Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session
NEW YORK, Dec. 28, 2025, 1:03 p.m. ET — Market closed Data center stocks are heading into the final trading days of 2025 with a familiar set of tailwinds—and a growing list of real-world constraints investors can’t ignore. The AI buildout that helped power much of this year’s equity gains remains the dominant demand driver for everything from GPUs and networking gear to cooling systems and “four walls” colocation space. But as Wall Street heads into a holiday-shortened week, thin liquidity, year-end positioning, and the market’s next read on the Federal Reserve are likely to decide whether the sector starts