Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus
Updated: Sunday, December 21, 2025 Data center stocks head into a holiday-shortened week with a familiar setup—and a few fresh fault lines. Demand for AI compute remains strong, but the market is increasingly pricing the constraints around that demand: power availability, grid rules, financing terms, and the evolving perimeter of U.S. semiconductor export controls. For investors watching the full “data center stack”—from AI chips and networking to power/cooling gear and data center REITs—the coming week is likely to be less about earnings and more about macro prints, liquidity, and headline-driven sentiment. That mix matters because many of the biggest data