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Data Centers News 25 November 2025 - 6 December 2025

Vertiv Stock (VRT) in December 2025: AI Data Center Supercycle, New Deals, and Wall Street Forecasts

Vertiv Stock (VRT) in December 2025: AI Data Center Supercycle, New Deals, and Wall Street Forecasts

Updated: December 6, 2025 Vertiv Holdings Co. (NYSE: VRT) has become one of the purest “picks-and-shovels” plays on the global AI data center build‑out, and the final weeks of 2025 are packed with catalysts: a big AI‑focused acquisition, a strategic power alliance with Caterpillar, deeper collaboration with NVIDIA, and a fresh wave of analyst upgrades. As of early trading in December 2025, Vertiv stock trades around $189 per share, near the top of its 52‑week range of roughly $53.60 to $202.45, implying a market capitalization in the high‑$60 billion range and a trailing P/E ratio close to 68 with a
6 December 2025
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Marvell Technology (MRVL) Soars on Record AI Data Center Growth: Latest Stock News, Analyst Targets and 2026–2027 Forecast

Marvell Technology (MRVL) Soars on Record AI Data Center Growth: Latest Stock News, Analyst Targets and 2026–2027 Forecast

Published: December 6, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) has just had one of its busiest—and most important—weeks of 2025. As of the latest trade, the semiconductor designer’s shares sit around $98.91, up roughly 12% over the week and hovering just below the psychologically important $100 level. The stock now trades in the upper half of its 52‑week range of about $47 to $127, reflecting a sharp rebound from its late‑summer correction. Benzinga The move follows a record third quarter of fiscal 2026, a multi‑billion‑dollar AI acquisition, and a wave of analyst upgrades and price‑target hikes that are reshaping how
6 December 2025
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Comfort Systems USA (FIX) Stock: S&P 500 Inclusion, Data‑Center Boom and Insider Selling as of December 6, 2025

Comfort Systems USA (FIX) Stock: S&P 500 Inclusion, Data‑Center Boom and Insider Selling as of December 6, 2025

Comfort Systems USA, Inc. (NYSE: FIX) has gone from a niche HVAC contractor to one of 2025’s hottest industrial growth stories. The stock is up well over 100% this year, powered by record earnings, a surging data‑center backlog and aggressive capital returns – and now it’s being added to the S&P 500 index on December 22, 2025. Investors.com+2Investing News Network (INN)+2 As the share price hovers around $1,001 and the market cap tops $33 billion, investors are asking the obvious question: is FIX still a buy after this run, or has the story gotten ahead of itself? MarketBeat Where Comfort
6 December 2025
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Vertiv (VRT) Stock on December 4, 2025: AI Data Center Deals, Big Money Flows and Fresh Wall Street Targets

Vertiv (VRT) Stock on December 4, 2025: AI Data Center Deals, Big Money Flows and Fresh Wall Street Targets

Vertiv Holdings Co. (often listed as Vertiv Holdings LLC in some market databases, NYSE: VRT) has become one of the most closely watched “picks-and-shovels” plays on the artificial intelligence (AI) data center boom. As of December 4, 2025, the stock is trading near record territory, backed by a wave of new partnerships, a $1 billion cooling acquisition, raised earnings guidance and a steady drumbeat of bullish analyst and media coverage. Simply Wall St+1 Below is a deep dive into Vertiv’s latest stock price action, today’s news, recent forecasts and what they may mean for investors monitoring VRT. Vertiv stock today:
4 December 2025
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Marvell Technology (MRVL) Stock Soars on Celestial AI Deal and Bullish Data Center Outlook

Marvell Technology (MRVL) Stock Soars on Celestial AI Deal and Bullish Data Center Outlook

Marvell Technology, Inc. (NASDAQ: MRVL) is ripping higher on Wednesday, December 3, 2025, after the chip designer paired record quarterly results with a bold $3.25 billion acquisition of Celestial AI and a sharply upgraded forecast for its AI data center business. Marvell Technology, Inc.+2Reuters+2 As of late-morning U.S. trading, Marvell shares were changing hands in the high‑$90s, up around 5%–6% on the day, after earlier touching above $100. That builds on an after‑hours surge of roughly 14% following Tuesday’s earnings call and deal announcement. StockAnalysis+2CoinCentral+2 The stock has whipsawed in 2025—down mid‑teens year‑to‑date before this move—but is now bouncing back
3 December 2025
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Eaton (ETN) Stock Outlook on December 2, 2025: Boyd Thermal Deal, AI Data Centers and Analyst Targets

