Data Centers News 15 December 2025

Hut 8 (HUT) Stock After Hours on Dec. 17, 2025: Shares Hold Gains After $7B Google-Backed AI Data Center Deal — What to Know Before Thursday’s Open

Hut 8 Corp. (Nasdaq: HUT) is ending Wednesday, December 17, 2025 in the spotlight after unveiling a landmark AI infrastructure package that reframes the company less as a crypto-cycle proxy and more as a power-first digital infrastructure story. The stock’s

18 December 2025

AI Industry·Cryptocurrency·Data Centers·Investing News·Stock Market

Comfort Systems USA (FIX) Stock Slides on Dec. 17, 2025 as S&P 500 Inclusion Nears — Analysts Stay Bullish on Data Center Demand

Dec. 17, 2025 — Comfort Systems USA, Inc. (NYSE: FIX) is pulling back sharply on Wednesday after a standout 2025 run that has turned the commercial HVAC and electrical contractor into one of the market’s most talked-about “picks-and-shovels” plays on

17 December 2025

Company News·Data Centers·Investment Analysis·S&P 500·Stock Market

Jabil (JBL) Stock Swings After Q1 Earnings Beat and Raised FY2026 Outlook: AI Data Center Demand Takes Center Stage

Dec. 17, 2025 — Jabil Inc. (NYSE: JBL) became one of the most-watched industrial tech names on Wednesday after the electronics manufacturing services giant posted a fiscal first-quarter 2026 beat, lifted its full-year outlook, and pointed again to accelerating demand

17 December 2025

AI Trends·Data Centers·Earnings Reports·Investment Analysis·Stock Market

AI Stocks Today (US Market): Amazon–OpenAI Talks, Oracle’s Data-Center Shock, and the New Threat to Nvidia’s CUDA Edge (Dec. 17, 2025)

AI stocks are back in the center of the U.S. stock market conversation on Wednesday, December 17, 2025—but with a very different tone than the “everything goes up” phase earlier in the year. Today’s trade is being shaped by three

17 December 2025

AI Stocks·Amazon·Data Centers·NVIDIA

Vicor (VICR) Stock Today: Roth Starts Coverage With a $115 Target as AI Data Center Power Thesis Gains Steam (Dec. 17, 2025)

Vicor Corporation (NASDAQ: VICR) is back in the spotlight on Wednesday, December 17, 2025, after a notable gap-up open and fresh Wall Street commentary that leans into the company’s positioning in next‑generation AI compute power delivery—a theme that has become

17 December 2025

AI·Data Centers·Investment·Market Analysis·Stocks

Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

Oregon utility watchdogs say Portland General Electric’s proposed “Peak Growth Modifier” could shift long-lived grid upgrade costs from fast-growing data centers to households—despite the state’s new POWER Act. Here’s what’s in dispute, what PGE says, and what regulators decide next.

17 December 2025

Data Centers·Energy Policy

Applied Digital Corporation Stock (APLD) News Today: Why Shares Are Swinging, Key AI Data Center Catalysts, and Analyst Forecasts (Dec. 16, 2025)

Applied Digital Corporation (NASDAQ: APLD) is living at the intersection of two forces that investors love—and fear: the AI infrastructure boom and the capital markets that must fund it. On December 16, 2025, APLD stock is in the spotlight after

16 December 2025

AI Technology·Data Centers·Financial News·Investment Analysis·Stock Market

CoreWeave Stock Slide Sparks Fresh AI Bubble Fears as Debt, Data Center Delays, and Chip Depreciation Take Center Stage

On December 16, 2025, CoreWeave’s sharp selloff became a lightning rod for a broader market debate: is the AI infrastructure boom entering its most fragile phase, where execution hiccups and financing costs matter more than hype? New reporting and market

16 December 2025

AI Industry·Data Centers·Financial Analysis·Stock Market

Credo Technology Group (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group Holding Ltd (NASDAQ: CRDO) enters mid-December with investors still focused on one core question: how long can the company’s AI-driven data-center connectivity boom last—and how much of that future is already priced into the stock? On December

15 December 2025

Artificial Intelligence·Data Centers·Investment Analysis·Stock Market·Technology

Constellation Energy (CEG) Stock Today: Calpine Deal Nears Close as Nuclear Data‑Center Contracts Shape 2026 Outlook (Dec. 15, 2025)

Constellation Energy Corporation (NASDAQ: CEG) is back in focus on December 15, 2025 as investors digest a busy stretch of deal news, federal support for nuclear restarts, and continued momentum behind “24/7 carbon‑free” power contracts tied to the AI data‑center

15 December 2025

Business News·Data Centers·Energy Industry·Nuclear Power·Stock Market

Marvell Technology (MRVL) Stock News Today (Dec. 15, 2025): AI Data Center Outlook, Celestial AI Deal, and Updated Wall Street Forecasts

Marvell Technology, Inc. (NASDAQ: MRVL) is back in focus on December 15, 2025, as investors weigh a powerful AI-driven growth narrative against a noisy—but market-moving—debate about hyperscaler custom-chip relationships. After an early-December surge tied to upbeat results and an AI

15 December 2025

AI Technology·Data Centers·Stock Market News·Wall Street Analysis

Vertiv (VRT) Stock News Today, Dec. 15, 2025: AI Data Center Cooling Tailwinds, Analyst Price Targets, and the 2026 Outlook

December 15, 2025 — Vertiv Holdings Co. (NYSE: VRT) is back in the spotlight as investors track the next phase of the AI-driven data center buildout—and the growing infrastructure challenge behind it: power delivery, heat management, and faster deployment timelines.

15 December 2025

AI Trends·Data Centers·Investment Analysis·Stock Market·Technology

Data Centers News 15 December 2025 - 18 December 2025