Data Centers News 8 December 2025

Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

The global race to scale artificial intelligence is no longer just about who can secure the most advanced GPUs. Increasingly, it’s about who can secure the hardest inputs of all: grid-ready power, purpose-built data centers, and financing that can survive

15 December 2025

Artificial Intelligence·Data Centers·Market Analysis·Technology Trends·Utilities

AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom

14 December 2025

AI Stocks·Data Centers·Market Analysis·Weekly Recap

Marvell Technology (MRVL) Stock Falls as Amazon Trainium Drama Collides With Record AI Data Center Growth

December 11, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) is having one of those “only-in-AI-2015” weeks: the company just posted record data‑center revenue, announced a multibillion‑dollar optical‑interconnect acquisition, and rolled out new connectivity products for hyperscale AI clusters — yet the

11 December 2025

Artificial Intelligence·Data Centers·Investment Strategies·Stock Market·Technology News

Vertiv (VRT) Stock Pulls Back After Wolfe Downgrade – Can the AI Data Center Winner Keep Climbing in 2026?

Vertiv Holdings Co (NYSE: VRT), one of Wall Street’s favorite “picks-and-shovels” plays on artificial intelligence and data centers, is taking a breather after a huge multi‑year run. As of midday trading on December 11, 2025, Vertiv shares were changing hands

11 December 2025

AI Technology·Data Centers·Financial News·Investment Analysis·Stock Market

Cummins (CMI) Stock Near Record Highs as AI Data Center Demand Collides With Hydrogen Setback – Latest News, Forecasts and Analysis

As of December 11, 2025 Key Points Cummins stock today: price, performance and valuation Cummins shares are trading around $524–$525 in Thursday’s session, giving the company a market value in the low‑to‑mid $70 billion range. MarketBeat On December 10, the

11 December 2025

AI Technology·Data Centers·Financial Analysis·Stock Market

Applied Digital (APLD) Stock on December 10, 2025: AI Data Center High‑Flier With Huge Backlog, Cash Burn and Short‑Squeeze Potential

Key takeaways This article is for information and education only and is not investment advice. APLD stock price snapshot on December 10, 2025 As of today’s trading session, Applied Digital Corporation (APLD) is changing hands at roughly $31.76 per share,

10 December 2025

Artificial Intelligence·Data Centers·Financial News·Investment Analysis·Stock Market

Vertiv (VRT) Stock Outlook on December 10, 2025: AI Data Center Boom, $1 Billion PurgeRite Deal and Wall Street Forecasts

Published: December 10, 2025 Vertiv Holdings Co (NYSE: VRT), the critical digital infrastructure supplier behind many of the world’s data centers, remains one of Wall Street’s favorite “picks-and-shovels” plays on artificial intelligence. On December 10, 2025, Vertiv stock is trading

10 December 2025

Artificial Intelligence·Business Deals·Data Centers·Investment Analysis·Stock Market

Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom — Can the 2025 Rally Continue Into 2026?

Lumentum Holdings Inc. (NASDAQ: LITE) has gone from a relatively quiet optical components supplier to one of 2025’s loudest AI‑infrastructure stories. As of December 10, 2025, the stock is trading around the mid‑$360s, hovering near record levels after an explosive

10 December 2025

Artificial Intelligence·Data Centers·Investment Strategies·Stock Market·Technology Trends

Applied Digital (APLD) After Hours on December 9, 2025: Can the AI Data Center Rocket Keep Climbing at the December 10 Open?

Applied Digital Corporation (NASDAQ: APLD) has turned into one of 2025’s loudest AI infrastructure stories — and one of its most volatile. After the bell on December 9, 2025, the stock barely moved in extended trading, but beneath that quiet

10 December 2025

After Hours Trading·AI Technology·Data Centers·Investment Analysis·Stock Market

Lumentum Holdings (LITE) Stock Hits Record Highs on AI Data Center Boom – Latest News, Forecasts and Analysis as of December 9, 2025

Lumentum Holdings Inc. (NASDAQ: LITE) keeps extending its remarkable 2025 run. As of Tuesday, December 9, 2025, the stock closed around $359.12, up roughly 4.8% on the day, after trading between about $335.75 and $361.10 and posting intraday volume of

9 December 2025

AI Technology·Data Centers·Financial News·Investment Analysis·Stock Market

Eaton Stock (ETN) on December 9, 2025: Wolfe Upgrade, AI Data Center Bets and What It Means for Investors

Eaton Corporation plc (NYSE: ETN) is back in the spotlight on December 9, 2025, as Wall Street leans more bullish on the stock despite a recent pullback and rich valuation multiples. After weeks of drifting lower from its summer highs,

9 December 2025

Analyst Ratings·Artificial Intelligence·Data Centers·Investing·Stock Market

Lumentum Holdings (LITE) Stock Forecast: AI Data Center Star Faces Valuation Jitters After 300% 2025 Rally

Dateline: December 8, 2025 Lumentum Holdings Inc. (NASDAQ: LITE) has turned from a niche optical components maker into one of the stock market’s loudest AI-infrastructure stories in 2025. As of the afternoon of December 8, 2025, Lumentum shares trade around

8 December 2025

AI Technology·Data Centers·Investment Strategies·Market Trends·Stock Analysis

Data Centers News 8 December 2025 - 15 December 2025