Today: 12 June 2026
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Data Centers 8 May 2026 - 27 May 2026

Dycom Soars 27% as Earnings Beat, Citing Data-Center Demand

Dycom Soars 27% as Earnings Beat, Citing Data-Center Demand

Dycom Industries shares surged 27% Wednesday after the company beat first-quarter earnings estimates, raised its full-year outlook, and announced a $275 million acquisition of National Technology Integrators. Adjusted EPS reached $4.42, topping the $2.73 consensus, and revenue rose 56% to $1.96 billion. The stock traded at $533.74 in afternoon action, off session highs.
27 May 2026
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Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder Daniel Roberts warned it could take until 2030 for a new 1-gigawatt AI data center to go live, citing delays in land and power infrastructure. IREN shares traded at $56.83 premarket, with a $19 billion market cap. Nvidia and IREN announced up to 5 gigawatts of joint AI infrastructure and a $3.4 billion GPU cloud deal. IREN posted a $247.8 million quarterly loss as bitcoin mining revenue fell.
26 May 2026
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KEEL Surges as Investors Back Keel’s AI Data Center Plans

KEEL Surges as Investors Back Keel’s AI Data Center Plans

Keel Infrastructure shares jumped 7.1% to $4.53 Thursday, nearing a 52-week high, as investors bet on its pivot from crypto mining to AI-focused power infrastructure. Trading volume reached 22.31 million shares, below average. The company reported a wider net loss of $145.35 million for the March quarter on lower revenue and warned its transformation faces risks tied to permits, costs, and competition.
21 May 2026
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Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its new Polaris Forge 3 campus, raising its contracted baseline revenue to $31 billion. Shares jumped about 8% to $39.52 in after-hours trading. Initial operations at the 600-acre northern U.S. site are set for August 2027. Analysts remain cautious on valuation and construction risk.
20 May 2026
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Vertiv shares slide ahead of AI data center update

Vertiv shares slide ahead of AI data center update

Vertiv Holdings shares dropped 8.5% to $339.41 on Monday, erasing over $12 billion in market value ahead of a key investor conference. Trading volume reached about 7 million shares. The decline outpaced peers as U.S. tech stocks fell broadly. Vertiv urged shareholders to reject a mini-tender offer from Tutanota LLC for up to 500,000 shares.
18 May 2026
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AEP Stock Sale Swells Toward $3 Billion as Data-Center Power Boom Tests Utilities

AEP Stock Sale Swells Toward $3 Billion as Data-Center Power Boom Tests Utilities

American Electric Power’s stock sale grew to nearly $3 billion after underwriters exercised options for 3.07 million additional shares, SEC filings showed. The move follows AEP’s decision to raise its 2026–2030 capital plan to $78 billion amid surging demand from data centers and industrial users. Shares fell 3% Wednesday on dilution concerns. AEP expects to receive proceeds by May 2028 upon settlement of forward contracts.
15 May 2026
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Blackstone’s $1.75 Billion BXDC IPO Opens Flat as AI Data Center Bet Faces First Test

Blackstone’s $1.75 Billion BXDC IPO Opens Flat as AI Data Center Bet Faces First Test

Blackstone Digital Infrastructure Trust opened at $20 in its NYSE debut Thursday, matching its IPO price after raising $1.75 billion. The trust has not yet acquired any data center assets, making it a “blind pool.” Blackstone aims to invest in newly built, leased data centers for large tech tenants. The offering is expected to close May 15.
14 May 2026
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Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics shares surged 21% Wednesday, trading at $227.05 after strong demand from AI data centers pushed first-quarter data-center revenue to $81.4 million, up from $32 million a year ago. CFO Stefan Murry said supply remains the main constraint, with demand expected to outpace output through mid-2027. AOI shipped its first volume 800G products to a hyperscale customer. The company posted a first-quarter net loss of $14.3 million.
13 May 2026
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Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Digi Power X Inc. shares traded near $9 in early premarket Wednesday after closing at $8.39, up nearly 13%. The move follows a 10-year, $1.1 billion AI data-center deal with Cerebras Systems and anticipation of Friday’s Q1 results. Volume surged to 21 million shares Tuesday. Investors are watching for proof that new AI contracts will generate real revenue.
13 May 2026
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FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy shares surged 16.35% to a 52-week high of $15.94 Monday, with trading volume tripling the average, as investors bet on fuel cells for powering AI data centers. The company reported Q1 revenue of $30.5 million and a net loss of $26.1 million. FuelCell’s backlog fell to $1.17 billion, and management outlined plans to expand factory capacity in Connecticut. Plug Power and Bloom Energy shares also rose sharply.
12 May 2026
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Keel Infrastructure Q1 Results: $533 Million AI Data-Center Pivot Hits Its First Major Test

Keel Infrastructure Q1 Results: $533 Million AI Data-Center Pivot Hits Its First Major Test

