Today: 12 June 2026
Browse Category

Data Centers 17 January 2026 - 25 January 2026

Bloom Energy stock price heads into Monday after Friday dip as data centers talk more onsite power

Bloom Energy stock price heads into Monday after Friday dip as data centers talk more onsite power

Bloom Energy shares closed at $144.89 Friday, down 0.5% after a volatile session, but remain up 67% year-to-date. The stock hit a high of $155.87 earlier in the week amid surging interest in onsite power for data centers. Investors await Bloom’s Q4 results on Feb. 5, with focus on data center bookings and margins. Fuel-cell peers showed mixed moves Friday, with Plug Power falling and FuelCell Energy rising.
25 January 2026
·····
Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Vertiv rose 0.8% to $182.49 Friday, while Equinix slipped 0.1% and Digital Realty edged up 0.3%. The S&P 500 ended flat as the Dow fell 0.58% and the Nasdaq gained 0.28%. Intel missed demand for AI server chips and lowered its outlook. Amazon is planning new layoffs at AWS and other units next week, Reuters reported.
24 January 2026
··········
Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital shares rose 8.5% to $37.69 Friday after breaking ground on a 430-megawatt AI campus, with operations set for mid-2027. The stock slipped 0.72% after hours. The company is in talks with a major hyperscale customer but has not disclosed details. Investors await updates on tenants and financing as markets remain closed until Monday.
24 January 2026
····
Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

Senators led by Elizabeth Warren said Big Tech firms pledged to pay more for data-center electricity but withheld key details on rates and contracts. Trump called on companies to “pay their own way” as PJM weighs an emergency auction for new power supply. FERC signaled it is ready to act quickly on related filings. Google and Microsoft said they cover their own infrastructure costs but cited confidentiality concerns.
24 January 2026
···
Applied Digital (APLD) stock jumps nearly 9% on Delta Forge AI data center build — what to watch next

Applied Digital (APLD) stock jumps nearly 9% on Delta Forge AI data center build — what to watch next

Applied Digital shares rose about 9% to $37.90 Friday after breaking ground on its Delta Forge 1 AI data center campus in Louisiana, designed for 430 megawatts of utility power. A Roth note expects a major tenant lease at the site within months. The company aims for initial operations by mid-2027. Investors are watching for a signed lease and financing details.
23 January 2026
···
Applied Digital (APLD) stock jumps on 430-MW Delta Forge AI campus build; location due in February

Applied Digital (APLD) stock jumps on 430-MW Delta Forge AI campus build; location due in February

Applied Digital shares rose 9.8% to $38.13 Friday after the company announced it broke ground on a new AI data center campus, Delta Forge 1, in the southern U.S. The facility targets 430 MW of utility power and aims to start operations by mid-2027. Investors pressed for tenant and location details; the CEO said the site will be revealed in February. No tenants have been named.
23 January 2026
···
Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture shares rose about 1.6% to $285.18 Thursday after being selected with Palantir to build AI data centers across EMEA for UK-based Sovereign AI. Dell gained 4.1% on the news, while Nvidia and Palantir also advanced. Accenture’s annual meeting is set for Jan. 28, with its earnings call on March 19. Financial terms of the new project were not disclosed.
22 January 2026
···
Applied Digital stock drops 5% as tariff jitters hit high-beta AI data center names — what to watch next for APLD

Applied Digital stock drops 5% as tariff jitters hit high-beta AI data center names — what to watch next for APLD

Applied Digital shares fell 5.2% to $35.46 Tuesday as U.S. stocks and Bitcoin dropped sharply, following President Trump’s tariff warning. The Nasdaq slid 2.4%, while Bitcoin lost 3.78%. Investors are watching for updates on tariffs, interest rates, and Applied Digital’s major tenant leasing talks. The company reported $2.3 billion in cash and $2.6 billion in debt last quarter.
21 January 2026
··
Bloom Energy stock price swings after-hours as RBC flags Texas data-center permit

Bloom Energy stock price swings after-hours as RBC flags Texas data-center permit

Bloom Energy shares rose 1.5% to $151.75 in after-hours trading Tuesday after RBC reaffirmed its Outperform rating and $143 price target, citing an air-permit filing for a 1.5-gigawatt Texas data center project. Bloom also released a survey showing increased demand for onsite power at data centers. The stock swung between $138.68 and $155.03 during the session.
21 January 2026
···
Bloom Energy stock price pops as new report points to off-grid shift at AI data centers

