Today: 19 July 2026
Browse Category

NYSE:IRM 20 December 2025 - 30 April 2026

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.
Go toTop