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Data Centers 12 November 2025 - 29 November 2025

Vertiv (VRT) Stock Rallies on AI Data Center Deals, Dividend Hike and Aggressive 2025 Guidance

Vertiv (VRT) Stock Rallies on AI Data Center Deals, Dividend Hike and Aggressive 2025 Guidance

Vertiv Holdings shares closed at $179.73 on November 28, up 4.5% for the day and 12.5% for the week, nearing record highs. The stock surged after a strong Q3 earnings beat, raised 2025 guidance, a $1 billion acquisition, and a new Caterpillar partnership. Vertiv’s market cap stands at $69 billion, with year-to-date returns of about 58%. Backlog reached $9.5 billion after organic orders jumped 60% from last year.
29 November 2025
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Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power is seeking approval from state regulators to add 10,000 megawatts of new power plants and batteries, citing rising demand from data centers. Public Service Commission analysts warn the plan could raise household electric bills by about $20 a month or more. Key hearings are set for December 10 and 12, with a final PSC vote scheduled for December 19. Many data center projects driving the proposal lack firm contracts.
26 November 2025
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WULF Stock Today: TeraWulf Rallies on Mandatory Preferred Conversion and AI Data Center Push (Nov. 25, 2025)

WULF Stock Today: TeraWulf Rallies on Mandatory Preferred Conversion and AI Data Center Push (Nov. 25, 2025)

TeraWulf Inc. announced Tuesday it will convert all Series A preferred shares into common stock after meeting price conditions, triggering a roughly 1% share dilution. WULF stock rose about 7% to $13.57, with intraday trading between $11.89 and $13.90. The move adds 1.215 million shares, raising the total to about 420 million. Market cap stands near $5.7 billion, with year-to-date gains of 130%.
25 November 2025
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Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

Georgia Public Service Commission staff warn Georgia Power’s plan to supply new data centers could raise average household electric bills by $20 a month and require high-voltage lines crossing 300 properties, displacing some homes. Clean-air advocates say reliance on fossil-fuel plants for AI and cloud computing could worsen air quality. PSC staff argue the utility is overestimating future demand.
25 November 2025
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Entergy, AI Data Centers and ESG: Key Investor and Sustainability Stories for November 25, 2025

Entergy, AI Data Centers and ESG: Key Investor and Sustainability Stories for November 25, 2025

Entergy is building new gas and renewable projects to supply Google, Meta, and AWS data centers in the Gulf South. Louisiana regulators approved three new gas plants and up to 1,500 MW of solar for Meta, while Entergy Arkansas filed for a 600 MW solar plant for Google. AWS plans a $10 billion investment in Mississippi, with Entergy calling it the state’s largest economic development win.
25 November 2025
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AI Data Centers Raise Winter Blackout Risks: What NERC’s 2025–26 Warning Means for Texas, Michigan and the Rest of the US

AI Data Centers Raise Winter Blackout Risks: What NERC’s 2025–26 Warning Means for Texas, Michigan and the Rest of the US

Federal grid regulators warn that AI data center growth is driving winter electricity demand to record highs, with peak demand projected to rise by about 20 gigawatts over last year. NERC’s 2025–26 Winter Reliability Assessment finds new resources lagging behind demand, raising the risk of supply shortfalls in Texas, the Southeast, New England, and parts of the West if a severe cold snap hits.
25 November 2025
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CRDO Stock Today: Credo Technology Soars After Siemon Patent Deal as AI Data Center Demand Surges (November 25, 2025)

CRDO Stock Today: Credo Technology Soars After Siemon Patent Deal as AI Data Center Demand Surges (November 25, 2025)

Credo Technology Group shares jumped about 13% Monday to $150–151 after announcing a patent licensing deal with The Siemon Company for active electrical cable technology. Trading volume hit 16 million, triple the usual pace. The stock remains 22% below its October high of $193.50 but is up over 400% from its April low. Next earnings report is set for December 1.
25 November 2025
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TeraWulf (WULF) Stock Today: Price Action, AI Data Center Deals, and Outlook for November 24, 2025

TeraWulf (WULF) Stock Today: Price Action, AI Data Center Deals, and Outlook for November 24, 2025

TeraWulf shares rose about 10% to $12.48 Monday on volume over 18 million, after reporting Q3 revenue up 87% to $50.6 million and a net loss of $455 million. The company signed more than $17 billion in long-term HPC contracts and completed over $5 billion in new financings. WULF trades well above its 52-week low but below its recent high near $17.05.
24 November 2025
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Applied Digital (APLD) Stock Today, November 23, 2025: AI Data Center High‑Flyer in a Risky Reset

Applied Digital (APLD) Stock Today, November 23, 2025: AI Data Center High‑Flyer in a Risky Reset

Applied Digital shares closed at $21.09 on Friday, down 1.3% for the day and about 43% below their late October peak. The stock has lost roughly a third of its value in a month but remains up over 100% for the year. On November 13, the company’s unit priced $2.35 billion in 9.25% senior secured notes, raising questions about leverage. S&P Global Ratings assigned a ‘B+’ rating with a positive outlook.
23 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI News Today, November 21, 2025: Foxconn Hardware Deal, $3B Data Center Bet, ChatGPT Group Chats & New Global Partnerships

OpenAI and Foxconn announced a partnership to design and manufacture AI data center hardware in the U.S., with Foxconn planning to invest up to $5 billion in its American facilities. SoftBank will invest $3 billion to convert an Ohio plant into a factory supplying modular data center units for OpenAI’s upcoming sites, including in Texas.
21 November 2025
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Mobile-health Network Solutions (MNDR) Stock Surges on $120 Million AI Data Center Deal in Malaysia – November 20, 2025 Update

