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Data Centers News 21 December 2025 - 1 January 2026

FTAI Aviation stock holds near $200 premarket after FTAI Power data-center turbine pivot

FTAI Aviation stock holds near $200 premarket after FTAI Power data-center turbine pivot

FTAI Aviation shares fell 0.5% to $196.72 premarket after launching FTAI Power, a unit converting CFM56 jet engines into 25-megawatt turbines for data centers. The company expects production to start in 2026, aiming to deliver over 100 turbines per year. The stock had surged 14.4% in the previous session. Jefferies said the platform could become a major earnings driver if scaled.
31 December 2025
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Georgia Power’s $16.3B AI data-center power push leans on gas, putting bills under the microscope

Georgia Power’s $16.3B AI data-center power push leans on gas, putting bills under the microscope

Georgia regulators approved Georgia Power’s $16.3 billion plan to add 10,000 megawatts of new generation, mostly for data centers. About 60% of the new capacity will come from natural gas, with the rest from solar and battery storage. The company projects average residential customers will see $8.50 monthly savings from 2029 to 2031. Critics warn protections are temporary and long-term costs could reach $60 billion.
30 December 2025
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Why Caterpillar stock is riding an AI data-center generator boom

Why Caterpillar stock is riding an AI data-center generator boom

Caterpillar shares are up about 62% this year, driven by surging demand for natural-gas generators at AI data centers, the Wall Street Journal reported. The company is investing $725 million to expand its Lafayette, Indiana plant and aims to more than double turbine-engine production by 2030. Power-and-energy sales rose 22% to $7.8 billion in 2024. Shares traded at $578.61 premarket Tuesday, down 0.7% from the prior close.
30 December 2025
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Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

Nvidia rose about 1% Friday after agreeing to license chip technology from Groq and hire its CEO. The Dow slipped 0.04%, S&P 500 fell 0.03% to 6,929.94, and Nasdaq dropped 0.09% in muted, low-volume trading. Nvidia also plans to ship H200 AI chips to China by mid-February, pending approvals. Data center stocks remain in focus as investors watch for Fed signals and year-end positioning.
28 December 2025
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TeraWulf (WULF) Stock Update: Weekend Market Closed, New York Data Center Zoning Win, and What to Watch Before Monday’s Open

TeraWulf (WULF) Stock Update: Weekend Market Closed, New York Data Center Zoning Win, and What to Watch Before Monday’s Open

TeraWulf Inc. shares closed at $11.75 Friday, down 4.55%, with volume near 13.4 million. The company’s proposed AI/data center project in Lansing, New York, cleared a key zoning hurdle, allowing a site plan application. Bitcoin traded around $87,809 early Sunday, setting up potential volatility when markets reopen. Voya Investment Management increased its stake in TeraWulf during Q3, according to recent filings.
28 December 2025
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Marvell Technology Stock (NASDAQ: MRVL) Today: AI Data-Center Demand, Wall Street Targets, and What Investors Should Watch Before Monday’s Open

Marvell Technology Stock (NASDAQ: MRVL) Today: AI Data-Center Demand, Wall Street Targets, and What Investors Should Watch Before Monday’s Open

Marvell Technology shares closed Friday at $86.34, down 0.17%, with after-hours trading showing little movement. The stock is down about 22% year-to-date and 24% over the past 12 months. No new company press releases or SEC filings appeared in the past two days. Recent news focused on third-party analysis and institutional stake disclosures.
27 December 2025
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Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

U.S. stock markets are closed for the weekend after major indexes ended Friday’s thin session slightly lower but near record highs. Data center stocks remain active, with Nvidia confirming a licensing deal for Groq’s AI inference technology and reports of developers turning to on-site turbines to address power constraints. Investors are watching year-end positioning ahead of Monday’s reopening.
27 December 2025
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Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) shares fell about 7.9% to $37.75 by midday Friday in New York, after opening at $41.00 and hitting an intraday low near $37.65. Trading volume was heavy, with volatility fueled by high short interest—about 19.5% of float—and recent analyst notes. Broader U.S. indexes were little changed. The company recently announced its first major 800G transceiver order.
26 December 2025
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AI Stocks Today (Dec. 26, 2025): Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race

AI Stocks Today (Dec. 26, 2025): Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race

