Today: 23 May 2026
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Data Centers 9 March 2026 - 29 April 2026

Generac Stock Jumps After Data Center Backlog Forces a 2026 Forecast Reset

Generac Stock Jumps After Data Center Backlog Forces a 2026 Forecast Reset

Generac Holdings raised its 2026 sales outlook after first-quarter net sales rose 12% and commercial and industrial sales jumped 28% to $510 million, driven by data center demand. Shares climbed 11% after adjusted earnings of $1.80 a share beat estimates. The company now expects full-year net sales growth in the mid-to-high teens percentage range, up from its prior forecast. Generac also increased its adjusted EBITDA margin guidance.
29 April 2026
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Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
26 April 2026
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Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv shares closed up 0.5% at $323.46 Friday after JPMorgan raised its price target to $350, citing strong demand for AI data centers. First-quarter net sales rose 30% to $2.65 billion, and the company lifted its 2026 outlook. Some investors remained cautious after a mixed second-quarter forecast. The stock traded as high as $331.64 during the session.
26 April 2026
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Keel Infrastructure’s Paraguay Sale Puts Former Bitfarms’ AI Data Center Bet on the Clock

Keel Infrastructure’s Paraguay Sale Puts Former Bitfarms’ AI Data Center Bet on the Clock

Keel Infrastructure Corp. sold its 70-megawatt Paso Pe site in Paraguay for about $13 million, well below the original price of up to $30 million, finalizing its exit from Latin America. The sale follows Keel’s U.S. redomiciliation and rebrand from Bitfarms as it shifts from Bitcoin mining to AI data-center infrastructure. Keel shares rose 5.4% to $3.42 in New York. The company reported a net loss of $284.5 million for 2025.
24 April 2026
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Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel forecast second-quarter revenue of $13.8 billion to $14.8 billion, topping analyst estimates after first-quarter sales rose 7% to $13.6 billion. Shares jumped 28% in premarket trading. Tesla plans to use Intel’s 14A process for its Terafab AI chip project, marking Intel Foundry’s first major outside customer. The data center and AI unit reported $5.1 billion in revenue, up 22% from a year ago.
24 April 2026
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MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

MaxLinear forecast second-quarter revenue of $160 million to $170 million, well above Wall Street’s estimate of $137.1 million. First-quarter revenue rose 43% to $137.2 million, driven by demand for optical products in AI data centers. Shares surged over 23% to $42.47 in after-hours trading. Infrastructure revenue jumped 136% from a year earlier, becoming the company’s largest segment.
24 April 2026
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Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 data center in Louisiana, sending shares up 12% to $36.35. The deal lifts total contracted lease revenue above $23 billion and adds a third hyperscale tenant. Initial operations at Delta Forge 1 are expected in mid-2027. The company also plans up to $600 million in new financing for expansion.
23 April 2026
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GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova raised its 2026 revenue forecast to $44.5–$45.5 billion after first-quarter orders surged to $18.3 billion, driven by data center demand. Revenue climbed 16% to $9.34 billion, while net income hit $4.75 billion, boosted by $4.5 billion in M&A gains. The electrification unit booked $2.4 billion in data center orders, surpassing last year’s total. Wind unit revenue dropped 23%, posting a $382 million EBITDA loss.
22 April 2026
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Vertiv Q1 Earnings Beat, 2026 Outlook Raised, but Shares Slip as AI Data Center Bar Stays High

Vertiv Q1 Earnings Beat, 2026 Outlook Raised, but Shares Slip as AI Data Center Bar Stays High

Vertiv reported first-quarter net sales up 30% to $2.65 billion and raised its 2026 outlook, citing strong AI data center demand. Adjusted earnings reached $1.17 a share, beating estimates, but shares fell premarket as the second-quarter forecast matched analyst targets. Americas core growth was 44%, while EMEA sales dropped 20.3%. Full-year sales guidance increased to $13.5–$14.0 billion.
22 April 2026
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IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN shares rose to $43.07 Tuesday, up $3.76, as Meta’s $21 billion CoreWeave deal and Nebius’ up-to-$27 billion Meta agreement fueled interest in AI infrastructure stocks. IREN aims for a 150,000-GPU buildout and targets over $3.7 billion in annualized AI cloud revenue by end-2026, though most is not yet contracted. Microsoft’s $9.7 billion contract and $3.6 billion in GPU financing back the expansion.
14 April 2026
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Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp shares closed at $243.48 Friday, little changed after a volatile session. Senior vice president Steve Rummel told a Pittsburgh summit the company’s multibillion-dollar deal with Nvidia will support the wider industry, not just one customer. Coherent joined the S&P 500 on March 23 and reported fiscal Q2 revenue of $1.69 billion, up 17% year over year.
29 March 2026
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Cipher Digital Stock Price Falls After KBW Target Cut; CIFR AI Data-Center Pivot Faces Test

