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Data Centers 22 October 2025 - 12 November 2025

Anthropic Pledges $50 Billion for U.S. AI Data Centers in Texas and New York, With First Sites Coming Online in 2026

Anthropic Pledges $50 Billion for U.S. AI Data Centers in Texas and New York, With First Sites Coming Online in 2026

Anthropic will invest $50 billion to build AI data centers in the U.S., with initial sites in Texas and New York developed with Fluidstack and coming online through 2026. The company expects to create about 800 permanent and 2,400 construction jobs. This marks Anthropic’s first major direct data center program after mainly using cloud partners. Anthropic also plans to access up to one million Google Cloud TPUs in parallel.
12 November 2025
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AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD projected its data-center business will grow about 60% annually over the next 3–5 years, targeting $100 billion in annual sales and over $20 in EPS. The company unveiled new AI hardware plans for 2026 and 2027 and announced a major supply deal with OpenAI. AMD shares rose nearly 5% in premarket trading following the outlook.
12 November 2025
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AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD set a target of $100 billion in annual data-center chip revenue within five years and projected non-GAAP EPS above $20 over the next 3–5 years at its Financial Analyst Day in New York. The company unveiled an AI hardware roadmap, including MI400 GPUs in 2026 and a “Helios” rack-scale system. Shares rose nearly 5% in pre-market trading Wednesday following the announcements.
12 November 2025
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CoreWeave (CRWV) Q3 Earnings Today: 5 Things to Watch as AI Trade Wobbles — Revenue, RPO, Power Capacity, and Big‑Tech Deals

CoreWeave Stock Today (Nov 12, 2025): CRWV Slides After Guidance Cut; Data‑Center Delay and $55.6B Backlog Take Center Stage

CoreWeave shares fell 16% to $88 after the company cut its 2025 revenue outlook to $5.05–$5.15 billion, citing delays at a third-party data-center partner. Q3 revenue surged 134% to $1.36 billion, but margins narrowed and several analysts lowered price targets. Management said the affected customer extended its contract, keeping total deal value intact. Backlog rose to $55.6 billion on multi-year AI deals with Meta and OpenAI.
12 November 2025
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CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

CleanSpark priced a $1.15 billion 0% convertible senior notes offering due 2032, upsizing after strong demand and setting a $19.16 conversion price, a 27.5% premium to Monday’s close. About $460 million will fund a stock buyback at $15.03 per share; the rest will go to power, land, and data center expansion. CLSK shares fell about 5% pre-market to $14. The deal may increase by $150 million if options are exercised.
11 November 2025
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CoreWeave (CRWV) stock slips after Q3 beat as data‑center delay trims 2025 outlook — What to know today (Nov. 11, 2025)

CoreWeave (CRWV) stock slips after Q3 beat as data‑center delay trims 2025 outlook — What to know today (Nov. 11, 2025)

CoreWeave shares fell nearly 9% in early trading Tuesday after the company cut its 2025 revenue outlook due to a third-party data-center delay. Q3 revenue jumped 134% to $1.365 billion, beating estimates, while net loss narrowed to $110.1 million. The affected customer extended its contract, keeping total deal value unchanged. Revenue backlog rose to $55.6 billion, driven by large deals with Meta and OpenAI.
11 November 2025
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NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

NVIDIA shares edged up in premarket trading Monday, reaching $188.15 as of 14:11 UTC. Two major data center projects in Santa Clara face multi-year delays due to local power grid constraints. NVIDIA announced new Dynamo integrations for Kubernetes-based AI inference. TSMC reported slower sales, raising questions about near-term AI hardware supply.
10 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Today, Nov. 7, 2025: $239 Close as $18B AI Data‑Center Financing and Oracle‑Linked Cyber Breach Dominate the Tape

Oracle shares fell 1.86% to $239.26 Friday, extending a two-day drop of over 4%. Reuters reported an $18 billion bank loan for a New Mexico data-center campus tied to Oracle’s “Stargate” AI project. The Washington Post said it was hit by a cyber breach linked to Oracle E-Business Suite. Oracle also announced a new health-AI partnership with the Cancer Center Informatics Society.
8 November 2025
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AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

Global data-center electricity demand is projected to double by 2030, reaching about 945 TWh, driven by AI workloads. U.S. utilities report contracts for 47 GW of new data centers, exceeding Virginia’s current load. High-power AI chips and dense racks are straining grids and increasing water and carbon use. Tech giants and utilities are investing heavily in new cooling and on-site power solutions.
5 November 2025
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Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Soars on AI Data Center Boom – Analysts Weigh In

Arista Networks shares closed near $153 on Nov 4, 2025, down 2.8% after nearly doubling in six months. Q3 revenue rose 27.5% year-over-year to $2.3 billion, with non-GAAP EPS up 25%. The company launched 800GbE routers and acquired Broadcom’s VeloCloud SD-WAN. Analysts’ 12-month price targets range from $140 to $185, with most rating the stock a “Moderate Buy.”
4 November 2025
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Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Energy reported Q3 2025 operating earnings of $1.06 per share, beating expectations, and GAAP net income rose to $1.0 billion from $934 million a year ago. Revenue jumped 15% to $4.53 billion, driven by strong power demand in Virginia and South Carolina. The company narrowed full-year guidance and is contracting to supply 47 GW of new data center capacity. Offshore wind project costs rose to $11.2 billion but remains on schedule.
3 November 2025
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PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

