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Data Centers 12 October 2025 - 8 November 2025

Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Today, Nov. 7, 2025: $239 Close as $18B AI Data‑Center Financing and Oracle‑Linked Cyber Breach Dominate the Tape

Summary: Oracle shares slipped again on Friday, closing at $239.26 after a fresh round of headlines: Reuters reported an $18 billion bank loan tied to a New Mexico data‑center campus associated with Oracle and the broader “Stargate” AI infrastructure push, while The Washington Post disclosed it was among the victims of a cyber breach linked to Oracle E‑Business Suite. Oracle also announced a new health‑AI collaboration with the Cancer Center Informatics Society. Oracle+3StockAnalysis+3Reuters+3
8 November 2025
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AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI-driven growth of hyperscale data centers is driving unprecedented power use – global data-center electricity demand is projected to double by 2030carbonbrief.org. Cutting-edge AI chips draw up to 1,200 watts each, so new racks can exceed 100 kW, far above historical normsspectrum.ieee.org. This surge is straining grids: U.S. utilities report contracts for 47 GW of new data centersreuters.com. Environmental impacts include rising carbon and huge water use: data centers now consume ~1% of global powercarbonbrief.org, and large AI sites can use millions of gallons of water per day for coolingeesi.org. In response, industry is racing to deploy immersion and liquid cooling, on-site power, and AI-driven thermal managementspectrum.ieee.orgnews.microsoft.com. Major tech players and utilities are deeply involved: e.g. Nvidia’s market cap topped $5 trillion in Oct. 2025reuters.com, Microsoft and Alphabet near $4Treuters.com, while utilities are lifting earnings forecasts on booming power demandreuters.comreuters.com.
5 November 2025
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Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Soars on AI Data Center Boom – Analysts Weigh In

On Nov 4, 2025, Arista’s stock closed around $153investing.com. This pullback followed a long rally: over the past six months ANET has gained about 100%investing.com as investors bet on Arista’s role in AI and cloud networking. Trading volume was moderate. In context, the stock had climbed from the ~$70s a year earlier, fueled by better-than-expected earnings and booming demand for data-center switches. Market commentators note that ANET’s valuation has been stretched by these trends, but analysts still generally rate it a “Buy”marketbeat.com.
4 November 2025
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Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Energy turned in strong third-quarter 2025 results, surpassing analyst expectations on the bottom line. The utility reported net income of $1.0 billion for Q3, up from $934 million in the same quarter a year agonews.dominionenergy.com. On an operating basis, earnings were $921 million, or $1.06 per share, comfortably beating consensus estimates in the mid-$0.90s rangenews.dominionenergy.comreuters.com. This performance marked roughly an 8% increase in per-share earnings year-over-year – a notable achievement for a regulated utility. Revenue also leapt 14.9% to $4.53 billion from $3.94 billion in Q3 2024investing.com, reflecting higher electricity sales in Dominion’s service territories. The company credited regulated infrastructure investments and increased customer demand for the uptick in earnings, which helped offset challenges like unfavorable weather and rising costsainvest.com.
3 November 2025
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PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

By late October 2025, PPL was trading around $36.50marketbeat.com. It dipped slightly into late Oct: on Oct. 29 it fell 1.16% to $36.48nasdaq.com. Over the past 12 months the stock is up about 14%ts2.techbarchart.com, roughly double the return of the utilities ETF and comparable to peers’ gains. In the last month alone PPL has underperformed the S&P 500; for example, the S&P500 rose ~3.8% in Oct. while PPL was slightly downnasdaq.com. Overall, PPL’s trajectory has been upward: in mid-October it traded near $37.2ts2.tech, though by Halloween it pulled back to the mid-$36s.
1 November 2025
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Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

OpenAI’s “Stargate” initiative – an effort to build massive new data centers nationwide – has selected Michigan for a key phase. On Oct. 30, OpenAI confirmed that with Oracle and Related Digital it will develop a gigawatt-scale AI compute campus on ~575 acres of farmland in Saline Township, near Ann Arborapnews.comaxios.com. The complex will include three single-story server buildings occupying ~250 acres, plus supporting infrastructureapnews.comaxios.com. Construction is slated to begin early 2026, subject to local approvals.
1 November 2025
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Southern Co Shocks Markets: Data Centers Send Profits Soaring 11%

Southern Co Shocks Markets: Data Centers Send Profits Soaring 11%

Southern Co’s third-quarter results soared past Wall Street forecasts. On Oct. 30 Southern reported GAAP net income of $1.711 Bajc.com, and adjusted EPS of $1.60reuters.com. Revenues climbed 7.5% to $7.82 Breuters.com. CEO Chris Womack said these results reflect the “momentum around electric demand growth opportunities” now building in the Southeastajc.com. In fact, Southern said retail electricity sales were ~1.8% higher year-to-dategurufocus.com, with Q3 usage up ~3.5% in commercial customers and ~2.7% in residential householdsgurufocus.com. The company added roughly 12,000 new customers in Q3ajc.com – well above normal – as businesses and new developments came online.
31 October 2025
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Viavi Stock Skyrockets on Blowout Earnings, AI Data-Center Boom

