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NASDAQ:EQIX News 30 June 2025 - 7 February 2026

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
7 February 2026
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Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Vertiv shares fell 4.5% and Arista Networks dropped 4.3% Friday as data center stocks slid ahead of a key week for tech earnings and U.S. economic data. Equinix and Digital Realty Trust also declined, while sector ETFs lost up to 2.5%. The pullback followed higher-than-expected producer prices and news that Donald Trump picked Kevin Warsh for Fed chair. Rising yields pressured REITs and cloud suppliers.
1 February 2026
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Data center stocks drop before a packed week: what to watch for Equinix, Digital Realty, Vertiv

Data center stocks drop before a packed week: what to watch for Equinix, Digital Realty, Vertiv

Vertiv shares fell 4.5% and Arista Networks dropped 4.3% Friday as data center stocks slid, with the Global X Data Center ETF down 2.5%. The declines followed Microsoft’s cloud revenue miss and came ahead of key REIT earnings and the Feb. 6 U.S. jobs report. Broader markets also dropped after Donald Trump said he would nominate Kevin Warsh as Fed chair.
31 January 2026
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Why U.S. real estate stocks could swing Monday: XLRE, VNQ and the Fed week ahead

Why U.S. real estate stocks could swing Monday: XLRE, VNQ and the Fed week ahead

U.S. real estate shares closed slightly higher Friday, with XLRE up 0.3% at $41.25 and VNQ up 0.2% at $90.54. Treasury yields slipped, the 10-year note falling to about 4.23%. S&P Global’s flash composite PMI held at 52.8, while the University of Michigan’s consumer sentiment index rose to 56.4. Investors await Monday’s bond market open and Wednesday’s Fed policy decision.
25 January 2026
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Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Wholesale electricity prices in Dominion Energy’s Virginia area spiked above $1,800 per megawatt-hour Sunday, up from $200 the day before, as Winter Storm Fern drove demand beyond forecasts. PJM Interconnection expects record winter demand Tuesday. Data center shares ended mixed Friday, with Intel plunging 17% after weak guidance. Investors await Big Tech earnings and the Fed’s rate decision next week.
25 January 2026
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Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Vertiv rose 0.8% to $182.49 Friday, while Equinix slipped 0.1% and Digital Realty edged up 0.3%. The S&P 500 ended flat as the Dow fell 0.58% and the Nasdaq gained 0.28%. Intel missed demand for AI server chips and lowered its outlook. Amazon is planning new layoffs at AWS and other units next week, Reuters reported.
24 January 2026
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REITs face a Tuesday test after MLK shutdown as XLRE, VNQ eye rates and policy

REITs face a Tuesday test after MLK shutdown as XLRE, VNQ eye rates and policy

U.S. real estate ETFs rose Friday, with XLRE up 1.2% to $42.21 and VNQ closing at $92.62. Markets are closed Monday for the Martin Luther King Jr. holiday. Prologis reports earnings Wednesday, coinciding with new housing data and a Trump policy speech in Davos. Investors are watching for signals ahead of the Federal Reserve’s late-January meeting.
19 January 2026
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Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

U.S. data center stocks ended mixed Friday as Washington pressed PJM Interconnection to hold an emergency auction to boost power supply and shift costs to large data centers. Digital Realty rose 1.9%, Vertiv gained 2.5%, and Equinix was little changed. PJM outlined new rules requiring big users to supply their own power or face curtailment. KeyBanc upgraded Digital Realty and Equinix, citing stable returns despite power constraints.
17 January 2026
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Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

Digital Realty Trust rose 3.7% to $158.55 Friday, rebounding after Bank of America downgraded the stock and cut its price target to $170. The company’s shares tracked a broader rally in data center REITs as the S&P 500 closed at a record high. Most analysts still rate Digital Realty a buy, with a median target of $195. Investors await the company’s Q4 earnings report next week.
10 January 2026
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Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

Vertiv Holdings surged 8.4% and Applied Digital jumped 14.6% Friday as data center infrastructure stocks outpaced real estate landlords on the first trading day of 2026. Barclays upgraded Vertiv to Overweight, citing its 2026 outlook. Digital Realty and Iron Mountain edged up, while Equinix slipped. Investors watched for signals on data center demand and upcoming earnings reports.
3 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

U.S. markets were closed Thursday for New Year’s Day after data center-linked stocks ended 2025 lower. Nvidia slipped 0.5%, Dell fell 1.6%, and Super Micro Computer lost 1.3% in the last session. Elon Musk’s xAI bought a third building for data center expansion, aiming for nearly 2 gigawatts of compute power. Traders await Friday’s reopening and early U.S. factory data next week.
1 January 2026
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Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

