Oklo, a nuclear microreactor startup, has experienced significant volatility after rising over 700% year-to-date before declining from its October peak. While the company has secured partnerships with Meta, Switch, and Equinix and boasts a 14-gigawatt customer pipeline, it lacks regulatory approval and revenue. With commercial operations potentially two years away and uncertain economics, investors face substantial risk despite the company's innovative business model of deploying small reactors for on-site power generation.

Resolution Capital sold 2.57 million shares (85% of its stake) in Cousins Properties during Q1 2026, valued at approximately $62.35 million. Despite the fund's exit, the article notes that Cousins Properties remains positioned as a potential office REIT winner due to its focus on premium Class A properties in high-growth Sun Belt markets, strong leasing pipeline, and solid balance sheet metrics.

GSI Capital Advisors fully exited its position in SmartStop Self Storage REIT (SMA) on May 14, 2026, selling 124,919 shares for approximately $4.01 million. Despite the exit, SmartStop's Q1 2026 fundamentals showed improvement with 20% revenue growth and a swing to profitability, though the stock has underperformed the S&P 500 by 38 percentage points over the past year.

The article compares two nuclear energy stocks—NuScale Power and Oklo—both positioned to benefit from AI data center energy demand and government backing for nuclear expansion. While NuScale holds regulatory approval for its small modular reactor design, Oklo is recommended as the better buy due to stronger partnerships with the DOE and Nvidia, operational progress toward criticality, and a larger cash balance of $2 billion.

The article recommends three dividend stocks for long-term holding: Merck, which is preparing for Keytruda patent expiration with a robust pipeline of 50+ trials; Verizon, a stable telecom with growth drivers in fixed wireless access and AI infrastructure; and Equinix, a data center REIT benefiting from the booming AI industry with consistent dividend growth.

The UAE data center market is projected to grow at 18.82% CAGR from 2025 to 2031, reaching $6.7 billion by 2031 from $2.38 billion in 2025. The market currently hosts 37 operational facilities with 21 new centers planned. Key players include Khazna Data Centers and Gulf Data Hub, while wholesale colocation is expected to dominate market share by 2031. Submarine cable investments and AI infrastructure development are driving growth in the region.

Mexico's data center market is projected to grow at 19.32% CAGR from 2025 to 2031, reaching $3.48 billion by 2031 from $1.2 billion in 2025. Growth is driven by AI, IoT, big data adoption, 5G expansion, and government initiatives. Key developments include Latin America's first NVIDIA-backed HPC and AI center in Nuevo León with $1 billion investment, and $7.14 billion in renewable energy projects. Major investors include AWS, Microsoft, Google, Equinix, and Ascenty.

The article compares two global real estate ETFs: iShares Global REIT ETF (REET) and FlexShares Global Quality Real Estate Index Fund (GQRE). REET offers a lower expense ratio (0.14% vs 0.45%), broader diversification with 323 holdings, and lower historical drawdown, making it ideal for cost-conscious investors. GQRE provides higher dividend yield (4.3% vs 3.4%) through quality-focused screening but carries higher costs and volatility, appealing to income-focused investors. Both funds hold similar core positions in large-cap REITs like Prologis and Welltower.

Data Centre LIVE: The London Summit, taking place on 20-21 May 2026 in London, will unite over 1,000 senior leaders from the global data centre ecosystem. The two-day event features keynotes, panel discussions, and workshops addressing critical industry challenges including AI integration, sustainability, hyperscale strategies, power consumption, and cybersecurity. Senior executives from major organizations including Equinix, NTT Global Data Centers, AWS, and others will share insights on navigating unprecedented demand driven by AI workloads and digital transformation.

Bloom Energy has surged nearly 200% in 2026, driven by demand from AI data centers needing reliable power. The company's solid oxide fuel cell systems offer faster deployment than nuclear alternatives and have secured major clients including Oracle and Equinix. However, at 128x forward earnings and 28x sales, the stock trades at a premium valuation, warranting cautious entry through dollar-cost averaging.

Oklo and Nano Nuclear Energy are competing to supply small nuclear reactors to AI data centers. Oklo has stronger partnerships with Meta, Switch, and Equinix, plus an $11 billion potential backlog and regulatory progress with the NRC. However, Nano Nuclear Energy offers a more attractive valuation at $1.4 billion market cap versus Oklo's $12.5 billion, despite being earlier in development.

The article recommends REITs as attractive long-term dividend investments, particularly as interest rates are expected to decline. Three specific REITs are highlighted: Realty Income (strong dividend history), Prologis (industrial real estate), and Equinix (data center growth potential from AI infrastructure). REITs have underperformed recently but are positioned for market-beating returns over the next 5-10 years.