Iron Mountain Stock Jumps as AI Data-Center Demand Pushes 2026 Forecast Higher

Iron Mountain lifted its full-year outlook Thursday following a better-than-expected first quarter, sending shares up sharply as investors seized on signs the records-storage firm is reaping more from data centers and corporate IT asset projects.

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.

US Stock Market Today Updates

MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Warsh at Jackson Hole

Policy tone can move rates, USD, equities, gold and crypto simultaneously.

#2

Michigan sentiment

A weak final reading or elevated inflation expectations could pressure risk assets.

#3

Chicago PMI

A surprise versus 58.0 may alter the near-term manufacturing-growth narrative.

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Times and estimates may change. Verify before trading.