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Data Centers News 31 December 2025 - 4 January 2026

Applied Optoelectronics stock jumps 14% to start 2026 as AI data-center optics rally

Applied Optoelectronics stock jumps 14% to start 2026 as AI data-center optics rally

NEW YORK, January 4, 2026, 07:17 ET — Market closed Applied Optoelectronics’ shares jumped 13.6% in the last regular session on Friday, closing at $39.60. The stock traded between $35.82 and $40.06 during the session. The outsized move mattered because it came on the first trading day of 2026, when positioning and thinner liquidity can amplify swings in smaller, higher-volatility…
4 January 2026
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AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

NEW YORK, Jan 3, 2026, 19:00 ET — Market closed Shares of Applied Optoelectronics rose 13.6% to $39.60 on Friday, the first U.S. trading session of 2026, after swinging between $35.82 and $40.06. The sharp move matters because investors are resetting portfolios for the new year and revisiting “AI infrastructure” trades tied to data-center spending, where optical hardware is a…
4 January 2026
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Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

NEW YORK, January 3, 2026, 12:56 ET — Market closed Data center stocks ended the first trading day of 2026 on Friday with a sharp split between infrastructure suppliers and real estate landlords. Vertiv Holdings (VRT) jumped 8.4% and Applied Digital (APLD) rose 14.6%. Power-management supplier Eaton (ETN) gained 2.8%, while Digital Realty (DLR) and Iron Mountain (IRM) edged up…
3 January 2026
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Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

NEW YORK, January 2, 2026, 20:06 ET — Market closed Applied Digital Corporation shares rose 14.6% on Friday to $28.11, after trading between $24.65 and $28.41. About 36.1 million shares changed hands. The surge put the high-beta name — a stock that typically swings more than the broader market — back on traders’ screens as 2026 got underway. Applied Digital…
3 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

NEW YORK, January 2, 2026, 3:14 PM ET — Regular session Shares of Lumentum Holdings Inc (LITE) rose 4.3% to $384.31 in afternoon trading on Friday, extending a strong run in AI-linked optical hardware names. The stock has traded between $374.87 and $391.92 so far in the session. The move matters because Lumentum is closely tied to cloud and data-center…
2 January 2026
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SMCI stock jumps today after Supermicro unveils liquid‑cooled SuperBlade server with Intel Xeon 6900

SMCI stock jumps today after Supermicro unveils liquid‑cooled SuperBlade server with Intel Xeon 6900

NEW YORK, January 2, 2026, 2:07 PM ET — Regular session Shares of Super Micro Computer, Inc. climbed about 5.5% on Friday after the server maker disclosed a new high-density, direct liquid‑cooled system aimed at artificial intelligence and high‑performance computing workloads. Supermicro The news matters because data‑center operators are trying to pack more compute into existing footprints while running into…
2 January 2026
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Super Micro Computer (SMCI) stock ends 2025 lower after SuperBlade liquid-cooling push — what investors watch next

Super Micro Computer (SMCI) stock ends 2025 lower after SuperBlade liquid-cooling push — what investors watch next

NEW YORK, January 1, 2026, 9:01 PM ET — Market closed. Super Micro Computer shares last closed down 1.28% at $29.27 on Wednesday, the final trading day of 2025, with U.S. markets closed Thursday for the New Year’s Day holiday. The stock traded between $29.02 and $29.87 and saw about 24.8 million shares change hands. It has ranged between $25.71…
2 January 2026
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Caterpillar stock today: CAT slips into New Year holiday as AI data-center power theme stays in focus

Caterpillar stock today: CAT slips into New Year holiday as AI data-center power theme stays in focus

NEW YORK, January 1, 2026, 16:11 ET — Market closed. Caterpillar (CAT) shares last closed down 0.8% at $572.87 on Dec. 31, and U.S. stock markets were closed Thursday for the New Year’s Day holiday. Caterpillar Inc.+1 The machinery maker is a bellwether — a stock investors use to gauge the broader economy — because its sales tend to rise…
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

NEW YORK, January 1, 2026, 13:24 ET — Market closed Data center stocks ended 2025 on a softer note, with U.S. markets closed on Thursday for the New Year’s Day holiday and investors heading into 2026 still fixated on who captures the next leg of AI infrastructure spending. Nasdaq The latest focus is on customer buildouts that can move the…
1 January 2026
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Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

NEW YORK, January 1, 2026, 07:04 ET — Market closed Super Micro Computer, Inc. shares were last down 1.3% at $29.27 in after-hours trading on Wednesday, after the server maker unveiled a new high-density SuperBlade system built around Intel’s latest Xeon processors. U.S. stock markets are closed on Thursday for New Year’s Day. New York Stock Exchange The timing matters…
1 January 2026
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TeraWulf stock in focus after KBW upgrade, $1.3B Texas data-center debt deal

TeraWulf stock in focus after KBW upgrade, $1.3B Texas data-center debt deal

NEW YORK, January 1, 2026, 04:18 ET — Market closed Shares of Nasdaq-listed TeraWulf Inc rose nearly 3% in the last U.S. session after Keefe, Bruyette & Woods upgraded the company and more than doubled its price target, keeping its pivot beyond bitcoin mining in focus. The stock ended Wednesday at $11.49, after ranging between $11.07 and $11.88 on volume…
1 January 2026
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FTAI Aviation stock holds near $200 premarket after FTAI Power data-center turbine pivot

FTAI Aviation stock holds near $200 premarket after FTAI Power data-center turbine pivot

NEW YORK, December 31, 2025, 09:15 ET — Premarket FTAI Aviation Ltd shares were down about 0.5% at $196.72 in premarket trading on Wednesday after the aircraft-engine maintenance group launched a new data-center power initiative. The stock ended the prior session up about 14.4% at $197.68. Investing.com The move follows FTAI’s launch of FTAI Power, which the company said will…
31 December 2025
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Stock Market Today

  • Rexel S.A. (RXL.PA) Trades at €37.58 Pre-Earnings with Key Metrics in Focus
    February 6, 2026, 1:53 PM EST. Rexel S.A. stock (RXL.PA) trades at €37.58 after hours ahead of earnings due on Feb 11, 2026. Investors eye operating margin (~3.99%), EPS (€0.83), and revenue per share (€65.66). The firm holds a high PE ratio of 45.19, reflecting elevated expectations. Meyka AI assigns a B+ rating (73.58/100) and technical indicators show a neutral trend. The company's leverage is notable with net debt to EBITDA at 3.7, raising balance sheet scrutiny. Risks include margin pressure and weak industrial demand from last year's negative EPS growth. Meyka AI projects a near-term price dip but suggests a longer-term upside of nearly 10%. Rexel's dividend yield is 3.2%, and cash flow generation remains steady. Market focus will be on margin recovery and free cash flow guidance during the earnings release.
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