Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)
Micron surged 13.7% and Constellation Energy rose 6.1% by early afternoon as U.S. data center stocks rallied on a softer November CPI and strong Micron outlook. The Nasdaq gained 1.9%. Digital Realty slipped 0.7%, while Dell dropped 2.6%. Government shutdown distortions affected inflation data, with BLS canceling October’s CPI and unemployment releases.