Last mentioned: Mar 25, 2026
Infrastructure Outlook
American Tower to navigate elevated churn in international footprints and carrier consolidation impacts.
Billion-Dollar Bet
Borghei announces a new $1 billion platform focused on the next generation of wireless infrastructure.
The Billion-Dollar Vision
Borghei outlines the transition to the 'Next Infrastructure Platform' focused on AI and Edge convergence.
Earnings Release
Both companies report Q4 results; Avanos highlights SNS strength while AMT notes DISH default.
Tuesday Pre-Market
A heavy retail window featuring Lowe's, Macy's, AutoZone, and Norwegian Cruise Line provides a pulse check on consumer spending.
Monday Pre-Market
Domino's Pizza (DPZ), FIS, and Itau Unibanco lead the morning session, focusing on fintech and quick-service dining.
Tariff Mitigation Launch
Avanos begins implementing operational efficiency plans to counter potential trade cost increases.
Fiscal Year End
Avanos and American Tower conclude their 2025 fiscal years with strong performance in core segments.
Sustainability Milestone
Vertical Bridge becomes the first tower company to achieve carbon neutrality.
Portfolio Milestone
The company surpasses 500,000 owned or managed sites globally.
DigitalBridge Acquisition
DigitalBridge acquires a controlling interest in Vertical Bridge, signaling a shift toward integrated digital infrastructure.
DigitalBridge Acquisition
DigitalBridge acquires a controlling interest in Vertical Bridge to scale digital infrastructure.
Vertical Bridge Founded
Bernard Borghei co-founds Vertical Bridge, which becomes the largest private tower company in the US.
Vertical Bridge Founded
Bernard Borghei and partners launch the company to disrupt the US tower market.
Bernard Borghei, co-founder of Vertical Bridge, is spearheading a massive billion-dollar expansion into the next generation of wireless infrastructure. This new platform aims to move beyond traditional tower leasing by integrating edge computing, fiber, and AI-driven power management to meet the surging demands of hyperscalers and private 5G networks.
Bernard Borghei, the co-founder of Vertical Bridge, is launching a $1 billion infrastructure platform to capitalize on the convergence of 5G-Advanced and AI. This multi-asset strategy signals a shift from traditional macro towers to integrated digital ecosystems that support low-latency, high-power edge computing.
Investors are increasingly focusing on high-yield real estate stocks as market volatility drives a flight to quality and consistent dividend income. This shift highlights a broader trend of sector rotation into defensive assets amid stabilizing interest rate expectations for the first half of 2026.
Avanos Medical (AVNS) reported a strong 2025 finish with sales exceeding revised targets, driven by its Specialty Nutrition Systems segment. In contrast, American Tower (AMT) faces a challenging 2026 outlook due to a payment default by DISH and increased international churn.
Avanos Medical reported Q4 2025 earnings at the high end of guidance, driven by robust performance in its Specialty Nutrition Systems segment. Meanwhile, infrastructure provider American Tower highlighted durable data center demand despite facing headwinds from carrier defaults.
A diverse slate of earnings from retail giants like Lowe's and Macy's to industrial and utility leaders will provide a critical pulse check on the U.S. consumer and infrastructure spending. Investors are particularly focused on margin preservation amidst fluctuating interest rate expectations and shifting discretionary spending patterns.