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Data Centers News 11 January 2026 - 16 January 2026

GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova shares surged 6.1% to $681.57 after the White House and PJM state governors proposed a $15 billion emergency auction to boost power supply for AI data centers. Constellation Energy, Vistra, and Talen Energy stocks fell sharply as investors weighed the impact of accelerated generation on prices. PJM and regulators are set to provide updates before GE Vernova’s Jan. 28 earnings.
16 January 2026
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Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

Navitas Semiconductor shares jumped 8.6% to $10.86 by midday Friday, with volume reaching 17.1 million after TSMC’s earnings and capex plans lifted chip stocks. The stock hit an intraday high of $11.05. Traders watched for signs that data-center power projects could translate into orders. U.S. markets will be closed Monday for a holiday.
16 January 2026
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Cipher Mining stock jumps 11% as AI data-center deal fever lifts bitcoin miners — CIFR in focus

Cipher Mining stock jumps 11% as AI data-center deal fever lifts bitcoin miners — CIFR in focus

Cipher Mining shares rose 11.4% to $19.52 in midday trading Friday, with volume topping 26 million, as crypto miners rallied. Riot Platforms signed a 10-year, 25-megawatt data-center lease with AMD, fueling interest in AI hosting. Bitcoin fell 1.8% to about $94,824 after U.S. lawmakers postponed a crypto market-structure markup.
16 January 2026
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Riot Platforms stock jumps on AMD Texas data-center lease that could reach $1 billion

Riot Platforms stock jumps on AMD Texas data-center lease that could reach $1 billion

Riot Platforms shares jumped 12.6% to $18.65 after announcing a 10-year data-center lease with AMD and the $96 million purchase of 200 acres in Texas. The AMD contract starts with 25 MW of power and could expand to 200 MW, with projected revenue of $311 million over the first decade. Riot funded the land deal by selling about 1,080 bitcoin. Bitcoin fell 2% to $94,771.
16 January 2026
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IREN stock price jumps nearly 9% as crypto miners rally on AI data-center pivot

IREN stock price jumps nearly 9% as crypto miners rally on AI data-center pivot

IREN shares rose 8.6% to $56.35 Friday morning as crypto mining stocks outperformed despite bitcoin slipping 1.7% to $94,897. Riot Platforms announced a 10-year, $311 million data center deal with AMD. IREN’s upcoming earnings report is expected after markets close on Feb. 18. Investors are watching AI infrastructure moves and recent upgrades from analysts.
16 January 2026
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Marvell (MRVL) stock rises as RBC starts coverage, cites AWS Trainium and data-center demand

Marvell (MRVL) stock rises as RBC starts coverage, cites AWS Trainium and data-center demand

Marvell shares rose about 1% to $82.04 after RBC Capital Markets initiated coverage with an Outperform rating and $105 price target. The move followed TSMC’s strong earnings, which lifted chip stocks broadly. RBC cited firm orders from Amazon Web Services’ Trainium3 program and highlighted Marvell’s advances in photonics. Investors remain focused on sustained AI chip demand and Marvell’s upcoming earnings report.
15 January 2026
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Bloom Energy stock jumps 8% as EIA flags data-center power surge

Bloom Energy stock jumps 8% as EIA flags data-center power surge

Bloom Energy shares jumped 8% to $144.11 Thursday, hitting a new intraday high amid investor focus on rising electricity demand from data centers. The move follows American Electric Power’s $2.65 billion deal to buy Bloom’s fuel cells for a Wyoming facility. Broader clean energy stocks also rose, while Bloom’s rivals fell. The EIA will release updated U.S. energy demand forecasts on February 10.
15 January 2026
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Bloom Energy stock drops late as traders cool on data-center power bets

Bloom Energy stock drops late as traders cool on data-center power bets

Bloom Energy shares dropped 4.5% to $133.46 in after-hours trading Wednesday, reversing gains from an early January rally. The decline follows investor concerns over how quickly rising data-center power demand, driven by AI, will convert to earnings. A recent $2.65 billion order from American Electric Power had fueled last week’s surge. Broader markets also fell, with the Nasdaq down after mixed bank results.
15 January 2026
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Eos Energy stock moves on new “Indensity” battery pitch aimed at AI data centers and tight sites

Eos Energy stock moves on new “Indensity” battery pitch aimed at AI data centers and tight sites