Keel Infrastructure Corp reported a first-quarter loss of $128 million as revenue from legacy operations dropped 23% to $37 million. The company, formerly Bitfarms, said it has $533 million in liquidity to support leasing at three North American AI data-center sites this year. Keel has secured 350 megawatts at Panther Creek and 110 megawatts at Sharon in Pennsylvania.
12 May 2026
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Power Solutions International Stock Plunges After Profit Sinks 62%; Data Center Bet Faces New Test

Power Solutions International Stock Plunges After Profit Sinks 62%; Data Center Bet Faces New Test

Power Solutions International reported first-quarter net income of $7.3 million, down 62% from a year earlier, with revenue falling 5% to $128.6 million. Shares plunged 17.5% to $62.45 at the Nasdaq close and dropped further in after-hours trading. The company did not issue full-year guidance. Gross margin fell to 22.9% from 29.7% a year earlier.
12 May 2026
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WhiteFiber’s Q1 Earnings Are Coming — Why the NC-1 AI Data Center Ramp Is the Stock’s Next Test

WhiteFiber’s Q1 Earnings Are Coming — Why the NC-1 AI Data Center Ramp Is the Stock’s Next Test

WhiteFiber will report first-quarter results May 14 as its NC-1 data center in North Carolina begins billing under a $865 million, 10-year Nscale colocation deal. The company posted a fourth-quarter net loss of $1.5 million on $23.6 million in revenue, up 61% year-over-year. Shares traded at $24.08 early Monday. Competitors CoreWeave and IREN are also expanding in the AI infrastructure market.
11 May 2026
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Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 shares closed at $98.46 Friday, down $2.81, after announcing a $9.8 billion, 15-year Texas data center lease with a major tech firm. Rosenblatt and other brokerages raised targets on the stock, citing the shift from crypto mining to AI infrastructure. First-quarter revenue rose to $71 million, but net loss widened to $253.1 million due to digital-asset losses. Initial delivery at Beacon Point is expected in Q3 2027.
10 May 2026
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NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

Sedgwick County, Kansas, extended its pause on data center development applications to Sept. 11 amid local land deals tied to NextEra Energy and Monarch Energy. NextEra, which closed Friday at $93.10 a share, is pursuing large data center projects nationwide and reported first-quarter net income of $2.18 billion. The county cited the need for more time to review zoning rules. Local concerns include traffic, water use, and public safety.
9 May 2026
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MaxLinear Stock Nears $100 as AI Data-Center Rally Sets Up a Shareholder Test

MaxLinear Stock Nears $100 as AI Data-Center Rally Sets Up a Shareholder Test

MaxLinear shares jumped over 21% to $101.20 Friday, pushing the company’s market value to about $8.8 billion ahead of a May 20 shareholder vote on expanding its equity incentive plan. The rally followed first-quarter revenue of $137.2 million, up 43% year-over-year, driven by demand for optical products in AI data centers. Glass Lewis backed the equity plan; ISS opposed it.
8 May 2026
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Eaton Stock Rebounds After AI Data-Center Orders Surge, But Margin Worries Still Bite

Eaton Stock Rebounds After AI Data-Center Orders Surge, But Margin Worries Still Bite

Eaton shares rose 1.3% to $404.44 in early New York trading Friday after a 5.3% drop the previous session. The company reported record Q1 sales of $7.5 billion and a 240% surge in data-center orders, but segment margins fell to 22.7%. Eaton raised its 2026 organic growth outlook to 9%-11%. KeyBanc lifted its price target to $480, citing strong electrical demand.
8 May 2026
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SiTime Stock Jumps 28% as AI Data-Center Demand Almost Doubles Sales

SiTime Stock Jumps 28% as AI Data-Center Demand Almost Doubles Sales

SiTime shares jumped 27.9% to $797.31 after first-quarter revenue rose 88% to $113.6 million, driven by AI data-center demand. The company raised its 2026 revenue growth outlook to at least 80% and forecast June-quarter revenue of $140–$150 million. Its CED unit posted $75.7 million in revenue, up 158% from a year earlier. SiTime still reported a GAAP net loss of $5.2 million for the quarter.
8 May 2026
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Stock Market Today

  • SpaceX Employees Poised for Gains Despite IPO Concerns, Says President
    June 12, 2026, 11:27 AM EDT. SpaceX employees have accumulated stock at values well below the $135 IPO price, positioning many for significant financial benefits. Despite these gains, SpaceX President Gwynne Shotwell downplayed concerns that employees might leave the company following its public listing. The IPO offers staff an opportunity to capitalize on their stakes, but Shotwell suggests stability remains within the workforce post-IPO. The company's public debut marks a major milestone, yet internal confidence appears strong amid potential shifts in employee retention after listing.

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12 June 2026
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12 June 2026
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