Eaton (ETN) Stock Outlook on December 2, 2025: Boyd Thermal Deal, AI Data Centers and Analyst Targets

Eaton Corporation plc (NYSE: ETN), the Irish‑domiciled intelligent power management giant, sits at the center of some of the biggest themes in markets right now: AI data centers, grid bottlenecks, electrification, and infrastructure spending. Yet the stock has been drifting lower since midsummer, even as earnings, margins and backlog hit record levels. On Tuesday, December 2, 2025, Eaton shares closed at about $333, down roughly 1.9% on the day and trading more than 16% below their 52‑week high near $400, on above‑average volume. MarketWatch+1 Over the last year, the shares are down around 11%, lagging both the S&P 500 and
3 December 2025
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Vertiv Stock (VRT) in December 2025: AI Data Center Deals, Q3 Beat and Fresh Wall Street Targets

Vertiv Stock (VRT) in December 2025: AI Data Center Deals, Q3 Beat and Fresh Wall Street Targets

Vertiv Holdings Co (NYSE: VRT) has become one of Wall Street’s favorite “picks-and-shovels” plays on the AI data center boom – and the news flow around the stock has been intense going into December 2, 2025. As of late trading on December 2, 2025, Vertiv shares change hands around $183, giving the company a market capitalization of roughly $68.5 billion. The stock has traded between $53.60 and $202.45 over the past 52 weeks and currently carries a forward-looking P/E of about 68 and a PEG ratio near 1.46, underscoring how richly investors are willing to pay for its AI growth
2 December 2025
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Applied Digital (APLD) Stock Jumps on Corintis Deal: Fresh AI Data‑Center Milestones and 2026–2030 Forecasts Explained

Applied Digital (APLD) Stock Jumps on Corintis Deal: Fresh AI Data‑Center Milestones and 2026–2030 Forecasts Explained

Published: December 2, 2025 Applied Digital Corporation (NASDAQ: APLD) is back in the spotlight after announcing a strategic $25 million investment in chip‑cooling specialist Corintis — a move that reinforces its ambition to become a key infrastructure provider for the AI boom. On the same backdrop of multi‑billion‑dollar hyperscaler leases and rapid campus build‑outs, Wall Street forecasts, AI‑driven models, and retail sentiment are converging on one question: how much further can APLD stock run? As of late trading on December 2, 2025, Applied Digital shares are changing hands around $29.8 per share, valuing the company at roughly $8–8.5 billion. That’s
2 December 2025
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Georgia Power in December 2025: Data Center Boom, Rising Bills and a New PSC Shake-Up

Georgia Power in December 2025: Data Center Boom, Rising Bills and a New PSC Shake-Up

As of December 1, 2025, Georgia Power sits at the center of a rare collision of forces: a once‑in‑a‑generation data center boom, sharply higher electricity bills, and a newly reshaped Georgia Public Service Commission (PSC) that voters just used to vent their frustration. Over the next few weeks, regulators will decide whether to let Georgia Power add roughly 10 gigawatts (GW) of new capacity—about the equivalent of ten nuclear reactors at Plant Vogtle—mainly to serve AI and cloud data centers flocking to the state. Consumer groups warn the move could lock in billions of dollars of costs and raise household
1 December 2025
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Nvidia Stock, the AI Bubble Debate, and the Data Center Gold Rush: What December 1, 2025 Really Looks Like

Nvidia Stock, the AI Bubble Debate, and the Data Center Gold Rush: What December 1, 2025 Really Looks Like

Nvidia’s stock is limping into December after a volatile November, even as CEO Jensen Huang insists the artificial intelligence boom is not a bubble. Meanwhile, data center spending, short sellers, and macroeconomists are all treating Nvidia as a proxy for the future of the U.S. economy itself. Here’s what the latest reporting and analysis up to December 1, 2025 tell us about Nvidia, AI chips, and the risk of an AI-driven crash. Nvidia’s Rough November — and Why December Still Matters Nvidia shares finished November on the back foot. A recent Barron’s piece notes that the stock fell again on
1 December 2025
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Vertiv (VRT) Stock Outlook Before the December 1, 2025 Open: AI Data Center Winner Faces Big Expectations

