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Data Centers News 17 December 2025 - 18 December 2025

Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Dec. 18, 2025 — U.S. markets, early afternoon (about 1:50 PM ET at the time of writing). U.S.-listed data center stocks are back in focus today as investors rotate into (and selectively out of) the companies that power the AI buildout: memory and accelerators, high-speed networking, server OEMs, data center REITs/operators, and the “picks-and-shovels” layer of power, cooling, and grid infrastructure. The tape…
18 December 2025
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Eaton Stock (NYSE: ETN) News & Forecast for Dec. 18, 2025: Wells Fargo Cuts Target, Analysts Debate Valuation, and the AI Data Center Growth Thesis

Eaton Stock (NYSE: ETN) News & Forecast for Dec. 18, 2025: Wells Fargo Cuts Target, Analysts Debate Valuation, and the AI Data Center Growth Thesis

Eaton Corporation plc (NYSE: ETN) is back in the spotlight on Thursday, December 18, 2025, after a sharp selloff in the prior session and a fresh round of analyst commentary that’s putting the stock’s valuation—and its data-center-driven growth story—under a microscope. Shares were trading around $318 on Thursday, up roughly 0.8% on the day at the time of the latest…
18 December 2025
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Oracle Stock News Today (Dec. 18, 2025): ORCL Volatility Returns as Michigan AI Data-Center Funding Headlines Collide With Oracle’s $523B Backlog

Oracle Stock News Today (Dec. 18, 2025): ORCL Volatility Returns as Michigan AI Data-Center Funding Headlines Collide With Oracle’s $523B Backlog

Dec. 18, 2025 — Oracle Corporation (NYSE: ORCL) is back in the market’s crosshairs after a fresh wave of headlines reignited the central debate around the stock: Oracle’s AI-cloud demand story is accelerating, but investors want proof the company can finance and deliver the data-center buildout without eroding shareholder value. Financial Times+2Investing.com+2 By mid-session Thursday, Oracle shares were trading around…
18 December 2025
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Eaton Stock (NYSE: ETN) News Today, Dec. 18, 2025: Why Shares Fell, Wall Street Price Targets, and the Data‑Center Growth Story

Eaton Stock (NYSE: ETN) News Today, Dec. 18, 2025: Why Shares Fell, Wall Street Price Targets, and the Data‑Center Growth Story

Eaton Corporation plc (NYSE: ETN) is ending 2025 with a familiar mix of investor emotions: admiration for its “electrification + data centers” growth narrative… and anxiety about valuation, volatility, and whether the next leg of demand arrives on schedule. As of December 18, 2025, ETN is hovering around $315.82, after a sharp 4.28% drop in the prior session (Wednesday, Dec.…
18 December 2025
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Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv Holdings Co. (NYSE: VRT) is having the kind of December that gives long-term investors heartburn and short-term traders a full-time job. As of Dec. 18, 2025, Vertiv stock is indicated around $149.83, reflecting a steep mid-month pullback after a big 2025 run. StockAnalysis The immediate story isn’t a sudden collapse in Vertiv’s business. It’s the market doing what it…
18 December 2025
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Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 Corp (Nasdaq/TSX: HUT) is having one of those “wait, that’s the same company?” moments that the market loves: the former pure-play Bitcoin miner is now being priced like a power-and-data-center developer after announcing a 15-year, $7.0 billion AI data center lease tied to Anthropic, Fluidstack, and a Google financial backstop. PR Newswire+1 As of 10:02 UTC on Dec.…
18 December 2025
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AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

Thursday, December 18, 2025 — Today’s AI news cycle had one clear throughline: scale is getting expensive, and the industry is now wrestling with the consequences of building at “national infrastructure” size. OpenAI is reportedly exploring a funding round that would be almost without precedent; Google is pushing faster, cheaper models deeper into Search; Amazon is reorganizing its AI org around chips…
18 December 2025
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Hut 8 (HUT) Stock After Hours on Dec. 17, 2025: Shares Hold Gains After $7B Google-Backed AI Data Center Deal — What to Know Before Thursday’s Open

Hut 8 (HUT) Stock After Hours on Dec. 17, 2025: Shares Hold Gains After $7B Google-Backed AI Data Center Deal — What to Know Before Thursday’s Open

Hut 8 Corp. (Nasdaq: HUT) is ending Wednesday, December 17, 2025 in the spotlight after unveiling a landmark AI infrastructure package that reframes the company less as a crypto-cycle proxy and more as a power-first digital infrastructure story. The stock’s regular-session rally cooled from earlier highs but still finished firmly higher — and the after-hours tape suggests traders are digesting…
18 December 2025
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Comfort Systems USA (FIX) Stock Slides on Dec. 17, 2025 as S&P 500 Inclusion Nears — Analysts Stay Bullish on Data Center Demand

Comfort Systems USA (FIX) Stock Slides on Dec. 17, 2025 as S&P 500 Inclusion Nears — Analysts Stay Bullish on Data Center Demand

Dec. 17, 2025 — Comfort Systems USA, Inc. (NYSE: FIX) is pulling back sharply on Wednesday after a standout 2025 run that has turned the commercial HVAC and electrical contractor into one of the market’s most talked-about “picks-and-shovels” plays on AI-era data centers. As of early afternoon in New York (about 2:15 p.m. ET), FIX was trading around $887, down…
17 December 2025
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Jabil (JBL) Stock Swings After Q1 Earnings Beat and Raised FY2026 Outlook: AI Data Center Demand Takes Center Stage

Jabil (JBL) Stock Swings After Q1 Earnings Beat and Raised FY2026 Outlook: AI Data Center Demand Takes Center Stage

Dec. 17, 2025 — Jabil Inc. (NYSE: JBL) became one of the most-watched industrial tech names on Wednesday after the electronics manufacturing services giant posted a fiscal first-quarter 2026 beat, lifted its full-year outlook, and pointed again to accelerating demand tied to AI-driven data center buildouts. Reuters+1 The early reaction was bullish: Reuters reported the shares were up more than…
17 December 2025
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AI Stocks Today (US Market): Amazon–OpenAI Talks, Oracle’s Data-Center Shock, and the New Threat to Nvidia’s CUDA Edge (Dec. 17, 2025)

AI Stocks Today (US Market): Amazon–OpenAI Talks, Oracle’s Data-Center Shock, and the New Threat to Nvidia’s CUDA Edge (Dec. 17, 2025)

AI stocks are back in the center of the U.S. stock market conversation on Wednesday, December 17, 2025—but with a very different tone than the “everything goes up” phase earlier in the year. Today’s trade is being shaped by three big forces: capital intensity (who can afford to build the compute), platform power (who controls the cloud + chips stack), and software lock-in (who owns the…
17 December 2025
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Vicor (VICR) Stock Today: Roth Starts Coverage With a $115 Target as AI Data Center Power Thesis Gains Steam (Dec. 17, 2025)

Vicor (VICR) Stock Today: Roth Starts Coverage With a $115 Target as AI Data Center Power Thesis Gains Steam (Dec. 17, 2025)

Vicor Corporation (NASDAQ: VICR) is back in the spotlight on Wednesday, December 17, 2025, after a notable gap-up open and fresh Wall Street commentary that leans into the company’s positioning in next‑generation AI compute power delivery—a theme that has become increasingly market-moving for semiconductor and infrastructure-adjacent names. MarketBeat At the same time, new insider filings have hit the tape—information investors…
17 December 2025
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