Sandisk blows past quarterly earnings expectations, forecasts blockbuster Q3 numbers
Data storage company , the poster child for AI-linked stocks that have gone parabolic amid a scramble to build out data centers, reported blowout fiscal second-quarter earnings after the close of trad...
Corning reports better-than-expected Q4 results
Glassmaker , which saw its shares explode higher Tuesday after announcing an up to $6 billion deal to supply fiber-optic equipment for AI data centers in coming years, issued its Q4 numbers before th...
Corning-Meta deal reignites optical connections trade
$6 billion deal with to provide fiber-optic cable connections for its AI data centers is reigniting an AI-related trade that’s been stalled out over the last month. Fellow opto-electrical makers of p...
Georgia lawmakers introduce data center construction moratorium amid statewide pushback
More and more communities across the US are wrestling with the pros and cons of having a data center come to town . Georgia has become a hotspot of resistance to the data centers planned by Big Tech, ...
Corning soars after striking deal to sell up to $6 billion in optical infrastructure to Meta
Glass company is soaring in early trading after announcing a $6 billion deal with to provide its data centers with fiber-optic cable products. Thanks to a string of big tech deals — including partne...
Arista Networks rips higher amid jump in call buying
, a maker of switches and other networking equipment used in AI data centers, was on track for its best day of the new year on Thursday as options traders went bullish on the stock. As of around 11 a....
As public pushback against data centers grows, AI companies promise they’ll be good neighbors
Small towns all across the US have been adjusting to the reality that some of the biggest companies in the world have just become their neighbors. Big Tech’s unprecedented race to build AI data center...
See for yourself just how massive Meta’s Hyperion data center is
Massive. Titanic. Humongous. These words fail to capture the actual scale of Hyperion data center , now well under construction in northeast Louisiana. The construction site is one of the largest such...
EPA: xAI’s Colossus data center illegally used gas turbines without permits
The Environmental Protection Agency has ruled that xAI violated the law when it used dozens of portable gas generators for its Colossus 1 data center without air quality permits. When xAI set out to b...
ICE agents arrest workers from Meta’s Hyperion data center site
Yesterday, US Immigration and Customs Enforcement (ICE) officers stopped and arrested two workers from massive Hyperion data center construction site in Richland Parish, Louisiana. According to the Ri...
Talen soars on new power plant purchases in giant grid feeding Data Center Alley
soared early Thursday after the Houston-based utility said it had bought power plants in the massive PJM exchange, which has seen rising consumer prices linked to AI infrastructure.
Meta will suffer the most from shouldering higher data center costs
is down more than 2% today — a plunge that likely has something to do with President Trump’s post Monday evening saying tech companies would have to “pay their own way” when it comes to data center el...
Microsoft unveils “community-first AI infrastructure plan” after Trump calls out data centers for high electricity bills
is committing to paying up for its data center electricity needs so American households won’t have to face higher costs. This announcement comes after President Donald Trump posted on Monday evening t...
President Trump calls for tech giants to “pay their own way” on energy, says Microsoft will make “major changes”
The AI data center boom that’s driving massive growth for hyperscalers’ cloud businesses must “never” cause Americans to pay higher electricity prices, President Donald Trump wrote in a Truth Social p...
Applied Digital rises after posting massive Q2 sales beat, with management in “advanced discussions” to add another hyperscaler client
is up 4.7% in premarket trading as of 8 a.m. ET, after the AI data center operator shared better-than-expected Q2 2026 results on Wednesday evening while saying it’s in “advanced discussions” to add a...
Data storage stocks surge as Nvidia CEO calls the market “completely unserved”
soared in early trading, leading the pack of data storage stocks that topped the market last year — including , , and — sharply higher Tuesday. Despite little news on Sandisk itself, its shares were ...
Data center water-cooling stocks sink after Nvidia’s Huang says new AI racks won’t need this equipment
Nvidia CEO Jensen Huang’s comments weighed on data center cooling plays , , and . As part of Monday evening comments at the Consumer Electronics Show — a headline-making tech trade fair held annually ...
Alphabet acquires data center company Intersect for $4.75 billion
Google parent announced a deal to acquire data center and energy infrastructure builder Intersect. Alphabet already held a minority stake and a partnership with the company. The acquisition is for $...
Markets slump as AI trade tumbles
Stocks fell on Wednesday driven by concerns around AI credit risk , which seemed to swell following a report that won’t fund ’s $10 billion Michigan facility. In response, Oracle told Bloomberg that...
Oracle slides on report that data center partner Blue Owl won’t fund $10 billion Michigan facility; company says project is on track without Blue Owl
shares declined early Wednesday after the Financial Times reported that , the largest funder of Oracle’s data center investment push, will not finance a 1-gigawatt Oracle data center planned for Salin...