Nebius stock pops 9%: $7-$9B run-rate target and France data centre plan put NBIS in focus
Nebius Group N.V. ended Friday’s session up 9.2% at $98.01, with the Nasdaq-listed AI cloud company now up roughly 14% over the last five sessions.
Data center stocks swing into holiday week: Nvidia slips as Dell, Arista rise; GDP and PCE loom
Data center names finished the session with mixed results. Nvidia slid 2.2%. Dell Technologies picked up 4.1%, and Arista Networks tacked on 4.8%. Broadcom closed lower, off 1.8%, while Hewlett Packard Enterprise managed a 2.2% gain. Among power-and-cooling stocks, Vertiv dipped 0.8% and Eaton eased down 0.3%.
Iron Mountain stock near a 52-week high as data center stocks head into a holiday week
Iron Mountain stock added 3.6% Friday, settling at $109.83. That’s six straight sessions higher, and the close landed just shy of Thursday’s $110.91 52-week peak. Investors continued to favor the company’s data-center angle.
Vertiv stock extends rally on surging data-center orders; investors eye next catalysts
Shares of Vertiv Holdings climbed another 2.4% to $254.45 early Thursday, extending Wednesday’s spike. Investors stayed bullish after the company raised its outlook and reported a rush of new data-center orders.
Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood
Shares of Siemens surged more than 6% on Thursday, after the German industrial giant boosted its yearly profit forecast, riding on stronger-than-expected demand for AI-fueled data-centre infrastructure. “Demand for data centres had considerably exceeded our expectations,” CEO Roland Busch told reporters. Deutsche Bank’s Gael de-Bray labeled it “a promising start to the year.” Still, CFO Ralf Thomas flagged lingering nerves around tariffs and geopolitics, describing investment sentiment as “pretty shaky.”
Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus
Shares of Coherent Corp jumped over 7% Monday, boosted by a price target hike from Bank of America. The stock was last seen trading at $244.13, up 7.2%, swinging between $219.69 and $247.06 on the day.
Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD
Applied Digital Corp was up about 9.6% to $38.32 Monday afternoon, pushing higher as the AI infrastructure stock kept up its volatile run. Shares kicked off at $34.33, surged to $39.33, then gave back some of those gains.
Why Constellation Energy (CEG) stock is up today: new 380‑MW Texas data center deal
Shares of Constellation Energy climbed 3.6% to $270.81 Monday afternoon, lifted by news of a fresh Texas data-center power deal through its Calpine subsidiary. The stock moved in a range from $259.50 to $271.63 during the session.
Alphabet stock price slides as $15 billion bond plan and Texas data-center power deal hit tape
Alphabet Inc slipped 2.5% to $322.86 in early Monday trading, lagging behind as caution lingered over megacap tech following a volatile period for the sector.
Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next
Vertiv surged 10% on Friday, pacing a strong rally in U.S. data center shares. Equinix tacked on 5%, Digital Realty picked up 4%, and Iron Mountain finished the session just under 8% higher. Server farm infrastructure names caught a strong bid.
Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience
Amazon.com sketched out a $200 billion capital spending plan for 2026, with the bulk aimed at assets like data centers and servers. The stock fell 9% on Friday. That spike in outlays is stirring up echoes of the dot-com era’s infrastructure binge in the early 2000s—an effort that gave birth to the current internet but ended up handing backers only modest gains.
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.
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.
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.
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.
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.
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.
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.
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.
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