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Data Centers News 19 December 2025 - 23 December 2025

Applied Optoelectronics (AAOI) Stock News Today: 800G Hyperscaler Orders, New AI Data Center Laser, and Analyst Price Targets (Dec. 23, 2025)

Applied Optoelectronics (AAOI) Stock News Today: 800G Hyperscaler Orders, New AI Data Center Laser, and Analyst Price Targets (Dec. 23, 2025)

Applied Optoelectronics, Inc. (NASDAQ: AAOI) is back in the spotlight on Tuesday, December 23, 2025, as the company’s stock extends a sharp, volatility-heavy run fueled by artificial-intelligence data center spending and a string of company and Wall Street updates. AAOI traded around the low-$40s in Tuesday’s session after opening near $37.64 and moving as high as roughly $41.9 intraday, with heavy volume compared with its typical activity. StockAnalysis The move follows a multi-day rally: AAOI closed at $29.25 on December 18, $31.32 on December 19, surged to $39.10 on December 22, and closed December 23 at $40.87, according to historical
23 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 Corp (NASDAQ: HUT; TSX: HUT) is back in the market’s spotlight on December 23, 2025, as investors continue to re-rate the company less like a pure-play Bitcoin miner and more like a power-and-data-center platform for the AI era. The stock’s action has been anything but sleepy. After opening sharply lower, shares reversed higher and pushed into the low-to-mid $50s intraday. As of 17:04 UTC on Dec. 23, Hut 8 traded at $53.62, up 6.41% on the day, with an intraday range of $48.02 to $53.86 on roughly 6.7 million shares. So what’s driving the whiplash—and why are analysts
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 Corp. (Nasdaq: HUT; TSX: HUT) is back in the spotlight on Monday, December 22, 2025, as the company’s shares extend a sharp rally tied to its pivot from crypto-native infrastructure toward AI and high-performance computing (HPC) data centers. The latest catalyst: Benchmark raised its price target to a Street-high $85, arguing that Hut 8’s newly announced River Bend transaction marks a structural shift in the company’s revenue quality and durability. Investing.com+1 As of midday trading on Dec. 22, Hut 8 shares were up roughly 16% on the session, reflecting how quickly the market is repricing the company after
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 Corporation plc (NYSE: ETN) heads into the holiday-shortened trading week with investors weighing two competing forces: a powerful multi-year “grid-to-chip” demand story tied to AI data centers and electrification, and near-term questions about valuation, cyclical end-markets, and deal execution. As of the latest available pricing (Friday’s close), ETN traded around $317.80. In the most notable move of the past week, Eaton shares fell 4.28% on Wednesday, December 17, closing at $315.82, with trading volume reported well above the recent average—an attention-getting signal heading into a low-liquidity, year-end tape. MarketWatch Below is a week-ahead briefing built from the most recent
22 December 2025
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Amphenol (APH) Stock Week Ahead: Analyst Upgrades, AI Data-Center Demand, and a Holiday-Shortened Trading Week (Dec. 22–26, 2025)

Amphenol (APH) Stock Week Ahead: Analyst Upgrades, AI Data-Center Demand, and a Holiday-Shortened Trading Week (Dec. 22–26, 2025)

As the new week begins, Amphenol Corporation (NYSE: APH) is heading into a holiday-shortened U.S. trading calendar with renewed momentum after a sharp late-week move. Shares last traded around $135, finishing Friday’s session up roughly 4% and close to recent highs. Barchart.com For investors tracking Amphenol stock into year-end, the coming week is less about scheduled company events—and more about how thin holiday liquidity, AI infrastructure sentiment, and macro data releases could influence high-multiple, growth-linked industrial tech names like APH. Below is a detailed, week-ahead report based on news, forecasts, and analyst commentary available as of Sunday, December 21, 2025.
22 December 2025
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Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Updated: Sunday, December 21, 2025 Data center stocks head into a holiday-shortened week with a familiar setup—and a few fresh fault lines. Demand for AI compute remains strong, but the market is increasingly pricing the constraints around that demand: power availability, grid rules, financing terms, and the evolving perimeter of U.S. semiconductor export controls. For investors watching the full “data center stack”—from AI chips and networking to power/cooling gear and data center REITs—the coming week is likely to be less about earnings and more about macro prints, liquidity, and headline-driven sentiment. That mix matters because many of the biggest data
21 December 2025
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Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

