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Data Centers 22 December 2025 - 1 January 2026

Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro shares fell 1.3% to $29.27 in after-hours trading Wednesday after the company announced a new high-density SuperBlade server built on Intel Xeon 6900 chips. U.S. stock markets remain closed Thursday for New Year’s Day. The new system offers air or liquid cooling for AI and HPC workloads. Investors are watching for Super Micro’s next earnings after a $1.5 billion revenue shift last quarter.
1 January 2026
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FTAI Aviation stock holds near $200 premarket after FTAI Power data-center turbine pivot

FTAI Aviation stock holds near $200 premarket after FTAI Power data-center turbine pivot

FTAI Aviation shares fell 0.5% to $196.72 premarket after launching FTAI Power, a unit converting CFM56 jet engines into 25-megawatt turbines for data centers. The company expects production to start in 2026, aiming to deliver over 100 turbines per year. The stock had surged 14.4% in the previous session. Jefferies said the platform could become a major earnings driver if scaled.
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

Georgia regulators approved Georgia Power’s $16.3 billion plan to add 10,000 megawatts of new generation, mostly for data centers. About 60% of the new capacity will come from natural gas, with the rest from solar and battery storage. The company projects average residential customers will see $8.50 monthly savings from 2029 to 2031. Critics warn protections are temporary and long-term costs could reach $60 billion.
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

Caterpillar shares are up about 62% this year, driven by surging demand for natural-gas generators at AI data centers, the Wall Street Journal reported. The company is investing $725 million to expand its Lafayette, Indiana plant and aims to more than double turbine-engine production by 2030. Power-and-energy sales rose 22% to $7.8 billion in 2024. Shares traded at $578.61 premarket Tuesday, down 0.7% from the prior close.
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

Nvidia rose about 1% Friday after agreeing to license chip technology from Groq and hire its CEO. The Dow slipped 0.04%, S&P 500 fell 0.03% to 6,929.94, and Nasdaq dropped 0.09% in muted, low-volume trading. Nvidia also plans to ship H200 AI chips to China by mid-February, pending approvals. Data center stocks remain in focus as investors watch for Fed signals and year-end positioning.
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

TeraWulf Inc. shares closed at $11.75 Friday, down 4.55%, with volume near 13.4 million. The company’s proposed AI/data center project in Lansing, New York, cleared a key zoning hurdle, allowing a site plan application. Bitcoin traded around $87,809 early Sunday, setting up potential volatility when markets reopen. Voya Investment Management increased its stake in TeraWulf during Q3, according to recent filings.
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

Marvell Technology shares closed Friday at $86.34, down 0.17%, with after-hours trading showing little movement. The stock is down about 22% year-to-date and 24% over the past 12 months. No new company press releases or SEC filings appeared in the past two days. Recent news focused on third-party analysis and institutional stake disclosures.
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

U.S. stock markets are closed for the weekend after major indexes ended Friday’s thin session slightly lower but near record highs. Data center stocks remain active, with Nvidia confirming a licensing deal for Groq’s AI inference technology and reports of developers turning to on-site turbines to address power constraints. Investors are watching year-end positioning ahead of Monday’s reopening.
27 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

Applied Optoelectronics (AAOI) shares fell about 7.9% to $37.75 by midday Friday in New York, after opening at $41.00 and hitting an intraday low near $37.65. Trading volume was heavy, with volatility fueled by high short interest—about 19.5% of float—and recent analyst notes. Broader U.S. indexes were little changed. The company recently announced its first major 800G transceiver order.
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

Nvidia struck a non-exclusive licensing deal with AI chip startup Groq, bringing over Groq’s CEO and key staff while Groq remains independent. U.S. equities closed at record highs on Dec. 24, with AI-linked stocks rebounding after recent volatility. Investors are watching supply chain constraints and spending as the year ends. Micron shares rose as traders bet on the AI ecosystem.
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

Alphabet agreed to acquire Intersect, an energy and data center infrastructure firm, aiming to boost power and capacity for AI operations. December 24 SEC filings show mixed Q3 moves: Clarius Group and CHICAGO TRUST Co NA trimmed Alphabet stakes, while Charles Schwab Trust Co more than doubled its position. The Intersect deal highlights rising energy needs in AI expansion.
24 December 2025
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Hut 8 Corp Stock (HUT) Surges on $7B Google-Backed AI Data Center Deal, Street-High $85 Target, and Fresh Analyst Upgrades

Hut 8 Corp Stock (HUT) Surges on $7B Google-Backed AI Data Center Deal, Street-High $85 Target, and Fresh Analyst Upgrades

