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Data Centers 3 February 2026 - 14 February 2026

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.

14 February 2026

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

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.

12 February 2026

Data Centers·NYSE:VRT·Stock Market·Technology

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.”

12 February 2026

Artificial Intelligence·Data Centers·Stock Market·XETRA:SIEGN

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.

9 February 2026

Artificial Intelligence·Data Centers·NASDAQ:COHR·Stock Market·Technology

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.

9 February 2026

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

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.

9 February 2026

Data Centers·NYSE:CEG·Stock Market

TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

What to know:

9 February 2026

Artificial Intelligence·Data Centers·NASDAQ:CIFR·NASDAQ:MARA·NASDAQ:RIOT·NASDAQ:WULF·Stock Market·Technology

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.

9 February 2026

Data Centers·NASDAQ:GOOGL·Stock Market

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.

8 February 2026

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

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.

8 February 2026

Artificial Intelligence·Data Centers·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT

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

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Data Centers 3 February 2026 - 14 February 2026

Iron Mountain stock near a 52-week high as data center stocks head into a holiday week

Vertiv stock extends rally on surging data-center orders; investors eye next catalysts

Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood

Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD

Why Constellation Energy (CEG) stock is up today: new 380‑MW Texas data center deal

TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

Alphabet stock price slides as $15 billion bond plan and Texas data-center power deal hit tape

Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

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

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

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

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

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

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

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

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

KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

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

TechStock² Updates

Robinhood Stock Faces a Capital-Gains Tax Trigger, Yet Immediate Revenue Impact Remains Modest

American Airlines stock (AAL): $6 billion fuel test overshadowed by rise in bird strikes

ICE Stock Faces Currency Volatility Challenge as CPI Intersects With $6 Billion Deal Uncertainty

Rocket stock (RKT) climbs as CPI slowdown eases mortgage costs, saving $16 a month on $400,000 loan

Paramount stock (PSKY) fee on $650 million deal outweighs profit; Ellison considers California move

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