Today: 12 June 2026
Browse Category

Data Centers 25 January 2026 - 28 January 2026

NextEra Energy stock price today: NEE steadies near a 52-week high as investors parse earnings, data-center demand

NextEra Energy stock price today: NEE steadies near a 52-week high as investors parse earnings, data-center demand

NextEra Energy shares rose 0.3% to $87.44 Wednesday afternoon after reporting 2025 adjusted earnings of $3.71 per share, up 8% from 2024. Executives said they are in advanced talks to supply 9 GW of data-center power in Florida and plan to add 6 GW of new nuclear capacity. Trading volume topped 5.7 million shares. Mizuho raised its price target to $90.
28 January 2026
····
Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

Texas Instruments shares surged nearly 10% to $216.02 by midday Wednesday after the company projected stronger-than-expected first-quarter revenue and earnings. The firm cited a 70% jump in data-center sales and said it will begin reporting that segment separately. CEO Haviv Ilan said the outlook is not driven by price increases. Investors remain focused on industrial demand and softness in phones and PCs.
28 January 2026
··
Texas Instruments stock jumps on AI data-center outlook — here’s what’s driving TXN now

Texas Instruments stock jumps on AI data-center outlook — here’s what’s driving TXN now

Texas Instruments shares rose 6.7% to $209.89 after first-quarter guidance topped estimates and the company reported a 70% jump in data-center revenue. TI posted fourth-quarter revenue of $4.42 billion and net income of $1.16 billion. The company plans to detail data-center sales separately. Investors remain wary of high capital spending and weak consumer electronics demand.
28 January 2026
··
Constellation Energy stock closes higher as PJM data-center rule overhaul keeps power prices in focus

Constellation Energy stock closes higher as PJM data-center rule overhaul keeps power prices in focus

Constellation Energy closed up 1.2% at $288.76 Tuesday, after trading between $282.50 and $290.40. PJM Interconnection advanced a fast-track plan for data-center hookups and began talks on a government-backed “backstop” auction for new power capacity. Traders are watching natural-gas volatility and PJM/FERC policy moves. Constellation’s next earnings update is expected Feb. 17.
28 January 2026
··
Texas Instruments stock jumps after upbeat forecast, new data-center disclosure grabs focus

Texas Instruments stock jumps after upbeat forecast, new data-center disclosure grabs focus

Texas Instruments shares rose nearly 9% in after-hours trading Tuesday after the company forecast March-quarter sales and profit above Wall Street estimates. CEO Haviv Ilan said data-center revenue jumped 70% last quarter, now making up 9% of projected 2025 sales. The company will begin reporting data-center revenue separately as AI demand lifts analog chip sales. Industrial revenue increased, while personal electronics sales fell.
28 January 2026
····
Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital Corp shares jumped 14.2% to $41.35 in after-hours trading Tuesday, with volume topping 47.4 million. The move followed Nvidia’s $2 billion investment in CoreWeave, which has two 15-year leases with Applied Digital worth about $7 billion. Applied Digital reported $2.3 billion in cash and $2.6 billion in debt as of Nov. 30. Construction has started on its 430-megawatt Delta Forge 1 campus.
28 January 2026
···
Bloom Energy stock price jumps as Jefferies lifts target — and traders keep chasing data-center power plays

Bloom Energy stock price jumps as Jefferies lifts target — and traders keep chasing data-center power plays

Bloom Energy shares surged 9.5% to $152.82 Tuesday, outpacing other U.S.-listed fuel-cell stocks after Jefferies raised its price target to $92 but kept an Underperform rating. Trading volume hit 9.9 million shares. Investors await Feb. 5 results for updates on deployments and project timelines. American Electric Power recently agreed to buy Bloom fuel cells in a $2.65 billion deal for a Wyoming plant.
27 January 2026
····
Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

