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Data Centers 14 April 2026 - 3 May 2026

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Holdings Co ended Friday at $328.31 after hitting a new 52-week high earlier in the session. Shares swung between $324.23 and $331.97, with the power-and-cooling supplier remaining a key name in Wall Street’s AI data-center play. Why it matters now: Investors aren’t just piling into chips anymore. Money is following the hardware — electrical gear, cooling solutions, racks, and essential services powering AI data centers. Vertiv has quickly turned into a key name to watch in that space.
3 May 2026
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nVent Stock Jumps After Data-Center Demand Triggers a 2026 Forecast Reset

nVent Stock Jumps After Data-Center Demand Triggers a 2026 Forecast Reset

nVent Electric plc bumped up its 2026 sales and profit outlook Friday, fresh off reporting record highs for both first-quarter sales and orders—a clear signal that AI data-center investments are spilling over to electrical gear and cooling systems, not just chips. Net sales landed at $1.242 billion, a 53% jump. Organic sales, which strip out acquisitions and currency swings, climbed 34%. Adjusted earnings per share moved up 63% to $1.09. Timing is key here. nVent reported organic orders up roughly 40%, with backlog now at $2.6 billion. Data-center demand, driven in part by liquid cooling gear—systems using fluids to siphon heat off those power-hungry servers—continues to surge. For investors, these results offer a closer look at appetite for the infrastructure that sits behind the AI curtain: enclosures, racks, power hardware and, crucially, cooling.
1 May 2026
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DTE Energy Earnings Miss: Google Data Center Deal Puts Michigan Utility’s Growth Story Under Pressure

DTE Energy Earnings Miss: Google Data Center Deal Puts Michigan Utility’s Growth Story Under Pressure

DTE Energy fell short of Wall Street’s first-quarter profit forecasts as losses from its energy trading arm outweighed gains in electric and gas, along with a fresh Google data-center deal aimed at shoring up its 2026 projections. The Detroit utility reported adjusted earnings of $1.95 a share—analysts had been looking for $2.01, based on LSEG figures. It’s a rough patch for U.S. utilities, with investors eager for proof that surging data center power demand can be channeled into regulated growth. But there’s tension: customers and regulators are already scrutinizing whether those expansions will hike up residential bills. DTE reported over $1.2 billion invested in its utilities last quarter, staying on track for more than $6 billion in spending this year.
1 May 2026
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QUALCOMM Incorporated (QCOM) Stock Jumps as AI Data-Center Bet Offsets Weak Forecast

QUALCOMM Incorporated (QCOM) Stock Jumps as AI Data-Center Bet Offsets Weak Forecast

Shares of QUALCOMM Incorporated surged 10.3% in premarket trading Thursday. Traders shrugged off the disappointing outlook for the current quarter, zeroing in on CEO Cristiano Amon’s upbeat comments about a smartphone rebound and Qualcomm’s fresh ambitions in data-center chips. “We can now call the bottom,” Amon told Reuters, saying the handset market has reached its low point. It’s a key development for Qualcomm, which continues to derive most of its revenue from phones—a segment squeezed this year as pricier memory chips pushed up handset costs and curbed orders. Signs of stabilization in smartphones would cut some of the strain on the company’s main business, giving it more breathing room to ramp up newer bets like automotive semiconductors and AI-driven data center products.
30 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

