Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open
NEW YORK, Dec. 27, 2025, 12:55 p.m. ET — Market closed (weekend) The U.S. stock market is closed for the weekend, but the “data center stocks” trade isn’t taking a holiday. In the final stretch of 2025, investors are still pricing a simple reality: AI growth is increasingly constrained not by software ambition, but by the physical stack—chips, servers, networking, cooling, and, most critically, electricity. Friday’s thin, post-Christmas session ended with major indexes fractionally lower but still near all-time highs, leaving markets focused on year-end positioning and the next week’s catalysts. Data center-linked names remain in the spotlight after Nvidia’s