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Data Centers 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

Vertiv Holdings shares traded near $189 in early December, close to their 52-week high, with a market cap around $68–72 billion. The company reported Q3 2025 net sales of $2.676 billion and announced an AI-focused acquisition, a power alliance with Caterpillar, and expanded collaboration with NVIDIA. The stock is up over 50% year-to-date, outpacing major indices.
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

Marvell Technology shares rose 12% this week to $98.91 after reporting record Q3 FY2026 revenue of $2.075 billion, up 37% year over year, driven by AI data center demand. The company posted GAAP net income of $1.9 billion, aided by the $2.5 billion sale of its automotive Ethernet unit, and announced a $3.25 billion acquisition of Celestial AI. Wall Street raised price targets, and Marvell is now eligible for S&P 500 inclusion.
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 will join the S&P 500 on December 22, 2025, after its stock surged 128% year-to-date and market cap reached $33.2 billion. Shares traded near $1,001.48 on December 6, down 0.3% intraday, with a 52-week range of $276.44 to $1,020.26. The company moves up from the S&P MidCap 400, replacing LKQ, Solstice Advanced Materials, and Mohawk Industries.
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 shares traded near $182–183 late December 4, 2025, up 2% and close to record highs after new partnerships and a $1 billion acquisition. Market capitalization stands at $68.5 billion, with a trailing P/E near 68x. Invesco raised its stake by 20.9% in Q2, while DigitalBridge trimmed holdings by 16%. Institutional investors control about 90% of Vertiv shares.
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 shares jumped nearly 5% to around $97.40 by late morning Wednesday after posting record Q3 results and announcing a $3.25 billion deal to buy Celestial AI. The stock earlier touched $103, reaching a nine-month high and adding over $6 billion in market value. Quarterly revenue rose 37% to $2.075 billion, with data center sales up 38% year-over-year.
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 shares closed at $333 on December 2, 2025, down 1.9% for the day and 16% below their 52-week high, despite record Q3 earnings and margins. The stock has fallen 11% over the past year, underperforming the S&P 500 and industrial peers. Eaton recently agreed to acquire Boyd Thermal for $9.5 billion and is expanding U.S. manufacturing amid strong demand from AI and electrification trends.
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 shares traded near $183 late on December 2, 2025, valuing the company at about $68.5 billion after soaring nearly 60% this year. The stock hit a 52-week high of $202.45 amid surging demand for data center power and cooling tied to AI workloads. Vertiv reported $8 billion in 2024 revenue and recently announced a strategic energy partnership with Caterpillar.
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

Applied Digital announced a $25 million investment in Swiss chip-cooling firm Corintis on December 2, sending its shares up 5–6% intraday. The stock traded near $29.80, valuing the company at $8–8.5 billion, up nearly 200–270% over the past year. Corintis develops liquid-cooling technology for AI data centers, with Microsoft among early testers.
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

Georgia Power is seeking approval to add 10 gigawatts of new capacity, mainly for data centers, in the largest request ever before Georgia’s Public Service Commission. PSC staff warn the plan could raise average household bills by $20 a month and say the utility is overestimating demand. Consumer groups echo concerns about long-term costs. A decision is expected within weeks.
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 shares fell 14% from their November 3 high, closing the month at about $178 after another decline Friday. Despite the drop, Nvidia reported Q3 revenue of $57 billion, up 62% year-on-year, and forecast Q4 revenue near $65 billion. CEO Jensen Huang rejected claims of an AI bubble, calling current spending a fundamental shift in computing.
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

Vertiv Holdings closed at $179.73 on Friday, November 28, up 4.5% for the day and about 12% for the week. The stock remains down roughly 7–10% for the month but has gained over 1,000% in three years. Vertiv beat Q3 expectations and raised full-year guidance, citing strong AI data center demand and a planned $1 billion acquisition of PurgeRite. Trading volume reached about 4.1 million shares.
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 shares traded near $27 as of November 30, 2025, giving the company a market cap of about $7–8 billion after a year of 220% gains. The company brought its first 100MW AI data center fully online in North Dakota and secured a $5 billion lease with a major U.S. hyperscaler. Options trading volume has surged, with high volatility and a negative trailing P/E around -24x.
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

Meta shares closed at $647.95 on November 28, up 9% from a week earlier, marking their biggest weekly gain since May. The rebound followed a six-month low near $589 on November 20 and came after Meta reported record Q3 revenue of $51.24 billion but took a $16 billion tax charge. The company raised 2025 capex guidance to as much as $72 billion, focusing on AI infrastructure.
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 shares closed at $179.73 on November 28, 2025, up 4.48% for the day and 12% over five sessions, with a market cap near $69 billion. New 13F filings showed mixed institutional activity, while the CTO and EVP disclosed a large stock sale. The company’s quarterly EPS beat estimates at $1.24 on $2.68 billion revenue. Vertiv’s 12-month share price is up about 40%, with a 52-week high of $202.45.
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 shares closed at $179.73 on November 28, up 4.5% for the day and 12.5% for the week, nearing record highs. The stock surged after a strong Q3 earnings beat, raised 2025 guidance, a $1 billion acquisition, and a new Caterpillar partnership. Vertiv’s market cap stands at $69 billion, with year-to-date returns of about 58%. Backlog reached $9.5 billion after organic orders jumped 60% from last year.
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

Georgia Power is seeking approval from state regulators to add 10,000 megawatts of new power plants and batteries, citing rising demand from data centers. Public Service Commission analysts warn the plan could raise household electric bills by about $20 a month or more. Key hearings are set for December 10 and 12, with a final PSC vote scheduled for December 19. Many data center projects driving the proposal lack firm contracts.
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. announced Tuesday it will convert all Series A preferred shares into common stock after meeting price conditions, triggering a roughly 1% share dilution. WULF stock rose about 7% to $13.57, with intraday trading between $11.89 and $13.90. The move adds 1.215 million shares, raising the total to about 420 million. Market cap stands near $5.7 billion, with year-to-date gains of 130%.
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

Georgia Public Service Commission staff warn Georgia Power’s plan to supply new data centers could raise average household electric bills by $20 a month and require high-voltage lines crossing 300 properties, displacing some homes. Clean-air advocates say reliance on fossil-fuel plants for AI and cloud computing could worsen air quality. PSC staff argue the utility is overestimating future demand.
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 is building new gas and renewable projects to supply Google, Meta, and AWS data centers in the Gulf South. Louisiana regulators approved three new gas plants and up to 1,500 MW of solar for Meta, while Entergy Arkansas filed for a 600 MW solar plant for Google. AWS plans a $10 billion investment in Mississippi, with Entergy calling it the state’s largest economic development win.
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

Federal grid regulators warn that AI data center growth is driving winter electricity demand to record highs, with peak demand projected to rise by about 20 gigawatts over last year. NERC’s 2025–26 Winter Reliability Assessment finds new resources lagging behind demand, raising the risk of supply shortfalls in Texas, the Southeast, New England, and parts of the West if a severe cold snap hits.
25 November 2025
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