Viavi Stock Skyrockets on Blowout Earnings, AI Data-Center Boom

Viavi stock has been on a tear. On Oct 30 it closed around $16.92, up about 21% from the prior closestockanalysis.com. Chart analysis shows VIAV at fresh 52-week highs on the rallychartmill.com. Trading volume jumped to ~10.8 million on Oct 30chartmill.comstockanalysis.com, signaling heavy investor interest. Technical indicators are bullish: the stock broke above its key moving averageschartmill.com and volume has “been considerably higher in the last couple of days”chartmill.com. ChartMill notes VIAV is “making a new 52 week high”chartmill.com and outperforming most of the market.
30 October 2025
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ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

ProPetro’s shares have been on a tear this week, buoyed by a one-two punch of bullish news. On Monday, the stock jumped nearly 19% intraday after the company announced a breakthrough power supply contract with a Midwest data center operatorinvesting.com. The deal, made through ProPetro’s PROPWR division, commits the company to provide 60 MW of on-site electricity via a hybrid system of natural gas generators plus battery storageinvesting.com. This is a significant strategic win – it establishes ProPetro as an energy supplier to a leading data infrastructure player, a departure from its traditional oilfield service niche. “This agreement showcases our commitment to delivering cutting-edge, dependable power solutions tailored to the evolving demands of data center infrastructure,” said Travis Simmering, President of PROPWRinvesting.com. Dave Bosco, a PROPWR vice president, noted the client was especially keen on the combination of gas turbines with battery storage for resiliencyinvesting.com.
29 October 2025
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Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Hyperscale Data, Inc. is in the midst of a dramatic transformation. Formerly known as Ault Alliance, Inc., the company has roots in cryptocurrency mining and diversified holdings datacenterdynamics.com datacenterdynamics.com. In September 2024 it rebranded as Hyperscale Data to reflect a new focus on high-performance data centers for artificial intelligence alongside Bitcoin mining datacenterdynamics.com datacenterdynamics.com. Through its subsidiary Sentinum, Inc., Hyperscale owns a flagship 28 megawatt data center in Dowagiac, Michigan – a 617,000 sq ft campus acquired in 2022 that can scale to an immense 300 MW capacity datacenterdynamics.com datacenterdynamics.com. The site currently hosts both Bitcoin mining rigs and GPU clusters for AI workloads, with a portion of mining operations being shifted to a newer 20 MW site in Montana to free up capacity for AI clients datacenterdynamics.com.
28 October 2025
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Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Vertiv stock has been on a tear in 2025, and on Oct. 23, 2025 that rally continued. By mid-day Thursday, the share price was around $180–181, roughly a 5% gain on the sessionmarketbeat.comreuters.com. Notably, Reuters confirms VRT was trading at $180.12 as of late morning on Oct. 23reuters.com. This comes after a recent intraday high near $184.50. Over the past month, VRT has climbed sharply – for example, shares jumped from the mid-$160s to high-$170s in early Octoberts2.tech. On Oct. 22, the stock closed around $171.27marketbeat.com, so Thursday’s move extends its break above prior resistance. Trading volume on Oct. 23 was roughly 5.0 million shares by mid-daymarketbeat.com, in line with the 8.8M share average but higher than normal for the stock. This heavy volume underscores broad investor interest amid the momentum.
23 October 2025
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Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Vertiv’s stock has been on a tear. After years of steady growth, the share price accelerated in summer 2025 amid booming AI and data-center demand ts2.tech. By Oct. 9 the stock briefly reached a 52-week high near $180 ts2.tech. As of Oct. 22 it sits in the mid-$170s ts2.tech. Trading volume spiked on the heels of earnings news; for example, Vertiv jumped over 5% on Oct. 10 alone.
22 October 2025
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Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Skyrockets on AI Data-Center Boom – Will the Rally Continue?

Vertiv’s stock has soared in 2025, outpacing its peers and sector. After years of steady growth, the share price accelerated in the summer and early fall on booming AI/data-center demandts2.technasdaq.com. By Oct 9 the stock briefly reached about $180stockstotrade.com, trading near its 52-week high. The stock remains in the high-$170s, roughly up half from year-start levelsnasdaq.com. This comes amid broad enthusiasm for companies supplying cooling and power gear for fast-growing data centers.
22 October 2025
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Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Recent SEC filings show hedge funds and asset managers are actively buying and selling SMCI stock. For example, Chevy Chase Trust raised its SMCI holding by 2.6% in Q2, acquiring an additional 6,997 shares marketbeat.com. Similarly, International Assets Investment Management boosted its stake 18.3% to 31,675 shares marketbeat.com. By contrast, TD Asset Management trimmed its position by 3.6%, selling 8,922 shares to hold 238,723 shares marketbeat.com.
20 October 2025
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APLD Stock Skyrockets on AI Data-Center Boom – What’s Driving the Rally?

