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NASDAQ:CONE News 8 July 2025 - 20 December 2025

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)

December 20, 2025 — Data center stocks have become one of the market’s most crowded (and consequential) intersections: artificial intelligence demand on one side, and real-world constraints—power, land, permitting, and financing—on the other. The investment story isn’t just about more GPUs and bigger server halls. It’s increasingly about who can secure megawatts, finance the build, and turn capex into durable cash flow. This weekend’s headlines sharpen that tension. Regulators in Georgia approved a massive electricity-generation expansion to serve data centers. In the Mid-Atlantic, federal regulators pushed PJM to clarify rules for AI-driven large loads—especially when they’re colocated near power plants.
SPY Stock Premarket Preview for December 1, 2025: S&P 500 ETF Eyes Santa Rally After Volatile November

SPY Stock Premarket Preview for December 1, 2025: S&P 500 ETF Eyes Santa Rally After Volatile November

The SPDR S&P 500 ETF Trust (ticker: SPY) heads into the first trading day of December trading near record highs, backed by a powerful holiday-week rebound but shadowed by heavy fund outflows, stretched valuations and growing worries about 2026. As of Friday’s close, SPY finished at $683.39, up 0.55% in the shortened Black Friday session and capping a strong four-day run into month‑end. StockAnalysis+1 Over the past week, the ETF is up about 1.6%, even as investors have pulled more than $6 billion from the fund over the last five trading days. TipRanks S&P 500 futures trading on Sunday point
CME Futures Outage: Cooling Failure Halts Global Trading, FX Partially Restarts on Black Friday

CME Futures Outage: Cooling Failure Halts Global Trading, FX Partially Restarts on Black Friday

Date: November 28, 2025Location: Chicago / London / Singapore Key points A Black Friday nobody expected Black Friday, typically a quieter session for global derivatives, turned into one of the most disruptive trading days in years after CME Group suffered a major technical outage tied to a third‑party data center cooling failure. Late on Thursday evening U.S. time, CME reported that its Globex futures and options markets and its EBS foreign‑exchange platform had been halted due to “a cooling issue at CyrusOne data centers,” according to repeated system alerts and a matching post on X (formerly Twitter).CME Group+2X (formerly Twitter)+2
Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

In 2025, Amazon Web Services announced a $10 billion investment in North Carolina to build an AI-focused data center campus in Richmond County, creating 500 jobs. AWS plans new data centers in Chile, New Zealand, Saudi Arabia, and Taiwan, with CEO Matt Garman calling the expansion pace “breakneck” to support AI workloads. Alibaba Cloud opened its second data center in South Korea in June 2025 and pledged $52.7 billion to build a unified global network, adding a new region in Mexico and a second site in Thailand this year. Equinix completed the acquisition of three Manila, Philippines data centers (MN1,

Stock Market Today

Applied Materials stock jumps 6% into a packed week — what matters before Monday

Applied Materials stock jumps 6% into a packed week — what matters before Monday

7 February 2026
New York, February 7, 2026, 15:51 (EST) — Market closed. Applied Materials (AMAT) shares rose 6.1% on Friday to close at $322.51, extending a two-day rebound as U.S. equities snapped back from a tech-led slide. The stock finished the week about 6% below its 52-week high and traded heavier than its 50-day average. (MarketWatch) With U.S. markets shut for the weekend, the move leaves traders staring at the next catalyst rather than the last tick. Applied sits in the middle of the chipmaking supply chain, and its comments can reset expectations for equipment demand in a hurry. Friday’s bid came
RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX stock faces Pentagon payout curb list next week as dividend stays in play

7 February 2026
RTX closed at $198.66 Friday, up 1.4%, after declaring a 68-cent quarterly dividend payable March 19. The Pentagon is expected to name defense contractors early next week that could face limits on dividends and buybacks under a Trump order. RTX’s Raytheon unit has been singled out as “least responsive.” Companies named would have 15 days to submit remediation plans.
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