Digital Realty Trust

DLR

Market cap $59.8B

U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise, massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions.

DLR stands out with rising demand for data centers and strong leasing activity. Its diverse tenant base, global expansion and solid balance sheet bode well for growth.

U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since 1995, the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in 2013 (16 days) and in 2018 (35 days), markets largely shrugged off the latest Congressional impasse, with investors still anticipating a timely resolution.

DLR teams up with Dell and DXC to simplify enterprise AI deployment and speed up business outcomes.

Accelerate Planning & Implementation of Private AI Infrastructure at Scale, Powered by a Strategic Technology Collaboration DALLAS , Oct. 2, 2025 /PRNewswire/ -- Digital Realty (NYSE: DLR), the leading global provider of carrier-neutral data center, colocation, and interconnection solutions, today announced a strategic collaboration with Dell Technologies and DXC to help solve enterprise AI challenges, streamline deployments and accelerate outcomes. The collaboration can bring AI directly to customers' data, on their terms, through a combination of validated use cases, private AI solutions and expert-led implementation and end-to-end management.

DALLAS , Oct. 1, 2025 /PRNewswire/ -- Digital Realty ( NYSE: DLR ), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, announced today that it will release financial results for the third quarter of 2025 after the market closes on Thursday, October 23, 2025. The company will host a conference call to discuss these results at 5:00 p.m.

Digital Realty Trust, Inc. is a leading global data center provider with $48 billion in assets and over 300 data centers. DLR maintains a strong capital structure with 93% fixed-rate debt, a 263% asset coverage ratio, and investment-grade credit ratings from major agencies. DLR common stock trades at $174.12 with a forward P/FFO of 24.20, yielding 2.80% and a 20-year dividend payment streak.

All of the major Wall Street firms we cover here at 24/7 Wall St.

DLR jumps 17% in six months, fueled by a strong tenant base, record leasing backlog, strategic investments and development activities.

Digital Realty Trust, Inc. (NYSE:DLR ) Global Communications Infrastructure Conference September 17, 2025 10:00 AM EDT Company Participants Matt Mercier - Chief Financial Officer Conference Call Participants Jonathan Atkin - RBC Capital Markets, Research Division Presentation Jonathan Atkin RBC Capital Markets, Research Division So, I'm Jon Atkin with RBC. Welcome to our next session with me for the next 20 minutes of Q&A is Matt Mercier, Chief Financial Officer of Digital Realty Trust.