Equinix

EQIX

Market cap $74B

U.S. equity markets staged a broad rally in the holiday-shortened week, while benchmark interest rates dipped to the cusp of multi-year lows, as investors leaned into December rate cut expectations. Reports that Kevin Hassett- a close Trump ally- has emerged as the frontrunner to succeed Fed Chair Powell in 2026 further sharpened expectations for a more explicitly dovish policy approach. The "Hasset trade" revived appetite for long-duration and rate-sensitive equity sectors, as investors priced in a lower terminal-rate environment and a steeper path of 2026 policy accommodation.

Equinix (EQIX) reported earnings 30 days ago. What's next for the stock?

Digital Realty counts some of the world's largest tech companies among its customers. Equinix owns data centers in 77 metropolitan areas across 36 countries.

Brookfield Corporation sees a once-in-a-generation opportunity to invest in building infrastructure to support AI. The global investment firm and its affiliates are investing heavily in the development of AI factories and other AI infrastructure.

U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary policy uncertainty. Public commentary from Fed officials revealed an unusually fractured committee, with a divide that was deepened further by a mixed slate of employment data via the long-delayed September payrolls report. Payrolls data showed that the U.S. economy added 119k jobs in September- better than estimates- but prior months were revised lower and the unemployment rate rose to four-year highs.

EQIX hosts Merck KGaA's new liquid-cooled high-performance computer in Germany, blending private and public cloud to boost scalable, efficient scientific computing.

Equinix and Lenovo to provide digital foundation for Merck KGaA, Darmstadt, Germany— from accelerating drug discovery to pioneering new materials for next-generation semiconductor chips REDWOOD CITY, Calif. and HONG KONG and DARMSTADT, Germany , Nov. 20, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced Merck KGaA, Darmstadt, Germany, a leading science and technology company, has successfully launched a state-of-the-art high-performance computer (HPC) built on Lenovo ThinkSystem servers with industry-leading liquid cooling technology.

Equinix operates over 270 artificial intelligence-ready data centers across 76 global markets, positioning the company as a critical infrastructure provider for AI workloads at the edge. Alphabet's reorganized AI structure and massive data advantages, facilitated through Google Cloud and DeepMind, give it unmatched scale in the artificial intelligence race.

The PGIM Jennison Utility Fund advanced and outperformed the 7.6% return of the S&P 500 Utilities Index over the third quarter. Key contributors were Talen Energy Corporation, NextEra and Sempra. Key detractors were Cheniere Energy, Public Service Enterprise Group and Equinix.

U.S. equity markets stumbled this week as unexpectedly hawkish Fed commentary clashed with fragile risk sentiment, muting investor relief over the deal to end the longest-ever government shutdown. December rate cut odds dipped below 50% after Fed officials firmly pushed back on rate-cut expectations, citing uneven inflation progress, pockets of financial-market froth, and the economic-data blackout. The S&P 500 finished flat, but hawkish commentary sparked renewed pressure on smaller-cap and rate-sensitive market segments, with the Mid-Cap 400 and Small-Cap 600 dipping 1%.