Closing Bell Closing Bell Overtime: Intel, Oil, and the Data Center Boom: Inside Market Momentum 10/23/25
Oct 23, 2025
Alex Ramirez, a senior managing director at Guggenheim Securities and lead banker in data centers, discusses the booming market for data center deals. He highlights how power constraints and tight vacancy rates are driving demand, particularly for AI infrastructure. Ramirez explains the complexities of evolving deal structures and emphasizes the importance of long-term tenant contracts in ensuring stability. His insights shed light on the future of data centers amidst rapidly changing market dynamics.
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Market Rebound Driven By Sector News
- Energy and tech led the market rebound, with oil jumping after sanctions and tech also strong.
- Sector moves reflected geopolitics and earnings flow more than broad market weakness.
Intel: Demand Outpacing Supply
- Intel beat revenue and cited demand outpacing supply, driven by a faster-than-expected data center refresh.
- Government investment and potential Nvidia payment could leave Intel with roughly $35 billion cash.
Position For A K-Shaped Market
- Position for a K-shaped market by favoring large-cap, AI-enabled winners over smaller firms.
- Allocate toward names benefitting from productivity gains and AI adoption, not late-cycle small caps.