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NASDAQ:EQIX 4 October 2025 - 14 February 2026

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

Data center shares dipped Friday, with Equinix slipping 0.6% to $820.93 and Digital Realty Trust retreating 0.9% to $165.95. Vertiv took a bigger hit, dropping 4.5% to $186.18, and Arista Networks slid 4.3% to $141.74. The Global X Data Center & Digital Infrastructure ETF declined 2.5%, while the Pacer Data & Infrastructure Real Estate ETF fell 2.0%.
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

Real-time wholesale electricity prices in Dominion Energy’s Virginia service area surged past $1,800 per megawatt-hour early Sunday, pushed by Winter Storm Fern and demand that outstripped forecasts in the nation’s busiest data-center hub. That’s up from roughly $200 just a day before. PJM Interconnection expects winter demand to hit a peak of 147.2 gigawatts on Tuesday, breaking the previous January 2025 record of 143.7 GW. Data from PJM showed Dominion’s load running about 5% higher than forecast Sunday morning.
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

Data center stocks enter a crucial week for U.S. tech earnings and the Federal Reserve’s announcement with no clear trend after Friday’s close. Vertiv gained 0.8%, finishing at $182.49. Equinix dipped 0.1% to $791.27, and Digital Realty inched up 0.3% to $159.16. The Pacer Data & Infrastructure Real Estate ETF rose 0.5%.
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 wrapped the week with mixed results as Washington urged PJM Interconnection to conduct an emergency power procurement auction. The goal: add new generation and push more costs onto large data center users. Digital Realty finished Friday up 1.9%, Vertiv climbed 2.5%, and Equinix saw little movement.
Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

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

Data center stocks ended the first trading day of 2026 on Friday with a sharp split between infrastructure suppliers and real estate landlords. Vertiv Holdings jumped 8.4% and Applied Digital rose 14.6%. Power-management supplier Eaton gained 2.8%, while Digital Realty and Iron Mountain edged up and Equinix slipped.
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 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.
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, an intensifying wireless pricing and switching battle, and the still-booming—but increasingly scrutinized—AI data center buildout that’s colliding with power availability, financing costs, and tenant credit risk.
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. 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.
AI Ignites a Nuclear Renaissance: How Tech Titans, Policy Shifts and New Reactors Are Powering the Next Energy Revolution

AI Ignites a Nuclear Renaissance: How Tech Titans, Policy Shifts and New Reactors Are Powering the Next Energy Revolution

A quarter century ago, nuclear energy was in decline. Fear of meltdowns, regulatory hurdles and the ascendancy of cheap natural gas reduced nuclear’s share of world electricity from about 18 % in the 1990s to roughly 9 % today investing.com. The disasters at Three Mile Island, Chernobyl and Fukushima galvanized public opposition and slowed investment, while nations turned to renewables and gas. Today, however, a new force—artificial intelligence—may be upending the calculus. Machine‑learning models like GPT‑5 run on data centers that consume vast amounts of electricity, and the prospect of constant, clean energy is pushing governments and Silicon Valley to rethink nuclear technology. This article explores the drivers, technologies, policies and controversies of the so‑called nuclear renaissance and assesses whether the hype will translate into real power.
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