PPL closed at about $36.50 on Oct. 31, near its 52-week high, and is up roughly 15% year-to-date. The company pays a $0.2725 quarterly dividend, yielding about 2.9%. Analysts expect Q3 EPS of $0.46, with full-year 2025 EPS near $1.83. PPL recently announced a joint venture with Blackstone to build gas plants for data centers in Pennsylvania.
1 November 2025
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Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

OpenAI, Oracle, and Related Digital will build a $7 billion, 1-gigawatt AI data center in Saline Township, Michigan, the state’s first hyperscale facility. Construction starts in early 2026, creating about 2,500 union jobs and over 450 permanent positions. DTE Energy will supply 1.4 GW of power, with developers funding a $2 billion battery system. Michigan lawmakers recently approved new tax incentives for such projects.
1 November 2025
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Southern Co Shocks Markets: Data Centers Send Profits Soaring 11%

Southern Co Shocks Markets: Data Centers Send Profits Soaring 11%

Southern Co reported Q3 2025 net income of $1.71 billion, up 11.5% year-over-year, with revenue at $7.82 billion, beating analyst estimates. Data-center load jumped 17% and 12,000 new customers were added. Georgia Power is seeking approval for 10,000 MW of new generation by 2030 amid surging demand. Moody’s placed Southern on negative outlook, citing rising costs and regulatory risks.
31 October 2025
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Viavi Stock Skyrockets on Blowout Earnings, AI Data-Center Boom

Viavi Stock Skyrockets on Blowout Earnings, AI Data-Center Boom

Viavi shares jumped 21% to $16.92 on Oct. 30, hitting a multi-year high with trading volume over 10.7 million. Fiscal Q1 revenue rose 25.6% to $299.1 million, beating estimates; non-GAAP EPS reached $0.15. Management guided Q2 revenue to $360–370 million, well above analyst forecasts. The company closed a $425 million acquisition of Spirent’s Ethernet and network-security testing business on Oct. 16.
30 October 2025
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ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

ProPetro shares surged nearly 14% after its PROPWR unit secured a long-term contract to supply 60 megawatts to a major data center. Q3 revenue reached about $294 million, down 18.6% year-over-year but beating estimates by 14%. The company narrowed its quarterly loss to $2 million and reported $25 million in free cash flow from fracking. PROPWR’s total contracted capacity now exceeds 150 MW.
29 October 2025
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Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Hyperscale Data (NYSE American: GPUS) shares surged over 50% in late October, closing at $0.50 on Oct. 27 and rising to $0.66 after hours, though still down 90% year-to-date. The company reported a $68.8 million Bitcoin treasury—about half its market cap—and plans to double crypto holdings. Hyperscale regained NYSE compliance and cut $30 million in debt. Management reaffirmed 2025 revenue guidance at $125–$135 million.
28 October 2025
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Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Vertiv shares jumped nearly 5% to $181 on Oct. 23, hitting multi-year highs after reporting Q3 earnings of $1.24 per share, beating estimates. Volume reached about 5 million shares by mid-day. Analysts raised price targets, with TD Cowen setting a $210 target. The move follows strong revenue growth and recent acquisitions targeting AI and cloud infrastructure.
23 October 2025
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Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Vertiv shares are trading in the mid-$170s as of Oct. 22, 2025, up about 50% year-to-date after Q3 sales jumped 29% to $2.676 billion and diluted EPS more than doubled to $1.02. Organic orders surged nearly 60%, pushing backlog to $9.5 billion. Management raised 2025 guidance, now projecting up to $10.24 billion revenue and $4.10 adjusted EPS. The company credits AI and data-center demand for the surge.
22 October 2025
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Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Skyrockets on AI Data-Center Boom – Will the Rally Continue?

Vertiv shares have surged nearly 50% year-to-date, trading in the high $170s after strong Q3 results and a raised 2025 outlook. Q3 sales jumped 29% to $2.68 billion, with diluted EPS at $1.02, far above estimates. The company cited booming AI-driven data center demand and announced acquisitions and a new dividend. Analysts remain bullish but some warn the stock may be overextended after a 200% rally since early 2024.
22 October 2025
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Stock Market Today

  • South32 Valuation Update: Momentum Slows Despite Strong Gains
    March 21, 2026, 11:30 AM EDT. South32 (ASX:S32) has seen a cooling of momentum after an 18.10% gain over three months and a 15.86% total shareholder return over a year. The stock trades at A$3.98, below an analyst-derived fair value of A$4.69, suggesting a 15.2% undervaluation. Key drivers include investments in copper and base metals projects like Hermosa and expanded Sierra Gorda capacity, aligning with rising demand from renewables and electric vehicles. The company is shifting focus away from coal assets to improve margins and reduce risks. However, concerns remain over potential power supply issues and capital costs at various projects. South32's price-to-earnings ratio stands at 32x, above industry and peer averages, indicating less tolerance for earnings shortfalls. Investors are advised to evaluate these mixed signals carefully before making decisions.
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