Data Centers 11 January 2026

Riot Platforms stock jumps after AMD signs $311 million Texas data center lease

Riot Platforms shares surged almost 13% Friday following news that chipmaker Advanced Micro Devices will lease data center space at Riot’s Rockdale, Texas facility. The stock climbed 12.8% to $18.69 in afternoon trading, peaking at $18.89, on volume exceeding 35 million shares.

16 January 2026

Data Centers·NASDAQ:AMD·NASDAQ:RIOT·Stock Market

Eaton stock jumps on HSBC upgrade as data-center power demand grabs the tape

Eaton Corporation plc shares climbed roughly 3.6% to $345.36 in Friday afternoon trading following HSBC’s upgrade to Buy. The bank also lifted its price target on the power-management firm from $390 to $400. HSBC highlighted Eaton’s “diversified” portfolio and noted its clear “above-market growth prospects,” while downplaying concerns tied to recent softening in the AI supply chain.

16 January 2026

Data Centers·NYSE:ETN·Stock Market·Technology

GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

Shares of GE Vernova Inc jumped over 6% on Friday following reports that the Trump administration, along with several governors, is pushing for an emergency power auction in the PJM market. Investors took the move as a potential boost for turbine demand. By 12:58 p.m. ET, the stock had climbed 6.1% to $681.57, hitting an intraday peak of $692.49 earlier.

16 January 2026

Artificial Intelligence·Data Centers·Energy Sector·NYSE:CEG·NYSE:GEV·NYSE:VST·Stock Market

Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

Navitas Semiconductor shares climbed 8.6% to $10.86 on Friday, pushing higher after a turbulent January for the small-cap power-chip specialist. The stock touched an intraday peak at $11.05, with roughly 17.1 million shares traded by midday as investors showed renewed appetite for riskier semiconductor bets.

16 January 2026

Artificial Intelligence·Data Centers·NASDAQ:NVTS·Semiconductors·Stock Market

Cipher Mining stock jumps 11% as AI data-center deal fever lifts bitcoin miners — CIFR in focus

Cipher Mining Inc shares jumped on Friday, up 11.4% at $19.52 in midday trading, as investors piled back into bitcoin miners and power-hungry data-center developers. Trading volume topped 26 million shares.

16 January 2026

Cryptocurrency·Data Centers·NASDAQ:CIFR·Stock Market

Riot Platforms stock jumps on AMD Texas data-center lease that could reach $1 billion

Riot Platforms shares surged Friday following news that the bitcoin miner secured a long-term data-center lease with Advanced Micro Devices and acquired the land beneath a crucial Texas location. The stock climbed 12.6% to $18.65.

16 January 2026

Data Centers·NASDAQ:AMD·NASDAQ:RIOT·Stock Market·Technology

IREN stock price jumps nearly 9% as crypto miners rally on AI data-center pivot

IREN Limited shares jumped 8.6% to $56.35 in late-morning trading on Friday, bouncing between $51.94 and $56.73 earlier. Bitcoin fell 1.7% to roughly $94,897, yet some U.S.-listed crypto miners like Riot Platforms, Marathon Digital, and CleanSpark posted gains.

16 January 2026

Cryptocurrency·Data Centers·NASDAQ:CLSK·NASDAQ:IREN·NASDAQ:MARA·NASDAQ:RIOT·Stock Market

GE Vernova stock jumps as PJM emergency auction plan puts data-center power in focus

Shares of GE Vernova jumped 5.6% to $678.21 by 10:42 a.m. EST Friday, following news of a proposed emergency power auction on the PJM grid that boosted demand for turbine and grid suppliers.

16 January 2026

Data Centers·Energy Sector·NYSE:GEV·Stock Market

Marvell (MRVL) stock rises as RBC starts coverage, cites AWS Trainium and data-center demand

Shares of Marvell Technology climbed about 1% to $82.04 on Thursday after RBC Capital Markets kicked off coverage with an Outperform rating and a $105 price target. The boost comes as RBC highlights strong demand linked to data centers and custom chips for major cloud clients. Analyst Srini Pajjuri described management’s fiscal 2028 revenue forecast—below $1 billion—as “conservative.”

