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Data Centers News 29 January 2026 - 6 February 2026

Coherent stock price: COHR whipsaws after earnings; AI data-center optics in focus

Coherent stock price: COHR whipsaws after earnings; AI data-center optics in focus

New York, February 5, 2026, 18:22 ET — After-hours Coherent Corp shares slipped 0.8% to $209.24 in after-hours trading on Thursday, following a volatile day that saw the stock swing between $178.06 and $210.87. More than 12 million shares changed hands. The whipsaw is significant because Coherent ranks among the larger public suppliers of optical components used in data centers…
6 February 2026
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Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

New York, Feb 5, 2026, 14:26 ET — Regular session Vertiv Holdings Co shares dropped 1.8% to $179.36 Thursday, adding to a volatile stretch for firms linked to data-center power and cooling. Earlier, the stock hit a low of $172.59. The significance of this shift lies in Vertiv serving as a high-beta indicator for whether AI-driven buildouts are still turning…
5 February 2026
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Johnson Controls stock jumps to a fresh 52-week high after lifting 2026 profit outlook on data-center cooling

Johnson Controls stock jumps to a fresh 52-week high after lifting 2026 profit outlook on data-center cooling

New York, February 4, 2026, 20:44 EST — Market closed Shares of Johnson Controls International plc closed Wednesday up, boosted by the company raising its profit forecast for 2026. The building systems supplier is counting on sustained demand for cooling gear in data centers to drive growth. The stock ended the day up around 4.4% at $129.49, despite climbing nearly…
5 February 2026
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Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

New York, February 4, 2026, 13:09 (ET) — Regular session. Shares of Bloom Energy Corporation tumbled 18.3%, closing at $137.92 on Wednesday. The fuel-cell maker’s stock fluctuated sharply during the session, hitting a high of $172.00 and a low of $134.20. The decline erased some of Tuesday’s 8.2% gain, when shares ended at $168.89. Roth Capital raised its price target…
4 February 2026
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KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

Singapore, Feb 4, 2026, 22:56 (SGT) KKR and Singapore Telecommunications are shelling out S$6.6 billion ($5.2 billion) to acquire the remaining shares in ST Telemedia Global Data Centres. This move gives them full ownership of the Singapore-based operator, STT GDC. The deal comes amid a rush for capacity to support artificial intelligence and cloud computing, placing data centres alongside power,…
4 February 2026
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Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

New York, February 3, 2026, 14:19 (ET) — Regular session Bloom Energy Corporation (NYSE: BE) shares climbed 2.3% to $159.72 in Tuesday afternoon trading, following a sharp jump earlier. The stock swung between $159.20 and $176.35, with roughly 9.7 million shares traded. Fuel cells are stepping into the spotlight in the race to power AI data centers, as companies seek…
3 February 2026
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Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

New York, February 1, 2026, 13:05 EST — The market has closed. Data center shares dipped Friday, with Equinix slipping 0.6% to $820.93 and Digital Realty Trust retreating 0.9% to $165.95. Vertiv took a bigger hit, dropping 4.5% to $186.18, and Arista Networks slid 4.3% to $141.74. The Global X Data Center & Digital Infrastructure ETF declined 2.5%, while the…
1 February 2026
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Data center stocks drop before a packed week: what to watch for Equinix, Digital Realty, Vertiv

Data center stocks drop before a packed week: what to watch for Equinix, Digital Realty, Vertiv

New York, Jan 31, 2026, 13:25 EST — The market has closed. Data center stocks ended the week lower on Friday. Vertiv and Arista each dropped over 4%, as investors pulled back from AI infrastructure plays heading into the weekend. That’s key now since these shares represent a crowded bet on the expansion of data centers powering artificial intelligence —…
31 January 2026
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Eaton stock slides late Friday as ETN investors weigh AI data-center push, earnings next week

Eaton stock slides late Friday as ETN investors weigh AI data-center push, earnings next week

New York, Jan 30, 2026, 15:50 EST — Regular session Eaton shares (NYSE: ETN) slipped roughly 0.9% to $351.32 in late afternoon trading on Friday, after fluctuating between $344.48 and $355.09 earlier in the session. U.S. stocks dipped after Donald Trump nominated former Federal Reserve governor Kevin Warsh to head the central bank. Adding to the pressure, a hotter-than-expected Producer…
30 January 2026
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Texas Instruments stock slips as traders digest AI data-center lift and new Q1 outlook

Texas Instruments stock slips as traders digest AI data-center lift and new Q1 outlook

New York, Jan 30, 2026, 11:38 EST — The regular session is now underway. Texas Instruments fell 1.7% to $215.15 in late morning trading Friday, giving back part of the gains it made after its earnings report this week. The pullback comes after TI’s rally late last week, driven by a first-quarter forecast that outpaced estimates and shed light on…
30 January 2026
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SanDisk stock jumps after blowout earnings as AI data-center demand lifts outlook

SanDisk stock jumps after blowout earnings as AI data-center demand lifts outlook

NEW YORK, Jan 29, 2026, 16:33 EST Sandisk shares surged in after-hours trading Thursday following a strong quarterly profit report and a forecast of significant revenue growth, driven by rising demand for AI-related storage. These results carry weight as Wall Street has been loading up on storage and memory stocks linked to the AI surge, wagering that spending on cloud…
29 January 2026
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Modine stock jumps nearly 19% as $1 billion Gentherm tie-up sharpens data center cooling focus

Modine stock jumps nearly 19% as $1 billion Gentherm tie-up sharpens data center cooling focus

New York, Jan 29, 2026, 12:47 (EST) — Regular session Modine Manufacturing Co shares were up 18.6% at $174.15 in afternoon trading in New York, after touching a session high of $182.44. The move followed an announcement that Modine will spin off its Performance Technologies business and simultaneously combine it with Gentherm in a Reverse Morris Trust — a structure…
29 January 2026
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Stock Market Today

  • Tech Sell-Off Deepens on Cloud Growth Fears, Amazon to Report AWS Earnings
    February 6, 2026, 5:57 AM EST. The stock market saw a continuing sell-off in major indices including the Dow, S&P 500, and Nasdaq, driven by renewed concerns in the technology sector. Fears grew following Microsoft's sharp stock drop last week amid signs of a slowdown in Azure, its cloud computing service. Investors are now closely watching Amazon's upcoming earnings for its cloud unit, Amazon Web Services (AWS), a key revenue driver. Despite Amazon's shares rising nearly 10% in October after strong AWS revenue, anxiety persists over whether Microsoft's troubles signal a broader cloud growth slowdown. Analysts warn that if the deceleration affects the entire cloud market, it could hurt Amazon too. The sector is also grappling with skepticism over heavy artificial intelligence investments and their uncertain payoff timelines. Market participants are reassessing valuations as these tech giants recalibrate growth expectations.
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