Applied Digital shares surged 15% to $41.49 by early afternoon Tuesday, with volume hitting 32 million. The jump followed Nvidia’s $2 billion investment in CoreWeave and news that Applied Digital broke ground on a new 430-megawatt AI campus. CoreWeave stock rose 12%. Investors are watching for major lease signings and updates on power capacity.
27 January 2026
···
CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark shares rose 1.4% to $12.61 Tuesday afternoon, outpacing bitcoin’s flat performance and tracking gains among other U.S.-listed miners. Nvidia’s $2 billion investment in CoreWeave this week highlighted growing energy needs for AI data centers. CleanSpark’s earnings report is set for Feb. 5. The company recently announced a land deal in Texas for a potential 600 MW data center.
27 January 2026
······
Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital shares rose 11.7% to $40.40 by late morning Tuesday after Nvidia announced a $2 billion investment in CoreWeave to accelerate AI data-center expansion. The stock rebounded from a volatile open, trading between $36.51 and $40.47. Investors await news on long-term leases and details about Applied Digital’s Delta Forge 1 campus, which began construction last week.
27 January 2026
·····
Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks shares rose 5.4% to $143.72 Monday, valuing the company at about $183 billion. Trading volume reached 10.7 million shares amid anticipation of the Feb. 12 earnings release. The stock moved between $135.55 and $146.40 during the session. Broader markets gained ahead of a Federal Reserve decision and major tech earnings.
27 January 2026
····
IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN shares fell 7.6% to $52.36 in after-hours trading Monday, with 42 million shares traded. The drop followed news of Nvidia’s $2 billion investment in CoreWeave, intensifying competition in AI data centers. Investors await the Fed’s policy decision Wednesday and IREN’s quarterly results on Feb. 5. Bitcoin rose 1.9% to $88,233 but failed to lift crypto-linked stocks.
27 January 2026
····
Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital shares climbed 1% to $38.05 midday Monday after volatile trading between $41.59 and $36.78. Investors are watching for the February disclosure of the Delta Forge 1 “AI Factory” site and any customer lease signings. The company broke ground on the 430-megawatt campus last week but has not named a tenant. Trading volume topped 32 million shares.
26 January 2026
····
Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital shares rose about 5% Monday, reaching $41.59 in morning trading after breaking ground on its 430-megawatt Delta Forge 1 “AI Factory” project. The company has not disclosed the site location but plans to announce it in February. Investors are watching for updates on tenant deals and construction milestones. Applied Digital reported $126.6 million in revenue for its fiscal second quarter ending Nov. 30, 2025.
26 January 2026
····
Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia shares rose 1.5% to $187.67 after the company announced a $2 billion investment in CoreWeave, nearly doubling its stake. CoreWeave shares jumped almost 10% premarket. The deal expands their partnership on AI data centers. Traders are watching Nvidia’s supply chain and upcoming earnings for signs of sustained demand.
26 January 2026
····
Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Wholesale electricity prices in Dominion Energy’s Virginia area spiked above $1,800 per megawatt-hour Sunday, up from $200 the day before, as Winter Storm Fern drove demand beyond forecasts. PJM Interconnection expects record winter demand Tuesday. Data center shares ended mixed Friday, with Intel plunging 17% after weak guidance. Investors await Big Tech earnings and the Fed’s rate decision next week.
25 January 2026
····
Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

Applied Digital shares jumped 8.5% to $37.69 Friday, extending a 54% rally this month and valuing the company near $10.5 billion. The Dallas-based firm broke ground Jan. 22 on a southern U.S. “AI factory” campus with 430 MW of power, aiming for initial operations in mid-2027. The company has not disclosed the state and plans to announce the site in February. Investors await further details on funding and client deals.
25 January 2026
···
1 … 5 6 7 8 9 … 18

Stock Market Today

  • FELC Sees $285M Inflow; SCHW Rises, ADBE Dips Amid ETF Movements
    June 12, 2026, 12:10 PM EDT. The Fidelity Enhanced Large Cap Core ETF (FELC) experienced a significant $285 million inflow, marking a 3.8% week-over-week increase in outstanding units. Key FELC holdings showed mixed trading: The Charles Schwab Corporation (SCHW) rose 3.5%, Adobe Inc (ADBE) fell 7.1%, and Fortinet Inc (FTNT) declined 0.4%. FELC's share price last traded at $41.39, near its 52-week high of $42.66, and above its 200-day moving average, a key technical indicator. Large inflows into ETFs like FELC prompt the purchase of underlying assets, influencing individual stock performance. Monitoring ETF unit changes helps gauge market demand and potential price impact on components.

Latest articles

Amazon Shares Slip After $17.5 Billion AI Loan Draws Focus to AMZN Cash Flow

Amazon Shares Slip After $17.5 Billion AI Loan, Cash Flow Pressure Before Prime Day

12 June 2026
Amazon shares dropped 1.6% to $237.66 Friday, underperforming rising major ETFs, as investors focused on a new $17.5 billion delayed-draw loan to fund AI infrastructure, raising concerns over rising capital expenditures and shrinking free cash flow, with attention now turning to Prime Day on June 23–26 and upcoming Q2 results for signs of revenue growth and margin impact.
AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Stocks drift as oil drops; SpaceX IPO, Fed meeting in focus

12 June 2026
SpaceX soared nearly 30% above its IPO price in its Nasdaq debut, valuing the company at about $2 trillion and testing investor appetite for high-growth AI-linked stocks, while the broader market was modestly higher as easing oil prices and hopes for a Middle East peace deal reduced inflation fears.
Go toTop