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Data Centers News 9 January 2026 - 13 January 2026

Solaris Energy Infrastructure stock jumps 6% as traders chase data-center power play — what to watch next for SEI

Solaris Energy Infrastructure stock jumps 6% as traders chase data-center power play — what to watch next for SEI

New York, January 13, 2026, 12:49 PM EST — Regular session Shares of Solaris Energy Infrastructure, Inc. rose $3.31, or about 6.4%, to $54.64 in midday trading on Tuesday. The move keeps Solaris in the middle of a crowded trade: investors hunting for companies that can get electricity to data centers quickly, as new buildouts run into grid bottlenecks and long waits for interconnection. Northland Securities analyst Bobby Brooks has flagged Solaris as a beneficiary of that push, lifting his price target to $70 and pointing to 900 megawatts of open capacity — a measure of power output — that
13 January 2026
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Microsoft stock dips as new data-center “power bill” pledge lands ahead of earnings

Microsoft stock dips as new data-center “power bill” pledge lands ahead of earnings

New York, January 13, 2026, 09:34 EST — Regular session Microsoft Corp shares slipped in early trading Tuesday following the release of a plan designed to prevent its U.S. data centers from driving up local power costs and to increase transparency on water usage. The stock fell $2.06, or roughly 0.4%, to $477.18. The data-center buildout hits the core of investor concerns about Microsoft: how quickly it can ramp up cloud and AI capacity without ballooning costs or facing pushback from local communities. This matters because the leading players in AI are also the top consumers of power, land, and
13 January 2026
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Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

New York, Jan 12, 2026, 19:21 EST — After-hours Shares of Bloom Energy Corp (BE) climbed 2.1% to $136.87 during Monday’s regular session, after fluctuating between $128.45 and $138.17. In after-hours trading, the stock slipped 0.1% to $136.72. About 12.3 million shares changed hands on the day. (StockAnalysis) The latest shift is significant since Bloom now stands in for a broader wager: the pace at which the U.S. power grid can supply new data centers without multi-year upgrades. Investors have rushed to back anything resembling “firm” power — electricity available on demand, not just when the wind blows or the
13 January 2026
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Nebius (NBIS) stock jumps on report of 800MW Kansas City-area data center plan

Nebius (NBIS) stock jumps on report of 800MW Kansas City-area data center plan

New York, January 12, 2026, 14:05 EST — Regular session Nebius Group N.V. shares surged roughly 10% Monday following reports that the AI infrastructure company plans to build an 800-megawatt data center campus near Kansas City, Missouri. The stock climbed 10.2% to $107.87 in afternoon trading, up from Friday’s close of $97.93. This shift comes in a market where power remains the bottleneck for artificial intelligence. Chips are available, but snapping up an additional 800 megawatts of electricity—and the necessary grid hookups—is far from simple. Nebius has been locking down major, long-term deals and then hustling to secure the infrastructure—land,
12 January 2026
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CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

New York, Jan 12, 2026, 11:43 EST — Regular session. CoreWeave shares jumped nearly 11% on Monday, extending a sharp rebound from early lows as investors latched onto fresh Wall Street coverage and a bullish call on data-center spending. The stock was last up 11% at $88.94, after swinging between $78.48 and $89.87, while the Nasdaq 100 tracker Invesco QQQ was little changed. The move matters because CoreWeave sits at the center of a debate that has rattled AI infrastructure names: how long the spending wave lasts, and whether the debt used to build data centers pays off before the
12 January 2026
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Meta’s nuclear power deals jolt data center stocks as CPI week looms

Meta’s nuclear power deals jolt data center stocks as CPI week looms

New York, January 11, 2026, 12:57 EST — Market closed Data center-related stocks open Monday with attention on power supply following Meta’s fresh nuclear energy agreements to support its AI expansion. Vistra jumped roughly 10.5% on Friday, Oklo climbed about 7.9%, and Meta edged up around 1.1%. Here’s why it’s crucial today: the market now sees electricity as a hard limit, not just an afterthought, for the upcoming surge in AI data centers. This shift has dragged utilities and nuclear developers into the mix, alongside the chipmakers and server firms that have traditionally led this trade. Spending buzzed again Friday.
11 January 2026
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Vertiv stock gains as investors weigh AI data-center “Frontiers” report ahead of February earnings

