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Data Centers 3 May 2026 - 11 May 2026

WhiteFiber’s Q1 Earnings Are Coming — Why the NC-1 AI Data Center Ramp Is the Stock’s Next Test

WhiteFiber, Inc. is set to release its first-quarter numbers ahead of a May 14 conference call, putting the spotlight on its efforts to turn ongoing data-center expansion into more consistent revenue. CEO Sam Tabar, CFO Eric Huang and other top executives will break down the quarter starting at 9:00 a.m. Eastern, according to the company.

11 May 2026

Data Centers·Earnings Reports·NASDAQ:WFIB

Coherent Stock Rebounds as AI Data-Center Demand Puts Its Capacity Race in Focus

Coherent Corp bounced back on Friday, with shares climbing 5.03% to finish at $335.26 after a rough earnings reaction that saw the stock tumble 7.39% the day before. Investors looked past the immediate hit, focusing instead on whether the appetite for AI data-center optics will continue to outstrip the company's ability to keep up. U.S. markets didn’t open on Sunday.

10 May 2026

Data Centers·NASDAQ:COHR·Stock Market

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 Corp. ended Friday’s U.S. session at $98.46, a drop of $2.81 from its previous close, with investors weighing just how much of the week’s AI-driven data-center surge would stick around. Rosenblatt Securities on Friday bumped its price target up to $124 from $89 after Hut 8’s new lease in Texas marked another pivot from its bitcoin-mining roots toward AI infrastructure.

10 May 2026

Artificial Intelligence·Data Centers·NASDAQ:HUT·Technology

NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

Officials in Sedgwick County, Kansas, have pushed back the deadline for lifting a freeze on new data center applications to Sept. 11. That move keeps development on hold locally, even as NextEra Energy Inc. remains linked to land activity in the region for potential major computing sites. Local public radio noted both NextEra and Monarch Energy have either purchased or been working on deals for properties in Garden Plain, Colwich, and Andale, all just west of Wichita.

9 May 2026

Artificial Intelligence·Data Centers·NYSE:NEE·Renewable Energy

MaxLinear Stock Nears $100 as AI Data-Center Rally Sets Up a Shareholder Test

Shares of MaxLinear Inc. shot up over 21% Friday afternoon, reaching as high as $101.20. Investors piled in on the chipmaker’s AI data-center narrative. Lately, the stock hovered near $100, putting the Carlsbad, California firm’s market cap at roughly $8.8 billion.

8 May 2026

Data Centers·NASDAQ:MXL·Stock Market

Eaton Stock Rebounds After AI Data-Center Orders Surge, But Margin Worries Still Bite

Eaton Corporation plc bounced Friday, recouping some of Thursday’s losses. The power-management giant has benefited from a surge in AI data-center orders, but investors remained wary about margins and short-term guidance.

8 May 2026

Artificial Intelligence·Data Centers·NYSE:ETN·Stock Market·Technology

SiTime Stock Jumps 28% as AI Data-Center Demand Almost Doubles Sales

Shares of SiTime Corporation skyrocketed Thursday, with the Santa Clara chipmaker posting a big first-quarter revenue gain and boosting its full-year forecast. That was enough to catapult this niche timing component supplier into the top ranks among AI infrastructure stocks for the session. The stock finished up 27.9% at $797.31, logging a fresh intraday record, according to Investor’s Business Daily.

8 May 2026

Data Centers·NASDAQ:SITM·Stock Market

Why Hut 8 Stock Is in Focus After a $9.8 Billion AI Data Center Deal

Hut 8 Corp. landed a $9.8 billion, 15-year lease deal for phase one of its Beacon Point AI data center campus in Nueces County, Texas, marking a major step as the company moves further into AI-powered infrastructure beyond its bitcoin mining roots. The company didn’t disclose the tenant’s name but described it as a high-investment-grade firm set to tap 352 megawatts of IT capacity—essentially the power available to run servers and associated hardware.

7 May 2026

Data Centers·NASDAQ:HUT·Stock Market

NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

NANO Nuclear Energy Inc. said Wednesday it’s entered a non-binding memorandum of understanding with Super Micro Computer Inc., targeting the use of NANO’s microreactors as a power source for AI data centers. The collaboration would look at integrating NANO’s KRONOS MMR energy system alongside Supermicro’s server racks, AI hardware, cooling solutions and support services.

6 May 2026

Data Centers·NASDAQ:NNE·NASDAQ:SMCI·Stock Market

Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Hut 8 Corp. shares shot up over 32% early Wednesday after the company inked a 15-year lease valued at $9.8 billion for its Beacon Point data center campus in Nueces County, Texas. The move digs the bitcoin miner and data center operator deeper into AI infrastructure. The first phase of the deal covers 352 megawatts of IT capacity—dedicated to servers and related gear.

6 May 2026

Artificial Intelligence·Data Centers·NASDAQ:HUT

Cipher Digital Stock Jumps After $200 Million Credit Line, New AI Data Center Lease

Cipher Digital Inc. shares jumped Tuesday, even as the company posted a deeper first-quarter loss. Investors zeroed in on Cipher’s announcement of a third AI data center campus lease and a fresh $200 million revolving credit line to back its move away from bitcoin mining.

5 May 2026

Artificial Intelligence·Data Centers·NASDAQ:CIFR·Stock Market·Technology

Eaton Stock Falls Despite Record Q1 as AI Data-Center Boom Tests Margins

Eaton stock slipped roughly 2% in New York on Tuesday. The power-management giant delivered record first-quarter sales and bumped up its 2026 organic growth projection, but investors zeroed in on slimmer margins and a profit forecast that came up short of expectations tied to surging AI data center demand.

