Today: 2 July 2026
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Data Centers 11 May 2026 - 4 June 2026

IREN Up Early as 800MW AI Campus in Australia Heats Up Power Race

IREN Stock Moves Early as Market Reacts to Australia AI Data-Center Push

IREN Ltd. shares pointed lower in premarket U.S. trading on Thursday, after the AI cloud and bitcoin mining company said it’s building an 800-megawatt campus in South Australia, its first data center in Australia. The stock finished Wednesday at $65.48, down 1.7%. In early morning trading at 6:48 a.m. Eastern, MarketBeat showed shares at $61.66, down 5.8% more. Timing is key here. IREN’s stock has been trading more like a rare-power AI infrastructure play than a straight bitcoin miner, and now the company is asking investors to buy into a wider footprint spanning North America, Europe and Asia-Pacific. Shares stayed up over 73% in 2026 after Wednesday’s announcement, according to Investor’s Business Daily.
4 June 2026
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Xos Surges After Hours as Data-Center Power Play Hits Tape

Xos Surges After Hours as Data-Center Power Play Hits Tape

Xos Inc shares jumped more than 100% in after-hours trade Tuesday. The electric truck and energy-storage maker put out a containerized power system marketed to data centers and industrial buyers looking to get power fast, not waiting for grid upgrades. Traders got a new AI-infrastructure story in a small-cap with Xos. The stock finished Nasdaq trading down 4.7% at $2.23, but then jumped to $5.26 in after-hours on Webull, up 135.8%, as of 18:54 EDT. Regular session volume hit 16.88 million shares, well above typical levels for the lightly traded stock.
3 June 2026
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SoftBank takes key spot as France launches $108B AI push in Europe data centre fight

SoftBank takes key spot as France launches $108B AI push in Europe data centre fight

France drew €93 billion in corporate pledges at the Choose France summit on Monday, with SoftBank Group topping the list. The company plans to invest €45 billion in AI data centres in northern France. President Emmanuel Macron said the 71 projects are expected to make over 15,600 jobs. France is trying to win AI data centre investment as demand for computing power tightens. AI models need huge data centres and reliable power. Officials are promoting France’s low-carbon energy, grid space, and quicker permitting to pull in fast-moving projects, especially as big builds accelerate in the U.S. and Asia.
1 June 2026
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Cipher Digital Shares Jump Close to All-Time High as Wall Street Watches AI Data-Center Push

Cipher Digital Shares Jump Close to All-Time High as Wall Street Watches AI Data-Center Push

Cipher Digital Inc. stock climbed roughly 9.5% to $25.21 late Wednesday on Nasdaq, closing in on a new 52-week high. The run came as traders stuck with names linked to power-hungry AI data centers. Volume beat the daily average, pushing Cipher’s market cap to nearly $10.2 billion. Cipher is starting to trade more like a high-performance computing data center play than a straight bitcoin miner. Investors have noticed since the company switched its name from Cipher Mining Inc. to Cipher Digital Inc. in February, though it kept its CIFR ticker on Nasdaq.
27 May 2026
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Dycom Soars 27% as Earnings Beat, Citing Data-Center Demand

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

Dycom Industries stock climbed roughly 27% in afternoon trading Wednesday. The U.S. infrastructure firm beat earnings estimates for its fiscal first quarter, lifted its full-year outlook, and unveiled a fresh data-center acquisition. Shares were last at $533.74, backing off from a session high of $566. Dycom’s results gave investors the sign they wanted that the company’s fiber and data-center business is bringing in actual revenue. Adjusted earnings per share came in at $4.42, well ahead of the $2.73 consensus, and revenue hit $1.96 billion, topping estimates by around $292 million, MarketBeat said. Adjusted earnings exclude some items to focus on operating performance.
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 and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until 2030 for a 1-gigawatt “AI factory” — the big data centers that power AI models — started today to go live. IREN shares were quoted at $56.83 before the U.S. open, putting the Nasdaq-listed firm’s market cap around $19 billion. That’s important now since IREN isn’t just seen as an ex-bitcoin miner with extra energy. Nvidia and IREN said this month they’re teaming up on as much as 5 gigawatts of Nvidia-linked AI infrastructure. Nvidia picked up a five-year option to buy up to 30 million IREN shares at $70 each—worth up to $2.1 billion if they use it.
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 Corp. gained 7.1% to $4.53 at 1:44 p.m. EDT Thursday, near its $4.66 52-week high. Traders picked up shares, betting on the ex-Bitfarms company's AI power-infrastructure push. IREN and Cipher Digital moved higher too. The broader U.S. markets dropped as oil and Treasury yields climbed. Google Finance showed 22.31 million shares of KEEL traded, below its 33.41 million average, with a market cap around $2.71 billion. The stock’s move isn’t only about crypto mining. Investors are trying to see if Keel can switch its energy-heavy mining sites to high-performance computing, or HPC. That means big server clusters for AI and other demanding compute work.
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 on Wednesday said it has signed a 15-year take-or-pay lease with the same unnamed U.S. investment-grade hyperscaler already leasing at its Delta Forge 1 campus. The deal adds 300 megawatts of critical IT load at a new Polaris Forge 3 site, lifting contracted capacity for the Dallas-based company past 1 gigawatt. The lease, which requires the customer to pay whether or not it uses the full capacity, is worth about $7.5 billion over the base term. Applied Digital has signed a deal as investors remain focused on companies turning AI infrastructure into real, contracted revenue instead of just forecasts. The company said the lease pushes its contracted baseline revenue up to $31 billion across four AI Factory campuses. If customers pick up renewal options, that total would reach $73 billion. AI Factory refers to Applied Digital’s high-power data-center sites built for AI training and inference work.
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 Co. shares dropped sharply Monday. The selloff hit a name that’s been popular with Wall Street AI-infrastructure traders, just ahead of a scheduled management session with investors. Shares last changed hands at $339.41, off $31.53, or roughly 8.5%. The stock traded as low as $330.77 and as high as $374.91. Around 7 million shares had traded, giving the company a market cap near $133 billion.
18 May 2026
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BXDC kicks off trading with a bumpy first week

