Data Centers

Oklo (OKLO) Stock Falls on Dec. 17, 2025 as Plutonium Test Milestone Collides With Dilution and AI Data-Center Fears

Oklo Inc. (NYSE: OKLO) is back in the spotlight on December 17, 2025, with its share price sliding even as the company highlighted fresh technical progress tied to advanced nuclear fuels and fast-reactor development. In late U.S. trading, OKLO was

17 December 2025

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 · NYSE:FIX · 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 · NYSE:JBL · Stock Market

GE Vernova Stock (GEV) Slides on Dec. 17, 2025: New Fuel‑Cell Data Center Push, Analyst Targets, and 2028 Outlook

GE Vernova Inc. (NYSE: GEV) stock pulled back sharply on Wednesday, December 17, 2025, after a blockbuster run that recently pushed shares to fresh highs. As of mid-day trading, GEV was down about 7% around $636, after swinging between roughly

17 December 2025

Analyst Insights · Fuel Cells · Future Outlook · NYSE:GEV · Renewable Energy · Stock Market

Texas Pacific Land (TPL) Stock Jumps on Bolt Data Center Partnership as 3-for-1 Split Nears — News, Forecasts, and Fresh Analysis for Dec. 17, 2025

December 17, 2025 — Texas Pacific Land Corporation (NYSE: TPL) stock surged Wednesday after the Permian Basin-focused landowner disclosed a strategic agreement tied to large-scale AI data center development in West Texas, a move that instantly reframed the TPL story

17 December 2025

Company News · Financial Analysis · Investing · NYSE:TPL · Stock Market · Technology Partnerships

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 · Electricity Markets · Energy Policy · NYSE:POR · Oregon News · Utility Regulation

Core Scientific Stock (NASDAQ: CORZ) Drops on Dec. 16, 2025: CoreWeave Data Center Delay, Analyst Forecasts, and What Investors Are Watching Next

Core Scientific, Inc. (NASDAQ: CORZ) stock slid sharply on Tuesday, December 16, 2025, as investors digested fresh reporting tied to the company’s fast-growing AI data center business—plus a broader wobble in “AI infrastructure” sentiment that’s been hitting anything connected to

16 December 2025

Analyst Insights · Financial News · Investing · Nasdaq · 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 · NASDAQ:AVGO · NASDAQ:META · NASDAQ:MSFT · NASDAQ:NVDA · NASDAQ:ORCL · Stock Market · Tech Investments

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

Oracle Stock Today (ORCL): AI Capex, OpenAI Data Center Questions, and Multicloud Expansion Fuel Fresh Volatility on Dec. 15, 2025

Oracle Corporation stock (NYSE: ORCL) is starting the week under a bright spotlight after last week’s sharp selloff in AI-linked names, with investors weighing two forces that are pulling in opposite directions: a massive cloud-and-AI contract backlog that could reshape

15 December 2025

Artificial Intelligence · Cloud Computing · Investment Analysis · NYSE:ORCL · Stock Market · Technology News

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

AI Stocks · Data Centers · Market Analysis · NASDAQ:AVGO · NASDAQ:MU · NASDAQ:NVDA · NASDAQ:ORCL · Tech Investments · Weekly Recap

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