4585","BK4554","BK4566","BK4529","BK4567","BK4588"],"gpt_icon":0},{"id":"2581764719","title":"Equinix Inc. Files Initial Beneficial Ownership Statement for Director Rebecca J. Kujawa","url":"https://stock-news.laohu8.com/highlight/detail?id=2581764719","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581764719?lang=en_us&edition=fundamental","pubTime":"2025-11-05 05:21","pubTimestamp":1762291319,"startTime":"0","endTime":"0","summary":"Equinix Inc. has filed an initial statement of beneficial ownership  with the U.S. Securities and Exchange Commission. The filing names Rebecca J. Kujawa as the beneficial owner, serving in the role of Director. The full filing can be accessed through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Equinix Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on November 04, 2025, and is solely responsible for the information contained therein.","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251104:nNDLqBDl8:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4581","BK4529","BK4222","BK4585","BK4554","BK4566","BK4567","BK4588","EQIX","BK4084"],"gpt_icon":0},{"id":"2580759737","title":"Equinix Appoints Rebecca Kujawa as Independent Director","url":"https://stock-news.laohu8.com/highlight/detail?id=2580759737","media":"TIPRANKS","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580759737?lang=en_us&edition=fundamental","pubTime":"2025-11-04 21:58","pubTimestamp":1762264719,"startTime":"0","endTime":"0","summary":"Equinix ( ($EQIX) ) has provided an update. On November 3, 2025, Equinix, Inc. announced the election of Rebecca Kujawa as an independent director ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/equinix-appoints-rebecca-kujawa-as-independent-director?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/equinix-appoints-rebecca-kujawa-as-independent-director?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["BK4585","BK4566","BK4581","BK4529","BK4567","EQIX","BK4554","BK4222","BK4588","BK4084"],"gpt_icon":0},{"id":"2580731065","title":"Press Release: Rebecca Kujawa Appointed to Equinix Board of Directors","url":"https://stock-news.laohu8.com/highlight/detail?id=2580731065","media":"Dow Jones","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580731065?lang=en_us&edition=fundamental","pubTime":"2025-11-04 21:01","pubTimestamp":1762261260,"startTime":"0","endTime":"0","summary":"REDWOOD CITY, Calif., Nov. 4, 2025 /PRNewswire/ -- Equinix, Inc. , the world's digital infrastructure company ,  today announced the appointment of Rebecca Kujawa to the Equinix Board of Directors. Kujawa most recently served as President & CEO of NextEra Energy Resources, the largest competitive power company in the U.S. and the world's leader in renewables.\"Rebecca brings tremendous experience within the energy sector, and we are very excited to have her join our Board at such a vital time in our company's journey,\" said Charles Meyers, Executive Chairman, Equinix. \"With her more than two decades of leadership at the intersection of energy, technology and capital markets, Rebecca's expertise will be invaluable as we navigate an increasingly complex global energy market and secure the power capacity required to fuel our next phase of growth--doubling our existing footprint in the next five years.\"","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4232","BK4585","BK4566","BK4581","BK4529","BK4567","EQIX","BK4554","R","BK4022","BK4222","BK4588","BK4084"],"gpt_icon":0},{"id":"2580084246","title":"9 'Second-Level' AI Trades To Consider Buying Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2580084246","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580084246?lang=en_us&edition=fundamental","pubTime":"2025-11-04 01:42","pubTimestamp":1762191720,"startTime":"0","endTime":"0","summary":"Everyone knows the story: artificial intelligence  is the next big thing. Headlines focus onNvidia  ,Microsoft , and the handful of giants building the chips and software that power machine learning.That's the easy story. The first-level trade. The one everyone sees.But real money is made by asking what happens next. Second-level thinking involves examining the infrastructure that enables AI. The reality is that all this digital innovation depends on physical construction.Those language models and neural networks live in warehouses filled with servers that require enormous amounts of power, water, cooling, and concrete. Every teraflop of AI compute rests on a foundation of steel and electricity.The crowd buys the chips. The smart money buys the infrastructure. And AI's appetite for electricity is like nothing we have seen in modern history.See why serious traders refuse to trade without it. Real-time intelligence, AI analysis, and instant alerts. Test everything free for 14 days. Start","market":"us","thumbnail":"https://cdn.benzinga.com/files/images/story/2025/11/03/Data-Center.jpeg?optimize=medium&dpr=2&auto=webp&width=240","type":0,"news_type":0,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/03/Data-Center.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/trading-ideas/movers/25/11/48598881/9-second-level-ai-trades-to-consider-buying-now","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/trading-ideas/movers/25/11/48598881/9-second-level-ai-trades-to-consider-buying-now","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"benzinga_recent_news","symbols":["TSYW.SI","SQQQ","NVD","QID","CEG","STRL","WMB","QLD","AI","DUK","EQIX","NVD2.UK","ET","NVDS","NVDY","NVDU","IE0009G5SDU7.USD","KMI","SNVD.UK","NEE","NVDS.UK",".IXIC","DLR","PSQ","SO","NVDD","IE00B1XK9C88.USD","TQQQ","NVD3.UK","USAW.SI","MNQmain","LU0097036916.USD","LU1582987597.SGD","LU0011850046.USD","LU2461242641.AUD","NVIW.SI","USJW.SI","D","J","GB00BDT5M118.USD","FLR","3NVD.UK","NVDX","PWR","NQmain","2NVD.UK"],"gpt_icon":1},{"id":"2580295509","title":"BT Completes Sale of Irish Datacentre Business to Equinix","url":"https://stock-news.laohu8.com/highlight/detail?id=2580295509","media":"Reuters","labels":["corporation","event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580295509?lang=en_us&edition=fundamental","pubTime":"2025-11-03 18:03","pubTimestamp":1762164231,"startTime":"0","endTime":"0","summary":"BT has completed the sale of its datacentre business in Ireland to Equinix. This follows the initial announcement of the deal in December 2024 and marks another step in BT's strategy to adopt a more asset-light and flexible model internationally. The company will maintain a strong presence in Ireland, with over 300 employees supporting multinational clients and continuing to deliver the Emergency Call Answering Service. Additionally, more than 100 experts remain in Dublin as part of BT's global procurement unit, BT Sourced.