Exclusive Deep Dive - June 28, 2025
The data center sector stands at an unprecedented inflection point, with AI-driven demand creating both explosive growth opportunities and significant infrastructure challenges 123. Our comprehensive analysis reveals a complex investment landscape where record-breaking M&A activity, soaring power consumption, and mixed stock performance signal both tremendous potential and emerging risks for sophisticated investors 456.
Executive Summary: A Sector in Transformation
Vertiv Holdings (VRT) emerged as the standout performer with +7.25% gains during June 20-27, 2025, while Equinix (EQIX) surprised markets with an -11.04% decline despite strong fundamentals 78. Digital Realty Trust (DLR) posted a modest -2.40% decline, reflecting broader sector volatility amid elevated valuations 910.
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