Vertiv (VRT) Stock Outlook Before the December 1, 2025 Open: AI Data Center Winner Faces Big Expectations

Data and news current as of the market close on Friday, November 28, 2025, and coverage published between November 28–30, 2025. This article is for informational purposes only and is not financial advice. Vertiv stock at the end of November 2025: where things stand Vertiv Holdings Co (NYSE: VRT) heads into the Monday, December 1, 2025 open as one of the most watched “picks-and-shovels” plays on the AI data center boom. After a strong rebound week, Vertiv closed on Friday, November 28 at $179.73, up about 4.5% on the day and roughly 12–12.5% over the past five trading sessions, according
30 November 2025
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Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital Corporation (NASDAQ: APLD) has packed an entire earnings season’s worth of headlines into a few weeks. As of the weekend of November 30, 2025, the stock sits around $27 per share, giving the company a market capitalization of roughly $7–8 billion after a year of explosive, volatility‑filled gains. Stocktwits+1 At the same time, the company has: Here’s how those developments fit together – and what they mean for Applied Digital stock today. APLD Stock Today: Price, Performance and Volatility As of late November, Applied Digital stock is trading near $27 after a sharp move higher late last week;
30 November 2025
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Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Published: November 30, 2025 – Information only, not investment advice. Meta stock snapshot: strong rebound into the end of November Meta Platforms, Inc. (NASDAQ: META) heads into the final month of 2025 on a rebound, after a volatile stretch dominated by AI spending, tax shocks and regulatory drama. Meta shares last closed at about $647.95 on Friday, November 28, up roughly 9% from about $594 a week earlier — the biggest weekly gain for the stock since May, according to Dow Jones / MarketWatch data.StockAnalysis+2Macrotrends+2 Market data from several providers show: That bounce comes after the stock hit a six‑month
30 November 2025
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Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv Holdings Co (NYSE: VRT) remains one of the most closely watched “picks‑and‑shovels” stocks in the artificial intelligence (AI) data center boom. After a powerful rebound week, Vertiv shares finished trading on Friday, November 28, 2025 at $179.73, up 4.48% on the day and roughly 12% over the past five sessions. Over the last year the stock is up just over 40%, with a 52‑week range of about $53.60 to $202.45 and a market capitalization near $69 billion. Investing.com+2MarketBeat+2 At these levels, Vertiv trades on growth‑stock metrics: a trailing price‑to‑earnings ratio in the high‑60s, a price‑to‑earnings‑growth (PEG) ratio around 1.4,
29 November 2025
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Vertiv (VRT) Stock Rallies on AI Data Center Deals, Dividend Hike and Aggressive 2025 Guidance

Vertiv (VRT) Stock Rallies on AI Data Center Deals, Dividend Hike and Aggressive 2025 Guidance

Vertiv Holdings Co (NYSE: VRT), the data‑center infrastructure specialist powering much of the AI boom, has surged again into the spotlight. As of Friday, November 28, 2025, Vertiv shares were trading just under $180 after a roughly 4.5% daily move and about a 12–13% gain for the week, extending a year of outsized returns and landing the stock near record highs. StockAnalysis+1 The latest leg higher is being driven by a dense cluster of catalysts: a strong third‑quarter earnings beat and higher 2025 guidance, a $1 billion liquid‑cooling acquisition, a new strategic energy partnership with Caterpillar, an expanded immersion‑cooling product
29 November 2025
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Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

ATLANTA — As Georgia races to become a hub for AI and cloud computing, state regulators are weighing a massive Georgia Power expansion that could reshape both the grid and your monthly bill. The utility is asking the Georgia Public Service Commission (PSC) to approve roughly 10,000 megawatts (10 gigawatts) of new power plants and batteries over the next few years, much of it justified by expected demand from energy‑hungry data centers.AJC+1 Analysts for the PSC warn that if commissioners green‑light most of the plan, residential customers could eventually pay about $20 more per month — or even higher —
26 November 2025
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WULF Stock Today: TeraWulf Rallies on Mandatory Preferred Conversion and AI Data Center Push (Nov. 25, 2025)

