Today: 2 July 2026
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Data Centers 17 June 2026 - 30 June 2026

Micron faces $20 billion data center test as Korean supply risk grows

Micron faces $20 billion data center test as Korean supply risk grows

Nasdaq is open for trading Tuesday. The 2026 calendar shows the next market holiday is July 3 for Independence Day. Premarket runs 4 a.m. to 9:30 a.m. Eastern, with regular hours from 9:30 a.m. to 4 p.m. Eastern. Micron traded at $1,145.28, up $14.43 or 1.3%. But the best gains in the memory space didn’t go to Micron. The semiconductor ETF rose 4.0%, Western Digital jumped 11.2%, and Seagate added 7.6%.
Amphenol (NYSE:APH) trades steady for the week as AI data center swings loom ahead of July earnings

Amphenol (NYSE:APH) trades steady for the week as AI data center swings loom ahead of July earnings

Amphenol Corporation barely moved for the week, but the ride was anything but quiet. Shares finished Friday at $163.72, off 0.87% for the session. The stock had hit $168.75 Monday before dropping to $156.21 on Wednesday. By week’s end, Amphenol was down 0.15% from its June 18 close, the final day before the Juneteenth holiday. Amphenol’s weekly trading range, not just Friday’s decline, stands out. The stock swung $12.54 in a week while still hovering near all-time highs, showing traders are keeping it in the AI infrastructure camp. But the price isn’t giving much room anymore.
Cipher Digital stock volume jumps as Russell rebalance clouds AI data-center signal

Cipher Digital stock volume jumps as Russell rebalance clouds AI data-center signal

Cipher Digital Inc. rose on Friday even as the broader tech tape weakened, but the real story was volume. The data-center developer closed at $25.94, up 1.0%, after trading between $23.80 and $26.13. The Nasdaq Composite lost 0.24%, and chip stocks fell 5.3%. Turnover was the tell. About 44.82 million Cipher shares changed hands, against average volume of 24.37 million. At the close, that was about $1.16 billion of stock, equal to roughly 11% of the company’s $10.61 billion market value.
Qualcomm gains $16 billion as AI data-center bet faces watchful market

Qualcomm gains $16 billion as AI data-center bet faces watchful market

QUALCOMM Incorporated jumped $14.93 to $212.34, after reaching a session high of $224.00. Shares were up 7.6% from Wednesday’s close and touched a 13.5% gain earlier. Latest market cap printed at $227.6 billion, with trading volume near 22.5 million shares. Qualcomm's move was clear in the numbers. The rally tacked on roughly $16.0 billion in market value at the latest price. That’s 1.1 times the over $15 billion in yearly data-center revenue the company aims at for fiscal 2029. At its peak, the gain topped $28.5 billion—1.9 times that same target.
Qualcomm move tests Street targets after $15B AI data center outlook

Qualcomm move tests Street targets after $15B AI data center outlook

Qualcomm closed Wednesday regular trading near the Street’s average price target. Shares moved higher after the bell when the company released specific revenue figures tied to its AI data center efforts. The stock closed down $6.71 at $197.41, wiping out about $7.2 billion in market value for the company, based on its share price and valuation. That's close to double the stock value Qualcomm plans to pay for its Modular deal, an AI software firm. Shares reversed after the bell, jumping more than 12% after Qualcomm said it targets $15 billion in data-center sales by fiscal 2029, according to Reuters.
IREN Limited falls on Bitcoin drop and AI spending worries

IREN Limited falls on Bitcoin drop and AI spending worries

IREN Limited ended Wednesday’s session down 9.5% at $49.51, holding close to the day’s low of $48.85. The shares traded as high as $55.70 earlier. IREN underperformed other AI, data center, and crypto-linked stocks on the Nasdaq. CoreWeave fell 5.4%, Core Scientific slipped 6.0%, and TeraWulf dropped 7.6%. Bitcoin dropped 4.1% to around $59,830, a key source of revenue for IREN. The price slipped under $60,000 again Wednesday as crypto losses mounted, according to CoinDesk.
Hyperscale Data up after 20 MW AI data center agreement

