Data Centers 1 January 2026

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

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

Data Centers·NYSE:TT·Stock Market

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

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

Artificial Intelligence·Data Centers·NASDAQ:MRVL·Stock Market·Technology

Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

Shares of Lumentum Holdings Inc were up 11.3% at $397.42 in after-hours trading on Tuesday, after swinging between $340.46 and $399.50 during the session.

7 January 2026

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

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

Data Centers·NASDAQ:NVDA·NYSE:JCI·Stock Market

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

Artificial Intelligence·Data Centers·NASDAQ:CIFR·Stock Market·Technology

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

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

Data Centers·NASDAQ:NVDA·NYSE:MOD·Stock Market

Marvell stock whipsaws after $540 million XConn deal puts AI data-center switching in focus

Marvell Technology, Inc. said on Tuesday it will acquire XConn Technologies for about $540 million, a bet on the high-speed links that stitch together AI data centers. Marvell shares were down about 1.1% at $89.26 after earlier rising as much as 4.3% and then turning lower.

6 January 2026

Data Centers·NASDAQ:MRVL·Stock Market

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.

6 January 2026

Artificial Intelligence·Data Centers·KRX:000660·NASDAQ:MU·NASDAQ:WDC·Stock Market·Technology

Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

Shares of Jabil Inc fell about 7% on Monday after the electronics manufacturing services provider said it had completed its purchase of data center power specialist Hanley Energy Group. The stock was down 7.3% at $222.90, after swinging between $248.88 and $222.86. Business Wire

5 January 2026

Data Centers·NYSE:JBL·Stock Market·Technology

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

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

Data Centers·NYSE:VRT·Stock Market

Applied Optoelectronics stock jumps 14% to start 2026 as AI data-center optics rally

Applied Optoelectronics’ shares jumped 13.6% in the last regular session on Friday, closing at $39.60. The stock traded between $35.82 and $40.06 during the session.

4 January 2026

Artificial Intelligence·Data Centers·NASDAQ:AAOI·Stock Market·Technology

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

Shares of Applied Optoelectronics rose 13.6% to $39.60 on Friday, the first U.S. trading session of 2026, after swinging between $35.82 and $40.06.

4 January 2026

Artificial Intelligence·Data Centers·NASDAQ:AAOI·Stock Market·Technology

Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

Data center stocks ended the first trading day of 2026 on Friday with a sharp split between infrastructure suppliers and real estate landlords. Vertiv Holdings jumped 8.4% and Applied Digital rose 14.6%. Power-management supplier Eaton gained 2.8%, while Digital Realty and Iron Mountain edged up and Equinix slipped.

3 January 2026

Data Centers·NASDAQ:APLD·NASDAQ:EQIX·NYSE:DLR·NYSE:ETN·NYSE:IRM·NYSE:VRT·Stock Market·Technology

Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

Applied Digital Corporation shares rose 14.6% on Friday to $28.11, after trading between $24.65 and $28.41. About 36.1 million shares changed hands.

3 January 2026

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

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Shares of Lumentum Holdings Inc rose 4.3% to $384.31 in afternoon trading on Friday, extending a strong run in AI-linked optical hardware names. The stock has traded between $374.87 and $391.92 so far in the session.

2 January 2026

Artificial Intelligence·Data Centers·NASDAQ:AAOI·NASDAQ:CIEN·NASDAQ:COHR·NASDAQ:LITE

SMCI stock jumps today after Supermicro unveils liquid‑cooled SuperBlade server with Intel Xeon 6900

Shares of Super Micro Computer, Inc. climbed about 5.5% on Friday after the server maker disclosed a new high-density, direct liquid‑cooled system aimed at artificial intelligence and high‑performance computing workloads. Supermicro

2 January 2026

Data Centers·NASDAQ:SMCI·Stock Market

Super Micro Computer (SMCI) stock ends 2025 lower after SuperBlade liquid-cooling push — what investors watch next

Super Micro Computer shares last closed down 1.28% at $29.27 on Wednesday, the final trading day of 2025, with U.S. markets closed Thursday for the New Year’s Day holiday. The stock traded between $29.02 and $29.87 and saw about 24.8 million shares change hands. It has ranged between $25.71 and $66.44 over the past 52 weeks.

2 January 2026

Data Centers·NASDAQ:SMCI·Stock Market

Caterpillar stock today: CAT slips into New Year holiday as AI data-center power theme stays in focus

Caterpillar shares last closed down 0.8% at $572.87 on Dec. 31, and U.S. stock markets were closed Thursday for the New Year’s Day holiday. Caterpillar Inc.+1

1 January 2026

Artificial Intelligence·Data Centers·NYSE:CAT·Stock Market

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks ended 2025 on a softer note, with U.S. markets closed on Thursday for the New Year’s Day holiday and investors heading into 2026 still fixated on who captures the next leg of AI infrastructure spending. Nasdaq

1 January 2026

Artificial Intelligence·Data Centers·NASDAQ:EQIX·NASDAQ:NVDA·NASDAQ:SMCI·NVIDIA·NYSE:ANET·NYSE:DELL·NYSE:DLR·NYSE:VRT·Stock Market·Technology Trends

Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro Computer, Inc. shares were last down 1.3% at $29.27 in after-hours trading on Wednesday, after the server maker unveiled a new high-density SuperBlade system built around Intel’s latest Xeon processors. U.S. stock markets are closed on Thursday for New Year’s Day. New York Stock Exchange

1 January 2026

Data Centers·NASDAQ:SMCI·Stock Market·Technology

Data Centers 1 January 2026 - 7 January 2026