Your email has been successfully added to our mailing list.

×
-0.00139762403913347 -0.00142557651991612 -0.00240391334730961 -0.00209643605870021 0.00265548567435357 0.000950384346610851 0.00106219426974143 0.00036338225017469
Stock impact report

Data center boom boosts communications infra companies but supply catching up [Yahoo! Finance]

Digital Realty Trust, Inc. (DLR) 
Last digital realty trust, inc. earnings: 2/13 04:50 pm Check Earnings Report
US:NYSE Investor Relations: investor.digitalrealty.com
Company Research Source: Yahoo! Finance
Bernstein began coverage of Digital Realty, Equinix, CoreWeave, and Crown Castle amid surge in spending tied to artificial intelligence and cloud computing. Analysts said more than $1 trillion in investment has been pledged toward physical infrastructure in the current cycle, including large-scale data center construction to support rising demand for computing power. That demand is growing faster than new capacity can be built. Bernstein forecasts global data center demand to expand at a 13% compound annual growth rate through 2028, keeping pricing high and vacancy rates low in the near term. The firm expects market-wide vacancy to reach a trough of about 4.9% in 2026 before rising above 10.5% by 2028 as new facilities come online. Within the sector, Bernstein favors companies focused on enterprise customers rather than hyperscale cloud providers. It named Digital Realty its top pick, citing stronger enterprise growth as competitors prioritize hyperscaler demand. The broker Show less Read more
Impact Snapshot
Event Time:
DLR
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison Updated
Event Day
Stock performance from the time of news release until the following 4pm ET market close
Last price at news event
Since Event
Multi-day stock performance from the time of the news release
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST
PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
Last Price
VWAP
High:
Max Up
High:
Low:
Max Down
Low:
%
Post news range
%
Price change

Price Change Percentage


S&P 500
(SPX)

%

Volume ratio
%

Volume
Ticks

Avg transaction size

Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Opt-in for
DLR alerts

from News Quantified
Opt-in for
DLR alerts

from News Quantified