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Data Centers 18 November 2025 - 1 December 2025

Aramark Shares Climb 10% After Boosting 2026 Sales Guidance on AI Data-Center Demand
Nvidia Stock, the AI Bubble Debate, and the Data Center Gold Rush: What December 1, 2025 Really Looks Like

Nvidia Stock, the AI Bubble Debate, and the Data Center Gold Rush: What December 1, 2025 Really Looks Like

Nvidia’s stock is limping into December after a volatile November, even as CEO Jensen Huang insists the artificial intelligence boom is not a bubble. Meanwhile, data center spending, short sellers, and macroeconomists are all treating Nvidia as a proxy for the future of the U.S. economy itself. Here’s what the latest reporting and analysis up to December 1, 2025 tell us about Nvidia, AI chips, and the risk of an AI-driven crash.
Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital Corporation has packed an entire earnings season’s worth of headlines into a few weeks. As of the weekend of November 30, 2025, the stock sits around $27 per share, giving the company a market capitalization of roughly $7–8 billion after a year of explosive, volatility‑filled gains. Stocktwits+1
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 remains one of the most closely watched “picks‑and‑shovels” stocks in the artificial intelligence 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
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 Co, 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
29 November 2025
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. 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 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.
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 — 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
OpenAI News Today, November 21, 2025: Foxconn Hardware Deal, $3B Data Center Bet, ChatGPT Group Chats & New Global Partnerships

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.
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, the Singapore-based AI-powered telehealth and digital health platform behind the MaNaDr app, jumped back into the market’s spotlight today after announcing plans to acquire two AI‑optimized data centers in Malaysia in a deal valued at up to US$120 million. The news triggered a powerful pre‑market rally in the company’s thinly traded shares on Thursday, November 20, 2025. TipRanks+1
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

WASHINGTON, D.C. — November 19, 2025. Tesla and xAI chief Elon Musk and Nvidia founder and CEO Jensen Huang took center stage at the U.S.–Saudi Investment Forum in Washington today, using a high‑profile AI panel to frame Saudi Arabia as a future “compute superpower” and showcase a wave of new mega‑deals spanning chips, data centers and sovereign AI infrastructure. Reuters+1
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.