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Data Centers News 24 January 2026 - 27 January 2026

Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

New York, Jan 27, 2026, 11:11 a.m. EST — Regular session Applied Digital’s shares jumped 11.7% to $40.40 by late morning on Tuesday, swinging between $36.51 and a high of $40.47 earlier in the session. The gains came after CoreWeave and Nvidia announced on Jan. 26 that they were deepening their partnership. Nvidia is investing $2 billion in CoreWeave at…
27 January 2026
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Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

New York, Jan 26, 2026, 20:08 (EST) — Market closed. Arista Networks saw its shares climb $7.40, or 5.4%, closing at $143.72 on Monday. That push values the data-center networking company at roughly $183 billion. The stock fluctuated between $135.55 and $146.40 during the session, with around 10.7 million shares changing hands, per market data. U.S. stocks pushed higher as…
27 January 2026
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IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

New York, January 26, 2026, 19:02 (EST) — After-hours trading Shares of IREN Limited (Nasdaq: IREN) dropped 7.6% Monday, closing near $52.36 in after-hours. The stock swung between $51.80 and $57.09, with roughly 42 million shares changing hands. The pullback came as Nvidia funneled more cash into CoreWeave, a rapidly expanding cloud infrastructure player, while promoting a longer-term push for…
27 January 2026
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Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

New York, Jan 26, 2026, 12:44 ET — Regular session Applied Digital Corp (APLD) shares rose about 1% to $38.05 by midday Monday, swinging between $41.59 and $36.78 earlier in the session. This volatility highlights mounting investor focus on data-center firms tied to AI infrastructure. Power has emerged as the key bottleneck for AI growth, making these shifts critical. Companies…
26 January 2026
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IREN stock drops 6% as Nvidia’s CoreWeave deal jolts AI data-center trade

IREN stock drops 6% as Nvidia’s CoreWeave deal jolts AI data-center trade

New York, Jan 26, 2026, 12:53 EST — Regular session Nasdaq-listed IREN Limited (IREN.O) shares dropped 6.1% to $53.22 in early afternoon trading Monday, bouncing between $52.81 and $57.09 beforehand. Over 23 million shares traded hands. The shift highlights just how fast sentiment can turn in the tight circle of crypto-linked miners and data-center operators, often seen as a stand-in…
26 January 2026
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Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

New York, January 26, 2026, 10:46 a.m. (ET) — Regular session Applied Digital shares jumped Monday, pushing higher in a volatile streak that’s turned the data-center developer into one of the market’s most reactive AI plays. The stock rose roughly 5% to $39.59, having touched $41.59 earlier. This move is significant as investors scramble for capacity. Data centers tailored to…
26 January 2026
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Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

New York, Jan 26, 2026, 09:38 EST — Regular session Nvidia shares climbed 1.5% to $187.67 in early Monday trading after the chipmaker revealed a $2 billion investment in cloud provider CoreWeave at $87.20 per share. This move deepens their partnership around new AI data centers. CoreWeave shares surged nearly 10% in premarket action. Nvidia is acquiring about 23 million…
26 January 2026
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Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

New York, Jan 25, 2026, 13:01 (ET) — Market closed. Real-time wholesale electricity prices in Dominion Energy’s Virginia service area surged past $1,800 per megawatt-hour early Sunday, pushed by Winter Storm Fern and demand that outstripped forecasts in the nation’s busiest data-center hub. That’s up from roughly $200 just a day before. PJM Interconnection expects winter demand to hit a…
25 January 2026
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Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

New York, Jan 25, 2026, 09:01 (EST) — Market closed. Applied Digital Corporation’s shares surged 8.5% to $37.69 on Friday, pushing further gains after a strong January. The Nasdaq-listed data center developer has climbed roughly 54% this month, valuing the company near $10.5 billion. Market trackers continue to classify it with crypto-infrastructure peers like Riot Platforms, Cipher Mining, and Hut…
25 January 2026
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Bloom Energy stock price heads into Monday after Friday dip as data centers talk more onsite power

Bloom Energy stock price heads into Monday after Friday dip as data centers talk more onsite power

New York, Jan 25, 2026, 04:56 EST — Market closed Shares of Bloom Energy Corporation ended Friday at $144.89, slipping 0.5% after a strong January surge. During the session, the stock fluctuated between $137.76 and $148.35, with around 7.8 million shares changing hands. Since the close of 2025, Bloom Energy has climbed about 67%, hitting a high of $155.87 earlier…
25 January 2026
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Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

New York, January 24, 2026, 12:41 EST — The market has closed. Data center stocks enter a crucial week for U.S. tech earnings and the Federal Reserve’s announcement with no clear trend after Friday’s close. Vertiv gained 0.8%, finishing at $182.49. Equinix dipped 0.1% to $791.27, and Digital Realty inched up 0.3% to $159.16. The Pacer Data & Infrastructure Real…
24 January 2026
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Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

New York, Jan 24, 2026, 09:03 EST — Market closed. Applied Digital Corporation’s shares jumped 8.49% to close at $37.69 on Friday, following the company’s announcement that it has started construction on a 430-megawatt AI campus. The stock dipped 0.72% in after-hours trading and fluctuated between $33.216 and $39.00 throughout the day. Investing Investors are zeroing in on a key…
24 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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