Data Centers 7 January 2026

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.

11 January 2026

Data Centers·Earnings Reports·NASDAQ:VRT·Stock 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.

10 January 2026

Artificial Intelligence·Data Centers·Stock Market·XETRA:SIE

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.

10 January 2026

Data Centers·NASDAQ:EQIX·NYSE:DLR·Stock Market

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.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·Stock Market

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.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:META·NYSE:VST·Stock Market·Technology

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.

9 January 2026

Data Centers·NYSE:AEP·NYSE:BE·Renewable Energy·Stock Market·Technology

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.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·Stock Market

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%.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:META·NASDAQ:OKLO·NYSE:VST·Stock Market·Technology

Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear campus to power AI data centers

Oklo shares jumped nearly 20% in premarket trade on Friday after Meta Platforms said it would back the nuclear developer’s plan for up to 1.2 gigawatts of new capacity in Ohio, part of a broader push to lock down power for data centers. Meta also signed 20-year deals to buy electricity from three Vistra nuclear plants and will support small modular reactor projects with TerraPower. Meta executive Joel Kaplan said the plan would “make Meta one of the most significant corporate purchasers of nuclear energy in American history.”

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:META·NYSE:VST·Stock Market

Applied Digital (APLD) stock jumps after earnings beat as AI data-center lease talks stay in focus

Applied Digital Corp shares rose about 8% in after-hours trading on Thursday after a volatile session, as investors digested the company’s quarterly update and its push to lock in long-term customers for AI-focused data centers. The stock was last up 8.0% at $31.94 after ranging from $30.61 to $35.44.

9 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·NASDAQ:APLD·Stock Market

Vertiv (VRT) stock drops 7% as tech traders turn picky on AI data-center plays

Shares of Vertiv Holdings fell about 7% on Thursday, trading near $159.55 and sliding as low as $158.78 after opening around $171.26.

8 January 2026

Data Centers·NYSE:VRT·Stock Market·Technology

Applied Digital stock jumps as AI data center revenue tops estimates and new hyperscaler talks surface

Applied Digital shares rose 8.2% to $31.99 in afternoon trading on Thursday after the data-center operator posted a sharp rise in quarterly revenue. The stock hit a session high of $35.44 and about 70 million shares had traded.

8 January 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD

IREN stock jumps nearly 8% as AI data-center trade returns; earnings are the next test

Shares of IREN Ltd rose $3.37, or 7.7%, to $46.99 in afternoon trading on Thursday. The Nasdaq-listed stock swung between $42.69 and $47.57.

8 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·NASDAQ:IREN.O·Stock Market

Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

Shares of IREN Ltd climbed about 4.3% to $45.49 on Thursday, as investors returned to data-center names tied to artificial intelligence computing demand. The stock touched a session high of $45.49 after dipping as low as $42.69.

8 January 2026

Cloud Computing·Data Centers·NASDAQ:APLD·NASDAQ:CIFR·OSE:IREN.O·Stock Market

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

8 January 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·Stock Market

APLD stock slips premarket after Applied Digital’s Q2 results, AI data-center buildout in focus

Applied Digital’s shares slipped 2% to $29.56 in premarket trading on Thursday after the company reported quarterly results and updated investors on its AI data-center buildout.

8 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·NASDAQ:APLD·NASDAQ:EKSO·Stock Market

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

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

Data Centers·Earnings Reports·NASDAQ:LITE·Stock Market

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

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

Artificial Intelligence·Data Centers·Earnings Reports·NASDAQ:APLD·Stock Market·Technology

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

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

Artificial Intelligence·Data Centers·HKG:0992·NASDAQ:NVDA·NVIDIA·Semiconductors

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

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

Data Centers·NYSE:JCI·Stock Market·Technology

Data Centers 7 January 2026 - 11 January 2026