Scenarios that move DLR
Digital Realty Trust, Inc. Common Stock
Scenarios that move DLR: 26 analyses, 7 positive, 19 negative.
- · Cipher Digital stock plunges 26% this week — ▲ · impact +27 · confidence low · horizon quarters
- · Hot US inflation weighs on markets as CoreWeave plunges 15% — ▼ · impact -74 · confidence low · horizon immediate
- · Amazon's AWS backlog hits $496 billion as cloud margins surge to 39% — ▼ · impact -25 · confidence low · horizon quarters
- · ◇ What if… Indiana enacts data center moratorium by June 30, 2027 — ▲ · impact +55 · confidence low · horizon quarters
- · Quanta sees 220% to 240% load center growth — ▼ · impact -36 · confidence low · horizon quarters
- · ◇ What if… Ohio enacts data center moratorium by December 31, 2026 — ▲ · impact +34 · confidence medium · horizon weeks
- · Constellation Energy shares rise 12.3% in trading — ▼ · impact -38 · confidence low · horizon quarters
- · Alphabet's Cloud backlog tops $500 billion — ▲ · impact +45 · confidence low · horizon quarters
- · Talen Energy shares rise 12.4% in trading — ▼ · impact -39 · confidence medium · horizon weeks
- · ◇ What if… Trump proposes $5,000 payments to every American — ▼ · impact -23 · confidence low · horizon immediate
- · Applied Digital secures up to 1 GW of Finnish power capacity — ▼ · impact -25 · confidence high · horizon quarters
- · Nebius has $40 billion in customer commitments, mostly from two — ▼ · impact -18 · confidence low · horizon quarters
- · Western Digital stock crashes as investors seek explanation — ▲ · impact +22 · confidence low · horizon quarters
- · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▲ · impact +54 · confidence medium · horizon weeks
- · Bitdeer expands AI cloud services with 70% Malaysia capacity committed — ▼ · impact -20 · confidence low · horizon quarters
- · Innventure stock plunges 55% after data center deal cancellation — ▼ · impact -50 · confidence low · horizon quarters
- · Stocks slide as Treasury yields climb and Oracle declares force majeure — ▼ · impact -70 · confidence low · horizon immediate
- · EQT plans $50 billion India investment including Adani Connex — ▼ · impact -30 · confidence low · horizon quarters
- · Nebius Group stock skyrockets on Nvidia backing — ▼ · impact -24 · confidence low · horizon quarters
- · Algorhythm announces CEO transition tied to transformational acquisition — ▼ · impact -7 · confidence low · horizon quarters
- · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▲ · impact +38 · confidence low · horizon quarters
- · Amazon plans more than $200 billion in AI spending — ▼ · impact -40 · confidence low · horizon quarters
- · CoreWeave shares soar 12% in today's trading session — ▼ · impact -26 · confidence low · horizon quarters
- · ◇ What if… AI data center demand grows 25% as power connections lag — ▼ · impact -77 · confidence medium · horizon weeks
- · ◇ What if… Google Freezes Capex Spending — ▼ · confidence medium
- · Meta Announces Capex Freeze — ▼ · confidence low