Data Centers 28 January 2026

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

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

Data Centers·NASDAQ:EQIX·NYSE:DLR·NYSE:IRM·NYSE:VRT·Stock Market·Technology

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital Corporation finished Friday’s session up 25.52%, settling at $34.95, with shares moving between $29.24 and $35.09 during regular hours. The stock slipped roughly 1% to $34.60 in the after-hours, based on delayed pricing.

7 February 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·Stock Market·Technology Trends

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

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

Data Centers·Energy Sector·NYSE:KGS·Stock Market

Regal Rexnord stock ticks higher after $735 million data-center orders put 2026 outlook in play

Regal Rexnord shares climbed 1.4% to $202.75 in morning trading Friday, following the industrial components maker’s latest earnings and outlook that highlighted its focus on data-center power management.

6 February 2026

Data Centers·NYSE:RRX·Stock Market·Technology

Coherent stock price: COHR whipsaws after earnings; AI data-center optics in focus

Coherent Corp shares slipped 0.8% to $209.24 in after-hours trading on Thursday, following a volatile day that saw the stock swing between $178.06 and $210.87. More than 12 million shares changed hands.

6 February 2026

Data Centers·Earnings Reports·NASDAQ:COHR·Stock Market

Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

Vertiv Holdings Co shares dropped 1.8% to $179.36 Thursday, adding to a volatile stretch for firms linked to data-center power and cooling. Earlier, the stock hit a low of $172.59.

5 February 2026

Artificial Intelligence·Data Centers·Earnings Reports·NYSE:VRT·Stock Market·Technology

Johnson Controls stock jumps to a fresh 52-week high after lifting 2026 profit outlook on data-center cooling

Shares of Johnson Controls International plc closed Wednesday up, boosted by the company raising its profit forecast for 2026. The building systems supplier is counting on sustained demand for cooling gear in data centers to drive growth.

5 February 2026

Data Centers·NYSE:JCI·Stock Market·Technology

Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Shares of Bloom Energy Corporation tumbled 18.3%, closing at $137.92 on Wednesday. The fuel-cell maker’s stock fluctuated sharply during the session, hitting a high of $172.00 and a low of $134.20.

4 February 2026

Artificial Intelligence·Data Centers·Earnings Reports·NASDAQ:BE·NASDAQ:BLDP·NASDAQ:FCEL·NASDAQ:PLUG·Stock Market

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.

4 February 2026

Artificial Intelligence·Data Centers·NYSE:KKR·SGX:Z74·Technology

Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy Corporation shares climbed 2.3% to $159.72 in Tuesday afternoon trading, following a sharp jump earlier. The stock swung between $159.20 and $176.35, with roughly 9.7 million shares traded.

3 February 2026

Artificial Intelligence·Data Centers·NYSE:BE·Renewable Energy·Stock Market·Technology

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center shares dipped Friday, with Equinix slipping 0.6% to $820.93 and Digital Realty Trust retreating 0.9% to $165.95. Vertiv took a bigger hit, dropping 4.5% to $186.18, and Arista Networks slid 4.3% to $141.74. The Global X Data Center & Digital Infrastructure ETF declined 2.5%, while the Pacer Data & Infrastructure Real Estate ETF fell 2.0%.

1 February 2026

Data Centers·Earnings Reports·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:EQIX·NASDAQ:GOOGL·NYSE:ANET·NYSE:DLR·NYSE:VRT·Stock Market

Data center stocks drop before a packed week: what to watch for Equinix, Digital Realty, Vertiv

Data center stocks ended the week lower on Friday. Vertiv and Arista each dropped over 4%, as investors pulled back from AI infrastructure plays heading into the weekend.

31 January 2026

Data Centers·NASDAQ:EQIX·NYSE:DLR·NYSE:VRT·Stock Market·Technology

Eaton stock slides late Friday as ETN investors weigh AI data-center push, earnings next week

Eaton shares slipped roughly 0.9% to $351.32 in late afternoon trading on Friday, after fluctuating between $344.48 and $355.09 earlier in the session.

30 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·NYSE:ETN·Stock Market

Texas Instruments stock slips as traders digest AI data-center lift and new Q1 outlook

Texas Instruments fell 1.7% to $215.15 in late morning trading Friday, giving back part of the gains it made after its earnings report this week.

30 January 2026

Data Centers·NASDAQ:TXN·Stock Market·Technology

SanDisk stock jumps after blowout earnings as AI data-center demand lifts outlook

Sandisk shares surged in after-hours trading Thursday following a strong quarterly profit report and a forecast of significant revenue growth, driven by rising demand for AI-related storage.

29 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·NASDAQ:SNDK·Stock Market·Technology

Modine stock jumps nearly 19% as $1 billion Gentherm tie-up sharpens data center cooling focus

Modine Manufacturing Co shares were up 18.6% at $174.15 in afternoon trading in New York, after touching a session high of $182.44.

29 January 2026

Data Centers·NASDAQ:THRM·NYSE:MOD·Stock Market·Technology

Caterpillar stock edges up ahead of earnings as AI data-center power deal puts CAT in focus

Caterpillar Inc shares closed Wednesday up roughly 0.7%, finishing at $643.28. Throughout the day, the stock fluctuated between $629.39 and $646.84, with around 2.7 million shares changing hands.

29 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·NYSE:CAT·Stock Market

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

NextEra Energy shares edged up 0.3% to $87.44 during afternoon trading, having swung between $86.61 and $88.54 earlier. Trading volume reached roughly 5.7 million shares.

28 January 2026

Data Centers·Earnings Reports·Energy Sector·NYSE:NEE·Stock Market

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

Shares of Texas Instruments soared almost 10% on Wednesday, building on a rally fueled by strong earnings. The chipmaker projected first-quarter revenue and profits that beat Wall Street expectations.

28 January 2026

Data Centers·NASDAQ:TXN·Stock Market

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

Texas Instruments shares jumped 6.7% to $209.89 in early trading Wednesday, following a first-quarter forecast that beat expectations.

28 January 2026

Data Centers·NASDAQ:TXN·Stock Market

Data Centers 28 January 2026 - 7 February 2026