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Data Centers News 27 January 2026 - 29 January 2026

Caterpillar stock edges up ahead of earnings as AI data-center power deal puts CAT in focus

Caterpillar stock edges up ahead of earnings as AI data-center power deal puts CAT in focus

New York, Jan 28, 2026, 20:55 EST — Markets have closed for the day. Caterpillar Inc (CAT.N) shares closed Wednesday up roughly 0.7%, finishing at $643.28. Throughout the day, the stock fluctuated between $629.39 and $646.84, with around 2.7 million shares changing hands. Investors are eyeing Thursday’s earnings for clues on 2026 demand and margins. Analysts surveyed by Nasdaq.com forecast…
29 January 2026
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NextEra Energy stock price today: NEE steadies near a 52-week high as investors parse earnings, data-center demand

NextEra Energy stock price today: NEE steadies near a 52-week high as investors parse earnings, data-center demand

New York, January 28, 2026, 15:56 EST — Regular session NextEra Energy shares edged up 0.3% to $87.44 during afternoon trading, having swung between $86.61 and $88.54 earlier. Trading volume reached roughly 5.7 million shares. Investors are still favoring utilities showing clear growth, but they’re getting more selective. Data centers’ heavy load demand is shifting forecasts, even as interest rates…
28 January 2026
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Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

New York, Jan 28, 2026, 13:27 EST — Regular session Shares of Texas Instruments soared almost 10% on Wednesday, building on a rally fueled by strong earnings. The chipmaker projected first-quarter revenue and profits that beat Wall Street expectations. This move is significant since Texas Instruments is viewed as a key indicator for basic chip demand—the power and signal chips…
28 January 2026
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Texas Instruments stock jumps on AI data-center outlook — here’s what’s driving TXN now

Texas Instruments stock jumps on AI data-center outlook — here’s what’s driving TXN now

New York, January 28, 2026, 10:27 ET — Regular session Texas Instruments shares jumped 6.7% to $209.89 in early trading Wednesday, following a first-quarter forecast that beat expectations. Traders are hunting for clues that the AI-driven data-center expansion is boosting demand beyond the headline-grabbing chips. TI’s analog chips—those essential components that handle power and signal conversion within electronics—operate further down…
28 January 2026
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Constellation Energy stock closes higher as PJM data-center rule overhaul keeps power prices in focus

Constellation Energy stock closes higher as PJM data-center rule overhaul keeps power prices in focus

New York, January 27, 2026, 20:48 EST — Market closed. Constellation Energy Corporation (CEG) shares closed up 1.2% at $288.76 on Tuesday, after trading as low as $282.50. The stock topped out near $290.40 in the regular session before giving back some gains into the close. (StockAnalysis) Policy is back in the spotlight. PJM Interconnection, which runs the power grid…
28 January 2026
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Texas Instruments stock jumps after upbeat forecast, new data-center disclosure grabs focus

Texas Instruments stock jumps after upbeat forecast, new data-center disclosure grabs focus

New York, January 27, 2026, 19:03 EST — After-hours Texas Instruments (TXN) shares jumped almost 9% in after-hours trading Tuesday, following the chipmaker’s upbeat forecast for the March quarter that beat Wall Street’s estimates. The stock closed regular session at $196.63. (Investing) The forecast is significant since Texas Instruments serves as a bellwether for industrial and automotive electronics. Customers have…
28 January 2026
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Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

New York, January 27, 2026, 18:54 EST — After-hours update. Applied Digital Corp shares surged 14.2% to $41.35 in after-hours trading Tuesday, swinging between $36.51 and $42.07 on about 47.4 million shares. The jump sparked renewed interest in AI data center suppliers, driven by Nvidia’s $2 billion stake in cloud firm CoreWeave. (MarketWatch) The jump is significant because Applied Digital…
28 January 2026
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Seagate earnings surprise lifts STX outlook as AI data centers keep storage demand firm

Seagate earnings surprise lifts STX outlook as AI data centers keep storage demand firm

NEW YORK, January 27, 2026, 16:39 EST Seagate Technology Holdings topped Wall Street’s fiscal second-quarter estimates Tuesday, posting adjusted earnings of $3.11 per share on $2.83 billion in revenue. The company projected current-quarter revenue near $2.90 billion and adjusted earnings around $3.40 per share—both figures beating expectations—as AI data center demand remained solid, Investing.com reported. Shares jumped about 3.8% to…
27 January 2026
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Bloom Energy stock price jumps as Jefferies lifts target — and traders keep chasing data-center power plays

Bloom Energy stock price jumps as Jefferies lifts target — and traders keep chasing data-center power plays

New York, January 27, 2026, 15:40 (EST) — Regular session Bloom Energy shares surged roughly 9% Tuesday, topping U.S.-listed fuel-cell stocks as traders stuck with the “power demand” theme and absorbed a new Jefferies report. The stock climbed $13.20, or 9.5%, to $152.82 in afternoon trading. Bloom has become a key player in a crowded space: companies that can place…
27 January 2026
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Bloom Energy stock jumps 8% as data-center power bet returns, with earnings next

Bloom Energy stock jumps 8% as data-center power bet returns, with earnings next

NEW YORK, Jan 27, 2026, 15:00 EST — Regular session Shares of Bloom Energy Corp climbed roughly 8.4% to $151.37 on Tuesday, bouncing back from Monday’s $139.62 close. The fuel-cell maker’s stock hit an intraday high of $152.18 and dipped to a low of $136.28 during the session. This shift is significant since Bloom has turned into a popular option…
27 January 2026
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Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

New York, Jan 27, 2026, 13:17 EST — Regular session Applied Digital Corp shares jumped roughly 15% Tuesday, hitting $41.49 by 1:17 p.m. EST. The stock swung between $36.51 and $41.90 during the session, with about 32 million shares changing hands. This shift is significant since the market has shifted its view of “AI data centers” away from traditional real…
27 January 2026
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CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

New York, January 27, 2026, 13:05 (ET) — Regular session CleanSpark shares climbed roughly 1.4% to $12.61 in early afternoon trading Tuesday, tracking a broader upswing among U.S.-listed bitcoin miners despite little movement in bitcoin itself. Riot Platforms jumped about 4.6%, Marathon Digital gained 1.4%, and TeraWulf surged 7.5%. This shift is significant because miners now serve as a quick…
27 January 2026
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Stock Market Today

  • Global Tech Stocks Slide Amid AI Disruption Fears and $600 Billion Capex Plans
    February 6, 2026, 7:38 AM EST. Global technology and data stocks fell sharply on fears that powerful new AI models could disrupt their businesses. Investor jitters intensified after hyperscale firms announced plans to spend over $600 billion on AI rollouts this year. Amazon shares dropped 8% premarket following its hefty capital expenditure announcement. London-listed firms like RELX, Sage, and Experian also slid between 2% and 5%. The London Stock Exchange Group shares tumbled 7% this week. European tech names Capgemini and Wolters Kluwer lost 3-4%. The U.S. software and data sector has lost around $1 trillion in market value since late January. Indian software exporters plunged 2% amid a volatile week with nearly $22.5 billion lost in value. Despite strong underlying growth, big tech's ballooning spending plans have weighed heavily on markets.
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