BXDC kicks off trading with a bumpy first week

Blackstone Digital Infrastructure Trust Inc. spent its first short week on the market holding just above its IPO price. The Blackstone-backed data center REIT saw steadier trading Friday as its debut on the New York Stock Exchange drew little noise. The stock finished Friday at $20.10, a gain of 1.46%. Thursday's close was $19.81, below the $20 offer, MarketScreener data show. The NYSE was shut on Saturday, so next week will bring more trading for the new listing.
16 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 saw an uninspired start on the New York Stock Exchange Thursday, with shares kicking off their debut at $20—right where the IPO priced them. The $1.75 billion float involved 87.5 million shares changing hands, all aimed at investors eyeing AI infrastructure. This debut stands out, offering public-market investors a fresh entry point into the data center surge—no need to hold shares of the tech giants fueling the trend. Blackstone put the expected closing at May 15. Underwriters are holding a 30-day option that, if fully taken, bumps potential gross proceeds up to $2.0 billion.
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

SUGAR LAND, Texas, May 13, 2026, 15:01 CDT Shares of Applied Optoelectronics surged roughly 21% Wednesday afternoon, fueling gains across optical-networking names as bets on AI data center demand kept pushing supply concerns. The stock was last seen at $227.05, after reaching as high as $233.55 earlier. That price tags the company at a market cap near $17.3 billion.
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. is drawing buyers ahead of the open, with DGXX sitting near $9 in the early premarket following Tuesday’s 12.92% surge. It’s a familiar setup: momentum in the stock, and now a date on the calendar—May 15—for Q1 results and an operational update from management. This isn’t just another routine small-cap update—Friday’s call carries more weight. Investors are watching for solid signs that Digi Power X is actually progressing on its pivot from crypto mining into AI infrastructure. They’re looking beyond announcements, wanting to see real work orders, power being delivered, construction checkpoints hit, and—crucially—cash actually coming in. The focus is on GPU-as-a-Service: renting out high-performance AI chips instead of selling hardware. That’s what the market’s trying to put a price on.
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

DANBURY, Conn., May 12, 2026, 06:03 EDT FuelCell Energy rallied to a new 52-week high on Monday, closing up 16.35% at $15.94. Investors snapped up shares after the company promoted its fuel cells as a solution for AI data centers struggling with grid bottlenecks. Volume spiked—12.9 million shares traded, blowing past the 50-day average of 4.1 million, according to MarketWatch.
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 posted a bigger first-quarter loss Monday. The company, formerly Bitfarms, said it holds $533 million in liquidity, aiming to secure customer leases at three North American AI data-center locations before year-end. Revenue from its legacy operations dropped 23% to $37 million. Loss from continuing operations deepened to $128 million, or 21 cents per share. This report lands as Keel’s initial quarterly check-in after shifting its base to the U.S. and dropping the Bitfarms name on April 1. The company is taking those energy-hungry bitcoin mining rigs and repurposing them for high-performance computing — the kind of muscle needed for AI and other data-heavy operations.
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, Inc. is set to release its first-quarter numbers ahead of a May 14 conference call, putting the spotlight on its efforts to turn ongoing data-center expansion into more consistent revenue. CEO Sam Tabar, CFO Eric Huang and other top executives will break down the quarter starting at 9:00 a.m. Eastern, according to the company. The timing is key here. WhiteFiber’s upcoming update hits while its NC-1 data center in Madison, North Carolina, shifts from just a construction play to actually generating revenue. Investors these days aren’t just chasing demand—they’re also scrutinizing execution, power access, and the cost of debt before bidding up or down on AI infrastructure stocks. Early Monday, WhiteFiber shares were quoted at $24.08, with 88,680 shares changing hands, according to Robinhood.
11 May 2026
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Stock Market Today

  • Securitize Lists on NYSE, Tokenizes Shares on Solana as It Debuts
    July 2, 2026, 2:36 PM EDT. Securitize started trading as a public company and at the same time put its own New York Stock Exchange (NYSE) stock on the Solana blockchain. The firm's move combines traditional listed shares with blockchain, a first of its kind. Securitize says this is about getting blockchain deeper into standard markets. The step could make stock trades simpler and might increase liquidity. It may mean public companies try new ways to handle their shares and work with investors.
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