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Data Centers 20 December 2025 - 31 December 2025

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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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 shares surged 6.41% to $53.62 on Dec. 23 after announcing a 15-year, $7 billion AI data center lease at its River Bend site in Louisiana, backed by Google. The stock opened sharply lower but reversed, trading between $48.02 and $53.86 on heavy volume. J.P. Morgan and Goldman Sachs are expected to underwrite project financing. The deal could expand to $17.7 billion if renewal options are exercised.
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 shares jumped 16% midday Dec. 22 after Benchmark raised its price target to $85, citing the company’s $7 billion, 15-year AI data center lease with Fluidstack at River Bend in Louisiana. Analyst Mark Palmer called the deal a structural shift, highlighting $7.6 billion in contracted cash flow and investment-grade counterparties. The lease includes a 3% annual rent escalator and potential renewals up to $17.7 billion.
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 shares fell 4.28% on Wednesday, December 17, closing at $315.82 on heavy volume. The company announced a $50 million manufacturing campus in Henrico County, Virginia, to expand production for data center power equipment. The new 350,000-square-foot facility will begin production in 2027 and add about 200 jobs. ETN last traded near $317.80.
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

Oracle confirmed talks for an equity deal to fund its $10B Michigan AI data center are ongoing but exclude Blue Owl Capital, following reports of stalled negotiations that hit Oracle shares. Power supply remains a key constraint for data center growth, with new projections and regulations highlighting electricity as the main bottleneck. U.S. export controls and Chinese firms’ remote access to Nvidia GPUs are also under scrutiny.
21 December 2025
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Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Data-center dealmaking in 2025 set a new record, with over 100 transactions totaling nearly $61 billion, according to S&P Global. Wall Street now estimates hyperscaler AI capital spending will reach $527 billion in 2026, per Goldman Sachs. Microsoft continues to face AI infrastructure shortages, projecting supply constraints through June 2026 despite ongoing expansion efforts.
20 December 2025
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Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

Georgia regulators approved a $16.3 billion electricity generation expansion, with 80% of new capacity aimed at data centers. Federal officials pressed PJM to clarify rules for AI-driven large loads near power plants. Data center asset dealmaking set a record in 2025, while investors grew cautious over valuations and debt funding.
20 December 2025
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