15 January 2026

Data Centers·NASDAQ:MRVL·Stock Market·Technology

Bloom Energy stock jumps 8% as EIA flags data-center power surge

Shares of Bloom Energy Corp surged almost 8% on Thursday, hitting a new intraday peak during afternoon trading. The fuel-cell manufacturer last traded up 8.0% at $144.11.

15 January 2026

Data Centers·Energy Sector·NYSE:BE·Stock Market

Bloom Energy stock drops late as traders cool on data-center power bets

Bloom Energy shares fell 4.5% to $133.46 in after-hours trading on Wednesday, giving back ground after a sharp early-January run. The stock swung between $130.01 and $140.00 during the session.

15 January 2026

Data Centers·NYSE:BE·Renewable Energy·Stock Market

Eos Energy stock moves on new “Indensity” battery pitch aimed at AI data centers and tight sites

Eos Energy Enterprises shares climbed Wednesday following the launch of a new battery storage architecture. The company touts it as a denser, more flexible solution tailored for long-duration projects. The stock gained roughly 1.3%, trading at $17.04 by midday.

14 January 2026

Artificial Intelligence·Data Centers·NASDAQ:EOS·Stock Market

Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy Corporation shares climbed 2.1% to $139.77 in after-hours trading Tuesday, following a regular session range of $135.51 to $145.79.

14 January 2026

Artificial Intelligence·Data Centers·NYSE:BE·Renewable Energy·Stock Market

Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy Corp shares climbed 5.8% to $144.82 on Tuesday, peaking at $145.75, following news that the American Chamber of Commerce in Korea inked a partnership memorandum with the company focused on power solutions for artificial intelligence data centers.

13 January 2026

Artificial Intelligence·Data Centers·NYSE:BE·Renewable Energy·Stock Market

Solaris Energy Infrastructure stock jumps 6% as traders chase data-center power play — what to watch next for SEI

Shares of Solaris Energy Infrastructure, Inc. rose $3.31, or about 6.4%, to $54.64 in midday trading on Tuesday.

13 January 2026

Data Centers·NASDAQ:SEI·Renewable Energy·Stock Market

Microsoft stock dips as new data-center “power bill” pledge lands ahead of earnings

Microsoft Corp shares slipped in early trading Tuesday following the release of a plan designed to prevent its U.S. data centers from driving up local power costs and to increase transparency on water usage. The stock fell $2.06, or roughly 0.4%, to $477.18.

13 January 2026

Data Centers·Earnings Reports·Microsoft·NASDAQ:MSFT·Stock Market

Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Shares of Bloom Energy Corp climbed 2.1% to $136.87 during Monday’s regular session, after fluctuating between $128.45 and $138.17. In after-hours trading, the stock slipped 0.1% to $136.72. About 12.3 million shares changed hands on the day.

13 January 2026

Data Centers·NASDAQ:BE·Renewable Energy·Stock Market·Technology

Nebius (NBIS) stock jumps on report of 800MW Kansas City-area data center plan

Nebius Group N.V. shares surged roughly 10% Monday following reports that the AI infrastructure company plans to build an 800-megawatt data center campus near Kansas City, Missouri. The stock climbed 10.2% to $107.87 in afternoon trading, up from Friday’s close of $97.93.

12 January 2026

Data Centers·NASDAQ:NBIS·Stock Market

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave shares jumped nearly 11% on Monday, extending a sharp rebound from early lows as investors latched onto fresh Wall Street coverage and a bullish call on data-center spending. The stock was last up 11% at $88.94, after swinging between $78.48 and $89.87, while the Nasdaq 100 tracker Invesco QQQ was little changed.

12 January 2026

Data Centers·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:GS·NYSE:MCO·NYSE:ORCL·Stock Market

Meta’s nuclear power deals jolt data center stocks as CPI week looms

Data center-related stocks open Monday with attention on power supply following Meta’s fresh nuclear energy agreements to support its AI expansion. Vistra jumped roughly 10.5% on Friday, Oklo climbed about 7.9%, and Meta edged up around 1.1%.

11 January 2026

Data Centers·Energy·NASDAQ:META·NYSE:TSM·NYSE:VST·Stock Market·Technology·TSX:9984

Data Centers 11 January 2026 - 16 January 2026