$DLR

Matt Frankel identifies five dividend stocks including Prologis and Realty Income as stable income sources amid market uncertainty.

Nvidia sold its entire $177M stake in Applied Digital in Q4 2025. Despite the exit, the AI infrastructure company's $16B contracted revenue and sector growth remain intact, though customer concentration risk persists.

Polymarket prediction markets offer entertainment but no intrinsic value. Investors should instead focus on AI infrastructure stocks like Digital Realty Trust and Brookfield Renewable Partners, which provide dividends and genuine exposure to AI demand.

Digital Realty acquires Lisbon data center supporting 2.4 MW IT load, leveraging Portugal's Atlantic gateway position and subsea cable connectivity.

RFI offers better value than RQI despite similar 8%+ yields; RFI's NAV discount versus RQI's premium creates upside potential as rates decline.

Digital Realty launches innovation labs in Singapore and Japan to help enterprises test AI infrastructure before full deployment, expanding its DRIL program across Asia Pacific.

Digital Realty Trust benefits from AI infrastructure demand, offering a 2.7% dividend yield with recurring revenue from long-term contracts—a defensive alternative to volatile semiconductor stocks.

Three dividend aristocrats—ADP, DLR, and NEE—offer long-term investors consistent income through decades of dividend growth and stable business models.

Tech companies benefiting from $650B AI infrastructure spending include Nvidia, TSMC, Digital Realty, Nebius, and Credo Technology across semiconductor, data center, and networking sectors.