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Data Centers 11 March 2026 - 30 April 2026

Why MaxLinear Stock Is Surging as AI Data-Center Demand Rewrites the Story

Why MaxLinear Stock Is Surging as AI Data-Center Demand Rewrites the Story

MaxLinear shares rose about 34% to $69.58 on Wednesday after Loop Capital upgraded the stock and raised its target to $75. The surge followed a first-quarter report showing infrastructure revenue up 136% to become the company’s largest segment. Total revenue climbed 43% to $137.2 million. MaxLinear guided second-quarter revenue to $160–$170 million, citing strong demand for data-center optical products.
29 April 2026
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Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

Vertiv Holdings Co acquired Strategic Thermal Labs, a Texas-based liquid-cooling specialist, to boost its AI and high-performance computing data center offerings. Vertiv shares rose 0.6% to $307.00, valuing the company at about $119.9 billion. Deal terms were not disclosed. The move follows a 30% jump in Vertiv’s first-quarter net sales and an increased 2026 earnings forecast.
29 April 2026
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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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Stock Market Today

  • FTSE 100 Gains on US-Iran Peace Hopes as SpaceX IPO Debuts Strongly
    June 12, 2026, 1:00 PM EDT. The FTSE 100 climbed 1.6% to close at 10,471.72, boosted by renewed hopes for a peace deal between the US and Iran. Iranian officials indicated the agreement is closer than ever, with talks focusing on nuclear program dismantling and reopening the Strait of Hormuz. Meanwhile, oil prices dipped sharply. In the US, the Dow rose 1.1%, with investors focused on the groundbreaking SpaceX initial public offering (IPO), which launched at $135 per share, valuing the company at $1.77 trillion. Shares surged to about $162 after London's close, underscoring strong market enthusiasm for Elon Musk's space ventures. The FTSE 250 and AIM indices also advanced, reflecting broad optimism amid geopolitical progress and significant market events.

Latest articles

Rubico Shares Jump After Trillium Filing Flip Stirs RUBI Volatility

Rubico Shares Jump After Trillium Filing Flip Stirs RUBI Volatility

12 June 2026
Rubico Inc. surged 35% to $0.84 on record volume after a June 11 SEC filing showed Trillium Trading held a 5.4% stake, but a June 12 amendment revealed 0% ownership, creating uncertainty over major holders and intensifying focus on potential dilution and Nasdaq listing risks as the next key catalyst.
Cipher Digital Moves Higher After AI Data Center Investment Draws Attention to CIFR

Cipher Digital Moves Higher After AI Data Center Investment Draws Attention to CIFR

12 June 2026
Cipher Digital surged 9% to $24.66 Friday after pricing $810 million in senior secured notes for its Stingray AI data center, with the June 15 closing seen as the next key catalyst; despite analyst Buy ratings and a rebound from Wednesday’s selloff, high volatility, ongoing losses, and debt-funded construction keep CIFR speculative and risky, making execution on its AI pivot critical for stock performance.
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