Bloom Energy stock price pops as new report points to off-grid shift at AI data centers

Bloom Energy shares rose 2.1% to $152.65 by midday Tuesday, outpacing the S&P 500’s 1.3% drop. The company’s new survey found about one-third of U.S. data centers expect to run fully on onsite power by 2030, up 22% in six months. Bloom projects Texas will hold nearly 30% of the U.S. data center market by 2028. Utility grid connection delays now average 1.5 to 2 years longer than builders anticipate.
20 January 2026
··
Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy shares fell 1.6% to $302.88 after Wells Fargo cut its price target, as the utilities sector and S&P 500 also declined. Federal regulators set a Feb. 16 deadline for PJM to address data center co-location rules. U.S. natural gas futures jumped 26.7% to $3.932 per MMBtu. Constellation completed its Calpine acquisition, becoming the largest U.S. power producer.
20 January 2026
······
Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron will buy Powerchip’s P5 fab in Taiwan for $1.8 billion cash, aiming to boost DRAM output by late 2027. Powerchip shares jumped nearly 10% after the deal. Micron executives said AI demand is driving an unprecedented memory shortage, with customers booking supplies into 2026. The acquisition adds 300,000 square feet of cleanroom space and is set to close by Q2 2026, pending approval.
20 January 2026
····
Digital Realty’s Malaysia move puts data center stocks back in play for Tuesday

Digital Realty’s Malaysia move puts data center stocks back in play for Tuesday

Digital Realty announced plans to acquire CSF Advisers and its TelcoHub 1 data center in Cyberjaya, Malaysia, expanding its Southeast Asia presence. U.S. markets were closed Monday for Martin Luther King Jr. Day; Digital Realty shares last closed up 1.9% at $163.60 on Friday. The deal includes adjacent land for future expansion, pending approval. Financial terms were not disclosed.
19 January 2026
··
Data center stocks in focus after White House power-auction push; Super Micro jumps, Nvidia slips

Data center stocks in focus after White House power-auction push; Super Micro jumps, Nvidia slips

The White House urged PJM to hold an emergency power auction as data center electricity demand outpaces supply. Shares of Super Micro Computer surged 11% Friday, while Nvidia slipped 0.5%. PJM warned data centers may need to fund new generation or face power cuts. U.S. markets will be closed Monday for the Martin Luther King Jr. holiday.
18 January 2026
·······
AMD stock heads into Tuesday with a fresh $1 billion data-center deal in focus

AMD stock heads into Tuesday with a fresh $1 billion data-center deal in focus

Riot Platforms announced a 10-year data center lease with AMD at its Rockdale, Texas site, starting at 25 MW with options up to 200 MW and nearly $1 billion in value. AMD shares rose 1.7% to $231.83 Friday; Riot surged 16.1%. Wall Street will be closed Monday for Martin Luther King Jr. Day. Investors await AMD’s Feb. 3 earnings for details on data center capacity use.
18 January 2026
····
NuScale Power stock pops as White House presses PJM on data-center power — what SMR investors watch next

NuScale Power stock pops as White House presses PJM on data-center power — what SMR investors watch next

NuScale Power shares surged 7% to close at $20.19 Friday after Washington ordered emergency power measures for the PJM grid. The White House called for data centers to fund new generation, spotlighting “reliable baseload” supply. Traders are watching Tuesday’s market reopening and a Jan. 20 unit-exchange notice that could affect NuScale’s share supply.
18 January 2026
··
Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

U.S. data center stocks ended mixed Friday as Washington pressed PJM Interconnection to hold an emergency auction to boost power supply and shift costs to large data centers. Digital Realty rose 1.9%, Vertiv gained 2.5%, and Equinix was little changed. PJM outlined new rules requiring big users to supply their own power or face curtailment. KeyBanc upgraded Digital Realty and Equinix, citing stable returns despite power constraints.
17 January 2026
·····
Riot Platforms stock jumps on $1 billion AMD data-center lease as investors eye next milestones

Riot Platforms stock jumps on $1 billion AMD data-center lease as investors eye next milestones

Riot Platforms shares surged 16% to $19.24 after announcing a 10-year, $311 million data-center lease with AMD at its Texas facility. AMD will lease 25 megawatts of capacity, with options that could raise the deal’s value to $1 billion. The retrofit will cost $89.8 million. Other bitcoin miners and AMD also closed higher Friday.
17 January 2026
·······
1 … 6 7 8 9 10 … 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