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Boring is good, sometimes. And while high-flying cloud companies, social networks and search giants tend to get all the attention in the tech world, REITs, specifically datacenters and cell tower REITS, may deserve some attention. That's according to TheStreet's Eric Jhonsa, who points out that many of the industry's top players are down on the year and may be a bit oversold as much of the growth drivers that made these companies so attractive years ago are still in place. "For data center REITs, the catalysts include strong capex growth among cloud giants, as well as hybrid cloud and international data center investments among traditional enterprises," Jhonsa writes. " For wireless tower owners, 5G network build-outs, broader mobile data consumption growth and small cell base station adoption should act as growth drivers." Among data center REITs, Jhonsa points to Equinix (EQIX) - Get Equinix Inc. Report-down about 6% this year, CoreSite Realty (COR) - Get CoreSite Realty Corporation Report-- up just 1%, Digital Realty Trust (DLR) - Get Digital Realty Trust Inc. Report and CyrusOne (CONE) - Get CyrusOne Inc Report -- up 8% and 10%, respectively -- as potential plays. In tower REITs, SBA Communications (SBAC) - Get SBA Communications Corporation Report -- down about 5% this year, as well as American Tower (AMT) - Get American Tower Corporation (REIT) Report and Crown Castle (CCI) - Get Crown Castle International Corp. (REIT) Report could also be viable given growth catalysts. To be sure, headwinds still remain in place for these REITs, namely rising interest rates that can make these companies' dividend yields look less attractive relative to fixed-income investments. Still, there seems to be a bit more insulation to these REITs than say a company focused on shopping malls or hospital properties.

Tesla (TSLA) - Get Tesla Inc. Report may actually make its production goals, sort of, according to various reports over the weekend, which should help calm some investor worry about the House that Musk Built. While Tesla missed the mark on its end-of-August production goals, should it land between the 50,000 and 55,000 mark on its Model 3 estimate (a mark it does actually seem poised to hit according to TheStreet's Bret Kenwell), "it's just one more recent notch in the credibility column." It's a notch that the company desperately needs after Elon's "funding secured" Tweets a few weeks ago set the markets -- and the blogosphere -- ablaze with criticism of Elon Musk's candor as CEO. The question now is whether Tesla stock will trade without any clear catalysts ahead of it. "Will bulls become emboldened by the likelihood of a third-quarter profit? Or will doubts start to creep in and further pressure shares ahead of earnings (likely in late October or early November) as we've seen over the past two quarters?" asks Kenwell. Your guess is as good as mine, folks.

Nike (NKE) - Get Nike Inc. Report made some waves Tuesday. I'm not going to get into the Colin Kaepernick debate, but I can weigh in on Nike, briefly. As someone who owns a lot of Nikes and lives on the SNKRS app -- when I'm not at work, of course -- I'd say there isn't much to read into here. "This is one where you wait a day and you buy," said TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer. "Nike's very good." I tend to agree with our fearless leader.

Markets Today: As Amazon (AMZN) - Get Inc. Report hit $1 trillion in market cap and investors reacted to Nike's decision stocks closed lower but trimmed earlier losses. Investors pondered developments in the various trade disputes between Washington and major economic partners China and Canada. The Dow Jones Industrial Average declined 12 points, or 0.05%, to 25,952, the S&P 500 fell 0.17%, and the Nasdaq was down 0.23%.

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