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Data Centers 15 December 2025 - 20 December 2025

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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Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 announced a 15-year, $7 billion lease with Fluidstack for 245 MW of AI data center capacity at its Louisiana campus, with Google providing a financial backstop. The deal, revealed Dec. 17, sent HUT shares to $40.16 by 10:02 UTC Dec. 18. Hut 8 projects $6.9 billion in net operating income over the base term. The first data hall is set for completion in Q2 2027.
18 December 2025
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AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

OpenAI is in talks to raise up to $100 billion at a $750 billion valuation, Reuters reports. Google made Gemini 3 Flash the default in its app and Search. Amazon is restructuring its AI division under AWS leadership as Rohit Prasad prepares to leave. U.S. senators are investigating whether data centers are raising electricity bills, with calls for a pause on new construction.
18 December 2025
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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 (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 shares closed up 9% at $40.16 Wednesday after announcing a 15-year, $7 billion AI data center lease at its River Bend campus in Louisiana, backed by Google. Volume topped 22.6 million shares. After-hours trading saw the stock edge higher to $40.50. The deal includes 245 MW of IT capacity and project financing led by J.P. Morgan and Goldman Sachs.
18 December 2025
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Jabil (JBL) Stock Swings After Q1 Earnings Beat and Raised FY2026 Outlook: AI Data Center Demand Takes Center Stage

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

Jabil reported fiscal Q1 2026 revenue of $8.305 billion and core EPS of $2.85, beating Wall Street estimates. Shares opened at $226.40, hit $232.72, then fell back to around $214.00 by 2:01 p.m. ET, up 0.68%. The company raised its FY2026 outlook above analyst forecasts, now guiding for $32.4 billion in revenue and $11.55 core EPS.
17 December 2025
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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 Today (US Market): Amazon–OpenAI Talks, Oracle’s Data-Center Shock, and the New Threat to Nvidia’s CUDA Edge (Dec. 17, 2025)

Amazon is in talks to invest about $10 billion in OpenAI, potentially valuing the company above $500 billion, according to sources. Early Wednesday trading saw major indexes only modestly higher, with volatility as investors weighed AI spending and financing risks. Oracle’s data-center funding issue raised caution, while the Nasdaq resumed a pullback amid renewed “AI bubble” concerns.
17 December 2025
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Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

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-term grid upgrade costs from data centers to households, despite the state’s new POWER Act. The Citizens Utility Board accuses PGE of sidestepping the law’s intent by letting data centers pay more initially, then passing costs to residential customers over decades. Regulators have not yet ruled.
17 December 2025
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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 Stock (APLD) News Today: Why Shares Are Swinging, Key AI Data Center Catalysts, and Analyst Forecasts (Dec. 16, 2025)

Applied Digital shares fell 17.5% to $22.98 on December 15, 2025, with trading volume over 43 million shares. Analysts attributed the drop to a broader pullback in AI-infrastructure stocks, not a specific company event. Premarket quotes on December 16 showed continued volatility, with prices near $22.75–$22.89.
16 December 2025
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CoreWeave Stock Slide Sparks Fresh AI Bubble Fears as Debt, Data Center Delays, and Chip Depreciation Take Center Stage

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

CoreWeave shares fell sharply December 16 after reports of construction delays at a major Texas data center tied to OpenAI. Investors cited concerns over the company’s heavy debt load and the economics of renting Nvidia GPUs as hardware ages and financing costs rise. Similar worries pressured Oracle and Broadcom this month amid scrutiny of AI infrastructure spending.
16 December 2025
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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 (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group shares traded at $144.31 on December 15, 2025, giving the company a market cap near $32.5 billion and a P/E ratio of about 153. Institutional filings showed Liontrust and Castleark cut their CRDO holdings in Q2 after major gains. The stock’s surge followed record Q2 FY2026 results, with revenue up 272% year over year to $268 million.
15 December 2025
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