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.
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.”
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
Vertiv stock gains as investors weigh AI data-center “Frontiers” report ahead of February earnings
Vertiv Holdings Co shares rose 1.8% in the last U.S. session, closing at $163.58 on Friday as investors positioned for a week of AI infrastructure headlines and the company’s next update to the market.
Siemens stock set for Monday focus after AI data-centre power pilot, Fitch ratings notice
Shares of Siemens Aktiengesellschaft ended Friday in Frankfurt up 0.95%, closing at 254.20 euros.
Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed
Digital Realty Trust climbed 3.7% to close at $158.55 on Friday, bouncing back from an intraday low of $152.93. The stock hit a high of $159.44 during the session, ending close to that peak.
Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape
Applied Digital Corporation shares were up about 18% at $37.68 in after-hours trading on Friday, extending a post-earnings rally as investors chased fresh signs of demand for the company’s AI-focused data centers. The stock traded between $31.83 and $38.30 during the session.
Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers
Vistra shares were up about 11% by midday Friday after the power producer said Meta Platforms had signed long-term contracts tied to three of its nuclear plants. The stock gained $16.51 to $167.11, after hitting an intraday high of $178.40.
Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus
Bloom Energy Corp shares rose 3.6% to $126.23 in late morning trading after hitting an earlier high of $129.96. The session low was $120.62.
Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus
Applied Digital shares rose about 12% in morning trading on Friday, extending a post-results surge as investors focused on its hyperscaler lease pipeline for AI data centers. The stock was up $3.75 at $35.69 after touching $36.69, with about 36.6 million shares traded.
Meta stock ticks up as nuclear power deals aim to fuel AI data centers
Meta Platforms shares were up 0.1% on Friday after the Facebook owner announced nuclear power agreements aimed at locking in electricity for its growing AI data centers. Vistra climbed 14.6% and reactor developer Oklo gained 15.8%, while the Nasdaq 100-tracking Invesco QQQ ETF edged up 0.3%.
TechStock² Updates
