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Data Centers 20 January 2026 - 27 January 2026

Aramark Shares Climb 10% After Boosting 2026 Sales Guidance on AI Data-Center Demand
Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia shares climbed 1.5% to $187.67 in early Monday trading after the chipmaker revealed a $2 billion investment in cloud provider CoreWeave at $87.20 per share. This move deepens their partnership around new AI data centers. CoreWeave shares surged nearly 10% in premarket action. Nvidia is acquiring about 23 million CoreWeave shares, nearly doubling its previous 6.3% stake, Reuters reports, citing LSEG data.
26 January 2026
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Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Real-time wholesale electricity prices in Dominion Energy’s Virginia service area surged past $1,800 per megawatt-hour early Sunday, pushed by Winter Storm Fern and demand that outstripped forecasts in the nation’s busiest data-center hub. That’s up from roughly $200 just a day before. PJM Interconnection expects winter demand to hit a peak of 147.2 gigawatts on Tuesday, breaking the previous January 2025 record of 143.7 GW. Data from PJM showed Dominion’s load running about 5% higher than forecast Sunday morning.
25 January 2026
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Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

Applied Digital Corporation’s shares surged 8.5% to $37.69 on Friday, pushing further gains after a strong January. The Nasdaq-listed data center developer has climbed roughly 54% this month, valuing the company near $10.5 billion. Market trackers continue to classify it with crypto-infrastructure peers like Riot Platforms, Cipher Mining, and Hut 8.
25 January 2026
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Bloom Energy stock price heads into Monday after Friday dip as data centers talk more onsite power

Bloom Energy stock price heads into Monday after Friday dip as data centers talk more onsite power

Shares of Bloom Energy Corporation ended Friday at $144.89, slipping 0.5% after a strong January surge. During the session, the stock fluctuated between $137.76 and $148.35, with around 7.8 million shares changing hands. Since the close of 2025, Bloom Energy has climbed about 67%, hitting a high of $155.87 earlier this week.
25 January 2026
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Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks enter a crucial week for U.S. tech earnings and the Federal Reserve’s announcement with no clear trend after Friday’s close. Vertiv gained 0.8%, finishing at $182.49. Equinix dipped 0.1% to $791.27, and Digital Realty inched up 0.3% to $159.16. The Pacer Data & Infrastructure Real Estate ETF rose 0.5%.
24 January 2026
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Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital Corporation's shares jumped 8.49% to close at $37.69 on Friday, following the company’s announcement that it has started construction on a 430-megawatt AI campus. The stock dipped 0.72% in after-hours trading and fluctuated between $33.216 and $39.00 throughout the day. https://www.investing.com/equities/applied-blockchain-historical-data
24 January 2026
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Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

U.S. Senator Elizabeth Warren and two colleagues said Big Tech firms responding to their inquiry on data-center electricity costs pledged to pay more. However, the companies stopped short of detailing how they would prevent households from footing the bill for grid upgrades. https://www.warren.senate.gov/newsroom/press-releases/warren-senators-secure-new-commitments-from-big-tech-on-electricity-costs-but-companies-dodge-accountability-for-hiking-families-utility-bills
24 January 2026
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Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy shares slipped 1.6% to $302.88 in late-morning trading Tuesday after Wells Fargo lowered its price target to $460 from $478 but maintained an Overweight rating. The stock touched an intraday low of $295.20 before clawing back some losses, as the SPDR S&P 500 ETF dropped 1.1% and the utilities sector ETF edged down around 0.2%. Vistra slid 2.9%, NRG Energy lost 1.1%, while Talen Energy gained 0.7%.
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase could account for more than 10% of Micron’s global output by Q4 2026. CEO Sanjay Mehrotra warned the tightness in the market might persist past 2026 as Samsung Electronics and SK Hynix boost output of high-bandwidth memory chips designed for AI accelerators.
20 January 2026
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AerCap

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Uber

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