Data Centers

AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom

14 December 2025

Eaton (ETN) Stock Update Dec. 12, 2025: Virginia Data‑Center Expansion, Analyst Upgrade, Friday Selloff — and the Week Ahead

Updated: December 12, 2025 Eaton Corporation plc (NYSE: ETN) ended the week with a sharp drop that stood out even in a risk-off session for U.S. equities. The stock closed at $331.98 on Friday, Dec. 12, down 5.25% on the

13 December 2025

Company Updates · Data Center Industry · Investment Analysis · NYSE:ETN · Stock Market News · Weekly Market Outlook

Oracle Stock Forecast (ORCL): AI Capex Shock, OpenAI Data-Center Headlines and Earnings Fallout — What to Watch Next Week (Updated Dec. 12, 2025)

Updated: December 12, 2025 (Friday) Oracle Corporation (NYSE: ORCL) had one of its most volatile weeks of 2025 after a mixed quarterly report collided with a surprise jump in AI infrastructure spending, sparking an unusually sharp selloff in both the

13 December 2025

Artificial Intelligence · Earnings Reports · Investment Analysis · NYSE:ORCL · Oracle · Stock Market

Caterpillar (CAT) Stock Near Record Highs on AI Data Center Boom: Latest News, Analyst Targets and 2026–2030 Forecasts

Caterpillar Inc. (NYSE: CAT) has quietly turned into one of 2025’s hottest large‑cap stocks. Powered by surging demand from AI data centers, a new long‑term growth plan and heavy buying from institutions, CAT now trades near all‑time highs and sits

11 December 2025

AI Trends · Financial News · Investment Analysis · Market Forecasts · Stock Market

Cummins (CMI) Stock Near Record Highs as AI Data Center Demand Collides With Hydrogen Setback – Latest News, Forecasts and Analysis

As of December 11, 2025 Key Points Cummins stock today: price, performance and valuation Cummins shares are trading around $524–$525 in Thursday’s session, giving the company a market value in the low‑to‑mid $70 billion range. MarketBeat On December 10, the

11 December 2025

AI Technology · Data Centers · Financial Analysis · Hydrogen Energy · NYSE:CMI · Stock Market

Microsoft Stock Today: MSFT Premarket Slips as AI Scrutiny Grows and $23 Billion Data‑Center Bet Expands (Dec. 11, 2025)

Microsoft (NASDAQ: MSFT) is heading into Thursday’s session on the defensive. After a sharp sell‑off on Wednesday, the stock is trading lower again in early premarket trade as investors juggle three big storylines at once: fresh regulatory heat on AI

11 December 2025

Artificial Intelligence · Investing · Microsoft · NASDAQ:MSFT · Stock Market · Technology News

Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom — Can the 2025 Rally Continue Into 2026?

Lumentum Holdings Inc. (NASDAQ: LITE) has gone from a relatively quiet optical components supplier to one of 2025’s loudest AI‑infrastructure stories. As of December 10, 2025, the stock is trading around the mid‑$360s, hovering near record levels after an explosive

10 December 2025

Artificial Intelligence · Data Centers · Investment Strategies · Stock Market · Technology Trends

Lumentum Holdings (LITE) Stock Hits Record Highs on AI Data Center Boom – Latest News, Forecasts and Analysis as of December 9, 2025

Lumentum Holdings Inc. (NASDAQ: LITE) keeps extending its remarkable 2025 run. As of Tuesday, December 9, 2025, the stock closed around $359.12, up roughly 4.8% on the day, after trading between about $335.75 and $361.10 and posting intraday volume of

9 December 2025

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

Eaton Stock (ETN) on December 9, 2025: Wolfe Upgrade, AI Data Center Bets and What It Means for Investors

Eaton Corporation plc (NYSE: ETN) is back in the spotlight on December 9, 2025, as Wall Street leans more bullish on the stock despite a recent pullback and rich valuation multiples. After weeks of drifting lower from its summer highs,

9 December 2025

Analyst Ratings · Artificial Intelligence · Data Centers · Investing · Stock Market

Lumentum Holdings (LITE) Stock Forecast: AI Data Center Star Faces Valuation Jitters After 300% 2025 Rally

Dateline: December 8, 2025 Lumentum Holdings Inc. (NASDAQ: LITE) has turned from a niche optical components maker into one of the stock market’s loudest AI-infrastructure stories in 2025. As of the afternoon of December 8, 2025, Lumentum shares trade around

8 December 2025

AI Technology · Data Centers · Investment Strategies · Market Trends · NASDAQ:LITE · Stock Analysis

Bloom Energy (BE) Stock on December 8, 2025: AI Data Center Powerhouse or Overheated Trade?

Bloom Energy Corporation (NYSE: BE) has turned into one of 2025’s loudest stock stories. The fuel‑cell maker riding the AI data‑center boom has delivered a life‑changing move for early believers, with the share price up around 1,100% over the past

8 December 2025

AI Technology · Growth Stocks · Market Trends · NYSE:BE · Renewable Energy · Stock Analysis

AMD Stock in December 2025: AI Supercomputers, $100B Data‑Center Ambition and What Comes Next for NASDAQ: AMD

Advanced Micro Devices (NASDAQ: AMD) heads into December 2025 as one of the purest large‑cap plays on the artificial intelligence (AI) hardware boom—and one of the most volatile. After a sharp pullback in November, AMD stock trades around $218 per

6 December 2025

Artificial Intelligence · Data Centers · Investment Analysis · NASDAQ:AMD · Stock Market · Supercomputers