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Data Centers 30 January 2026 - 9 February 2026

Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp shares jumped 7.2% to $244.13 Monday after Bank of America raised its price target to $250, maintaining a Neutral rating. The move followed volatile trading after earnings and comes as investors focus on AI-driven optical demand and upcoming U.S. inflation data. Other optical stocks also gained. Coherent forecast third-quarter revenue of $1.70–$1.84 billion and non-GAAP EPS of $1.28–$1.48.
9 February 2026
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Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD

Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD

Applied Digital shares jumped 9.6% to $38.32 Monday afternoon, swinging between $33.48 and $39.33 on heavy volume. No new company news was posted. About a third of the float was sold short as of mid-January, heightening volatility. Traders are eyeing U.S. payrolls and CPI data later this week for further market direction.
9 February 2026
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Why Constellation Energy (CEG) stock is up today: new 380‑MW Texas data center deal

Why Constellation Energy (CEG) stock is up today: new 380‑MW Texas data center deal

Constellation Energy shares rose 3.6% to $270.81 after its Calpine unit signed a 380-MW power deal with CyrusOne for a new Texas data center. The agreement lifts CyrusOne’s contracted power in Texas above 1,100 MW. Constellation also announced a 20-year energy contract for the Tennessee Titans’ new stadium. Vistra, NRG, and Talen Energy shares also gained.
9 February 2026
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TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

TeraWulf shares jumped 11.5% to $15.93 after Morgan Stanley initiated coverage with an Overweight rating and a $37 target, citing the company’s push into data-center hosting. Bitcoin fell 2.4% to $69,351, pressuring other miners. Cipher Mining rose 9.5%, Marathon Digital slipped 0.6%, and Riot Platforms edged up 0.2%. TeraWulf reports Q4 results Feb. 26.
9 February 2026
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Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Vertiv surged 10% Friday, leading gains in U.S. data center stocks as Equinix rose 5% and Digital Realty climbed 4%. The Dow closed above 50,000 for the first time, while chip stocks rallied. Investors now await Vertiv and Equinix earnings midweek and U.S. CPI and jobs data next Friday, which could affect rate expectations and data center REIT valuations.
8 February 2026
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Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026. Alphabet and Meta also outlined record capex, raising concerns about free cash flow and forcing potential cuts to buybacks or increased borrowing. Investors punished several tech stocks, including Amazon, Alphabet, Meta, ServiceNow, and Salesforce, while Nvidia rose. The surge in AI infrastructure spending is straining supply chains and power capacity.
8 February 2026
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Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
7 February 2026
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Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
7 February 2026
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Kodiak Gas Services stock jumps on $675 million DPS buy as data-center power demand bites

Kodiak Gas Services stock jumps on $675 million DPS buy as data-center power demand bites

Kodiak Gas Services shares rose 4.2% to $49.29 after announcing a $675 million acquisition of Distributed Power Solutions, funded by $575 million in cash and $100 million in stock. The deal, expected to close in early Q2 2026, awaits antitrust approval and hinges on Kodiak maintaining leverage targets. Investors await further details at the Feb. 26 earnings call.
6 February 2026
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Regal Rexnord stock ticks higher after $735 million data-center orders put 2026 outlook in play

Regal Rexnord stock ticks higher after $735 million data-center orders put 2026 outlook in play

Regal Rexnord shares rose 1.4% to $202.75 Friday after posting fourth-quarter adjusted earnings of $2.51 per share and 2026 guidance of $10.20–$11.00 EPS. The company reported $735 million in E-Pod orders tied to data-center power projects, with first shipments expected in 2027. Revenue for the quarter was about $1.52 billion. Management flagged weak residential HVAC demand and uncertainty in converting backlog to revenue.
6 February 2026
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Coherent stock price: COHR whipsaws after earnings; AI data-center optics in focus

Coherent stock price: COHR whipsaws after earnings; AI data-center optics in focus

Coherent shares fell 0.8% to $209.24 in after-hours trading Thursday after a session marked by a 15% swing and heavy volume. The company reported fiscal Q2 revenue of $1.69 billion, above analyst expectations, and projected March-quarter revenue between $1.70 billion and $1.84 billion. Analysts raised price targets, but investor caution persists over margins and demand.
6 February 2026
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Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