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. BT Group plc published the original content used to generate this news brief on November 03, 2025, and is solely responsible for the information contained therein.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251103:nNDL3pLVH9:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4581","BK4588","BK4554","BK4585","BK4566","EQIX","BK4084","BK4567","BK4529","BK4222"],"gpt_icon":0},{"id":"1150122141","title":"Equinix (EQIX.US) Q3 Earnings Call: Plans to Double Capacity by 2029, Ecosystem Expands Across AI and Other Industries","url":"https://stock-news.laohu8.com/highlight/detail?id=1150122141","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150122141?lang=en_us&edition=fundamental","pubTime":"2025-11-03 07:32","pubTimestamp":1762126326,"startTime":"0","endTime":"0","summary":"Equinix (EQIX.US) reported strong third-quarter results, with revenue reaching $2.316 billion, up 5.23% year-over-year (YoY). Net income rose 25.93% YoY to $374 million, while basic EPS grew 22.83%...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4554","BK4084","BK4222","BK4581","BK4529","BK4585","BK4588","BK4566","BK4567","EQIX"],"gpt_icon":0},{"id":"2579100935","title":"Equinix Earnings Call: Robust Growth and Strategic Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=2579100935","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579100935?lang=en_us&edition=fundamental","pubTime":"2025-10-31 08:15","pubTimestamp":1761869733,"startTime":"0","endTime":"0","summary":"Equinix (($EQIX)) has held its Q3 earnings call. Read on for the main highlights of the call. Equinix’s latest earnings call painted a picture of r...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/equinix-earnings-call-robust-growth-and-strategic-expansion?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/equinix-earnings-call-robust-growth-and-strategic-expansion?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["EQIX"],"gpt_icon":0},{"id":"2579108494","title":"Equinix Is Maintained at Overweight by JP Morgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2579108494","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579108494?lang=en_us&edition=fundamental","pubTime":"2025-10-31 05:04","pubTimestamp":1761858240,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/EQIX/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 30, 2025 17:04 ET (21:04 GMT)","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EQIX"],"gpt_icon":0},{"id":"2579612725","title":"Equinix Stock (EQIX) Pops as it Seals $5B U.K. Data Center Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2579612725","media":"TIPRANKS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579612725?lang=en_us&edition=fundamental","pubTime":"2025-10-31 00:47","pubTimestamp":1761842874,"startTime":"0","endTime":"0","summary":"Shares in digital infrastructure group Equinix ($EQIX) strengthened today as it sealed a $5 billion deal to buy a huge new data center campus in th...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/equinix-stock-eqix-pops-as-it-seals-5b-u-k-data-center-deal?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/equinix-stock-eqix-pops-as-it-seals-5b-u-k-data-center-deal?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["BK4529","BK4566","BK4588","BK4554","BK4222","EQIX","BK4567","BK4585","BK4581","BK4084"],"gpt_icon":0},{"id":"2579330172","title":"Goldman Sachs Adjusts Price Target on Equinix to $910 From $880","url":"https://stock-news.laohu8.com/highlight/detail?id=2579330172","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579330172?lang=en_us&edition=fundamental","pubTime":"2025-10-30 23:48","pubTimestamp":1761839320,"startTime":"0","endTime":"0","summary":"Equinix (EQIX) has an average rating of buy and mean price target of $969.76, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and ","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["EQIX"],"gpt_icon":0},{"id":"1104663235","title":"Stock Track | Equinix Soars 5.02% as Analysts Raise Price Targets on Strong Data Center Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1104663235","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104663235?lang=en_us&edition=fundamental","pubTime":"2025-10-30 22:30","pubTimestamp":1761834635,"startTime":"0","endTime":"0","summary":"Equinix (EQIX) stock surged 5.02% in Thursday's pre-market trading session following a series of analyst price target increases and positive news about the company's expansion plans. The data center...","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["EQIX"],"gpt_icon":0},{"id":"2579143281","title":"Everyone's asking the wrong question about an AI bubble. Here are the stocks to buy - and when.","url":"https://stock-news.laohu8.com/highlight/detail?id=2579143281","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579143281?lang=en_us&edition=fundamental","pubTime":"2025-10-30 19:40","pubTimestamp":1761824400,"startTime":"0","endTime":"0","summary":"Yes, the AI bubble is deflating - but these tech stocks can survive and thrive. Here's your bubble-management playbook.This isn't the dot-com collapse all over again. It's far more interesting and far more profitable if you know where to look.I've been watching the AI bubble inflate for months now - the unsustainable burn rates, the pilot projects that went nowhere, the startups that couldn't explain their unit economics. So when industry insiders finally started ringing alarm bells, I couldn't resist diving deeper into what's really happening.What I found surprised me. Yes, there's an AI bubble. But the viral claim that it's 17-times larger than the dot-com crash is misleading. MacroStrategy Partnership's headline-grabbing analysis measured total capital misallocation across all asset classes, not AI specifically. It seems to me that the math behind the analysis was designed to terrify, not inform.Tier 3: Mass casualties are showing up in the numbers. 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