5 May 2026

Artificial Intelligence·Data Centers·Earnings Reports·NYSE:ETN·Stock Market

Sterling Infrastructure Stock Rockets as Data Center Boom Sends Q1 Revenue Up 92%

Sterling Infrastructure Inc. jumped close to 47% late Tuesday morning, lifted by a raised full-year forecast after booming data-center and semiconductor demand sent first-quarter revenue soaring 92%. Shares changed hands near $777, having earlier spiked to more than $792.

5 May 2026

Data Centers·Earnings·NASDAQ:STRL

IREN Stock Jumps After Sweetwater Power Milestone Puts Its AI Data Center Bet Back In Focus

IREN shares jumped on Monday after the company flipped the switch on its 1.4-gigawatt Sweetwater 1 data center in Texas, pushing a major chunk of its AI infrastructure project from the construction phase to the grid. According to the company, they’ve now tied the site’s high-voltage substation into ERCOT, Texas’s grid operator. Sweetwater 1 is part of IREN’s larger 2-gigawatt campus in the area.

5 May 2026

Artificial Intelligence·Data Centers·MTA:IREN.MI·Renewable Energy

Powell Industries’ $400 Million Data Center Order Puts Its AI Power Boom to the Test

Powell Industries Inc. reported Monday that new orders for its fiscal second quarter surged 97% to $490 million, while backlog climbed to $1.8 billion. That gives the Houston-based electrical-equipment maker a clearer revenue pipeline, even as quarterly profit declined. After the quarter wrapped, Powell landed a data center order topping $400 million.

5 May 2026

Artificial Intelligence·Data Centers·Industry Analysis

Sterling Infrastructure Stock Jumps as Data-Center Work Drives Q1 Beat, 2026 Outlook Raise

Sterling Infrastructure shares surged roughly 19% in late Monday trading, after the company topped first-quarter profit forecasts and boosted its full-year guidance—fueled in part by strong demand from the data center and semiconductor sectors. The stock last traded at $631.05 as of 5:42 p.m. ET, up sharply from a $529.49 close, according to MarketBeat.

5 May 2026

Data Centers·Earnings Reports·NASDAQ:STRL·Stock Market

Nokia Stock Hits 17-Year High as AI Data-Center Pivot Draws New Buyers

Nokia surged 6.3% in Helsinki on Monday, hitting its highest level in 17 years. The stock’s latest run follows the company’s recent focus on AI data-center infrastructure and its decision to divest a minor fixed-wireless device segment. U.S.-listed ADRs last changed hands at $13.39 by 1546 GMT, topping the previous session’s close.

4 May 2026

Artificial Intelligence·Data Centers·Stock Market

Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton Corporation plc heads into Tuesday’s first-quarter earnings facing a straightforward concern: will demand tied to AI data centers keep translating into real orders, a solid backlog, and profits for the power-equipment maker?

4 May 2026

Data Centers·Earnings Reports·NASDAQ:NVDA·NYSE:ETN·NYSE:HON·NYSE:PH·NYSE:VRT·Stock Market

Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital Corp dipped 2.04% to close at $33.55 on Friday, with traders sizing up the recent surge in the AI data-center name against uncertainties around expansion expenses and timelines. Shares swung between $35.15 and $33.30 through the session, and roughly 17.04 million shares changed hands.

3 May 2026

Artificial Intelligence·Data Centers·NASDAQ:ADEX·Stock Market·Technology

NextEra Energy Wins 3,000-MW Arizona Solar Deal as Data Centers Stretch the Grid

NextEra Energy, Inc.’s renewables division has landed a deal to build 3,000 megawatts of solar for Salt River Project in Arizona, tapping into surging electricity demand across the Phoenix area. Salt River Project expects the solar farms online by the close of 2034, estimating enough output to supply roughly 595,000 homes in the state.

3 May 2026

Data Centers·NYSE:NEE·Renewable Energy·Solar Power

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Data Centers 3 May 2026 - 11 May 2026

WhiteFiber’s Q1 Earnings Are Coming — Why the NC-1 AI Data Center Ramp Is the Stock’s Next Test

Coherent Stock Rebounds as AI Data-Center Demand Puts Its Capacity Race in Focus

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

MaxLinear Stock Nears $100 as AI Data-Center Rally Sets Up a Shareholder Test

Eaton Stock Rebounds After AI Data-Center Orders Surge, But Margin Worries Still Bite

SiTime Stock Jumps 28% as AI Data-Center Demand Almost Doubles Sales

Why Hut 8 Stock Is in Focus After a $9.8 Billion AI Data Center Deal

NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Cipher Digital Stock Jumps After $200 Million Credit Line, New AI Data Center Lease

Eaton Stock Falls Despite Record Q1 as AI Data-Center Boom Tests Margins

Sterling Infrastructure Stock Rockets as Data Center Boom Sends Q1 Revenue Up 92%

IREN Stock Jumps After Sweetwater Power Milestone Puts Its AI Data Center Bet Back In Focus

Powell Industries’ $400 Million Data Center Order Puts Its AI Power Boom to the Test

Sterling Infrastructure Stock Jumps as Data-Center Work Drives Q1 Beat, 2026 Outlook Raise

Nokia Stock Hits 17-Year High as AI Data-Center Pivot Draws New Buyers

Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

NextEra Energy Wins 3,000-MW Arizona Solar Deal as Data Centers Stretch the Grid

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Cardinal Health stock (CAH) climbs after 14% EPS growth forecast offset by 25% decline in cash flow

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