Today: 21 March 2026
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Data Centers 14 January 2026 - 18 January 2026

NuScale Power stock pops as White House presses PJM on data-center power — what SMR investors watch next

NuScale Power stock pops as White House presses PJM on data-center power — what SMR investors watch next

NuScale Power shares surged 7% to close at $20.19 Friday after Washington ordered emergency power measures for the PJM grid. The White House called for data centers to fund new generation, spotlighting “reliable baseload” supply. Traders are watching Tuesday’s market reopening and a Jan. 20 unit-exchange notice that could affect NuScale’s share supply.
18 January 2026
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Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

U.S. data center stocks ended mixed Friday as Washington pressed PJM Interconnection to hold an emergency auction to boost power supply and shift costs to large data centers. Digital Realty rose 1.9%, Vertiv gained 2.5%, and Equinix was little changed. PJM outlined new rules requiring big users to supply their own power or face curtailment. KeyBanc upgraded Digital Realty and Equinix, citing stable returns despite power constraints.
17 January 2026
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Riot Platforms stock jumps on $1 billion AMD data-center lease as investors eye next milestones

Riot Platforms stock jumps on $1 billion AMD data-center lease as investors eye next milestones

Riot Platforms shares surged 16% to $19.24 after announcing a 10-year, $311 million data-center lease with AMD at its Texas facility. AMD will lease 25 megawatts of capacity, with options that could raise the deal’s value to $1 billion. The retrofit will cost $89.8 million. Other bitcoin miners and AMD also closed higher Friday.
17 January 2026
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GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova shares rose 6.1% to $681.55 in after-hours trading Friday, boosted by a U.S. push for emergency power plant construction to meet surging data center demand. The Trump administration urged PJM to hold an emergency procurement auction and shift new supply costs to data centers. Constellation Energy, Vistra, and Talen Energy shares fell sharply after the policy announcement. PJM said it is reviewing the proposals.
16 January 2026
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CoreWeave stock jumps on JPMorgan “back on track” data-center call as lawsuit risk surfaces

CoreWeave stock jumps on JPMorgan “back on track” data-center call as lawsuit risk surfaces

CoreWeave shares jumped 6.4% to $101.23 in after-hours trading Friday after JPMorgan said a previously delayed data-center project is now back on schedule. The bank maintained its Hold rating and $110 price target. Hagens Berman filed a securities class action over statements tied to the Denton, Texas data-center expansion. The lawsuit covers investors who bought shares between March 28 and Dec. 15, 2025.
16 January 2026
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AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

Riot Platforms signed a 10-year data-center lease and services agreement with AMD, expected to generate $311 million in revenue, with extensions possible up to $1 billion. Riot shares surged 12% after the announcement, while AMD closed up 1.7% at $231.84. Riot will provide up to 200 MW of power at its Texas site, with the first phase set for January. Chip stocks broadly rose Friday; U.S. markets close Monday for the holiday.
16 January 2026
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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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Stock Market Today

  • South32 Valuation Update: Momentum Slows Despite Strong Gains
    March 21, 2026, 11:30 AM EDT. South32 (ASX:S32) has seen a cooling of momentum after an 18.10% gain over three months and a 15.86% total shareholder return over a year. The stock trades at A$3.98, below an analyst-derived fair value of A$4.69, suggesting a 15.2% undervaluation. Key drivers include investments in copper and base metals projects like Hermosa and expanded Sierra Gorda capacity, aligning with rising demand from renewables and electric vehicles. The company is shifting focus away from coal assets to improve margins and reduce risks. However, concerns remain over potential power supply issues and capital costs at various projects. South32's price-to-earnings ratio stands at 32x, above industry and peer averages, indicating less tolerance for earnings shortfalls. Investors are advised to evaluate these mixed signals carefully before making decisions.
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