Does Higher Data Center Guidance Change The Bull Case For American Tower Stock (AMT)?

American Tower raised its full-year data center revenue growth outlook to about 15%, citing record leasing activity and healthier demand trends across that segment. The updated guidance highlights how data centers are becoming a more meaningful driver alongside American Tower's tower portfolio, with leasing momentum reinforcing management's focus on digital infrastructure scale. We will explore how American Tower's higher data center growth outlook might reshape the investment narrative...