Today: 11 April 2026
Subscribe
Browse Category

Data Centers 14 November 2025 - 1 December 2025

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
····
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
··
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
···
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
····
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
··
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
··
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
··
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
···
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
···
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
···
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
··
CRDO Stock Today: Credo Technology Soars After Siemon Patent Deal as AI Data Center Demand Surges (November 25, 2025)

CRDO Stock Today: Credo Technology Soars After Siemon Patent Deal as AI Data Center Demand Surges (November 25, 2025)

Credo Technology Group shares jumped about 13% Monday to $150–151 after announcing a patent licensing deal with The Siemon Company for active electrical cable technology. Trading volume hit 16 million, triple the usual pace. The stock remains 22% below its October high of $193.50 but is up over 400% from its April low. Next earnings report is set for December 1.
25 November 2025
··
TeraWulf (WULF) Stock Today: Price Action, AI Data Center Deals, and Outlook for November 24, 2025

TeraWulf (WULF) Stock Today: Price Action, AI Data Center Deals, and Outlook for November 24, 2025

TeraWulf shares rose about 10% to $12.48 Monday on volume over 18 million, after reporting Q3 revenue up 87% to $50.6 million and a net loss of $455 million. The company signed more than $17 billion in long-term HPC contracts and completed over $5 billion in new financings. WULF trades well above its 52-week low but below its recent high near $17.05.
24 November 2025
··
Applied Digital (APLD) Stock Today, November 23, 2025: AI Data Center High‑Flyer in a Risky Reset

Applied Digital (APLD) Stock Today, November 23, 2025: AI Data Center High‑Flyer in a Risky Reset

Applied Digital shares closed at $21.09 on Friday, down 1.3% for the day and about 43% below their late October peak. The stock has lost roughly a third of its value in a month but remains up over 100% for the year. On November 13, the company’s unit priced $2.35 billion in 9.25% senior secured notes, raising questions about leverage. S&P Global Ratings assigned a ‘B+’ rating with a positive outlook.
23 November 2025
··
OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI News Today, November 21, 2025: Foxconn Hardware Deal, $3B Data Center Bet, ChatGPT Group Chats & New Global Partnerships

OpenAI and Foxconn announced a partnership to design and manufacture AI data center hardware in the U.S., with Foxconn planning to invest up to $5 billion in its American facilities. SoftBank will invest $3 billion to convert an Ohio plant into a factory supplying modular data center units for OpenAI’s upcoming sites, including in Texas.
21 November 2025
·····
Mobile-health Network Solutions (MNDR) Stock Surges on $120 Million AI Data Center Deal in Malaysia – November 20, 2025 Update

Mobile-health Network Solutions (MNDR) Stock Surges on $120 Million AI Data Center Deal in Malaysia – November 20, 2025 Update

Mobile-health Network Solutions said it will acquire two AI-optimized data centers in Malaysia for up to US$120 million, paying with 3 million Class A shares. The announcement sent MNDR shares sharply higher in pre-market trading Thursday. The deal, structured as a memorandum of understanding with PPG PP GRID SDN. BHD., remains subject to due diligence and approvals.
20 November 2025
···
Elon Musk and Jensen Huang Headline U.S.–Saudi AI Forum as xAI and Humain Plot Massive Saudi Data Centers

Elon Musk and Jensen Huang Headline U.S.–Saudi AI Forum as xAI and Humain Plot Massive Saudi Data Centers

Elon Musk and Nvidia’s Jensen Huang led an AI panel at the U.S.–Saudi Investment Forum in Washington, highlighting Saudi Arabia’s push to become a global AI infrastructure hub. Musk’s xAI is nearing a $15 billion funding round and plans a 500-megawatt data center in the kingdom. AMD, Cisco, and Saudi firm Humain announced a joint venture for up to 1 gigawatt of AI data center capacity across the Middle East.
19 November 2025
·····
Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology Group shares surged November 18 after the company reported record Q3 2025 results, including $26.5 million in revenue, a swing to positive operating income, and near-breakeven net loss. The company confirmed a $1.4 billion AI data centre mandate in Southeast Asia and reported cash of $121.4 million with debt down to $15.1 million.
18 November 2025
····
Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital priced $2.35 billion in senior secured notes due 2030 at a 9.25% coupon, issued at 97% of face value, to fund its North Dakota AI data centers. The deal follows a commitment of up to $787.5 million in equity from Macquarie Asset Management. Shares are down over 25% this week despite a year-to-date gain of nearly 300%. The notes offering is expected to close around November 20.
14 November 2025
·
1 … 10 11 12 13 14 15

Stock Market Today

  • XRP Rises as Japan Classifies Token as Financial Asset, Boosting Market Sentiment
    April 11, 2026, 11:29 AM EDT. Ripple's XRP gained to $1.35 after Japan's cabinet approved a bill classifying the token as a financial instrument under the Financial Instruments and Exchange Act. This regulatory clarity, set to take effect in fiscal 2027, reduces legal uncertainty for Japanese banks-over 80% of which connect with Ripple's network-and fuels investor optimism. XRP's market cap stood at $82.6 billion with a 26% drop in trading volume to $1.77 billion over 24 hours. Positive sentiment is also driven by potential U.S. regulatory progress with the CLARITY Act, expected in late April, which could facilitate inflows into crypto ETFs. Technical analysts point to cautious bullish momentum, with short-term trading between $1.30 and $1.40, and longer-term targets suggesting substantial upside. These developments position XRP for stronger institutional use and growth in cross-border payments.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 11:42 AM EDT XRP Rises as Japan Classifies Token as Financial Asset, Boosting Market Sentiment April 11, 2026, 11:29 AM EDT. Ripple's XRP gained to $1.35 after Japan's cabinet approved a bill classifying the token as a financial instrument under the Financial Instruments and Exchange Act. This regulatory clarity, set to take effect in fiscal 2027, reduces legal uncertainty for Japanese banks-over 80% of which connect with Ripple's network-and fuels investor optimism. XRP's market cap stood at $82.6 billion with a 26% drop in trading volume to $1.77
UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

10 April 2026
London’s FTSE 100 rose 0.38% to 10,644.28 late Friday morning as investors awaited U.S.-Iran talks in Pakistan. Brent crude climbed 1% to $96.83 a barrel, while sterling eased but was on track for its biggest weekly gain since January. The FTSE 250 gained 0.79%. Britain’s 10-year gilt yield stood at 4.807%.
US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

10 April 2026
Dow e-minis slipped 0.15% before Friday’s open, with S&P 500 and Nasdaq 100 futures each down 0.08% as traders awaited March CPI data and watched U.S.-Iran tensions. Economists expect headline CPI to rise 0.9% for March and 3.3% year-on-year. Weekly jobless claims increased to 219,000. Brent crude traded near $97 a barrel, while shipping through the Strait of Hormuz remained well below normal.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 10.04.2026

10 April 2026
LIVEMarkets rolling coverageStarted: April 10, 2026, 12:00 AM EDTUpdated: April 10, 2026, 11:59 PM EDT Orora ASX:ORA Faces Earnings Reset After Saverglass Impact and Middle East Disruptions April 10, 2026, 11:59 PM EDT. Orora (ASX:ORA) shares plunged over 8% in one day following a guidance update that revealed an earnings reset at its Saverglass unit due to Middle East supply chain disruptions and a shutdown at the Ras Al Khaimah glass plant. Despite a sharp short-term loss, Orora's 90-day share price rise exceeds 33%, contrasting a longer-term 10.58% annual total shareholder return decline amid ongoing sector pressures. Trading at A$1.49,
Go toTop