Digital Realty Trust Inc. (NYSE:DLR) is one of the worst-performing data center stocks in 2025. Despite being a pure-play on data centers, the stock has lagged with a year-to-date decline of over 3%. However, its capabilities to provide the full spectrum of data center, colocation, and interconnection solutions continue to support its long-term outlook. Analysts’ views on the stock remain mixed. While TD Cowen analyst John Blackledge reiterated his Hold rating and $163 price target on September 16, Irvin ...

Core Insights - COPT Defense Properties (NYSE:CDP) is currently one of the worst-performing data center stocks in 2025, with a stock performance decline of 4% over the past year [1] Company Overview - The company specializes in developing and operating secure data centers that cater to national security, intelligence, and cloud computing workloads. Its properties are primarily located near the Pentagon and intelligence hubs, providing stable, long-term leases with low vacancy risk, which results in predictable cash flows. However, growth is limited due to the nature of high-security facilities and is heavily reliant on government budgets [2] Financial Performance - COPT Defense Properties has demonstrated a stable cash flow profile, allowing it to increase its dividend by nearly 11% over the last three years. The current dividend yield stands at over 4% [3] Recent Developments - At the BofA Securities 2025 Global Real Estate Conference, the company reported achieving over 350,000 square feet of vacancy leasing in the first half of 2025, against an initial goal of 400,000 square feet for the year. This led to a modest increase in their guidance, with management expressing confidence in meeting the upgraded targets [4] Analyst Insights - Following the company's presentation, JPMorgan analyst Anthony Paolone noted that current consensus estimates seem conservative and raised his estimates accordingly. He increased the price target for the stock from $30 to $33 while maintaining a Neutral rating [5]

Core Insights - Equinix Inc. is focusing on strengthening its position in AI infrastructure through various initiatives aimed at enhancing distributed AI and global interconnection [1][2] - The company has introduced a Distributed AI infrastructure to help enterprises efficiently deploy AI workloads across different regions [1] - Equinix's platform now includes over 270 data centers across 77 markets and has expanded its AI partner ecosystem to over 2,000 vendors [2] AI Initiatives - The company launched an AI-ready backbone and Fabric Intelligence for automated network optimization, along with a global AI Solutions Lab for testing and validating new AI solutions [2] - Equinix and Zayo have collaborated to unveil the AI Infrastructure Blueprint, which establishes a standardized framework for AI networking and interconnection [3] - The blueprint outlines the collaboration between high-capacity networks, interconnection hubs, and training and inference data centers to support scalable deployment of distributed AI [3] Market Position - Equinix is recognized as a leading global provider of interconnection and colocation services through its extensive network of data centers [4] - Despite its potential, there are indications that certain AI stocks may offer greater upside potential and carry less downside risk compared to Equinix [4]

Group 1 - CEOs are increasingly prioritizing digital themes, with AI, software, and data centers being the leading topics in Q3 2025 earnings calls, reflecting a nearly doubled mention rate over the past five years [4][11][34] - Discussions around tariffs remain prevalent, cited in 53% of earnings calls, although this represents a 28% decline quarter-over-quarter, indicating a shift towards structured management of tariffs rather than mitigation [8][34] - The demand for data centers is strong, with mentions rising to 15% of earnings calls, particularly in the utilities and construction sectors, highlighting capacity constraints despite high demand [16][17] Group 2 - Agentic AI is gaining traction, with mentions rising 40% quarter-over-quarter to 4% of calls, while overall AI discussions reached 45% of calls, marking a significant increase in focus on practical applications [22][24] - Robotics, particularly humanoid applications, saw a 28% increase in mentions, with the manufacturing sector showing the highest engagement, indicating a growing interest in AI-driven robotics [28][30] - Economic growth is projected to slow, with global GDP growth expected to decrease from 3.3% in 2024 to 3.2% in 2025, influenced by factors such as tariff increases and inflation [5][6]

(Reuters) -CoreWeave said it has signed a $14 billion agreement with Meta to supply computing power, the latest multi-billion dollar deal as businesses ramp up infrastructure to meet the demand for artificial intelligence applications. Shares of CoreWeave surged 10% in premarket trading following the news on Tuesday. As a part of the agreement, CoreWeave will provide the Facebook-parent access to Nvidia's latest GB300 systems, according to a Bloomberg report, citing an interview with the data center oper ...

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research chief market strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. With the episode’s focus surrounding data centers, Johnson shares his perspective on how AI infrastructure is driv ...

