Today: 2 July 2026
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Data Centers 3 February 2026 - 14 February 2026

Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood

Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood

Frankfurt, Feb 12, 2026, 11:37 CET — Regular session Shares of Siemens surged more than 6% on Thursday, after the German industrial giant boosted its yearly profit forecast, riding on stronger-than-expected demand for AI-fueled data-centre infrastructure. “Demand for data centres had considerably exceeded our expectations,” CEO Roland Busch told reporters. Deutsche Bank’s Gael de-Bray labeled it “a promising start to the year.” Still, CFO Ralf Thomas flagged lingering nerves around tariffs and geopolitics, describing investment sentiment as “pretty shaky.”
12 February 2026
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Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Amazon.com sketched out a $200 billion capital spending plan for 2026, with the bulk aimed at assets like data centers and servers. The stock fell 9% on Friday. That spike in outlays is stirring up echoes of the dot-com era’s infrastructure binge in the early 2000s—an effort that gave birth to the current internet but ended up handing backers only modest gains. America’s top tech names are on track to sink over $630 billion into AI data centers and chips this year, even though those heavy bets haven’t delivered matching returns. Morgan Stanley analysts cautioned that investors “are not forgiving” when companies keep spending big without demonstrating clear returns on invested capital. Google Cloud’s revenue jumped 48% in the December quarter, well ahead of AWS at 24% and Microsoft’s Azure at 39%, sustaining the scramble to expand infrastructure.
8 February 2026
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Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

NEW YORK, Feb 7, 2026, 12:55 EST — Market closed U.S. data center stocks ended Friday with a broad lift, led by Digital Realty and Vertiv after a volatile week for AI-linked shares. Digital Realty closed up 4.1% at $171.62, Equinix rose 5.0% to $848.12 and Vertiv jumped 10.0% to $195.58; Iron Mountain climbed 7.7% to $95.78.
7 February 2026
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Kodiak Gas Services stock jumps on $675 million DPS buy as data-center power demand bites

Kodiak Gas Services stock jumps on $675 million DPS buy as data-center power demand bites

New York, February 6, 2026, 10:06 — Regular session Kodiak Gas Services shares climbed roughly 4.2% on Friday, closing at $49.29. This came a day after the contract compression firm agreed to purchase Distributed Power Solutions for about $675 million. CEO Mickey McKee described distributed power as “a natural extension” of Kodiak’s large-engine business. DPS President Scott Milligan called the acquisition an “important milestone” for his company.
6 February 2026
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KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singapore Telecommunications are shelling out S$6.6 billion to acquire the remaining shares in ST Telemedia Global Data Centres. This move gives them full ownership of the Singapore-based operator, STT GDC. The deal comes amid a rush for capacity to support artificial intelligence and cloud computing, placing data centres alongside power, ports, and fibre lines as key strategic assets. The enterprise value, which factors in debt, stands at roughly S$13.8 billion.
4 February 2026
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Stock Market Today

  • Dow Sets Fresh High as Chip Stocks Drag Nasdaq, Inflation Cools
    July 2, 2026, 4:45 PM EDT. The Dow Jones Industrial Average climbed 1.1% to a new record Friday on the back of U.S. job gains, while the S&P 500 closed flat and the Nasdaq slipped 0.8%. Chip stocks weighed on tech amid questions about AI-driven earnings. U.S. employers added 57,000 jobs in June, missing forecasts and hinting at a softer labor market, which could ease inflation. Oil fell on the Iran conflict, lowering chances for more Fed rate hikes. The 10-year Treasury yield edged down to 4.48%. Traders looked to dividend moves and share buybacks. Crypto stocks bounced as bitcoin rose 2%.
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