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*ELLIOTT IS SAID TO BOOST STAKE IN DATA CENTER REIT EQUINIX
"The firm has been building its position since the analyst day" on June 26
+4% to $805 pre-market
26.6.2025
EQIX -17% in 2 days, worst stretch on record on raised capex guide, pressuring near-term profits.
We've seen this before: CyrusOne, QTS & Switch “expansion drag” led to selloffs, then takeouts at +40-80% premia.
EQIX leaning into AI infra w/ top-tier returns.
Good setup imo.
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