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Data Centers 4 January 2026 - 8 January 2026

Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital shares rose about 7% in extended trading on Wednesday after the data-center operator reported fiscal second-quarter revenue above Wall Street estimates, buoyed by demand for facilities built for artificial-intelligence workloads. It posted revenue of $126.6 million for the quarter ended Nov. 30, beating analysts’ estimate of $88 million, LSEG data showed. Reuters The print lands as cloud groups and AI specialists scramble for places that can take a lot of power and deliver dense computing quickly. A “hyperscaler” is industry shorthand for a very large cloud provider that rents capacity in huge blocks.
8 January 2026
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Lumentum stock whipsaws near $400 as AI data-center trade heads for Feb. 3 earnings

Lumentum stock whipsaws near $400 as AI data-center trade heads for Feb. 3 earnings

NEW YORK, January 7, 2026, 18:05 EST — After-hours Lumentum Holdings Inc shares fell 1.2% on Wednesday and were little changed in after-hours trade, the session after the 4 p.m. close, after swinging between $365.47 and $402.66 in the regular session. The stock ended at $392.80 and last traded at $392.70 late after-hours, a day after rising 11.3%.
8 January 2026
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Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

New York, January 7, 2026, 18:01 ET — After-hours Applied Digital shares rose about 7% in after-hours trading on Wednesday after the data center operator posted quarterly revenue that beat Wall Street estimates, helped by demand for capacity used to train and run AI models. The company reported fiscal second-quarter revenue of $126.6 million for the period ended Nov. 30, versus analysts’ estimate of $88 million, according to LSEG data. Reuters
8 January 2026
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China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

BEIJING, January 8, 2026, 01:39 Beijing has asked some Chinese tech companies to halt orders for Nvidia’s H200, a high-end graphics processing unit used to train and run AI models, the Information reported, citing people familiar with the matter. The move came as China weighs whether — and on what terms — it will allow access to the chips, the report said. “China is committed to basing its national development on its own strengths,” said Liu Pengyu, a spokesperson for the Chinese Embassy in the United States. Reuters
7 January 2026
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Johnson Controls (JCI) stock slides 6% after Nvidia’s “no water chillers” line jolts data-center cooling trade

Johnson Controls (JCI) stock slides 6% after Nvidia’s “no water chillers” line jolts data-center cooling trade

New York, Jan 6, 2026, 20:13 — Market closed Johnson Controls International plc shares closed down 6.2% at $113.95 on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s next platform would sharply reduce the cooling equipment needed in data centers. The stock was down as much as 7.5% earlier in the session and hit a multi-month low.
7 January 2026
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Trane Technologies (TT) stock slides after Nvidia says “no water chillers” needed for data centers

Trane Technologies (TT) stock slides after Nvidia says “no water chillers” needed for data centers

New York, January 6, 2026, 19:43 EST — After-hours Trane Technologies plc shares closed down 2.5% on Tuesday at $381.10 and were steady in after-hours trading. The move followed comments from Nvidia CEO Jensen Huang that next-generation chips would reduce cooling requirements in data centers, the buildings that house computer servers. Reuters
7 January 2026
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Marvell stock slides after $540 million XConn deal as MRVL doubles down on AI data-center switching

Marvell stock slides after $540 million XConn deal as MRVL doubles down on AI data-center switching

New York, Jan 6, 2026, 18:54 EST — After-hours Marvell Technology shares fell 2.2% to $88.23 on Tuesday, even as U.S. stocks ended higher, after the chipmaker agreed to buy networking technology firm XConn Technologies for about $540 million. The stock was little changed in after-hours trading. MarketWatch
7 January 2026
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Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

New York, Jan 6, 2026, 15:15 EST — Regular session Johnson Controls International fell 5.5% to $114.79 in afternoon trading on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s next-generation Vera Rubin platform could sharply reduce cooling needs in data centers and that “no water chillers are necessary for data centres.” The stock has traded between $108.41 and $120.39, and other heating, ventilation and air-conditioning names also weakened. Barclays analysts led by Julian Mitchell said investors “should not take their comments lightly” and estimated data centers account for a low-double-digit share of Johnson Controls’ sales. Reuters
6 January 2026
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Cipher Mining (CIFR) stock slides in U.S. session as miner taps veterans for AI data-center push

Cipher Mining (CIFR) stock slides in U.S. session as miner taps veterans for AI data-center push

NEW YORK, Jan. 6, 2026, 15:06 — Regular session Shares of Cipher Mining Inc fell about 4% in afternoon trading on Tuesday after the bitcoin miner said it hired two industry veterans as it pushes further into artificial intelligence data centers and high-performance computing. The stock was down 3.9% at $17.46, with more than 20 million shares traded. markets.businessinsider.com
6 January 2026
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Modine (MOD) stock falls as Nvidia Rubin cooling remarks rattle data-center suppliers

Modine (MOD) stock falls as Nvidia Rubin cooling remarks rattle data-center suppliers

New York, January 6, 2026, 14:46 ET — Regular session Modine Manufacturing shares fell 7.0% to $130.57 on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s Rubin platform can run without water chillers, sparking a selloff in data-center cooling suppliers. The stock, which closed at $140.44 on Monday, earlier slid as much as 21% to $111.21. Nasdaq
6 January 2026
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Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk Corp shares were up about 22% at $335 on Tuesday after touching an intraday high of $337.51, extending a sharp rally in flash-memory and storage stocks tied to artificial intelligence data centers. The move follows fresh forecasts that memory pricing will keep rising as suppliers steer output toward server and AI hardware. TrendForce said NAND flash contract prices are expected to rise 33% to 38% from the prior quarter, while conventional DRAM contract prices are forecast to climb 55% to 60%. Source
6 January 2026
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Barclays upgrades Vertiv and this data center stock jumps 8% — what traders watch next

Barclays upgrades Vertiv and this data center stock jumps 8% — what traders watch next

NEW YORK, Jan 4, 2026, 13:25 ET — Market closed Vertiv Holdings, a supplier of power and cooling equipment used in data centers, closed Friday up 8.4% after Barclays upgraded the stock to overweight, meaning it expects the shares to outperform. “The recent volatility in the stock has created an attractive entry point,” Barclays analyst Julian Mitchell wrote. Barron's
4 January 2026
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Stock Market Today

  • Tesla beats Q2 delivery estimates as European sales jump
    July 2, 2026, 7:07 PM EDT. Tesla delivered 480,126 vehicles in the second quarter, up 25% from a year ago and ahead of Wall Street's 402,776 estimate, as sales in Europe picked up. Higher fuel prices, more government support, new fleet deals, and fewer worries about CEO Elon Musk helped push sales higher in the region. Still, Tesla shares dropped more than 7% after recent gains and strong expectations. U.S. sales stayed under pressure after federal EV credits were cut, while growth in China was slower. Analysts say Europe's boost could help Tesla hold off a yearly sales drop and back its plans in self-driving tech and AI.
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