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Data Centers 24 December 2025 - 3 January 2026

Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

Applied Digital shares jumped 14.6% to $28.11 Friday, with 36.1 million shares traded. The company is set to report fiscal Q2 results Jan. 7, with analysts expecting a 10-cent loss per share on $82.22 million in revenue. Last month, Applied Digital announced plans to merge its cloud business with Ekso Bionics and launch ChronoScale. U.S. stocks opened 2026 higher, led by gains in chipmakers.
3 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum shares climbed 4.3% to $384.31 Friday afternoon, outperforming the broader market as optical and AI hardware stocks rallied. The stock traded between $374.87 and $391.92 during the session. Sector peers Coherent and Ciena also posted gains. Traders are watching for upcoming U.S. jobs and inflation data next week.
2 January 2026
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Super Micro Computer (SMCI) stock ends 2025 lower after SuperBlade liquid-cooling push — what investors watch next

Super Micro Computer (SMCI) stock ends 2025 lower after SuperBlade liquid-cooling push — what investors watch next

Super Micro Computer shares closed down 1.28% at $29.27 on Wednesday, the last trading day of 2025. The company introduced a new 6U SuperBlade system using Intel Xeon 6900-series chips and liquid cooling. Supermicro projected fiscal Q2 net sales of $10–11 billion and fiscal 2026 sales of at least $36 billion. Its last quarterly report missed estimates after a major customer delayed deliveries.
2 January 2026
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Caterpillar stock today: CAT slips into New Year holiday as AI data-center power theme stays in focus

Caterpillar stock today: CAT slips into New Year holiday as AI data-center power theme stays in focus

Caterpillar shares closed down 0.8% at $572.87 in the final session of 2025, as U.S. markets shut for New Year’s Day. Investors are watching demand for Caterpillar’s power equipment tied to AI data centers, which drove a 17% jump in Energy & Transportation sales last quarter. The company is expanding engine production with a $725 million investment in Indiana. Next quarterly dividend is $1.51 per share, ex-dividend Jan. 20.
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

U.S. markets were closed Thursday for New Year’s Day after data center-linked stocks ended 2025 lower. Nvidia slipped 0.5%, Dell fell 1.6%, and Super Micro Computer lost 1.3% in the last session. Elon Musk’s xAI bought a third building for data center expansion, aiming for nearly 2 gigawatts of compute power. Traders await Friday’s reopening and early U.S. factory data next week.
1 January 2026
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Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro shares fell 1.3% to $29.27 in after-hours trading Wednesday after the company announced a new high-density SuperBlade server built on Intel Xeon 6900 chips. U.S. stock markets remain closed Thursday for New Year’s Day. The new system offers air or liquid cooling for AI and HPC workloads. Investors are watching for Super Micro’s next earnings after a $1.5 billion revenue shift last quarter.
1 January 2026
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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

Alphabet agreed to acquire Intersect, an energy and data center infrastructure firm, aiming to boost power and capacity for AI operations. December 24 SEC filings show mixed Q3 moves: Clarius Group and CHICAGO TRUST Co NA trimmed Alphabet stakes, while Charles Schwab Trust Co more than doubled its position. The Intersect deal highlights rising energy needs in AI expansion.
24 December 2025
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Stock Market Today

  • Is MDA Space (TSX:MDA) Overvalued After Recent Share Price Gains?
    March 21, 2026, 2:22 PM EDT. MDA Space (TSX:MDA) saw a 4.76% one-day share drop following strong returns of 12.42% over 30 days and 66.46% over 90 days. Despite rising momentum, the stock trades about 3% above a fair value estimate of CA$41.94, closing recently at CA$42.98. Analysts highlight significant growth potential from contracts like the CA$1.8 billion EchoStar satellite order, driving expectations for revenue and profitability gains. However, a high price-to-earnings (P/E) ratio of 57.9x exceeds the North American Aerospace & Defense average, raising concerns about valuation risks. Heavy capital spending and execution challenges on large contracts could pressure margins. Investors should weigh these factors carefully amid accelerating demand for satellite connectivity.
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