data centers

Constellation Energy surges 17.5% in February on strong Q4 earnings and 380 MW data center power deal, with Calpine acquisition driving immediate growth synergies.

Aluminum prices spike to 4-year highs at $3,418/ton after Middle East disruptions, exposing U.S. reliance on imports as domestic smelters dwindle and face power competition from data centers.

Vertiv offers an alternative AI infrastructure play through data center power and cooling systems, boasting 252% YOY order growth and $15 billion backlog amid projected data center spending surge.

AI data centers demand surging electricity consumption, driving tech giants to nuclear power. $CEG and $NEE positioned to profit from long-term corporate power contracts and government support.

Eaton and W.W. Grainger positioned to capitalize on AI data center surge, with strong dividend histories and expanding product lines.

GDS Holdings will report 2025 earnings March 17, 2026 before market open, with conference call at 8:00 AM ET. The China data center operator faces investor scrutiny on capacity utilization, customer concentration, and AI infrastructure demand.

Aehr Test Systems stock surged 18% after securing a $14 million order from a major AI chip supplier for testing equipment, with shipments expected within six months.

$CRWV faces class action suit alleging misleading statements about customer demand and vendor concentration risks. Investors who bought shares between March-December 2025 can join lawsuit.

Nvidia invests $2B in optical components maker Lumentum with multibillion-dollar purchase commitment, strengthening AI data center supply chain.

Comfort Systems USA's data center MEP backlog doubles to $12B on AI demand; institutional positions surge as company scales operations.

Utilities sector surges as AI data centers create unprecedented electricity demand. $XLU up 18% in 12 months with $6.5B institutional inflows.

Oracle's cloud business surges 34% YoY with $300B OpenAI deal; Tesla targets $20K-$30K Optimus robots by year-end 2025 as AI powerhouses diverge strategically.

Four largest tech companies plan $655B AI infrastructure spending this year, creating opportunities across chipmakers, memory firms, foundries, cloud providers, and energy sectors.

Japan commits $36 billion toward U.S. energy projects, including a major 9.2 gigawatt Ohio natural gas plant, positioning companies like EQT and Hitachi as potential beneficiaries.

Caterpillar stock surged 124% on AI data center demand. Strong balance sheet and 30-year dividend streak position $CAT for continued growth.

Brookfield Renewable and Infrastructure companies are securing major AI infrastructure deals with tech giants, positioning for $7 trillion buildout opportunity with double-digit growth and 4% yields.

NuScale stock plunged 77% to $12.85 but analysts see $20+ recovery potential driven by regulatory approval, international deals, and AI-fueled nuclear demand.

Dominion Energy and Williams Companies offer tariff protection through domestic operations, with strong growth forecasts and consistent dividend histories.

Pershing Square targets AI infrastructure over software, emphasizing data centers and cloud computing. Ackman focuses on value investing, trimming expensive positions while adding undervalued AI plays.

Marathon Holdings partners with Starwood Capital to convert crypto mining operations into AI data centers, leveraging existing energy infrastructure to diversify revenue and reduce cryptocurrency exposure.