Vertiv stock gains as investors weigh AI data-center “Frontiers” report ahead of February earnings

New York, Jan 11, 2026, 05:01 (EST) — Market closed. Vertiv Holdings Co shares rose 1.8% in the last U.S. session, closing at $163.58 on Friday as investors positioned for a week of AI infrastructure headlines and the company’s next update to the market. With U.S. markets shut on Sunday, attention turns to what could move the stock when trading resumes: proof that demand for power and thermal gear is holding up as AI data-center designs shift again. (DataCentreNews UK) One fresh catalyst in the past two days was a Vertiv Frontiers report that framed AI and high-performance computing as
11 January 2026
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Siemens stock set for Monday focus after AI data-centre power pilot, Fitch ratings notice

Siemens stock set for Monday focus after AI data-centre power pilot, Fitch ratings notice

FRANKFURT, Jan 10, 2026, 21:41 CET — The market has closed. Shares of Siemens Aktiengesellschaft ended Friday in Frankfurt up 0.95%, closing at 254.20 euros. (Investing.com) That holds the stock close to a recent peak following a strong start to the year for German blue chips. Siemens operates in a segment sensitive to rate expectations and the industrial cycle, yet it occasionally gets caught up in the “AI spend” trade as well. Why it matters now: European stocks have hit new peaks as investors pour into sectors tied to infrastructure, semiconductors, and power equipment. On Friday, Germany’s DAX climbed 0.50%,
10 January 2026
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Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

NEW YORK, January 10, 2026, 13:20 EST — Market closed Digital Realty Trust (DLR) climbed 3.7% to close at $158.55 on Friday, bouncing back from an intraday low of $152.93. The stock hit a high of $159.44 during the session, ending close to that peak. The late-week rebound unfolded amid a familiar divide in data center stocks: steady rent-and-dividend plays on one side, and AI infrastructure “growth” bets on the other. That split has regained significance as funding costs rise and build timelines re-enter the picture. Rate sensitivity plays a role here. Friday’s weaker U.S. jobs report sparked fresh questions
10 January 2026
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Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

New York, Jan 9, 2026, 16:56 EST — After-hours Applied Digital Corporation shares were up about 18% at $37.68 in after-hours trading on Friday, extending a post-earnings rally as investors chased fresh signs of demand for the company’s AI-focused data centers. The stock traded between $31.83 and $38.30 during the session. The move matters because Applied Digital sits in the middle of a crowded trade: companies that can secure power, build quickly and lock in long leases for high-performance computing (HPC) — big, energy-hungry data-center capacity used to run AI models. For traders, the question is less about this quarter
9 January 2026
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Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

New York, January 9, 2026, 13:37 EST — Regular session Vistra shares were up about 11% by midday Friday after the power producer said Meta Platforms had signed long-term contracts tied to three of its nuclear plants. The stock gained $16.51 to $167.11, after hitting an intraday high of $178.40. The contracts are in focus as Big Tech hunts steady electricity for data centers, and nuclear plants can run around the clock. Meta said it signed 20-year agreements to buy power from Vistra’s Perry and Davis-Besse plants in Ohio and the Beaver Valley plant in Pennsylvania, and it is also
9 January 2026
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Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

NEW YORK, Jan 9, 2026, 11:26 EST — Regular session Bloom Energy Corp shares rose 3.6% to $126.23 in late morning trading after hitting an earlier high of $129.96. The session low was $120.62. The move comes after American Electric Power disclosed that its unit will exercise a substantial portion of its option for Bloom’s solid oxide fuel cells — systems that generate electricity on-site from fuel such as natural gas, rather than by burning it in a turbine. AEP also said it has a 20-year agreement with an unnamed customer to take all the output from a fuel-cell generation
9 January 2026
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Stock Market Today

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

7 February 2026
Macquarie Group shares fell 2.17% to A$207.83 Friday, marking a third straight decline as the ASX 200 slid 2%. Australia’s regulator trimmed liquidity requirements for Macquarie Bank after improvements in controls. Macquarie Asset Management announced two UK utility deals, including full ownership of Last Mile Infrastructure and the purchase of Energy Assets Group. Investors await Tuesday’s operational briefing.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 1:04 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
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