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Data Centers 11 December 2025 - 18 December 2025

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. 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 does best: taking a real concern and stress-testing every company connected to that trade—whether they’re building chips, leasing data centers, or selling the unglamorous but essential “keep the servers alive” gear like power distribution and cooling.
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 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, 2025, HUT traded around $40.16.
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 and frontier research; and the political fight over data centers is escalating from local zoning meetings to Capitol Hill. The Verge+3Reuters+3The Verge+3 Below is a detailed roundup of the biggest AI stories shaping headlines on 18.12.2025 across product launches, funding, chips, regulation, and the booming—and increasingly contested—data center economy.
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. 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 the details ahead of the next session.
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. 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, FIX was trading around $887, down about 8.4% on the day after opening near $969. The move comes amid a broader risk-off tone in U.S. equities, with market coverage pointing to renewed pressure on AI-linked names and mega-cap tech as investors reassess growth expectations.
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. 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 5.8% in premarket trading following the release. Reuters But trading turned volatile as the session progressed. Market data shows JBL opened sharply higher, touched a fresh intraday high, then gave back much of the move later in the day.
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, platform power, and software lock-in. Investopedia+2Reuters+2 That mix is showing up in real time across the AI complex—from Amazon and Microsoft at the model layer, to Oracle in AI cloud buildout, and Nvidia and Alphabet in the fight over the infrastructure and tooling that powers AI development. Reuters+3Reuters+3Investopedia+3
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 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 often track closely when a stock has already posted a major run—adding another layer to today’s Vicor narrative. TradingView+1
17 December 2025
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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 Portland General Electric. In recent reporting, the Oregon Citizens Utility Board accused PGE of trying to sidestep the intent of the state’s new POWER Act—an affordability-focused law designed to make large-load customers like data centers pay a larger share of the power supply and grid infrastructure built to serve them. opb.org+1
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 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 timelines, and financing terms. Below is a full, up-to-date round-up of the latest market action, the most relevant company developments, and the key forecasts and analyses circulating as of December 16, 2025.
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 growth, and a rising chorus of skeptics questioning whether the economics of renting cutting-edge Nvidia GPUs can hold up as hardware ages fast and capital gets more expensive. The Wall Street Journal+1 CoreWeave isn’t alone. The same anxiety has pressured other AI infrastructure names—especially Oracle, where investors are scrutinizing how a massive data center buildout will be funded, and Broadcom, after margin concerns helped reignite bubble talk earlier this month. Reuters+3marketwatch.com+3Investors.com+3
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 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 upside moves, sudden pullbacks, and a steadily rising drumbeat of bullish analyst updates tied to hyperscale AI buildouts.
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 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, with an intraday range of roughly $350.87 to $360.96, according to market data.
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. 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 result: a stock that’s trading more like a “theme proxy” for next‑gen data-center infrastructure than a steady semiconductor compounder—at least in the short term.
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. 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 stock remains well below its 52-week high near $205, a reminder that even the most in-demand “AI picks-and-shovels” names can swing sharply as Wall Street debates how much growth is already priced in. MarketBeat
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 into the spotlight. The company has positioned itself as a builder and operator of high-density, liquid-cooled “AI factories” — specialized data centers designed to handle modern AI training and inference workloads — and it’s doing it with long-term leases that are starting to look like a prized form of infrastructure real estate. Nasdaq+1
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 keeps expanding across the U.S. market. Reuters+1 Below is what mattered most from December 8–14, and what could move U.S. AI & data center stocks in the week ahead.
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. 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.
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, 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
11 December 2025
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