Vertiv shares fell 1.8% to $179.36 Thursday, hitting a low of $172.59 as investors retreated from costly AI-linked stocks amid concerns over capital spending. The company reports earnings Feb. 11, with investors watching for signs of demand in data-center cooling. Peers like Eaton and Johnson Controls also saw volatile trading this week.
5 February 2026
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Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Bloom Energy shares fell 18.3% to $137.92 Wednesday, erasing much of Tuesday’s 8.2% gain. The drop came ahead of Thursday’s quarterly earnings, despite Roth Capital raising its price target to $133. Investors are focused on 2026 guidance and order backlog tied to data-center demand. Fuel-cell peers and the Nasdaq QQQ also declined sharply.
4 February 2026
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KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel agreed to buy the remaining 82% of ST Telemedia Global Data Centres for S$6.6 billion, valuing the company at S$13.8 billion. After the deal, KKR will own 75% and Singtel 25%. Singtel shares hit a record S$4.95 before closing up 1%. The transaction is expected to close in the second half of 2026, pending approvals.
4 February 2026
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Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy shares rose 2.3% to $159.72 Tuesday after hitting $176.35, with nearly 9.7 million shares traded. Investors are awaiting fourth-quarter results due after markets close Feb. 5. A new report highlighted fuel cells as a stopgap for data-center power shortages, and Bloom’s stock is up over 400% in the past year. Roth Capital raised its price target to $133 but kept a Neutral rating.
3 February 2026
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Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Vertiv shares fell 4.5% and Arista Networks dropped 4.3% Friday as data center stocks slid ahead of a key week for tech earnings and U.S. economic data. Equinix and Digital Realty Trust also declined, while sector ETFs lost up to 2.5%. The pullback followed higher-than-expected producer prices and news that Donald Trump picked Kevin Warsh for Fed chair. Rising yields pressured REITs and cloud suppliers.
1 February 2026
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Data center stocks drop before a packed week: what to watch for Equinix, Digital Realty, Vertiv

Data center stocks drop before a packed week: what to watch for Equinix, Digital Realty, Vertiv

Vertiv shares fell 4.5% and Arista Networks dropped 4.3% Friday as data center stocks slid, with the Global X Data Center ETF down 2.5%. The declines followed Microsoft’s cloud revenue miss and came ahead of key REIT earnings and the Feb. 6 U.S. jobs report. Broader markets also dropped after Donald Trump said he would nominate Kevin Warsh as Fed chair.
31 January 2026
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Eaton stock slides late Friday as ETN investors weigh AI data-center push, earnings next week

Eaton stock slides late Friday as ETN investors weigh AI data-center push, earnings next week

Eaton shares fell 0.9% to $351.32 Friday after U.S. inflation data and a new Fed nomination rattled markets. The company, active in AI power-supply, will report Q4 earnings Feb. 3 and discuss plans to spin off its Mobility business by Q1 2027. Trading volume topped the 50-day average Thursday as Eaton closed up 2.03%. Investors await 2026 guidance and updates on electrical segment orders.
30 January 2026
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Stock Market Today

  • South32 Valuation Update: Momentum Slows Despite Strong Gains
    March 21, 2026, 11:30 AM EDT. South32 (ASX:S32) has seen a cooling of momentum after an 18.10% gain over three months and a 15.86% total shareholder return over a year. The stock trades at A$3.98, below an analyst-derived fair value of A$4.69, suggesting a 15.2% undervaluation. Key drivers include investments in copper and base metals projects like Hermosa and expanded Sierra Gorda capacity, aligning with rising demand from renewables and electric vehicles. The company is shifting focus away from coal assets to improve margins and reduce risks. However, concerns remain over potential power supply issues and capital costs at various projects. South32's price-to-earnings ratio stands at 32x, above industry and peer averages, indicating less tolerance for earnings shortfalls. Investors are advised to evaluate these mixed signals carefully before making decisions.
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