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Data Centers News 23 December 2025 - 31 December 2025

FTAI Aviation stock jumps as “FTAI Power” targets AI data-center electricity crunch

FTAI Aviation stock jumps as “FTAI Power” targets AI data-center electricity crunch

NEW YORK, December 30, 2025, 20:02 ET — Market closed FTAI Aviation Ltd. (NASDAQ: FTAI) shares jumped on Tuesday after the aircraft engine lessor and maintenance provider launched a new business aimed at supplying electricity to AI-focused data centers. The stock was last up 14.4% at $197.68, after trading between $170.84 and $199.84. The announcement tapped into a market anxiety…
31 December 2025
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Georgia Power’s $16.3B AI data-center power push leans on gas, putting bills under the microscope

Georgia Power’s $16.3B AI data-center power push leans on gas, putting bills under the microscope

NEW YORK, December 30, 2025, 08:57 ET Georgia Power plans a $16.3 billion construction program to add about 10,000 megawatts of generation in Georgia, much of it to serve fast-growing data centers, after state regulators approved the expansion. The company says the additions would lift its power capacity about 50%. “Large energy users are paying more so families and small…
30 December 2025
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Why Caterpillar stock is riding an AI data-center generator boom

Why Caterpillar stock is riding an AI data-center generator boom

NEW YORK, December 30, 2025, 08:26 ET Demand for Caterpillar’s natural-gas generators to power artificial intelligence (AI) data centers is increasingly driving its shares, the Wall Street Journal reported on Tuesday, describing the stock as up about 62% this year. One Utah project led by Joule Capital Partners is set to use more than 700 Caterpillar generators to support six…
30 December 2025
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Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

NEW YORK, Dec. 28, 2025, 1:03 p.m. ET — Market closed Data center stocks are heading into the final trading days of 2025 with a familiar set of tailwinds—and a growing list of real-world constraints investors can’t ignore. The AI buildout that helped power much of this year’s equity gains remains the dominant demand driver for everything from GPUs and…
28 December 2025
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TeraWulf (WULF) Stock Update: Weekend Market Closed, New York Data Center Zoning Win, and What to Watch Before Monday’s Open

TeraWulf (WULF) Stock Update: Weekend Market Closed, New York Data Center Zoning Win, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 6:37 a.m. ET — Market closed (weekend) TeraWulf Inc. (NASDAQ: WULF) heads into the final week of the year with investors balancing three forces that tend to move the stock fast: Bitcoin’s weekend action, the company’s accelerating pivot toward high‑performance computing (HPC) and AI infrastructure, and a headline-heavy regulatory backdrop tied to proposed New York…
28 December 2025
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Marvell Technology Stock (NASDAQ: MRVL) Today: AI Data-Center Demand, Wall Street Targets, and What Investors Should Watch Before Monday’s Open

Marvell Technology Stock (NASDAQ: MRVL) Today: AI Data-Center Demand, Wall Street Targets, and What Investors Should Watch Before Monday’s Open

NEW YORK, December 27, 2025, 3:47 p.m. ET — Market closed Marvell Technology, Inc. (NASDAQ: MRVL) heads into the final trading days of 2025 with investors still weighing a familiar but high-stakes question: can Marvell keep converting the AI data-center buildout into durable revenue growth—without getting squeezed by bigger rivals and fast-changing hyperscaler roadmaps? With U.S. stock markets closed for…
27 December 2025
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Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

NEW YORK, Dec. 27, 2025, 12:55 p.m. ET — Market closed (weekend) The U.S. stock market is closed for the weekend, but the “data center stocks” trade isn’t taking a holiday. In the final stretch of 2025, investors are still pricing a simple reality: AI growth is increasingly constrained not by software ambition, but by the physical stack—chips, servers, networking,…
27 December 2025
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Hut 8 Stock (NASDAQ: HUT) Today: Price Moves, AI Data Center Catalysts, Analyst Targets, and What to Watch Next

Hut 8 Stock (NASDAQ: HUT) Today: Price Moves, AI Data Center Catalysts, Analyst Targets, and What to Watch Next

As of 12:53 p.m. ET in New York on Friday, December 26, 2025, Hut 8 Corp. (NASDAQ: HUT) is trading lower in a post-holiday session that has U.S. indexes hovering near record levels. Reuters Real-time pricing shows HUT around $49.76, down about 5.8% on the day, after opening near $52.88 and moving through an intraday range of roughly $48.43 to…
26 December 2025
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Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

As of 12:16 p.m. ET in New York on Friday, December 26, 2025, U.S. markets are in the middle of the trading session. In that context, Applied Optoelectronics, Inc. (NASDAQ: AAOI) is having a very “AAOI day”: big move, big volume, big opinions. Around midday, AAOI shares traded near $37.75, down roughly $3.25 (about 7.9%) on the day, after opening…
26 December 2025
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AI Stocks Today (Dec. 26, 2025): Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race

AI Stocks Today (Dec. 26, 2025): Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race

AI stocks are heading into the final trading stretch of 2025 with a familiar vibe: enormous ambition, enormous spending, and increasingly strategic moves that blur the line between “partnership,” “acqui-hire,” and “not-quite acquisition.” On December 26, 2025, the AI-stock story isn’t just about one ticker popping on a headline. It’s about the whole ecosystem—chips, memory, power, regulation, and geopolitics—tightening into…
26 December 2025
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Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

December 24, 2025 — Alphabet is getting two kinds of attention heading into year-end: fresh institutional ownership disclosures that reveal who trimmed or added exposure during the third quarter, and a blockbuster infrastructure move that signals just how central electricity has become to the AI race. On one side are newly posted SEC-linked updates spotlighting how several wealth managers and…
24 December 2025
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Applied Digital (APLD) Stock Slides on Dec. 23, 2025: Today’s News, Analyst Forecasts, and What Comes Next for the AI Data Center Play

Applied Digital (APLD) Stock Slides on Dec. 23, 2025: Today’s News, Analyst Forecasts, and What Comes Next for the AI Data Center Play

Applied Digital Corporation (Nasdaq: APLD) stock pulled back on Tuesday, December 23, 2025, after a volatile stretch that’s become familiar to anyone watching the AI infrastructure trade. Shares were recently around $26.32, down about 5.26% on the session, after trading between $27.71 and $25.97 with roughly 14.6 million shares traded. The move comes even as the day’s commentary cycle stayed…
23 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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