December 20, 2025 — Data center stocks have become one of the market’s most crowded (and consequential) intersections: artificial intelligence demand on one side, and real-world constraints—power, land, permitting, and financing—on the other. The investment story isn’t just about more GPUs and bigger server halls. It’s increasingly about who can secure megawatts, finance the build, and turn capex into durable cash flow. This weekend’s headlines sharpen that tension. Regulators in Georgia approved a massive electricity-generation expansion to serve data centers. In the Mid-Atlantic, federal regulators pushed PJM to clarify rules for AI-driven large loads—especially when they’re colocated near power plants.
20 December 2025
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Telecom & Digital Infrastructure US Stocks: Week Ahead After Fed Cut, Wireless Pricing Shock, and AI Data Center Power Scramble (Updated Dec. 14, 2025)

Telecom & Digital Infrastructure US Stocks: Week Ahead After Fed Cut, Wireless Pricing Shock, and AI Data Center Power Scramble (Updated Dec. 14, 2025)

Updated Sunday, December 14, 2025. The week ahead for Telecom & Digital Infrastructure US stocks is shaping up to be a tug-of-war between rate-sensitive valuation tailwinds (after the Fed’s latest cut), an intensifying wireless pricing and switching battle (led by fresh Verizon discounts and AT&T–T-Mobile legal crossfire), and the still-booming—but increasingly scrutinized—AI data center buildout that’s colliding with power availability, financing costs, and tenant credit risk. For investors tracking US-listed bellwethers like AT&T (T), Verizon (VZ), T-Mobile (TMUS), tower REITs American Tower (AMT) and Crown Castle (CCI), and data-center infrastructure leaders such as Equinix (EQIX) and Digital Realty (DLR), the
14 December 2025
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Equinix (EQIX) Stock: SEC Probe Ends, AI Supercomputer Deal and 2026 Price Targets – December 1, 2025 Outlook

Equinix (EQIX) Stock: SEC Probe Ends, AI Supercomputer Deal and 2026 Price Targets – December 1, 2025 Outlook

Equinix, Inc. (NASDAQ: EQIX) enters December 2025 as one of the most closely watched AI‑data‑center REITs on Wall Street. The stock has lagged both its real estate peers and the broader market this year, yet analysts still see meaningful upside driven by robust AI infrastructure demand, record bookings and a clearer regulatory backdrop. As of Monday, December 1, 2025, Equinix shares closed at $733.28, down 2.66% on the day and roughly 26% below their 52‑week high of $989.84 reached last December. MarketWatch Despite that drawdown, most major research aggregators still rate EQIX a “Strong Buy” with average 12‑month price targets
2 December 2025
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Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

In 2025, Amazon Web Services announced a $10 billion investment in North Carolina to build an AI-focused data center campus in Richmond County, creating 500 jobs. AWS plans new data centers in Chile, New Zealand, Saudi Arabia, and Taiwan, with CEO Matt Garman calling the expansion pace “breakneck” to support AI workloads. Alibaba Cloud opened its second data center in South Korea in June 2025 and pledged $52.7 billion to build a unified global network, adding a new region in Mexico and a second site in Thailand this year. Equinix completed the acquisition of three Manila, Philippines data centers (MN1,
8 July 2025
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Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

In May 2025, Salesforce announced a definitive agreement to acquire data management firm Informatica for $8 billion. In May 2025, Microsoft announced a partnership with xAI to host Grok 3 and Grok 3 Mini on Azure via the Azure AI Foundry service. On May 22, 2025, Red Hat and AMD announced an expanded collaboration to optimize AI workloads in hybrid cloud environments. On May 9, 2025, IBM announced a cloud partnership with Oracle to run IBM’s watsonx AI tools on Oracle Cloud Infrastructure (OCI). On May 15, 2025, Kyndryl and Microsoft expanded distributed cloud services to enhance hybrid, multicloud, and
30 June 2025
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Stock Market Today

Disney stock ends week higher after Friday bounce — what to watch for DIS next week

Disney stock ends week higher after Friday bounce — what to watch for DIS next week

7 February 2026
Disney shares closed up 3.6% at $108.70 Friday, recovering from earlier losses as U.S. stocks rallied and the Dow topped 50,000. Investors are watching Super Bowl streaming economics and Disney’s CEO transition, with Josh D’Amaro set to take over at the March 18 meeting. Disney reported quarterly revenue of $25.98 billion and adjusted EPS of $1.63, while segment operating income fell 9% to $4.6 billion.
Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

7 February 2026
Novo Nordisk Class B shares closed up 5.3% at 295.50 Danish crowns in Copenhagen after Hims & Hers said it would stop offering a compounded pill version of Wegovy following U.S. regulatory warnings. The move came after Novo called the Hims product “illegal mass compounding” and threatened legal action. Shares had fallen nearly 8% Thursday after Hims launched the pill. Trading resumes Monday.
Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

7 February 2026
Linde plc shares fell 2.5% to $448.24 Friday after reporting Q4 sales up 6% to $8.76 billion and adjusted EPS of $4.20. The company guided 2026 adjusted EPS to $17.40–$17.90, below analyst consensus. JPMorgan downgraded the stock, while Morgan Stanley and UBS raised price targets. Linde repurchased $1.4 billion in shares in Q4 and returned $7.4 billion to shareholders in 2025.
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