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NYSE:DLR 14 December 2025 - 14 February 2026

Iron Mountain stock near a 52-week high as data center stocks head into a holiday week

Iron Mountain stock near a 52-week high as data center stocks head into a holiday week

Iron Mountain shares rose 3.6% to $109.83 Friday, nearing a 52-week high, after the company projected 2026 revenue up to $7.775 billion and cited strong data center leasing. Softer January U.S. inflation and a drop in Treasury yields supported data center stocks. Equinix closed down 0.2% at $956.19. U.S. markets close Monday for Washington’s Birthday.
14 February 2026
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Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Vertiv surged 10% Friday, leading gains in U.S. data center stocks as Equinix rose 5% and Digital Realty climbed 4%. The Dow closed above 50,000 for the first time, while chip stocks rallied. Investors now await Vertiv and Equinix earnings midweek and U.S. CPI and jobs data next Friday, which could affect rate expectations and data center REIT valuations.
8 February 2026
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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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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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Digital Realty’s Malaysia move puts data center stocks back in play for Tuesday

Digital Realty’s Malaysia move puts data center stocks back in play for Tuesday

Digital Realty announced plans to acquire CSF Advisers and its TelcoHub 1 data center in Cyberjaya, Malaysia, expanding its Southeast Asia presence. U.S. markets were closed Monday for Martin Luther King Jr. Day; Digital Realty shares last closed up 1.9% at $163.60 on Friday. The deal includes adjacent land for future expansion, pending approval. Financial terms were not disclosed.
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)

Georgia regulators approved a $16.3 billion electricity generation expansion, with 80% of new capacity aimed at data centers. Federal officials pressed PJM to clarify rules for AI-driven large loads near power plants. Data center asset dealmaking set a record in 2025, while investors grew cautious over valuations and debt funding.
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)

Verizon cut wireless prices for multi-line plans on December 12, sparking concerns of a renewed price war with AT&T and T-Mobile. The Federal Reserve’s December 10 rate cut to 3.50%–3.75% shifted focus to REIT valuations and funding costs. Investors are watching for further carrier pricing moves and regulatory headlines in the coming week. Data center stocks face scrutiny over power supply and tenant risk.
14 December 2025
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Stock Market Today

  • Tuya (TUYA) Stock Analysis: Fair Pricing Amid Recent Pullback and Strong Long-Term Gains
    April 29, 2026, 12:05 PM EDT. Tuya (NYSE:TUYA) shares closed at $2.28, down 3.0% in one day and 6.2% over seven days, contrasting with a 3-year total shareholder return of 28.7%. The company reported $321.8 million in annual revenue and $57.9 million net income. Trading at a price-to-earnings (P/E) ratio of 24.1x, Tuya's valuation is slightly above its fair value estimate of 23.5x and peers' average of 21.7x, but below the broader U.S. Software industry average of 30.4x. This reflects investor confidence in its profitability and growth prospects, with earnings expected to grow nearly 10% annually. Risks include dependence on Chinese market demand and relatively rich valuation compared to peers. The stock trades just 0.9% below its intrinsic value according to discounted cash flow (DCF) estimates, suggesting near fair pricing.

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Mastercard Stock Jumps Before Earnings as Visa’s Big Beat Sends a Fresh Signal

Mastercard Stock Jumps Before Earnings as Visa’s Big Beat Sends a Fresh Signal

29 April 2026
Mastercard shares climbed 3.8% to $526.90 Wednesday after Visa beat profit estimates and raised its outlook, sending Visa shares up 8.7%. Mastercard reports first-quarter results Thursday. The company expanded its Start Path program this week to focus on business payments, with fintech Glass joining to work on public-sector procurement. Mastercard does not lend or issue cards, earning mainly from transaction fees.
GE HealthCare Technologies Inc. Stock Sinks as Tariffs and Chip Costs Force Profit Cut

GE HealthCare Technologies Inc. Stock Sinks as Tariffs and Chip Costs Force Profit Cut

29 April 2026
GE HealthCare cut its 2026 profit forecast Wednesday, citing higher chip, oil, and freight costs, as well as tariffs and a supplier issue. Shares fell nearly 13% to $59.75. First-quarter revenue rose 7.4% to $5.13 billion, but net income dropped to $389 million from $564 million a year earlier. The company also announced a reorganization, merging its Imaging and Advanced Visualization units.
Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

29 April 2026
The U.S. Commerce Department ordered Applied Materials, Lam Research, and KLA to halt some chip-tool shipments to China’s Hua Hong, Reuters reported. The move targets shipments linked to facilities believed capable of advanced chip production. Applied reported $2.10 billion in China revenue last quarter, or 30% of its total. Shares in Applied, Lam, and KLA traded lower after the news.
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