Hut 8 shares surged 6.41% to $53.62 on Dec. 23 after announcing a 15-year, $7 billion AI data center lease at its River Bend site in Louisiana, backed by Google. The stock opened sharply lower but reversed, trading between $48.02 and $53.86 on heavy volume. J.P. Morgan and Goldman Sachs are expected to underwrite project financing. The deal could expand to $17.7 billion if renewal options are exercised.
23 December 2025
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Hut 8 Stock (HUT) Jumps on Benchmark’s Street-High $85 Target as $7 Billion AI Data Center Deal Re-Rates the Story

Hut 8 Stock (HUT) Jumps on Benchmark’s Street-High $85 Target as $7 Billion AI Data Center Deal Re-Rates the Story

Hut 8 shares jumped 16% midday Dec. 22 after Benchmark raised its price target to $85, citing the company’s $7 billion, 15-year AI data center lease with Fluidstack at River Bend in Louisiana. Analyst Mark Palmer called the deal a structural shift, highlighting $7.6 billion in contracted cash flow and investment-grade counterparties. The lease includes a 3% annual rent escalator and potential renewals up to $17.7 billion.
22 December 2025
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Eaton Stock (ETN) Week Ahead: Data Center Power Expansion, Boyd Cooling Deal, and Analyst Targets to Watch (Dec. 22–26, 2025)

Eaton Stock (ETN) Week Ahead: Data Center Power Expansion, Boyd Cooling Deal, and Analyst Targets to Watch (Dec. 22–26, 2025)

Eaton shares fell 4.28% on Wednesday, December 17, closing at $315.82 on heavy volume. The company announced a $50 million manufacturing campus in Henrico County, Virginia, to expand production for data center power equipment. The new 350,000-square-foot facility will begin production in 2027 and add about 200 jobs. ETN last traded near $317.80.
22 December 2025
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Stock Market Today

  • SpaceX Revenue Dependency on U.S. Government Highlights Business Fragility Ahead of 2026 IPO
    May 23, 2026, 8:00 AM EDT. SpaceX's pre-IPO filings reveal that 20.9% of its projected 2025 revenue-about $4 billion-comes from the U.S. government, a single volatile customer. This concentration poses significant contract risk, as government agreements can be terminated or altered with little notice, impacted by shifting political priorities and federal spending cuts amid a $1.77 trillion deficit. Compliance requirements add further vulnerability, with potential penalties or exclusion from future contracts. While SpaceX boasts a $28.4 billion backlog and growth drivers like Starlink and reusable launches, the heavy reliance on federal contracts injects fragility into its business model ahead of its $75 billion Nasdaq IPO planned for June 2026.

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Gold Price Near $4,830 Faces Monday Test After Hormuz Reversal Revives Safe-Haven Risk

Gold Watch: $4,500 Level in Focus for Next Move

23 May 2026
Gold ended Friday at $4,508.50 an ounce, down 0.74% for the day and logging a second weekly drop as renewed Fed rate-hike bets and oil-driven inflation fears weighed on prices. Spot silver fell 1.52%, platinum 2.49%, and palladium 2.98%. U.S. markets face a holiday-shortened week ahead, with Memorial Day closures on Monday. Physical demand in India and China remained weak amid Fed anxiety and a strong dollar.
XRP ETFs Hit $1.53 Billion as Bitwise Pulls Ahead, but the Chart Has a Catch

XRP in Focus After Weekend Pullback; Traders Watch $1.30 as ETF Flows Stay Strong

23 May 2026
XRP dropped to $1.31 Saturday, down 3.9% in 24 hours and 7.4% over seven days, underperforming the broader crypto market. Trading volume reached $2.16 billion, with a market value near $81 billion. U.S. equity and listed crypto products will remain closed for Memorial Day on May 25. The SEC’s case against Ripple Labs ended in August 2025 with a $125 million fine and an injunction on institutional XRP sales.
Bitcoin Price Today Slips Below $70,000 as CPI Looms and Iran Risks Keep Traders on Edge

Bitcoin could test $75,000 as markets look ahead to Wall Street reopening

23 May 2026
Bitcoin fell to $74,594 on Saturday, down 3.3% after U.S. spot bitcoin ETFs saw five straight days of outflows. Ether dropped 4.3% to $2,026.64. The decline came as U.S. markets closed for the holiday weekend and bond yields hit multi-year highs. Coinbase shares closed Friday at $184.99, down 4.4%.
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