$IRM

Nine PBS sued Iron Mountain Data Centers in Denver District Court, seeking access to about 50TB of cloud-stored archive footage it says covers 70 years. The broadcaster alleges its storage vendor, Open Source Storage (OSS), cut off access after going defunct. A temporary order bars Iron Mountain from altering data and directs assistance. Iron Mountain says it only provides physical infrastructure and never accessed the data.

Goldman Sachs says investors have focused on AI infrastructure more than AI productivity beneficiaries. It reports Q2 S&P 500 EPS growth of 31% YoY, with infrastructure about half. Only 11% of S&P 500 firms quantified AI productivity impacts. Goldman estimates AI inference is <0.5% of S&P 500 revenues and has screened 20 stocks, including EBAY and CS GP.

Iron Mountain (NYSE:IRM) reported Q2 2026 revenue of $2,029.06 million and net income of $101.43 million, after a net loss a year earlier. The company raised full-year 2026 total revenue guidance to $7.94 billion to $8.01 billion, up from $7.825 billion to $7.925 billion, citing improved performance. The piece discusses risks from data center investment and leverage.

Iron Mountain (IRM) stock rose 1.3% on Aug. 5 after Q2 2026 earnings. The company reported $2.0B revenue, up 18.5% year over year, and AFFO per share of $1.44, both above estimates. Full-year guidance calls for EPS of $5.87 to $5.93 and revenue of $7.94B to $8.01B. Analysts rate IRM a consensus Strong Buy, with RBC setting a $147 target.

CNBC’s newsletter previews the next session after tame consumer inflation lifted the S&P 500. It highlights data center stocks (Vertiv, Iron Mountain, Equinix, Digital Realty, and related ETFs), upcoming jobless claims and PPI, and earnings/guidance from Applied Materials (after the bell) plus coverage of SK Hynix, Apple’s Houston manufacturing center, and stocks including Charles Schwab, US Bancorp, Palo Alto Networks, Cerebras, StubHub, and Cisco.

The UK plans to triple datacentre numbers by 2030, with Slough highlighted as a major hub hosting facilities operated by Equinix, Digital Realty and Iron Mountain. The Guardian reports concerns over water and power use, local heat effects, and housing impacts. Equinix is cited at a Slough site. Water UK says forecasts exclude datacentres; Ofgem says 100 planned sites may use gas.

Meaney William L (President and CEO) sold 38,474 shares of IRON MOUNTAIN INC (IRM) at an average of $121.67 ($121.10–$122.75, $4.68M total) across 3 trades on 2026-08-07 under a Rule 10b5-1 trading plan.

Kidd Mark (EVP, GM Data Centers & ALM) sold 6,000 shares of IRON MOUNTAIN INC (IRM) at $122.70 ($0.74M total) on 2026-08-07 under a Rule 10b5-1 trading plan.

McIntosh Greg W (EVP, Chief Commercial Officer) sold 11,839 shares of IRON MOUNTAIN INC (IRM) at $127.13 ($1.51M total) across 2 trades on 2026-08-06 under a Rule 10b5-1 trading plan.

Iron Mountain (NYSE:IRM) reported Q2 2026 revenue of $2,029.06 million and returned to profitability. The company raised full-year 2026 total revenue guidance to $7.94 billion to $8.01 billion, reaffirmed Q3 revenue outlook of $1,980 million, and declared a $0.864 per-share quarterly dividend payable Oct. 2, 2026.