Nvidia struck a non-exclusive licensing deal with AI chip startup Groq, bringing over Groq’s CEO and key staff while Groq remains independent. U.S. equities closed at record highs on Dec. 24, with AI-linked stocks rebounding after recent volatility. Investors are watching supply chain constraints and spending as the year ends. Micron shares rose as traders bet on the AI ecosystem.
26 December 2025
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Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

December 24, 2025 — Alphabet is getting two kinds of attention heading into year-end: fresh institutional ownership disclosures that reveal who trimmed or added exposure during the third quarter, and a blockbuster infrastructure move that signals just how central electricity has become to the AI race. On one side are newly posted SEC-linked updates spotlighting how several wealth managers and trusts adjusted positions in Alphabet’s stock during Q3 (reported publicly this week). On the other is Alphabet’s agreement to acquire Intersect, an energy-and-data-center infrastructure specialist, in a deal designed to speed up new power generation and data center capacity—because in
24 December 2025
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Applied Digital (APLD) Stock Slides on Dec. 23, 2025: Today’s News, Analyst Forecasts, and What Comes Next for the AI Data Center Play

Applied Digital (APLD) Stock Slides on Dec. 23, 2025: Today’s News, Analyst Forecasts, and What Comes Next for the AI Data Center Play

Applied Digital Corporation (Nasdaq: APLD) stock pulled back on Tuesday, December 23, 2025, after a volatile stretch that’s become familiar to anyone watching the AI infrastructure trade. Shares were recently around $26.32, down about 5.26% on the session, after trading between $27.71 and $25.97 with roughly 14.6 million shares traded. The move comes even as the day’s commentary cycle stayed broadly constructive: multiple fresh analyses focused on Applied Digital’s growing role as an “AI data center landlord,” its long-duration leasing model, and the question investors keep returning to—how much future growth is already priced in. Below is a full, publication-ready
23 December 2025
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Applied Optoelectronics (AAOI) Stock News Today: 800G Hyperscaler Orders, New AI Data Center Laser, and Analyst Price Targets (Dec. 23, 2025)

Applied Optoelectronics (AAOI) Stock News Today: 800G Hyperscaler Orders, New AI Data Center Laser, and Analyst Price Targets (Dec. 23, 2025)

Applied Optoelectronics, Inc. (NASDAQ: AAOI) is back in the spotlight on Tuesday, December 23, 2025, as the company’s stock extends a sharp, volatility-heavy run fueled by artificial-intelligence data center spending and a string of company and Wall Street updates. AAOI traded around the low-$40s in Tuesday’s session after opening near $37.64 and moving as high as roughly $41.9 intraday, with heavy volume compared with its typical activity. StockAnalysis The move follows a multi-day rally: AAOI closed at $29.25 on December 18, $31.32 on December 19, surged to $39.10 on December 22, and closed December 23 at $40.87, according to historical
23 December 2025
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Hut 8 Corp Stock (HUT) Surges on $7B Google-Backed AI Data Center Deal, Street-High $85 Target, and Fresh Analyst Upgrades

Hut 8 Corp Stock (HUT) Surges on $7B Google-Backed AI Data Center Deal, Street-High $85 Target, and Fresh Analyst Upgrades

Hut 8 Corp (NASDAQ: HUT; TSX: HUT) is back in the market’s spotlight on December 23, 2025, as investors continue to re-rate the company less like a pure-play Bitcoin miner and more like a power-and-data-center platform for the AI era. The stock’s action has been anything but sleepy. After opening sharply lower, shares reversed higher and pushed into the low-to-mid $50s intraday. As of 17:04 UTC on Dec. 23, Hut 8 traded at $53.62, up 6.41% on the day, with an intraday range of $48.02 to $53.86 on roughly 6.7 million shares. So what’s driving the whiplash—and why are analysts
23 December 2025
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Hut 8 Stock (HUT) Jumps on Benchmark’s Street-High $85 Target as $7 Billion AI Data Center Deal Re-Rates the Story

Hut 8 Stock (HUT) Jumps on Benchmark’s Street-High $85 Target as $7 Billion AI Data Center Deal Re-Rates the Story

Hut 8 Corp. (Nasdaq: HUT; TSX: HUT) is back in the spotlight on Monday, December 22, 2025, as the company’s shares extend a sharp rally tied to its pivot from crypto-native infrastructure toward AI and high-performance computing (HPC) data centers. The latest catalyst: Benchmark raised its price target to a Street-high $85, arguing that Hut 8’s newly announced River Bend transaction marks a structural shift in the company’s revenue quality and durability. Investing.com+1 As of midday trading on Dec. 22, Hut 8 shares were up roughly 16% on the session, reflecting how quickly the market is repricing the company after
22 December 2025
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Eaton Stock (ETN) Week Ahead: Data Center Power Expansion, Boyd Cooling Deal, and Analyst Targets to Watch (Dec. 22–26, 2025)

