AI data centers

Forge Nano opens Taiwan engineering office to serve AI data center photonics market, backed by ALDx technology achieving 23% insertion loss reduction and manufacturing partnerships.

Vertiv expands manufacturing capacity across three facilities and acquires ThermoKey to meet soaring AI data center demand for cooling and power infrastructure.

NuScale Power trades below $12 as a pre-commercial nuclear technology firm with $31.5M revenue but no operational reactors, betting on a $2.2T sector opportunity.

Global copper faces 150,000-tonne deficit in 2026 amid AI, electrification demand. Mining M&A jumps 45% as US backs critical minerals with $30B.

Daniel Loeb's Third Point buys Constellation Energy while cutting PG&E stake by 32%. Move signals shift toward nuclear-powered AI infrastructure.

CoreWeave's 168% revenue growth and $66.8B backlog position it ahead of competitor Applied Digital in the surging AI data center market.

Navitas Semiconductor launches 800V SiC power chips for AI data centers, pivoting from declining mobile segment as analysts suggest upside isn't fully priced in.

Hedge fund 12 West Capital acquires 1.85M shares of Hawaiian Electric for $22.75M, betting on AI data center demand despite recent community opposition to development.

Tower Semiconductor rallied 31.5% this week after announcing AI networking partnership and new power management tech, riding silicon photonics momentum.

Utility stocks $CEG and $NEE trade at tech-like valuations, surpassing Meta and Microsoft multiples as AI data center demand drives explosive energy needs.

SanDisk surges 1,200% on AI-driven storage demand, but reaching $1 trillion valuation faces steep odds despite robust growth prospects through 2028.

POET Technologies partners with Lessengers on AI optical interconnects; 125M unit market opportunity projected over five years with Q2 2026 samples planned.

Plug Power surged 4% after Q4 earnings beat, achieving positive gross margins, though $1.7B net loss persists, raising long-term viability questions.

Three industrial stocks—Fluor, Waste Management, and USA Rare Earth—are positioned to outperform the S&P 500 in 2026, driven by AI infrastructure demand, defensive waste services growth, and critical minerals supply chain opportunities.

Aluminum prices surge above $3,540/ton amid Middle East supply disruptions and AI demand. Alcoa receives analyst upgrades as market tightening drives improved profit outlook.

Oracle stock fell 18% in 2026 despite record results; JPMorgan upgraded shares to Overweight with $210 target, citing attractive valuation after sell-off.

Nvidia invests $2 billion in Nebius, backing AI data center expansion with access to next-gen chips. Revenue expected to surge 531% to $3.35B in 2026.

AI data centers spark nuclear interest as NuScale and Oklo pursue small modular reactors. $2.2 trillion market opportunity faces significant technology and regulatory risks.

Stock indexes fell under 2% this week as Iranian tensions spiked oil prices. Tech giants like Amazon lost billions amid rising data center costs, while energy's small market weight limited its offset potential.

Nebius Group surged 333% annually with Wall Street projecting 36-58% further gains. The neocloud AI data center operator plans massive capacity expansion amid soaring infrastructure demand.