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Data Centers News 11 December 2025 - 17 December 2025

Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

Oregon utility watchdogs say Portland General Electric’s proposed “Peak Growth Modifier” could shift long-lived grid upgrade costs from fast-growing data centers to households—despite the state’s new POWER Act. Here’s what’s in dispute, what PGE says, and what regulators decide next. Oregon’s push to stop homeowners from subsidizing energy-hungry data centers is colliding with a high-stakes regulatory fight now unfolding around…
17 December 2025
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Applied Digital Corporation Stock (APLD) News Today: Why Shares Are Swinging, Key AI Data Center Catalysts, and Analyst Forecasts (Dec. 16, 2025)

Applied Digital Corporation Stock (APLD) News Today: Why Shares Are Swinging, Key AI Data Center Catalysts, and Analyst Forecasts (Dec. 16, 2025)

Applied Digital Corporation (NASDAQ: APLD) is living at the intersection of two forces that investors love—and fear: the AI infrastructure boom and the capital markets that must fund it. On December 16, 2025, APLD stock is in the spotlight after a sharp selloff that underscored how quickly sentiment can flip for data center builders whose story depends on leases, construction…
16 December 2025
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CoreWeave Stock Slide Sparks Fresh AI Bubble Fears as Debt, Data Center Delays, and Chip Depreciation Take Center Stage

CoreWeave Stock Slide Sparks Fresh AI Bubble Fears as Debt, Data Center Delays, and Chip Depreciation Take Center Stage

On December 16, 2025, CoreWeave’s sharp selloff became a lightning rod for a broader market debate: is the AI infrastructure boom entering its most fragile phase, where execution hiccups and financing costs matter more than hype? New reporting and market commentary today highlights a mix of catalysts—construction delays at a key Texas data center tied to OpenAI, worries about debt-heavy…
16 December 2025
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Credo Technology Group (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group Holding Ltd (NASDAQ: CRDO) enters mid-December with investors still focused on one core question: how long can the company’s AI-driven data-center connectivity boom last—and how much of that future is already priced into the stock? On December 15, 2025, CRDO shares traded around $144 with a market cap near $32.5 billion, reflecting a year defined by sharp…
15 December 2025
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Constellation Energy (CEG) Stock Today: Calpine Deal Nears Close as Nuclear Data‑Center Contracts Shape 2026 Outlook (Dec. 15, 2025)

Constellation Energy (CEG) Stock Today: Calpine Deal Nears Close as Nuclear Data‑Center Contracts Shape 2026 Outlook (Dec. 15, 2025)

Constellation Energy Corporation (NASDAQ: CEG) is back in focus on December 15, 2025 as investors digest a busy stretch of deal news, federal support for nuclear restarts, and continued momentum behind “24/7 carbon‑free” power contracts tied to the AI data‑center buildout. Shares traded around $356.99 in Monday’s session (as of 18:25 UTC), with an intraday range of roughly $350.87 to…
15 December 2025
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Marvell Technology (MRVL) Stock News Today (Dec. 15, 2025): AI Data Center Outlook, Celestial AI Deal, and Updated Wall Street Forecasts

Marvell Technology (MRVL) Stock News Today (Dec. 15, 2025): AI Data Center Outlook, Celestial AI Deal, and Updated Wall Street Forecasts

Marvell Technology, Inc. (NASDAQ: MRVL) is back in focus on December 15, 2025, as investors weigh a powerful AI-driven growth narrative against a noisy—but market-moving—debate about hyperscaler custom-chip relationships. After an early-December surge tied to upbeat results and an AI acquisition, MRVL has also faced sharp pullbacks on reports and analyst commentary questioning the durability of certain customer programs. The…
15 December 2025
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Vertiv (VRT) Stock News Today, Dec. 15, 2025: AI Data Center Cooling Tailwinds, Analyst Price Targets, and the 2026 Outlook

Vertiv (VRT) Stock News Today, Dec. 15, 2025: AI Data Center Cooling Tailwinds, Analyst Price Targets, and the 2026 Outlook

December 15, 2025 — Vertiv Holdings Co. (NYSE: VRT) is back in the spotlight as investors track the next phase of the AI-driven data center buildout—and the growing infrastructure challenge behind it: power delivery, heat management, and faster deployment timelines. In late-morning U.S. trading on Monday, Vertiv shares hovered around $162, with the company valued at roughly $61 billion. The…
15 December 2025
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Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

The global race to scale artificial intelligence is no longer just about who can secure the most advanced GPUs. Increasingly, it’s about who can secure the hardest inputs of all: grid-ready power, purpose-built data centers, and financing that can survive multi-year construction timelines. That shift is pushing Applied Digital Corporation (NASDAQ: APLD) into the spotlight. The company has positioned itself…
15 December 2025
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AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom and Oracle rekindled “AI bubble” chatter, even as the longer-term buildout story (chips, networking, power, cooling, and capacity) keeps expanding…
14 December 2025
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Marvell Technology (MRVL) Stock Falls as Amazon Trainium Drama Collides With Record AI Data Center Growth

Marvell Technology (MRVL) Stock Falls as Amazon Trainium Drama Collides With Record AI Data Center Growth

December 11, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) is having one of those “only-in-AI-2015” weeks: the company just posted record data‑center revenue, announced a multibillion‑dollar optical‑interconnect acquisition, and rolled out new connectivity products for hyperscale AI clusters — yet the stock is sliding as investors argue over whether Marvell has lost a critical Amazon AI chip deal. As of early…
11 December 2025
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Vertiv (VRT) Stock Pulls Back After Wolfe Downgrade – Can the AI Data Center Winner Keep Climbing in 2026?

Vertiv (VRT) Stock Pulls Back After Wolfe Downgrade – Can the AI Data Center Winner Keep Climbing in 2026?

Vertiv Holdings Co (NYSE: VRT), one of Wall Street’s favorite “picks-and-shovels” plays on artificial intelligence and data centers, is taking a breather after a huge multi‑year run. As of midday trading on December 11, 2025, Vertiv shares were changing hands around $169–170, down roughly 7% on the day and well below last month’s record near $199.StockAnalysis+1 The pullback follows a…
11 December 2025
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Cummins (CMI) Stock Near Record Highs as AI Data Center Demand Collides With Hydrogen Setback – Latest News, Forecasts and Analysis

Cummins (CMI) Stock Near Record Highs as AI Data Center Demand Collides With Hydrogen Setback – Latest News, Forecasts and Analysis

As of December 11, 2025 Key Points Cummins stock today: price, performance and valuation Cummins shares are trading around $524–$525 in Thursday’s session, giving the company a market value in the low‑to‑mid $70 billion range.MarketBeat On December 10, the stock closed at $524.53, up 4.9% on the day and setting a new 52‑week high, with intraday trade reaching roughly $526.50.MarketWatch+2StockAnalysis+2…
11 December 2025
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Stock Market Today

  • Meta Platforms: AI-Driven Growth Sparks Wall Street Optimism
    February 6, 2026, 1:42 PM EST. Meta Platforms (META) is gaining traction with its AI-powered advertising engine, fueling robust growth despite broader market uncertainties. Wall Street analysts project substantial upside as the company combines innovative tech with disciplined cost management. Positioned as a resilient play through volatile markets, Meta's stock, trading as of Jan. 30, 2026, underscores investor confidence in its new growth phase driven by artificial intelligence advancements.
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