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Data Centers 18 December 2025 - 26 December 2025

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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CoreWeave (CRWV) Stock News and Forecasts for Dec. 20, 2025: DOE “Genesis Mission” Boosts Shares as Analysts Debate AI Data-Center Risks

CoreWeave (CRWV) Stock News and Forecasts for Dec. 20, 2025: DOE “Genesis Mission” Boosts Shares as Analysts Debate AI Data-Center Risks

CoreWeave shares jumped 22% to $83 at Friday’s close, partially rebounding from a recent selloff. The move followed news that the company was named as a participant in the U.S. Department of Energy’s Genesis Mission and Citigroup resumed coverage with a Buy rating but lowered its price target.
20 December 2025
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Eaton Corporation (ETN) Stock News Today: Bernstein Trims Target as Wall Street Weighs Data Center Growth vs. Valuation (Dec. 19, 2025)

Eaton Corporation (ETN) Stock News Today: Bernstein Trims Target as Wall Street Weighs Data Center Growth vs. Valuation (Dec. 19, 2025)

Eaton shares stabilized near $318 Friday afternoon after a 4.3% drop Wednesday and heavy trading volume. Bernstein cut its price target for Eaton to either $395 or $295, according to conflicting reports, but kept an Outperform rating. Wells Fargo also lowered its target to $340 Thursday, citing valuation concerns. The stock remains in a technical support zone watched by traders.
19 December 2025
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Hut 8 (HUT) Stock News Today: Analyst Targets Rise After Google-Backed $7 Billion AI Data Center Lease

Hut 8 (HUT) Stock News Today: Analyst Targets Rise After Google-Backed $7 Billion AI Data Center Lease

Hut 8 shares jumped about 10% to $42.55 on Dec. 19 after announcing a 15-year, $7 billion lease with Fluidstack for 245 MW of AI infrastructure at its Louisiana campus, backed by Google. KBW raised its price target to $55, citing strong execution and scale potential. The deal includes a Google backstop and could reach $17.7 billion with renewals. JPMorgan is set to lead project financing.
19 December 2025
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Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

Georgia’s Public Service Commission votes Friday on Georgia Power’s $15 billion plan to add 10,000 megawatts of new electricity, mainly to meet soaring demand from AI-driven data centers. The proposal includes new gas plants, battery storage, solar, and purchased power. Critics warn the expansion could raise bills for ordinary customers. The vote comes as federal regulators move to clarify how tech companies connect data centers to the grid.
19 December 2025
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Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Micron surged 13.7% and Constellation Energy rose 6.1% by early afternoon as U.S. data center stocks rallied on a softer November CPI and strong Micron outlook. The Nasdaq gained 1.9%. Digital Realty slipped 0.7%, while Dell dropped 2.6%. Government shutdown distortions affected inflation data, with BLS canceling October’s CPI and unemployment releases.
18 December 2025
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Eaton Stock (NYSE: ETN) News & Forecast for Dec. 18, 2025: Wells Fargo Cuts Target, Analysts Debate Valuation, and the AI Data Center Growth Thesis

Eaton Stock (NYSE: ETN) News & Forecast for Dec. 18, 2025: Wells Fargo Cuts Target, Analysts Debate Valuation, and the AI Data Center Growth Thesis

Eaton shares rose 0.8% to around $318 Thursday after plunging 4.28% on heavy volume Wednesday, underperforming industrial peers. Wells Fargo cut its price target to $340 from $395, citing valuation concerns, but kept an Equal Weight rating. The stock remains about 20% below its July high. Analyst targets still average above $399, though opinions are diverging.
18 December 2025
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Oracle Stock News Today (Dec. 18, 2025): ORCL Volatility Returns as Michigan AI Data-Center Funding Headlines Collide With Oracle’s $523B Backlog

Oracle Stock News Today (Dec. 18, 2025): ORCL Volatility Returns as Michigan AI Data-Center Funding Headlines Collide With Oracle’s $523B Backlog

Oracle shares traded near $181–$182 midday Thursday after reports that funding talks stalled for its planned $10 billion Michigan AI data center. Oracle said equity deal discussions remain on track and do not involve Blue Owl Capital, countering reports a partner exited. The project has been linked to OpenAI-related demand. Investors are watching for clarity on financing and delivery.
18 December 2025
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Eaton Stock (NYSE: ETN) News Today, Dec. 18, 2025: Why Shares Fell, Wall Street Price Targets, and the Data‑Center Growth Story

