Data Centers News 6 January 2026

Lumentum stock whipsaws near $400 as AI data-center trade heads for Feb. 3 earnings

NEW YORK, January 7, 2026, 18:05 EST — After-hours Lumentum Holdings Inc (LITE.O) shares fell 1.2% on Wednesday and were little changed in after-hours trade, the session after the 4 p.m. close, after swinging between $365.47 and $402.66 in the

8 January 2026

AI Technology·Data Centers·Earnings Reports·Investment Analysis·Stock Market

Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

New York, January 7, 2026, 18:01 ET — After-hours Applied Digital shares rose about 7% in after-hours trading on Wednesday after the data center operator posted quarterly revenue that beat Wall Street estimates, helped by demand for capacity used to

8 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·Stock Market·Technology

China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

BEIJING, January 8, 2026, 01:39 (GMT+8) Beijing has asked some Chinese tech companies to halt orders for Nvidia’s H200, a high-end graphics processing unit used to train and run AI models, the Information reported, citing people familiar with the matter.

7 January 2026

Artificial Intelligence·Data Centers·NVIDIA·Semiconductors·Technology News

Johnson Controls (JCI) stock slides 6% after Nvidia’s “no water chillers” line jolts data-center cooling trade

New York, Jan 6, 2026, 20:13 (EST) — Market closed Johnson Controls International plc (NYSE: JCI) shares closed down 6.2% at $113.95 on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s next platform would sharply reduce the cooling equipment

7 January 2026

Business News·Data Centers·Investments·Stock Market·Technology

Trane Technologies (TT) stock slides after Nvidia says “no water chillers” needed for data centers

New York, January 6, 2026, 19:43 EST — After-hours Trane Technologies plc shares closed down 2.5% on Tuesday at $381.10 and were steady in after-hours trading. The move followed comments from Nvidia CEO Jensen Huang that next-generation chips would reduce

7 January 2026

Business Analysis·Data Centers·Investment·Stock Market·Technology News

Marvell stock slides after $540 million XConn deal as MRVL doubles down on AI data-center switching

New York, Jan 6, 2026, 18:54 EST — After-hours Marvell Technology (MRVL.O) shares fell 2.2% to $88.23 on Tuesday, even as U.S. stocks ended higher, after the chipmaker agreed to buy networking technology firm XConn Technologies for about $540 million.

7 January 2026

Artificial Intelligence·Business News·Data Centers·Stock Market·Technology

Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

New York, Jan 6, 2026, 18:26 ET — After-hours Shares of Lumentum Holdings Inc (LITE.O) were up 11.3% at $397.42 in after-hours trading on Tuesday, after swinging between $340.46 and $399.50 during the session. The move put the optical-components maker

7 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·Stock Market·Technology News

Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

New York, Jan 6, 2026, 15:15 EST — Regular session Johnson Controls International (JCI) fell 5.5% to $114.79 in afternoon trading on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s next-generation Vera Rubin platform could sharply reduce cooling needs

6 January 2026

Business Analysis·Data Centers·Investment·Stock Market·Technology News

Cipher Mining (CIFR) stock slides in U.S. session as miner taps veterans for AI data-center push

NEW YORK, Jan. 6, 2026, 15:06 (EST) — Regular session Shares of Cipher Mining Inc fell about 4% in afternoon trading on Tuesday after the bitcoin miner said it hired two industry veterans as it pushes further into artificial intelligence

6 January 2026

Artificial Intelligence·Business News·Data Centers·Stock Market·Technology

Modine (MOD) stock falls as Nvidia Rubin cooling remarks rattle data-center suppliers

New York, January 6, 2026, 14:46 ET — Regular session Modine Manufacturing shares fell 7.0% to $130.57 on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s Rubin platform can run without water chillers, sparking a selloff in data-center cooling

6 January 2026

Company Analysis·Data Centers·Investment Trends·Stock Market·Technology News

Marvell stock whipsaws after $540 million XConn deal puts AI data-center switching in focus

New York, January 6, 2026, 13:09 ET — Regular session Marvell Technology, Inc. said on Tuesday it will acquire XConn Technologies for about $540 million, a bet on the high-speed links that stitch together AI data centers. Marvell shares were

6 January 2026

AI Technology·Data Centers·Semiconductor Industry·Stock Market

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

NEW YORK, Jan 6, 2026, 10:27 EST Sandisk Corp shares were up about 22% at $335 on Tuesday after touching an intraday high of $337.51, extending a sharp rally in flash-memory and storage stocks tied to artificial intelligence data centers.

6 January 2026

Artificial Intelligence·Data Centers·Investment Analysis·Stock Market·Technology

Data Centers News 6 January 2026 - 8 January 2026