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Data Centers 15 January 2026 - 19 January 2026

Aramark Shares Climb 10% After Boosting 2026 Sales Guidance on AI Data-Center Demand
AMD stock heads into Tuesday with a fresh $1 billion data-center deal in focus

AMD stock heads into Tuesday with a fresh $1 billion data-center deal in focus

Advanced Micro Devices will grab attention when U.S. markets open Tuesday, Jan. 20, following Riot Platforms’ announcement of a 10-year data-center lease and services deal with the chipmaker at its Rockdale, Texas facility. Riot pegged the initial deployment at 25 megawatts of “critical IT load” — essentially server power — and noted options to ramp leased capacity up to 200 MW, pushing the contract’s value close to $1 billion. “Advancing high-performance computing and AI requires partners that can match our pace and scale,” AMD Chief Information Officer Hasmukh Ranjan said.
Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

U.S. data center stocks wrapped the week with mixed results as Washington urged PJM Interconnection to conduct an emergency power procurement auction. The goal: add new generation and push more costs onto large data center users. Digital Realty finished Friday up 1.9%, Vertiv climbed 2.5%, and Equinix saw little movement.
GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

Shares of GE Vernova Inc. jumped 6.1% to close at $681.55 in after-hours on Friday. The surge came as the company benefited from a U.S. initiative aimed at accelerating new power plant construction to meet booming data center needs. During the session, the stock fluctuated between $651.00 and $692.49, with roughly 4.9 million shares traded.
AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

Advanced Micro Devices ended regular trading up 1.7% on Friday at $231.84. Traders also digested word from Riot Platforms that it has signed a 10-year data-center lease and services agreement with AMD expected to generate $311 million in contract revenue, with extensions that could take the total to about $1 billion.
Eaton stock jumps on HSBC upgrade as data-center power demand grabs the tape

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

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

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

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.”
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