Hyperscale Data up after 20 MW AI data center agreement

Hyperscale Data Inc. shares traded higher in New York Wednesday after the company announced a 10-year deal with a California neocloud provider for AI compute at its Michigan campus. The agreement covers the supply of capacity for artificial intelligence work. A neocloud is a cloud firm set up mainly to rent out power for AI. The stock last changed hands at $0.272, up roughly 6.4% on the NYSE American. Shares started at $0.3199 and climbed to $0.3867 before pulling back. Around 262.3 million shares traded.
Dominion Energy Faces $67 Billion Test From Virginia Data Center Power Surge

Dominion Energy Faces $67 Billion Test From Virginia Data Center Power Surge

RICHMOND, Virginia, June 22, 2026, 19:02 EDT Dominion Energy traded near its 52-week high Monday. Investors kept an eye on Richmond-based Dominion as it tries to tap Virginia data-center demand for regulated earnings growth and waits to see if NextEra Energy will finish its planned takeover. Shares slipped 0.54% to close at $68.04 after hitting an intraday high of $69.19. The 52-week high on Google Finance was $69.28.
Bloom Energy (NYSE:BE) gains as AI data demand pushes grid limits

Bloom Energy (NYSE:BE) gains as AI data demand pushes grid limits

New York, June 22, 2026, 2:04 PM EDT Bloom Energy kept rising Monday, with shares staying close to new highs after last week’s 15% surge tied to investor demand for AI data-center power. The stock’s jump is shifting Bloom from a niche clean-power play to a test of whether Wall Street is ready to give utility-style valuations to companies delivering quick, on-site power.
Keel Infrastructure trades near highs going into the week with AI-infrastructure theme in focus

Keel Infrastructure under spotlight this week with AI data-center pivot meeting lease challenge

Keel Infrastructure Corp. is set to open Monday trading with its U.S. shares close to their recent top. During last week’s abbreviated session, buyers continued to back the company’s move out of bitcoin mining and into AI data-center infrastructure. The trade has shifted past just a rebrand, and that’s key. Keel needs to show it can turn access to power, sites, and grid into actual data-center lease deals — those longer-term rental contracts for compute space — instead of just talking up AI demand.
Applied Digital stock ends higher as AI data-center funding shapes holiday-shortened week

Applied Digital stock ends higher as AI data-center funding shapes holiday-shortened week

Applied Digital shares ended a holiday-shortened U.S. trading week higher, with investors still weighing the Dallas company’s rapid buildout of artificial-intelligence data centers against the debt needed to pay for it. The stock closed Thursday at $46.59, up 2.24% on the day, before Nasdaq’s Juneteenth market closure on Friday. The gain matters now because Applied Digital is trying to prove it can turn signed AI leases into powered campuses, not just announcements. Its shares rose roughly 9.1% over the four-session week, using Thursday’s close against the previous Friday’s $42.70 finish.
Vertiv sits close to its highs going into next week as AI data-center cooling trade stays in focus

Vertiv sits close to its highs going into next week as AI data-center cooling trade stays in focus

Vertiv Holdings Co’s stock draws attention this week after climbing sharply Thursday, with traders moving back into data center suppliers for AI. The shares finished at $333.05 on June 18, up 4.87%. U.S. markets were shut Friday for Juneteenth. Timing is key. With U.S. cash equities shut on Friday, traders didn’t get to test the move, so Thursday’s rally is the last print until trading returns at the regular U.S. hours. Nasdaq has markets closed June 19 for Juneteenth, noting normal hours are 9:30 a.m. to 4 p.m. Eastern.
FuelCell Energy pops as traders move in on AI-driven data center story

FuelCell Energy pops as traders move in on AI-driven data center story

FuelCell Energy shares surged almost 20% Thursday, adding to a choppy run for the clean-power stock. Investors are buying in as they look for possible electricity suppliers to power artificial intelligence data centers. The move stood out, beating the broader market. The Nasdaq climbed 1.87% and the S&P 500 added 1.06%, with semiconductor names and an easing in oil prices giving support, according to Reuters.
Corning stock jumps 10% as AI data-center fiber trade draws fresh bids

