#Data Centers

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News 📈 Stocks

Equinix Plans $5B-$7B Annual Data Center Expansion to Capture AI Demand

September 19, 2026 (12 days ago)

Equinix targets low-20% returns on $5B-$7B annual data center investments, betting on AI-driven demand and high-density infrastructure to fuel mid-term growth.

EQIX

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News 📈 Stocks

CleanSpark Secures Meta as Tenant for $6.6B AI Data Center Lease

September 19, 2026 (13 days ago)

CleanSpark confirms Meta as the guarantor for a $6.6 billion AI data center lease, while simultaneously pursuing $2.2 billion in financing for…

CLSK META

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News 📈 Stocks

CleanSpark Shares Rally 6% on $6.6 Billion Meta Data Center Lease Deal

September 19, 2026 (13 days ago)

CleanSpark secures Meta as the anchor tenant for its Sandersville AI site, leveraging the tech giant's credit to de-risk a $2.2 billion…

CLSK META Rune +2

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News 📈 Stocks

Generac Stock Rallies on Long-Term Amazon Data Center Supply Agreement

September 19, 2026 (13 days ago)

Generac shares climb as a new multi-year deal to power Amazon data centers provides a vital revenue stream, helping the company navigate…

GNRC AMZN

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News 📈 Stocks

CoreWeave Shares Slip 7% as Bernstein Flags AI Training Demand Risks

September 19, 2026 (13 days ago)

CoreWeave stock faces short-term volatility as analysts weigh the impact of a potential AI training slowdown on the company's significant rural data…

CRWV

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News 📈 Stocks

Apple Targets 2029 for M8 Ultra AI Servers to Reduce Cloud Costs

September 19, 2026 (13 days ago)

Apple plans to deploy custom M8 Ultra-based AI servers by 2029, leveraging NVIDIA's networking fabric to optimize costs and maintain its premium…

AAPL NVDA

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News 📈 Stocks

Generac Shares Surge 34% on $8 Billion Amazon Data Center Supply Deal

September 18, 2026 (13 days ago)

Generac stock rallies 34% as an $8 billion supply deal with Amazon bolsters its data center infrastructure pipeline and provides long-term revenue…

GNRC SPX DJI +2

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News 📈 Stocks

CleanSpark Inks $6.6B AI Data Center Lease as Miners Pivot to Infrastructure

September 18, 2026 (13 days ago)

Bitcoin mining firms are transforming into digital landlords, with CleanSpark securing a $6.6 billion AI data center lease as the industry pivots…

CLSK CORE AMD +3

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News 📈 Stocks

Data Center Stocks Slip as AI Leaders Call for Development Slowdown

September 18, 2026 (13 days ago)

Data center operators face market pressure following AI safety rhetoric, yet analysts maintain that long-term demand from hyperscalers and enterprise cloud growth…

SBUX DLR EQIX +4

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News 📈 Stocks

Caterpillar Faces Valuation Test as $72B Order Book Drives Growth Outlook

September 17, 2026 (15 days ago)

Caterpillar's $72 billion backlog provides a strong revenue foundation, but investors remain cautious as the company navigates construction inventory reductions and high…

CAT

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Earnings 📈 Stocks

Forgent Power Solutions Reports Record $462M Q4 Revenue, Up 94% Year-Over-Year

September 16, 2026 (15 days ago)

Forgent Power Solutions posted record Q4 results, with revenue up 94% and a $3 billion backlog, as the company scales its modular…

FPS

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Analyst 📈 Stocks

CoreWeave Shares Slip 10% as Bernstein Warns of AI Training Slowdown Risks

September 16, 2026 (16 days ago)

Bernstein analysts caution that CoreWeave's rural-heavy infrastructure is poorly positioned for a shift toward real-time AI inference, threatening future growth despite current…

CRWV

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