Mobile-health Network Solutions (MNDR) Stock Surges on $120 Million AI Data Center Deal in Malaysia – November 20, 2025 Update

Mobile-health Network Solutions said it will acquire two AI-optimized data centers in Malaysia for up to US$120 million, paying with 3 million Class A shares. The announcement sent MNDR shares sharply higher in pre-market trading Thursday. The deal, structured as a memorandum of understanding with PPG PP GRID SDN. BHD., remains subject to due diligence and approvals.
20 November 2025
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Elon Musk and Jensen Huang Headline U.S.–Saudi AI Forum as xAI and Humain Plot Massive Saudi Data Centers

Elon Musk and Jensen Huang Headline U.S.–Saudi AI Forum as xAI and Humain Plot Massive Saudi Data Centers

Elon Musk and Nvidia’s Jensen Huang led an AI panel at the U.S.–Saudi Investment Forum in Washington, highlighting Saudi Arabia’s push to become a global AI infrastructure hub. Musk’s xAI is nearing a $15 billion funding round and plans a 500-megawatt data center in the kingdom. AMD, Cisco, and Saudi firm Humain announced a joint venture for up to 1 gigawatt of AI data center capacity across the Middle East.
19 November 2025
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Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology Group shares surged November 18 after the company reported record Q3 2025 results, including $26.5 million in revenue, a swing to positive operating income, and near-breakeven net loss. The company confirmed a $1.4 billion AI data centre mandate in Southeast Asia and reported cash of $121.4 million with debt down to $15.1 million.
18 November 2025
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Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital priced $2.35 billion in senior secured notes due 2030 at a 9.25% coupon, issued at 97% of face value, to fund its North Dakota AI data centers. The deal follows a commitment of up to $787.5 million in equity from Macquarie Asset Management. Shares are down over 25% this week despite a year-to-date gain of nearly 300%. The notes offering is expected to close around November 20.
14 November 2025
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Nvidia’s Record $5 Trillion Surge: AI Mega-Deals Propel NVDA Stock – Is $300 Next?

Nvidia Stock Today (Nov. 13, 2025): Mexico “$1B” Data-Center Claim Denied, SoftBank Exit Still Looms, Earnings Next Week

Nvidia denied plans to invest $1 billion in an AI data center in Nuevo León, contradicting an earlier claim by the state’s governor. The company said it has no financial investment in the region; local officials now say another firm will fund a facility using Nvidia technology. Nvidia shares last closed at $193.80. The announcement comes days before its Nov. 19 earnings report.
13 November 2025
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Nvidia Stock Today (Nov 12, 2025): NVDA Holds Near $193 as Foxconn’s AI Server Boom Offsets SoftBank Overhang; Mexico Data Center Claim Draws Company Denial; Q3 FY26 Earnings Set for Nov. 19

Nvidia Stock Today (Nov 12, 2025): NVDA Holds Near $193 as Foxconn’s AI Server Boom Offsets SoftBank Overhang; Mexico Data Center Claim Draws Company Denial; Q3 FY26 Earnings Set for Nov. 19

Nvidia shares traded flat midday Wednesday near $192.95 after opening at $195.69, with over 100 million shares changing hands. Premarket gains faded despite Foxconn’s strong AI server outlook and AMD’s AI-driven rally. SoftBank’s recent $5.8 billion NVDA stake sale and conflicting reports of a $1 billion Mexico data center investment added volatility. Nvidia reports Q3 results November 19.
12 November 2025
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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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Stock Market Today

  • Morgan Stanley Sets Carvana (CVNA) Stock Price Target at $102 Post-Split
    June 12, 2026, 12:57 PM EDT. Carvana (CVNA) closed at $67.82 on June 11, up slightly over the week but well below its 52-week high of $97.38. Morgan Stanley maintained an Overweight rating and set a $102 price target on June 10, reflecting a 50% upside from current levels. This target is split-adjusted; the original pre-split target was $510, aligned with Carvana's May 7 five-for-one stock split. Morgan Stanley describes Carvana as a "generational compounder," highlighting its capital spending below 1% of sales while growing revenue around 40% annually. Key to this efficiency is Carvana's acquisition of ADESA's U.S. auction business in 2021, providing existing sites to convert at $2-3 million each versus $30-35 million for new locations. As of Q1, Carvana operates 18 inspection centers and 16 integrated ADESA sites, with scale-up potential to 3 million vehicles annually. Morgan Stanley projects mature inspection and reconditioning centers (IRCs) can yield $228 million in operating profit each.

Latest articles

Rubico Shares Jump After Trillium Filing Flip Stirs RUBI Volatility

Rubico Shares Jump After Trillium Filing Flip Stirs RUBI Volatility

12 June 2026
Rubico Inc. surged 35% to $0.84 on record volume after a June 11 SEC filing showed Trillium Trading held a 5.4% stake, but a June 12 amendment revealed 0% ownership, creating uncertainty over major holders and intensifying focus on potential dilution and Nasdaq listing risks as the next key catalyst.
Cipher Digital Moves Higher After AI Data Center Investment Draws Attention to CIFR

Cipher Digital Moves Higher After AI Data Center Investment Draws Attention to CIFR

12 June 2026
Cipher Digital surged 9% to $24.66 Friday after pricing $810 million in senior secured notes for its Stingray AI data center, with the June 15 closing seen as the next key catalyst; despite analyst Buy ratings and a rebound from Wednesday’s selloff, high volatility, ongoing losses, and debt-funded construction keep CIFR speculative and risky, making execution on its AI pivot critical for stock performance.
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