Dec. 29 at 5:18 PM
PickAlpha Mid-Day:
SoftBank agreed to buy DigitalBridge for
$16/sh cash, valuing the data-center investor at about
$4B incl. debt. The deal is expected to close in 2H 2026 pending approvals, and DBRG traded up toward the takeout price (reported).
Tickers:
$DBRG $SBGFY $EQIX
Here’s what matters: This is AI infrastructure bid stays real - the variable is whether data centers remain the cleanest “picks-and-shovels” bottleneck trade. If deal comps keep printing, listed DC / infra assets should stay supported and private capital keeps crowding in. If power/capex constraints or regulators slow builds, you’ll see it in widening spreads and multiple compression even with “AI demand” headlines still loud.