APLD Stock Skyrockets on AI Data-Center Boom – What’s Driving the Rally?

Applied Digital’s stock has been on a tear in 2025, driven by the broader AI data-center boom. In late September and early October, the shares tripled from the high teens to nearly $30 as the market digested a series of AI-related announcements ts2.tech ts2.tech. On Oct. 10, 2025, APLD stock soared 26% intraday reuters.com – adding roughly $2 billion to its market value – as investors cheered its better-than-expected quarterly report and the hype around AI applications like ChatGPT. Reuters noted that “growing demand for AI services such as ChatGPT has triggered the need for robust data center infrastructure,” a trend at the heart of Applied Digital’s surge reuters.com reuters.com. By mid-October, the stock was near its 52-week high investing.com, though pullbacks are common given the stock’s extreme volatility and 96 one-day moves of 5%+ in the past year investing.com ts2.tech.
20 October 2025
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Digi Power X (DGXX) Stock Soars on AI Data Center Breakthrough and Crypto Gains

Digi Power X (DGXX) Stock Soars on AI Data Center Breakthrough and Crypto Gains

Price/Performance: As of Oct. 17, 2025 Digi Power X was trading near $3.85 stocktitan.net, up roughly 10% over the prior week amid renewed investor interest timothysykes.com stockstotrade.com. – Recent News: The company’s ARMS 200 modular AI data center has just earned ANSI/TIA‑942 Tier III certification nasdaq.com, making it one of only a few such certified AI-ready modules worldwide. The first ARMS 200 pod is slated for delivery in Alabama by Nov. 2025 nasdaq.com. Digi Power X has also deepened its partnership with Supermicro, integrating AI-optimized rack systems into its ARMS platforms nasdaq.com globenewswire.com. – Financials: In Q2 2025 Digi Power X reported a major turnaround – it raised ~$12.9 M in equity, eliminated all long-term debt, and achieved positive adjusted EBITDA stocktitan.net. The company now holds roughly $30 M in cash, Bitcoin and Ethereum stocktitan.net nasdaq.com stocktitan.net. – Business Pivot: Formerly known as Digihost, Digi Power X pivoted in Mar. 2025 to focus on “energy infrastructure” and AI data centers stocktitan.net globenewswire.com. Its strategy centers on modular, rapidly deployable AI “pods” powered by sustainable energy. – Analyst Views: Analyst consensus is cautious. Of 3 Wall Street analysts polled, 2 rate DGXX a Buy and 1 a Sell, averaging a “Hold”
20 October 2025
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BlackRock & Nvidia’s $40 Billion AI Data Center Deal – Inside the Mega-Bet Powering the AI Boom

BlackRock & Nvidia’s $40 Billion AI Data Center Deal – Inside the Mega-Bet Powering the AI Boom

In a blockbuster deal underscoring the value of AI infrastructure, BlackRock and Nvidia are spearheading a consortium to buy Aligned Data Centers for approximately $40 billion Investing. The acquisition, announced Wednesday, will transfer Aligned from its current owner to a new powerhouse partnership of tech and investment firms. BlackRock – the world’s largest asset manager – joined forces with semiconductor leader Nvidia and others to form the Artificial Intelligence Infrastructure Partnership, which will wholly acquire Aligned pending regulatory approvals by the first half of 2026 Investing Investing.
15 October 2025
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AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

Credo’s stock has been on a tear – and a turbulent one. Shares have gained over 1,300% since the company’s January 2022 IPOnasdaq.com, vastly outperforming the broader market on excitement around its AI data-center niche. But that stellar run now comes with gut-churning swings. Just in the past few trading days, CRDO went from a steep drop to a euphoric jump and back again.
14 October 2025
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Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Applied Digital started as a crypto-hosting company but has aggressively pivoted into AI and cloud infrastructure. Its flagship “Polaris Forge” projects in North Dakota are purpose-built AI data-center campuses: ultra-efficient facilities cooled by closed-loop liquid systems and powered by abundant local hydro power. These campuses will serve “hyper-scale” AI workloads, primarily training large language models and other machine learning tasks. As Motley Fool explained, APLD “designs, builds, and operates high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads.” nasdaq.com. In practice, the company is effectively selling “digital real estate” to the AI economy, with multi-year leases that guarantee revenue.
13 October 2025
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Data Center Boom Ignites PPL Corp (PPL) Stock Surge – Analysts Weigh In

Data Center Boom Ignites PPL Corp (PPL) Stock Surge – Analysts Weigh In

PPL shares have risen steadily in 2025. After trading near $31 in early 2024, PPL climbed above $37 by Oct 2025 marketbeat.com. Key metrics include a P/E of ~27–28, a PEG ratio ~2.6, and a beta ~0.66 marketbeat.com. Its 50-day moving average sits just below price, and the 200-day confirms an uptrend marketbeat.com. The 52-week range is $31.22–$37.81 marketbeat.com.
12 October 2025
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