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Data Centers News 2 October 2025 - 22 October 2025

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 Recent Run-up 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 demand ts2.tech Nasdaq. By Oct 9 the stock briefly reached about $180 Stockstotrade, trading near its 52-week high. The stock remains in the high-$170s, roughly up half from…
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

Institutional Trades and Insider Moves 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 (now 271,104 shares worth ~$13.3M) Marketbeat. Similarly, International Assets Investment Management boosted its stake 18.3% to 31,675 shares (~$1.55M) Marketbeat. By…
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?

Massive Stock Rally on AI Infrastructure News 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 (Friday after earnings), APLD stock…
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 (NASDAQ: DGXX) was trading near $3.85 Stocktitan, up roughly 10% over the prior week amid renewed investor interest Timothysykes Stockstotrade. – Recent News: The company’s ARMS 200 modular AI data center has just earned ANSI/TIA‑942 Tier III certification Nasdaq, making it one of only a few such certified AI-ready modules worldwide. The…
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

BlackRock & Nvidia Lead a $40 Billion Bet on AI Infrastructure 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 (Macquarie Asset Management and partners) to a new powerhouse partnership of tech and…
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

CRDO Stock on a Roller Coaster Ride Credo’s stock has been on a tear – and a turbulent one. Shares have gained over 1,300% since the company’s January 2022 IPO Nasdaq, 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…
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?

Business & Market Context Applied Digital (APLD) 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 (Design PUE ~1.18) and powered by abundant local hydro power. These campuses will serve “hyper-scale” AI workloads, primarily training…
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

Recent News and Developments Stock Performance & Valuation PPL shares have risen steadily in 2025. After trading near $31 in early 2024, PPL climbed above $37 by Oct 2025 Marketbeat. Key metrics (Oct 2025) include a P/E of ~27–28, a PEG ratio ~2.6, and a beta ~0.66 Marketbeat. Its 50-day moving average (~$36.38) sits just below price, and the 200-day…
12 October 2025
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AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

Overview: Dallas-based Applied Digital (NASDAQ: APLD) designs and operates high-performance data centers and cloud colocation – recently pivoting from crypto-mining hosting to AI and HPC (high-performance computing) workloads ts2.tech. Its flagship Polaris Forge campus in North Dakota was even named “Best Data Center in the Americas 2025” by Datacloud ts2.tech. In an AI-driven cloud boom, demand for such specialized capacity…
10 October 2025
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Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell Bets Big on AI – Doubling Growth Targets Dell’s announcement on October 7, 2025 marked a turning point for the company’s trajectory. At an analyst meeting that day, the tech giant dramatically raised its long-term financial forecasts, effectively doubling the pace at which it expects to expand in coming years ts2.tech. Management now projects high-single-digit percentage revenue growth (7–9%…
8 October 2025
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AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Stock Performance & Technical Picture Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock pulled back to the US$27–33 range by early October. The company’s beta of 2.91 and a one‑year return of 115.6 %, far exceeding the 17.3 % return of the S&P 500,…
6 October 2025
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AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Report The Seventh Inning of the AI Capex Boom The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending…
2 October 2025
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Stock Market Today

  • Prudential plc Cancels 494,445 Shares After LSE Buyback
    February 6, 2026, 9:05 AM EST. Prudential plc (NYSE: PUK) has cancelled 494,445 of its repurchased ordinary shares, acquired on February 5, 2026, through JP Morgan Securities plc. The shares were bought back on the London Stock Exchange at an average price of £11.87 per share. Post-cancellation, the company now has 2,540,805,795 shares in issue, reflecting the total voting rights. This transaction complies with shareholder authority granted at the 2025 Annual General Meeting and aligns with both London Stock Exchange rules and the Hong Kong Code on Share Buy-Backs. The cancellation reduces the number of shares outstanding, potentially impacting shareholder voting power and indicating Prudential's intent to manage its capital base.
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