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.”

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 (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
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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
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

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 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 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

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

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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