Cipher Digital Stock Price Falls After KBW Target Cut; CIFR AI Data-Center Pivot Faces Test

Cipher Digital shares fell 2.8% to $13.71 after Keefe, Bruyette & Woods cut its price target to $20, citing lower hash prices and higher spending as Cipher exits bitcoin mining. The company projects $9.3 billion in contracted revenue from new AI-focused data center leases starting October 2026. Cipher sold mining assets and cut its hash rate to 11.6 EH/s. CEO Tyler Page said both major projects remain on schedule.
13 March 2026
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Navitas Semiconductor Stock Slides After 25% Surge as AI Data-Center Chip Launch, CFO Hire Stir Volatility

Navitas Semiconductor Stock Slides After 25% Surge as AI Data-Center Chip Launch, CFO Hire Stir Volatility

Navitas Semiconductor shares fell 7% to $10.06 Thursday morning after a 24.9% surge the previous session, following news of a new AI data-center chip package and the appointment of Tonya Stevens as CFO. Fourth-quarter revenue dropped to $7.3 million from $18 million a year earlier, with a $41.4 million operating loss. The company expects first-quarter sales of $8.0–$8.5 million.
12 March 2026
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Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power shares rose 2.1% to $2.17 Wednesday after reports the company may sell up to 250 megawatts of power into PJM Interconnection. Chairman Andy Marsh said Plug is seeking long-term contracts and is in talks with data-center and utility customers. Plug recently signed a $132.5 million deal with Stream Data Centers, aiming to unlock over $275 million from asset sales and cash releases.
11 March 2026
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Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power is seeking to sell up to 250 megawatts of power into PJM Interconnection, targeting data center operators and utilities with contracts of at least seven years, Chairman Andy Marsh told Bloomberg. Plug shares fell 3.2% to $2.12 in late trading. The company reported 2025 revenue up 12.9% to $710 million and ended the year with $368.5 million in unrestricted cash. Jose Luis Crespo became CEO on March 2.
11 March 2026
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Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco has integrated Splunk analytics into its Nexus Dashboard, enabling real-time network fault detection and automation for Nexus 9000 and Cisco 8000 switches and routers. The feature keeps sensitive telemetry data on premises, targeting compliance-focused customers. Cisco shares rose 3.4% Tuesday morning after the announcement. The move comes as Cisco faces competition from Arista and others in AI-driven networking.
10 March 2026
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Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power plans to offer up to 250 megawatts of hydrogen-generated electricity in a potential PJM Interconnection auction, aiming to supply surging data-center demand. The company reported a 2025 net loss of about $1.7 billion and is relying on asset sales and financing to address liquidity needs. Plug shares rose 0.2% midday Monday. Jose Luis Crespo became CEO on March 2.
9 March 2026
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Stock Market Today

  • NICE (TASE:NICE) Faces Valuation Question After 54% Share Decline
    May 23, 2026, 5:26 AM EDT. NICE, an AI-powered cloud platform company, has seen its share price fall 26% year to date and 54% over the past year despite reporting ₪3.0 billion in revenue and ₪529.6 million net income. The stock currently trades at ₪267.3, while analysts estimate a fair value of ₪620.96, suggesting the company may be undervalued amid strong AI-driven revenue growth and cloud adoption. However, risks include margin pressure from cloud investments and revenue churn from acquisitions. Investors are weighing near-term valuation concerns against NICE's long-term growth prospects in AI and customer engagement solutions.

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XRP ETFs Hit $1.53 Billion as Bitwise Pulls Ahead, but the Chart Has a Catch

XRP Price Today: Weekend Drop Puts $1.30 on the Line as ETF Flows Defy Crypto Selloff

23 May 2026
NEW YORK, May 23, 2026, 05:20 EDT XRP fell to about $1.31 on Saturday, extending a weak week that has put the Ripple-linked token close to a near-term line traders have been watching. CoinMarketCap showed XRP down 3.9% over 24 hours, with trading volume of about $2.16 billion and market value near $81 billion. (CoinMarketCap) The move matters now because XRP is lagging even in a soft crypto tape. CoinGecko showed the token down 7.4% over seven days, compared with a 4.1% drop for the broader crypto market, leaving it ranked fifth by market value. (CoinGecko) This is a holiday-weekend
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 23.05.2026

23 May 2026
LIVEMarkets rolling coverageStarted: May 23, 2026, 4:00 AM EDTUpdated: May 23, 2026, 5:37 AM EDT NICE (TASE:NICE) Faces Valuation Question After 54% Share Decline May 23, 2026, 5:26 AM EDT. NICE, an AI-powered cloud platform company, has seen its share price fall 26% year to date and 54% over the past year despite reporting ₪3.0 billion in revenue and ₪529.6 million net income. The stock currently trades at ₪267.3, while analysts estimate a fair value of ₪620.96, suggesting the company may be undervalued amid strong AI-driven revenue growth and cloud adoption. However, risks include margin pressure from cloud investments and
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