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Data Centers News 21 November 2025 - 30 November 2025

Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Published: November 30, 2025 – Information only, not investment advice. Meta stock snapshot: strong rebound into the end of November Meta Platforms, Inc. (NASDAQ: META) heads into the final month of 2025 on a rebound, after a volatile stretch dominated by AI spending, tax shocks and regulatory drama. Meta shares last closed at about $647.95 on Friday, November 28, up roughly 9% from about $594 a week earlier — the biggest weekly gain for the stock since May, according to Dow Jones / MarketWatch data.StockAnalysis+2Macrotrends+2 Market data from several providers show: That bounce comes after the stock hit a six‑month
30 November 2025
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Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv Holdings Co (NYSE: VRT) remains one of the most closely watched “picks‑and‑shovels” stocks in the artificial intelligence (AI) data center boom. After a powerful rebound week, Vertiv shares finished trading on Friday, November 28, 2025 at $179.73, up 4.48% on the day and roughly 12% over the past five sessions. Over the last year the stock is up just over 40%, with a 52‑week range of about $53.60 to $202.45 and a market capitalization near $69 billion. Investing.com+2MarketBeat+2 At these levels, Vertiv trades on growth‑stock metrics: a trailing price‑to‑earnings ratio in the high‑60s, a price‑to‑earnings‑growth (PEG) ratio around 1.4,
29 November 2025
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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 Co (NYSE: VRT), the data‑center infrastructure specialist powering much of the AI boom, has surged again into the spotlight. As of Friday, November 28, 2025, Vertiv shares were trading just under $180 after a roughly 4.5% daily move and about a 12–13% gain for the week, extending a year of outsized returns and landing the stock near record highs. StockAnalysis+1 The latest leg higher is being driven by a dense cluster of catalysts: a strong third‑quarter earnings beat and higher 2025 guidance, a $1 billion liquid‑cooling acquisition, a new strategic energy partnership with Caterpillar, an expanded immersion‑cooling product
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

ATLANTA — As Georgia races to become a hub for AI and cloud computing, state regulators are weighing a massive Georgia Power expansion that could reshape both the grid and your monthly bill. The utility is asking the Georgia Public Service Commission (PSC) to approve roughly 10,000 megawatts (10 gigawatts) of new power plants and batteries over the next few years, much of it justified by expected demand from energy‑hungry data centers.AJC+1 Analysts for the PSC warn that if commissioners green‑light most of the plan, residential customers could eventually pay about $20 more per month — or even higher —
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. (NASDAQ: WULF) is back in the spotlight on Tuesday after announcing a key capital-structure move that sent WULF stock higher in today’s session. The high-performance computing (HPC) and bitcoin-mining hybrid play is converting its Series A preferred shares into common stock — a change investors are reading as a vote of confidence in the company’s recent share-price strength and long-term AI infrastructure strategy. TeraWulf Inc. Key Facts About WULF Stock Today (Nov. 25, 2025) TeraWulf’s Big Move: Mandatory Conversion of Series A Preferred Stock The main catalyst for WULF stock today is a fresh press release issued Tuesday
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

ATLANTA — November 25, 2025 Georgia’s quiet power grid fight just turned into a kitchen‑table issue. In the space of a few days, staff for the Georgia Public Service Commission (PSC) have warned that Georgia Power’s massive plan to feed a wave of new data centers could add around $20 a month to typical household electric bills, while a separate project for new high‑voltage transmission lines could cut across more than 300 properties — including dozens of homes that may have to be removed. yahoo.com+3AJC+3Georgia Public Broadcasting+3 At the same time, clean‑air advocates are sounding alarms that leaning on fossil‑fuel
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’s Big Bet on AI-Hungry Data Centers A Morningstar company report published on November 24, 2025, frames Entergy Corporation as “building infrastructure to meet data centers’ energy needs,” highlighting a growing base of energy-intensive customers and the advantage of operating under constructive U.S. rate regulation. Morningstar+1 That thesis matches what Entergy itself and independent outlets have been describing for months: On its own data center microsite and blog, Entergy repeatedly argues that hyperscale customers help lower average power costs by spreading fixed grid expenses across more load, and that the big tech clients are directly funding required upgrades. It also
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

Published November 25, 2025 As the first major cold fronts line up over North America, federal grid regulators are sounding the alarm: the explosive growth of AI data centers is helping push winter electricity demand to record highs — and in some regions, the power system may not be ready if a deep freeze hits. Utility Dive+1 A new 2025–2026 Winter Reliability Assessment from the North American Electric Reliability Corporation (NERC) finds that winter peak demand on the bulk power system will be about 20 gigawatts higher than last year, while new resources to meet that demand have grown by
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 (NASDAQ: CRDO) stock is back in the spotlight after a double‑digit jump linked to a new patent licensing deal with The Siemon Company. Here’s what’s driving CRDO today, how it fits into the AI data center boom, and what to watch heading into the December 1 earnings report. Key Takeaways CRDO Stock Today: Where the Share Price Stands As trading gets underway on Tuesday, November 25, 2025, Credo Technology Group Holding Ltd (NASDAQ: CRDO) is coming off a powerful Monday session that saw the stock surge roughly 13%, from about $133.5 to around $150–151 per share. StockInvest+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 Inc. (NASDAQ: WULF) — a Bitcoin miner turned high‑performance computing (HPC) and AI data center operator — continues to trade with extreme volatility as investors digest a “transformational” third quarter, massive new contracts, and aggressive financing moves. As of the latest quote around 17:02 UTC on Monday, November 24, 2025, WULF is trading at $12.48 per share, up roughly 10.5% from the prior close of $11.29. Intraday, the stock has traded between about $11.37 and $12.50 on heavy volume of more than 18 million shares, putting it well above its 52‑week low of $2.06 but still below the recent
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 Corporation (NASDAQ: APLD) — one of 2025’s most talked‑about AI data‑center stocks — heads into Sunday, November 23, 2025, after a bruising but still spectacular year. After soaring on multi‑billion‑dollar AI infrastructure deals, the stock has just endured a sharp pullback, and fresh research this weekend is sharply divided on whether APLD is now a bargain or still priced for perfection. Reuters+2Reuters+2 This article rounds up the latest Applied Digital stock news and analysis as of November 23, 2025, and explains what investors will be watching in the shortened Thanksgiving trading week. 1. Applied Digital stock price snapshot
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’s news cycle today is dominated by huge infrastructure deals, new features for ChatGPT, and fresh partnerships that stretch from U.S. classrooms to Middle Eastern airlines and the Armenian tech ecosystem. Here’s a comprehensive look at the most important OpenAI developments being reported on 21 November 2025. 1. OpenAI and Foxconn Team Up to Build AI Hardware in the U.S. The headline story today is OpenAI’s new strategic partnership with Taiwanese electronics giant Foxconn to design and manufacture key hardware for AI data centers in the United States.The Washington Post+1 According to reporting syndicated from the Associated Press and others, the deal will
21 November 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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