WULF Stock Today: TeraWulf Rallies on Mandatory Preferred Conversion and AI Data Center Push (Nov. 25, 2025)

TeraWulf Inc. (NASDAQ: WULF) is back in the spotlight on Tuesday after announcing a key capital-structure move that sent WULF stock higher in today’s session. The high-performance computing (HPC) and bitcoin-mining hybrid play is converting its Series A preferred shares into common stock — a change investors are reading as a vote of confidence in the company’s recent share-price strength and long-term AI infrastructure strategy. TeraWulf Inc. Key Facts About WULF Stock Today (Nov. 25, 2025) TeraWulf’s Big Move: Mandatory Conversion of Series A Preferred Stock The main catalyst for WULF stock today is a fresh press release issued Tuesday
25 November 2025
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Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

ATLANTA — November 25, 2025 Georgia’s quiet power grid fight just turned into a kitchen‑table issue. In the space of a few days, staff for the Georgia Public Service Commission (PSC) have warned that Georgia Power’s massive plan to feed a wave of new data centers could add around $20 a month to typical household electric bills, while a separate project for new high‑voltage transmission lines could cut across more than 300 properties — including dozens of homes that may have to be removed. yahoo.com+3AJC+3Georgia Public Broadcasting+3 At the same time, clean‑air advocates are sounding alarms that leaning on fossil‑fuel
25 November 2025
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Entergy, AI Data Centers and ESG: Key Investor and Sustainability Stories for November 25, 2025

Entergy, AI Data Centers and ESG: Key Investor and Sustainability Stories for November 25, 2025

Entergy’s Big Bet on AI-Hungry Data Centers A Morningstar company report published on November 24, 2025, frames Entergy Corporation as “building infrastructure to meet data centers’ energy needs,” highlighting a growing base of energy-intensive customers and the advantage of operating under constructive U.S. rate regulation. Morningstar+1 That thesis matches what Entergy itself and independent outlets have been describing for months: On its own data center microsite and blog, Entergy repeatedly argues that hyperscale customers help lower average power costs by spreading fixed grid expenses across more load, and that the big tech clients are directly funding required upgrades. It also
25 November 2025
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AI Data Centers Raise Winter Blackout Risks: What NERC’s 2025–26 Warning Means for Texas, Michigan and the Rest of the US

AI Data Centers Raise Winter Blackout Risks: What NERC’s 2025–26 Warning Means for Texas, Michigan and the Rest of the US

Published November 25, 2025 As the first major cold fronts line up over North America, federal grid regulators are sounding the alarm: the explosive growth of AI data centers is helping push winter electricity demand to record highs — and in some regions, the power system may not be ready if a deep freeze hits. Utility Dive+1 A new 2025–2026 Winter Reliability Assessment from the North American Electric Reliability Corporation (NERC) finds that winter peak demand on the bulk power system will be about 20 gigawatts higher than last year, while new resources to meet that demand have grown by
25 November 2025
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Stock Market Today

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

7 February 2026
MARA shares jumped 22.4% to $8.24 Friday, trading higher after hours, as the company moved $87 million in bitcoin to major custodians. About 82.4 million MARA shares changed hands. Bitcoin hovered near $68,928 Saturday. A MARA filing showed its general counsel had shares withheld for taxes on vested stock units, not an open market sale.
Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

7 February 2026
Apple shares closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. A global DRAM shortage is raising component costs, putting pressure on Apple’s pricing ahead of its Feb. 24 shareholder meeting. CEO Tim Cook said memory prices will rise “sharply” but gave no details on possible iPhone price hikes. Investors await signals before next week’s U.S. inflation data.
Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

7 February 2026
Roivant shares surged 22.4% to $25.82 after Phase 2 data showed its drug brepocitinib outperformed placebo in cutaneous sarcoidosis, with no serious adverse events. The company plans a Phase 3 trial in 2026 and has filed for FDA approval in dermatomyositis. Quarterly revenue reached $2 million, with a $313.7 million loss. Cash holdings stood at $4.5 billion.
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