Core Insights - The discussion emphasizes the significance of AI spending as a primary driver of both the economy and the markets, highlighting a bifurcated market where some companies thrive while others struggle [6][7][9] - A focus on data centers is presented as a critical area for investment, with expectations of growth in infrastructure that supports AI technologies [11][21] - Micron Technology is projected to surpass a 50% gross margin threshold within the next year, indicating a transformation in its business model and market positioning [39][41] Company Insights - Apple is reportedly exploring potential mergers and acquisitions with smaller AI startups to enhance its AI capabilities, reflecting a strategic approach to bolster its technology roadmap [22][25] - Micron is undergoing a significant transformation, with a shift towards high bandwidth memory products that cater to AI applications, suggesting a long-term growth strategy [44][48] - The hiring practices at Micron have evolved, indicating a cultural shift towards embracing AI and technology integration, which may position the company for sustained growth [49] Industry Insights - The conversation highlights the importance of networking components in data centers, suggesting that future growth will not only come from GPUs but also from the infrastructure that connects these systems [17][21] - There is a comparison to the dot-com era, with caution about potential overbuilding in the current tech landscape, particularly in fiber optics and data centers [28][30] - The current market environment is characterized by high valuations, but the demand for AI-related products and services is seen as a strong indicator of continued growth, contrasting with past market cycles [34][36]

Core Viewpoint - HRC World Plc held its Annual General Meeting on 30 September 2025, where several key resolutions were passed, including the approval of financial statements and the re-appointment of auditors [2][3][4]. Financial Resolutions - The AGM approved the Company's Audited Financial Statements for the period ended 31 March 2025, along with the Reports of the Directors and the Auditor [3]. - RPG Crouch Chapman LLP was re-appointed as auditors, and the Board was authorized to determine their remuneration [3]. Share Allotment Authority - The AGM granted authority to allot shares, maintaining the normal pre-emption rights for shareholders as per the Companies Act 2006 [3]. - A resolution to disapply pre-emption rights was also agreed, allowing directors to allot new shares or sell treasury shares for cash, up to 20% of the shares currently in issue [3]. Company Overview - HRC World Plc is a UK public company listed on Nasdaq First North Copenhagen and the Aquis Stock Exchange Growth Market Access Category, focusing on developing and operating small to medium-sized distributed data centers [5]. - The company offers co-location services, including server rack rentals and secure hosting spaces, ensuring reliable and secure environments for critical IT systems [5]. - HRC is also exploring sustainable innovations in renewable energy solutions, such as solar, wind, hydro, biogas, and new technologies like nano-nuclear reactors [5].

Core Insights - Hyperscale Data's Bitcoin treasury now constitutes approximately 41.4% of its market capitalization, totaling around $24.2 million as of September 28, 2025 [1] - The company aims to accumulate Bitcoin equal to 100% of its market capitalization as part of a broader $100 million digital asset treasury strategy [1] Bitcoin Holdings - The subsidiary Sentinum, Inc. holds 24.2214 Bitcoin, valued at approximately $2.7 million based on a Bitcoin price of $112,123 as of September 28, 2025 [2] - Sentinum's Bitcoin holdings include 22.3828 Bitcoin from mining operations and 1.8386 Bitcoin acquired from the open market [2] Capital Deployment - Hyperscale Data has allocated $21.5 million in cash for Sentinum to purchase Bitcoin in the open market [3] - On September 29, 2025, Sentinum executed a significant transaction, purchasing $1.9 million of Bitcoin, which more than doubled the company's reported Bitcoin holdings to approximately $4.6 million [3] Strategic Approach - The company emphasizes a disciplined dollar-cost averaging strategy to mitigate short-term market volatility while building its long-term reserve position [3] - Executive Chairman Milton "Todd" Ault III expressed confidence in the company's approach to accumulating Bitcoin and noted progress despite regulatory and custodial challenges [4] Reporting and Transparency - Hyperscale Data will issue weekly reports detailing its Bitcoin holdings as it progresses towards its $100 million digital asset treasury target [4]

Core Insights - Data center construction is experiencing significant growth in the U.S., with major investments from companies like Apple and CoreWeave [2] - The complexity of data center projects arises from their unique power and utility requirements, as well as supply chain and labor challenges [4][7] - Fast-track delivery has become the norm in the industry to meet the rising demand for artificial intelligence, but it increases risks for contractors [7] Industry Trends - Contractors are facing a surge in early-stage activity despite concerns about a potential slowdown in the market [2] - Major contracts, such as Apple's $20 billion investment in Pennsylvania and CoreWeave's $6 billion facility, highlight the scale of current projects [2] - The use of engineering, procurement, and construction contracts or turnkey models simplifies ownership but places a heavier burden on contractors [5] Regulatory and Safety Considerations - Data center projects are subject to extensive regulations, including fire codes and permitting issues, complicating contract adherence [6] - The fast-paced nature of construction increases the potential for mistakes, particularly in remote locations where specialized labor is scarce [7] - Safety is a critical concern, especially when dealing with high voltage and fast-track projects, necessitating operational excellence [8]