December 20, 2025 — Cloud computing stocks are ending the year with a familiar tailwind—surging demand for AI compute—but also with a sharper split between “scale winners” and “balance-sheet stress tests.” In the last 48 hours alone, the market’s cloud narrative has been shaped by a record pace of data-center dealmaking, new mega-contract momentum in cloud security, and a fresh reminder that financing (not just innovation) is becoming a defining competitive advantage for 2026. Reuters+2Reuters+2 This is the core setup for investors tracking cloud computing stocks: the AI infrastructure buildout looks durable—but it is getting bigger, more expensive, and more
20 December 2025
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Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

December 20, 2025 — Data center stocks have become one of the market’s most crowded (and consequential) intersections: artificial intelligence demand on one side, and real-world constraints—power, land, permitting, and financing—on the other. The investment story isn’t just about more GPUs and bigger server halls. It’s increasingly about who can secure megawatts, finance the build, and turn capex into durable cash flow. This weekend’s headlines sharpen that tension. Regulators in Georgia approved a massive electricity-generation expansion to serve data centers. In the Mid-Atlantic, federal regulators pushed PJM to clarify rules for AI-driven large loads—especially when they’re colocated near power plants.
20 December 2025
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CoreWeave (CRWV) Stock News and Forecasts for Dec. 20, 2025: DOE “Genesis Mission” Boosts Shares as Analysts Debate AI Data-Center Risks

CoreWeave (CRWV) Stock News and Forecasts for Dec. 20, 2025: DOE “Genesis Mission” Boosts Shares as Analysts Debate AI Data-Center Risks

CoreWeave, Inc. (NASDAQ: CRWV) ends the week back in the spotlight after a sharp Friday rebound that partially reversed a bruising late-2025 selloff. As of the Dec. 19, 2025 close (the last trading session ahead of Dec. 20), CoreWeave shares finished around $83, up roughly 22% on the day, according to MarketBeat’s end-of-day quote. MarketBeat The catalyst wasn’t a single headline—it was a “stack” of market-moving signals that hit within roughly 24–48 hours: That rebound arrives after weeks of volatile trading tied to a broader market debate: whether the AI infrastructure buildout is a durable, cash-generating megatrend—or the early innings
20 December 2025
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Eaton Corporation (ETN) Stock News Today: Bernstein Trims Target as Wall Street Weighs Data Center Growth vs. Valuation (Dec. 19, 2025)

Eaton Corporation (ETN) Stock News Today: Bernstein Trims Target as Wall Street Weighs Data Center Growth vs. Valuation (Dec. 19, 2025)

Eaton Corporation plc (NYSE: ETN) is ending the week in the spotlight after a sharp mid-week slide, fresh analyst target changes, and renewed debate over whether the recent pullback is a buying opportunity—or a warning sign that expectations for electrification and data-center infrastructure may already be priced in. By early afternoon Friday, Dec. 19, ETN was trading around $318 a share, up roughly 0.6% on the session, after Thursday’s close near $315.95. StockAnalysis+1 Eaton stock price action on Dec. 19: Stabilization after a volatile week The tone in ETN has shifted quickly in just a few sessions. On Wednesday, Dec.
19 December 2025
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Hut 8 (HUT) Stock News Today: Analyst Targets Rise After Google-Backed $7 Billion AI Data Center Lease

Hut 8 (HUT) Stock News Today: Analyst Targets Rise After Google-Backed $7 Billion AI Data Center Lease

Dec. 19, 2025 — Hut 8 Corp. (Nasdaq: HUT; TSX: HUT) is back in the market spotlight as investors and analysts digest a headline-grabbing pivot: a long-term, Google-backed AI infrastructure lease that could reshape how Wall Street values the company. Hut 8 shares were trading around $42.55 in Friday trading, up roughly 10% on the session, after swinging between $40.14 and $43.20 earlier in the day. Bitcoin, still a key sentiment driver for many “crypto-adjacent” equities, was hovering near $87,960, down about 1%. The immediate catalyst isn’t Bitcoin mining economics. It’s the market’s attempt to price Hut 8 as something
19 December 2025
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Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

On Friday, Dec. 19, 2025, Georgia’s utility regulators are poised to make one of the most consequential energy decisions the state has faced in years: whether to approve Georgia Power’s plan to rapidly expand electricity supply to meet a surge in demand from data centers and AI-driven computing. Axios The stakes are immediate and personal—monthly bills, grid reliability, and how much new fossil-fueled generation Georgia locks in for decades—but they’re also national. In the last 24 hours, federal regulators moved to clarify how Big Tech can connect massive data centers directly to power plants in the country’s largest grid region,
19 December 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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