Eaton Stock (NYSE: ETN) News Today, Dec. 18, 2025: Why Shares Fell, Wall Street Price Targets, and the Data‑Center Growth Story

Eaton shares closed at $315.82 on Dec. 18, down 4.28% after heavy trading volume, underperforming industrial peers amid a broader market decline. The stock remains about 21% below its July high. Investors are watching Eaton’s $9.5 billion acquisition of Boyd Corporation’s thermal business, expected to close in Q2 2026, as the company expands its data-center cooling capabilities.
18 December 2025
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Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv Holdings shares fell 6.74% to $149.83 on Dec. 17, following a 9.73% drop on Dec. 12, as AI infrastructure stocks slid on renewed concerns about debt-heavy data center financing. Oracle’s updates on its Michigan data center project and funding partners triggered the selloff, with investors reassessing valuations across the sector. No Vertiv-specific negative news emerged during the decline.
18 December 2025
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Stock Market Today

  • Morgan Stanley Expands Crypto Strategy Beyond Bitcoin with Tokenized Funds, Tax Strategies
    April 11, 2026, 1:15 PM EDT. Morgan Stanley, managing $9.3 trillion in client assets, is advancing its crypto strategy beyond Bitcoin. Following the launch of its spot Bitcoin ETF, which has seen $46 million in net inflows, Amy Oldenburg, head of digital-asset strategy, revealed plans for tokenized money-market funds representing real-world assets. The bank is exploring tax-loss harvesting solutions via its Parametric subsidiary to help clients offset digital asset taxes. Morgan Stanley empowers over 15,000 wealth advisors to offer Bitcoin ETFs, while also eyeing Ethereum and Solana ETFs. The firm is expanding crypto services through partnerships and innovations like Bitcoin-based yield products, signaling a broad commitment to digital assets.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 1:18 PM EDT Morgan Stanley Expands Crypto Strategy Beyond Bitcoin with Tokenized Funds, Tax Strategies April 11, 2026, 1:15 PM EDT. Morgan Stanley, managing $9.3 trillion in client assets, is advancing its **crypto strategy** beyond Bitcoin. Following the launch of its spot Bitcoin ETF, which has seen $46 million in net inflows, Amy Oldenburg, head of digital-asset strategy, revealed plans for tokenized money-market funds representing real-world assets. The bank is exploring **tax-loss harvesting** solutions via its Parametric subsidiary to help clients offset digital asset taxes. Morgan Stanley empowers
UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

10 April 2026
London’s FTSE 100 rose 0.38% to 10,644.28 late Friday morning as investors awaited U.S.-Iran talks in Pakistan. Brent crude climbed 1% to $96.83 a barrel, while sterling eased but was on track for its biggest weekly gain since January. The FTSE 250 gained 0.79%. Britain’s 10-year gilt yield stood at 4.807%.
US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

10 April 2026
Dow e-minis slipped 0.15% before Friday’s open, with S&P 500 and Nasdaq 100 futures each down 0.08% as traders awaited March CPI data and watched U.S.-Iran tensions. Economists expect headline CPI to rise 0.9% for March and 3.3% year-on-year. Weekly jobless claims increased to 219,000. Brent crude traded near $97 a barrel, while shipping through the Strait of Hormuz remained well below normal.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 10.04.2026

10 April 2026
LIVEMarkets rolling coverageStarted: April 10, 2026, 12:00 AM EDTUpdated: April 10, 2026, 11:59 PM EDT Orora ASX:ORA Faces Earnings Reset After Saverglass Impact and Middle East Disruptions April 10, 2026, 11:59 PM EDT. Orora (ASX:ORA) shares plunged over 8% in one day following a guidance update that revealed an earnings reset at its Saverglass unit due to Middle East supply chain disruptions and a shutdown at the Ras Al Khaimah glass plant. Despite a sharp short-term loss, Orora's 90-day share price rise exceeds 33%, contrasting a longer-term 10.58% annual total shareholder return decline amid ongoing sector pressures. Trading at A$1.49,
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