WAUKESHA, Wis., April 29, 2026, 09:10 Generac Holdings Inc. bumped up its 2026 sales target on Wednesday, following a better-than-expected first quarter. Data center demand played a key role, sending the backup-power equipment maker’s profit above analyst forecasts. Now the company is looking for full-year net sales growth in the mid-to-high teens percentage range—an increase from its prior mid-teens outlook.
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 Corporation is leading the $16 billion financing package for a Michigan data center campus—an Oracle-backed project from Related Digital—handing the U.S. bank a major role as AI infrastructure spending accelerates. Related Digital, along with Blackstone, confirmed the deal for the Saline Township development. Bank of America steps in as both structuring agent and financial advisor. The timing isn't just about tech anymore—AI spending has crossed over into Wall Street territory. Banks, private capital, and bond investors are figuring out how much risk they want in massive computing hubs—those data centers stacked with servers crunching digital tasks. Reuters says the Michigan campus is one piece of a larger effort from OpenAI, Oracle, and Related Digital to ramp up AI infrastructure across the U.S.
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 Holdings Co. shares nudged up Friday, closing at $323.46, a gain of roughly 0.5%. The stock reached $331.64 at its intraday peak. JPMorgan’s Stephen Tusa bumped his price target to $350 from $305 while sticking with an Overweight rating, following a string of upbeat analyst moves since Vertiv boosted its 2026 outlook. Vertiv stands out as one of the clearer stock-market plays on the AI data center boom. The company’s gear powers and cools the servers behind big AI models—a need that's showing up in everything from earnings to analyst notes and order updates.
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. has wrapped up the sale of its 70-megawatt Paso Pe facility in Paraguay, pulling in around $13 million after adjustments—less than half of the original deal’s potential $30 million price tag. The move marks the former Bitfarms' full exit from Latin America, as it pivots harder toward AI-driven data-center infrastructure. A megawatt represents power capacity, essential for large-scale computing. The timeline's tight: Keel wrapped up its U.S. redomiciliation—a switch in its corporate legal base—on April 1, just a few weeks before the sale went through. Management frames both the move and the rebrand as steps away from Bitcoin mining, where computers earn and verify bitcoin, and toward high-performance computing, or HPC, which powers AI and other data-heavy tasks.
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

CARLSBAD, California, April 23, 2026, 14:57 PDT Shares of MaxLinear Inc. surged after the bell Thursday, with the chipmaker's upbeat second-quarter outlook topping Wall Street targets. The company cited accelerating demand for its optical data-center products as cloud giants expand AI infrastructure. MaxLinear stock soared more than 23% after hours, reaching $42.47, up from a $34.25 close.
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)

DALLAS, April 23, 2026, 16:09 UTC-05:00. Applied Digital shares jumped roughly 12% to $36.35 in afternoon trade after the company disclosed a 15-year, $7.5 billion lease agreement with a major U.S. hyperscaler—a large cloud-computing client—covering 300 megawatts at its Delta Forge 1 data-center campus. The tenant wasn’t named.
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

CAMBRIDGE, Massachusetts, April 22, 2026, 07:18 EDT GE Vernova bumped up its 2026 revenue forecast on Wednesday, crediting a surge in first-quarter orders as data center demand fueled gains across its power and electrification divisions. The company now targets revenue between $44.5 billion and $45.5 billion for 2026, a notch higher than its earlier range of $44 billion to $45 billion, after logging $18.3 billion in orders for the quarter.
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 surged Tuesday, last changing hands at $43.07. Gains for CoreWeave and Nebius added to the move. Bitcoin hovered close to $74,375, putting renewed attention on one of the market’s more volatile AI-and-crypto-linked stocks. Conditions now favor firms renting out AI computing muscle to tech giants scrambling for more chips and power. Meta, for one, inked a new $21 billion agreement last week with CoreWeave, stretching their partnership out to 2032. Back in March, Nebius disclosed that Meta committed to purchase $12 billion in capacity by 2027, with the potential for another $15 billion down the line.
14 April 2026
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Stock Market Today

  • Spotify Says It Found Stream Manipulation After Kalshi Market Concerns
    July 2, 2026, 3:44 PM EDT. Spotify said it found stream manipulation after Caleb Davies, a leading prediction market trader, raised the issue. Davies, who trades Spotify chart odds, said bots boosted streams and influenced Kalshi outcomes. Spotify said it deleted over 500,000 fake streams, changed its chart data, and dropped the song in question from first to fourth. Kalshi already paid out bets using the initial, bad numbers but is now working with Spotify on next steps. Spotify also asked Kalshi to pull its logo from the site and said it does not vouch for the chart data. Detecting artificial streaming remains a problem for music firms and prediction markets.
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