Eos Energy shares rose 1.3% to $17.04 midday after launching its Indensity battery storage system, which the company says can deliver 1 gigawatt-hour per acre and 4–16+ hours of storage. Trading volume hit 25.8 million shares. Sector peers showed mixed moves, with Fluence down and Stem up. Eos highlighted the system’s non-flammable zinc chemistry and cybersecurity features, but warned of risks tied to funding and project execution.
14 January 2026
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Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy shares rose 2.1% to $139.77 in after-hours trading Tuesday after AMCHAM Korea signed a memorandum of understanding with the company to promote solid oxide fuel cells for AI data centers. The deal is non-binding. Investors are watching for demand signals at Bloom’s presentations during the PowerGen conference Jan. 20-22. Other fuel-cell stocks showed mixed moves late in the session.
14 January 2026
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Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy shares rose 5.8% to $144.82 after the American Chamber of Commerce in Korea signed a non-binding memorandum with the company to promote solid oxide fuel cell systems for AI data centers. The agreement, announced at a Seoul ceremony, does not specify order volumes or delivery dates. Investors are watching for concrete purchase commitments. Bloom outpaced other fuel-cell stocks in U.S. trading.
13 January 2026
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Solaris Energy Infrastructure stock jumps 6% as traders chase data-center power play — what to watch next for SEI

Solaris Energy Infrastructure stock jumps 6% as traders chase data-center power play — what to watch next for SEI

Solaris Energy Infrastructure shares rose 6.4% to $54.64 in midday trading Tuesday, near a 52-week high. Analyst Bobby Brooks raised his price target to $70, citing 900 megawatts of open capacity likely to be contracted in early 2026. Solaris is scaling toward 2.2 gigawatts of operated power, with Power Solutions expected to drive future earnings. Next earnings report is estimated for Feb. 19, 2026.
13 January 2026
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Microsoft stock dips as new data-center “power bill” pledge lands ahead of earnings

Microsoft stock dips as new data-center “power bill” pledge lands ahead of earnings

Microsoft shares fell 0.4% to $477.18 Tuesday after the company announced new measures to limit electricity and water use at its U.S. data centers. The plan comes amid rising local opposition to AI infrastructure costs. Investors are watching for Microsoft’s Jan. 28 earnings to gauge Azure and AI demand. Barclays cut its price target but kept an “Overweight” rating.
13 January 2026
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Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy shares rose 2.1% to $136.87 Monday, then slipped 0.1% after hours. The move follows news that an American Electric Power unit signed a $2.65 billion deal for Bloom’s fuel cells tied to a Wyoming project. AEP also secured a 20-year offtake agreement with an unnamed investment-grade customer. Investors await details on the customer and Bloom’s next earnings report.
13 January 2026
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Nebius (NBIS) stock jumps on report of 800MW Kansas City-area data center plan

Nebius (NBIS) stock jumps on report of 800MW Kansas City-area data center plan

Nebius shares jumped 10.2% to $107.87 Monday after reports of an 800-megawatt AI data center campus planned near Kansas City. The $6.6 billion project, proposed for Independence, Missouri, would span up to 10 buildings and 400 acres, with construction expected to start in early 2026. Investors are watching local approvals and the pace of power infrastructure development.
12 January 2026
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CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave shares climbed 11% to $88.94 in late morning trading Monday after Goldman Sachs began coverage with a Neutral rating and $86 price target. Moody’s projected at least $3 trillion in data-center investment over five years, naming CoreWeave among six major U.S. operators. The Nasdaq 100 was little changed.
12 January 2026
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Meta’s nuclear power deals jolt data center stocks as CPI week looms

Meta’s nuclear power deals jolt data center stocks as CPI week looms

Meta signed 20-year nuclear power deals with Vistra and Oklo to supply its AI data centers, aiming for up to 6.6 GW by 2035. Vistra shares surged 10.5%, Oklo rose 7.9%, and Meta gained 1.1% Friday. Traders are watching the Jan. 13 U.S. CPI and TSMC earnings. The S&P 500 and Philadelphia Semiconductor Index both closed at record highs.
11 January 2026
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Stock Market Today

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

7 February 2026
U.S. real estate stocks rose Friday, with XLRE up 1.8% to $41.99 and VNQ and IYR each gaining 1.6%. The Dow closed above 50,000 for the first time as the 10-year Treasury yield ended at 4.206%. Bank of America downgraded Public Storage and Extra Space Storage, citing weak housing turnover and high borrowing costs. The delayed January jobs report is set for Feb. 11, with CPI due Feb. 13.
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