Corning stock jumps 10% as AI data-center fiber trade draws fresh bids

Corning Incorporated shares jumped 10.3% to $193.45 in Thursday afternoon trading, up $18.05 on the day, as buyers returned to one of this year’s sharper artificial-intelligence infrastructure trades. The stock’s volume stood at about 11.2 million shares. The move matters because Corning is no longer being priced only as a mature specialty-glass maker. Investors are treating it as a supplier to AI data centers, where optical fiber and related connectors move large amounts of data between chips and servers. Investor’s Business Daily this week highlighted Corning as an AI data-center play and said the stock had risen 106% in 2026.
Hyperscale Data stock gains with traders looking at AI data-center plan, Bitcoin move

Hyperscale Data stock gains with traders looking at AI data-center plan, Bitcoin move

Hyperscale Data Inc. shares climbed Thursday, stretching a wild stretch as traders shrugged off a standard preferred-share dividend update and zeroed in on the company’s recent moves to pitch itself as an AI data-center stock holding Bitcoin. Shares on NYSE American climbed 8.4% to 43.12 cents late morning after touching 58.77 cents earlier. Over 379 million shares changed hands, well above normal volumes for small-caps. The company’s market cap hovered around $164 million.
Keel Infrastructure Falls as Investors Eye $400 Million AI Data-Center Spend

Keel Infrastructure gets premarket attention with investor focus on AI data-center bets, auditor change

Keel Infrastructure Corp. was moving before the bell Thursday, with traders still chasing its AI data-center angle. Investors also had an auditor change and fresh debt issue to consider. The stock, listed on Nasdaq, was at $6.2037 in premarket dealing, a session with lighter volume that can see sharper swings. The timing is key here. Keel, once focused on its Bitfarms origins, has switched to high-performance computing — the kind needed for AI and heavy data. Now, its share price depends on landing big customers who’ll lease its power-driven sites. Zacks said Wednesday that Keel’s value is closely linked to how fast it can turn that power into lease deals. Management is targeting three major tenant leases by the end of 2026.
Vertiv shares rise as AI data center names get bid ahead of US holiday

Vertiv shares rise as AI data center names get bid ahead of US holiday

Vertiv Holdings Co jumped late Wednesday, bucking the weaker U.S. equity market. Investors piled into the data center company, which is seen as a top artificial intelligence infrastructure pick. Shares were at $321.49, up $21.89, or 7.3%. Vertiv earlier hit $329.43. Volume was slightly over 5.0 million shares. That’s important since Vertiv isn’t a chipmaker but works deeper in the AI stack. The company supplies power and cooling gear to data centers, such as equipment to pull heat off high-density server racks — a key challenge as AI workloads ramp up. Reuters calls Vertiv a supplier of mission-critical digital infrastructure for data centers, networks and industrial settings.
Jabil lifts outlook on strong AI data-center demand; shares rise

Jabil lifts outlook on strong AI data-center demand; shares rise

Jabil Inc. shares rose early Wednesday in New York after the company raised its full-year profit and revenue outlooks. The electronics maker pointed to strong demand from artificial-intelligence data centers as the reason for the higher guidance. The stock last changed hands at $412.29, up 9.8%. It earlier hit $427. The broader market moved less, with the SPDR S&P 500 ETF up 0.1%.
Keel Infrastructure stock edges higher as AI data-center financing stays in focus

Keel Infrastructure stock edges higher as AI data-center financing stays in focus

Keel Infrastructure Corp. shares were indicated modestly higher in early Wednesday trading, extending Tuesday’s rebound, as investors looked past a fresh auditor-change filing and kept focus on the company’s recently closed debt raise for AI data-center development. The stock was last quoted around $6.10 before the regular Nasdaq session, after finishing at $5.96. Premarket trading is trading before the main 9:30 a.m. Eastern session; it can be thin, so early moves do not always hold once regular trading starts.
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Stock Market Today

  • Progressive (PGR) lags S&P, matches sector losses; earnings seen up, but outlook mixed
    July 2, 2026, 10:35 AM EDT. The Progressive Corporation (PGR) stock is down 2.7% over the last month, trailing the S&P 500's 3.2% rise and matching the property and casualty sector's 3.2% fall. Wall Street sees PGR's EPS rising 10.8% this quarter to $3.28, and up 118.3% for the full year to $13.34. Recent earnings estimate changes have been minor, and Zacks gives PGR a #3 Hold. Investors remain cautious. Revenue growth looks key for future earnings, but near-term signals are still unclear as insurance faces industry headwinds.
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