Eaton Stock (ETN) Week Ahead: Data Center Power Expansion, Boyd Cooling Deal, and Analyst Targets to Watch (Dec. 22–26, 2025)

Eaton Corporation plc (NYSE: ETN) heads into the holiday-shortened trading week with investors weighing two competing forces: a powerful multi-year “grid-to-chip” demand story tied to AI data centers and electrification, and near-term questions about valuation, cyclical end-markets, and deal execution. As of the latest available pricing (Friday’s close), ETN traded around $317.80. In the most notable move of the past week, Eaton shares fell 4.28% on Wednesday, December 17, closing at $315.82, with trading volume reported well above the recent average—an attention-getting signal heading into a low-liquidity, year-end tape. MarketWatch Below is a week-ahead briefing built from the most recent
22 December 2025
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Amphenol (APH) Stock Week Ahead: Analyst Upgrades, AI Data-Center Demand, and a Holiday-Shortened Trading Week (Dec. 22–26, 2025)

Amphenol (APH) Stock Week Ahead: Analyst Upgrades, AI Data-Center Demand, and a Holiday-Shortened Trading Week (Dec. 22–26, 2025)

As the new week begins, Amphenol Corporation (NYSE: APH) is heading into a holiday-shortened U.S. trading calendar with renewed momentum after a sharp late-week move. Shares last traded around $135, finishing Friday’s session up roughly 4% and close to recent highs. Barchart.com For investors tracking Amphenol stock into year-end, the coming week is less about scheduled company events—and more about how thin holiday liquidity, AI infrastructure sentiment, and macro data releases could influence high-multiple, growth-linked industrial tech names like APH. Below is a detailed, week-ahead report based on news, forecasts, and analyst commentary available as of Sunday, December 21, 2025.
22 December 2025
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Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Updated: Sunday, December 21, 2025 Data center stocks head into a holiday-shortened week with a familiar setup—and a few fresh fault lines. Demand for AI compute remains strong, but the market is increasingly pricing the constraints around that demand: power availability, grid rules, financing terms, and the evolving perimeter of U.S. semiconductor export controls. For investors watching the full “data center stack”—from AI chips and networking to power/cooling gear and data center REITs—the coming week is likely to be less about earnings and more about macro prints, liquidity, and headline-driven sentiment. That mix matters because many of the biggest data
21 December 2025
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Stock Market Today

Thermo Fisher stock holds near $543 after Thursday slide as traders size up layoffs notice, data week ahead

Thermo Fisher stock holds near $543 after Thursday slide as traders size up layoffs notice, data week ahead

8 February 2026
cNew York, Feb 7, 2026, 17:29 EST — Market closed. Thermo Fisher Scientific (TMO.N) shares ended Friday, Feb. 6, at $542.83, steady on the day after a roughly 4% drop in the prior session. With U.S. markets shut on Saturday, traders head into Monday looking for signs the selloff has run its course. (Thermo Fisher Scientific) The stock has been jumpy because the company sits at the intersection of two messy lines: research spending that can disappear fast, and drugmakers’ demand for tools and services that tends to hold up. That split matters now because the next leg, up or
Disney stock ends week higher after Friday bounce — what to watch for DIS next week

Disney stock ends week higher after Friday bounce — what to watch for DIS next week

7 February 2026
Disney shares closed up 3.6% at $108.70 Friday, recovering from earlier losses as U.S. stocks rallied and the Dow topped 50,000. Investors are watching Super Bowl streaming economics and Disney’s CEO transition, with Josh D’Amaro set to take over at the March 18 meeting. Disney reported quarterly revenue of $25.98 billion and adjusted EPS of $1.63, while segment operating income fell 9% to $4.6 billion.
Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

7 February 2026
Novo Nordisk Class B shares closed up 5.3% at 295.50 Danish crowns in Copenhagen after Hims & Hers said it would stop offering a compounded pill version of Wegovy following U.S. regulatory warnings. The move came after Novo called the Hims product “illegal mass compounding” and threatened legal action. Shares had fallen nearly 8% Thursday after Hims launched the pill. Trading resumes Monday.
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