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Data Centers 2 January 2026 - 8 January 2026

Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital reported fiscal Q2 revenue of $126.6 million, beating Wall Street’s $88 million estimate, sending shares up about 7% after hours Wednesday. Revenue rose 250% from a year earlier, with net loss narrowing to $31.2 million. The company said total leased data center capacity reached 600 MW. Applied Digital plans to spin out its cloud business and merge it with Ekso Bionics in a deal expected to close in the first half of 2026.
8 January 2026
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Johnson Controls (JCI) stock slides 6% after Nvidia’s “no water chillers” line jolts data-center cooling trade

Johnson Controls (JCI) stock slides 6% after Nvidia’s “no water chillers” line jolts data-center cooling trade

Johnson Controls shares fell 6.2% to $113.95 after Nvidia CEO Jensen Huang said new chips could sharply reduce data-center cooling needs. Trane dropped 2.5% and Carrier slipped 0.5%. Barclays estimates data centers are a low-double-digit share of Johnson Controls’ sales. Investors now await CES updates, U.S. jobs data, and Johnson Controls’ Feb. 4 results.
7 January 2026
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Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

Lumentum shares jumped 11.3% to $397.42 in after-hours trading Tuesday, tracking gains in AI data-center stocks. The company will report fiscal Q2 results and hold a conference call on Feb. 3. A new SEC filing said chief accounting officer Matthew Sepe will retire after the 10-Q filing, with Eric Chang named as successor.
7 January 2026
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Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls International shares fell 5.5% to $114.79 Tuesday after Nvidia CEO Jensen Huang said new chips could sharply reduce data-center cooling needs. Barclays warned HVAC stocks are exposed, noting data centers make up a significant share of JCI’s sales. Other HVAC names also declined. JCI’s next earnings update is due in early February.
6 January 2026
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Cipher Mining (CIFR) stock slides in U.S. session as miner taps veterans for AI data-center push

Cipher Mining (CIFR) stock slides in U.S. session as miner taps veterans for AI data-center push

Cipher Mining shares fell 3.9% to $17.46 Tuesday after the company announced two senior hires to lead its push into AI data centers and high-performance computing. More than 20 million shares changed hands. Bitcoin dropped 2.3% to $92,259, pressuring listed miners. Marathon Digital and CleanSpark also traded lower.
6 January 2026
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Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk shares surged 22% to $335 in early U.S. trade Tuesday, driven by forecasts of rising NAND flash prices as AI data center demand outpaces supply. TrendForce expects NAND contract prices to jump up to 38% in the March quarter. Research notes flagged Sandisk’s premium valuation and projected over 45% revenue growth in 2026. Micron shares also rose about 7%.
6 January 2026
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Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

Jabil shares dropped 7.3% to $222.90 after the company said it completed its $725 million cash acquisition of Hanley Energy Group. The deal, closed Jan. 2, adds 850 employees and expands Jabil’s data center power capabilities. Investors focused on integration risks and cash outlay, as Jabil’s stock fell while the broader market rose. The company’s annual meeting is set for January 22.
5 January 2026
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Barclays upgrades Vertiv and this data center stock jumps 8% — what traders watch next

Barclays upgrades Vertiv and this data center stock jumps 8% — what traders watch next

Vertiv shares jumped 8.4% Friday after Barclays upgraded the stock to overweight and raised its price target to $200, citing higher 2026 profit forecasts and strong data-center exposure. Barclays now sees 2026 adjusted EPS at $5.68, above consensus. The move outpaced gains in other infrastructure stocks. Focus turns to whether the rally holds into Monday and the next earnings window in February.
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

Applied Optoelectronics surged 13.6% to $39.60 Friday, leading gains among optical hardware stocks as investors rotated into AI-infrastructure trades. The company last month reported its first volume order for 800G data-center transceivers and forecast up to $8 million in Q4 revenue from those shipments. Volume production of a new 400-milliwatt pump laser is expected later in 2026.
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

Vertiv Holdings surged 8.4% and Applied Digital jumped 14.6% Friday as data center infrastructure stocks outpaced real estate landlords on the first trading day of 2026. Barclays upgraded Vertiv to Overweight, citing its 2026 outlook. Digital Realty and Iron Mountain edged up, while Equinix slipped. Investors watched for signals on data center demand and upcoming earnings reports.
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

Applied Digital shares jumped 14.6% to $28.11 Friday, with 36.1 million shares traded. The company is set to report fiscal Q2 results Jan. 7, with analysts expecting a 10-cent loss per share on $82.22 million in revenue. Last month, Applied Digital announced plans to merge its cloud business with Ekso Bionics and launch ChronoScale. U.S. stocks opened 2026 higher, led by gains in chipmakers.
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

Lumentum shares climbed 4.3% to $384.31 Friday afternoon, outperforming the broader market as optical and AI hardware stocks rallied. The stock traded between $374.87 and $391.92 during the session. Sector peers Coherent and Ciena also posted gains. Traders are watching for upcoming U.S. jobs and inflation data next week.
2 January 2026
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Stock Market Today

  • Omnicom Group (OMC) Surpasses 200-Day Moving Average, Shares Rise 1.5%
    June 12, 2026, 5:20 PM EDT. Shares of Omnicom Group, Inc. (OMC) crossed above their 200-day moving average of $76.67 on Friday, trading as high as $77.65. This technical indicator, often watched by investors to assess trend direction, marks a potential bullish signal. OMC shares gained around 1.5% for the trading day. Over the past year, OMC's share price has ranged between $66.33 and $87.17, with the latest price near the moving average at $76.62. Investors view the 200-day moving average as a key level to gauge long-term momentum in stock performance.

Latest articles

West Marine to Shut 59 Stores Amid Bankruptcy; Execs Got Bonuses

West Marine to Shut 59 Stores Amid Bankruptcy; Execs Got Bonuses

12 June 2026
West Marine is closing 59 stores in 23 states and paid $1.075 million in executive retention bonuses just 16 days before filing for Chapter 11 bankruptcy, as court filings reveal the retailer owes over $65 million to top vendors and liquidation sales are underway through September.
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