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Data Centers News Today
9 headlines on Data Centers cleared our tape in the last 7 days with a measured price reaction attached. 4 of them moved the underlying at least 0.35% within fifteen minutes. The largest measured reaction was +8.88% on DELL at Sep 1, 16:05 ET.
Price action when the news broke
16:05:58 ET
What moved — last 7 days
| Time | Ticker | Headline | 1 min | 15 min | Volume |
|---|---|---|---|---|---|
| Sep 2, 16:10 ET | HPE | Hewlett Packard Raises FY2026 Adj EPS Guidance from $3.35-$3.45 to $3.75-$3.85 vs $3.43 Est; Raises FY2026 Sales Guidance from $44.242B-$45.614B to $45.957B-$46.986B vs $44.944B Est | -2.99% | -2.26% | 3.2M sh |
| Sep 2, 16:09 ET | HPE | Hewlett Packard Q3 Adj. EPS $1.11 Beats $0.93 Estimate, Sales $12.213B Beat $11.908B Estimate | +0.80% | -3.15% | 3.2M sh |
| Sep 2, 12:38 ET | DELL | PG&E, Dell, GitLab, Credo Technology, and Brown-Forman lead midday stock movements. | +0.03% | +0.20% | 348k sh |
| Sep 2, 12:37 ET | DELL | Piper Sandler Reiterates Overweight on Dell Technologies, Raises Price Target to $558 | -0.13% | +0.19% | 345k sh |
| Sep 2, 10:57 ET | DELL | Dell’s AI Revenue More Than Doubles — Analyst Calls Its Execution ‘Best In Class’ | +0.39% | +1.15% | 485k sh |
| Sep 2, 07:42 ET | DELL | Vertiv, Sirius, Dell, and MongoDB lead premarket stock movements. | -0.17% | -0.17% | 19k sh |
| Sep 1, 16:55 ET | DELL | Dell, MongoDB, and GitLab led after-hours stock movements. | -0.03% | +0.28% | 114k sh |
| Sep 1, 16:05 ET | DELL | Reported: $DELL Dell Technologies Q2 Earnings & FY Guidance | Guidance: Q2 Total Net Revenue $46.97B, est. $44.78B; Q2 Adjusted EPS $7.04, est. $4.90 | +3.50% | +8.88% | 1.5M sh |
| Aug 31, 13:16 ET | SMCI | Kahn Swick & Foti, LLC has begun an investigation into Super Micro Computer, Inc. along with its executives. | +0.19% | -0.16% | 133k sh |
Moves are measured against the price two minutes before each headline crossed, using validated 1-minute bars captured at publish time. A dash means no bar was available for that window. Times are New York ET.
Our analysis
Amazon Went From $12 Billion to $18 Billion in Louisiana in Under Six Months
A third Shreveport campus takes the commitment to $18 billion. The pace of the revision says more than the total.
Nvidia Is Guaranteeing $105 Billion for an OpenAI Data Centre — It Is Not Investing It
A regulatory filing capped Nvidia's credit support at $105 billion. The cash it actually committed was $1.5 billion.
Super Micro and CoreWeave Reported the Same Night. Together They Map the AI Buildout
On August 11, the company that builds AI servers and a company that rents them out reported within minutes of each other. Super Micro booked over …
CoreWeave's Revenue Doubled and Its Backlog Hit $104 Billion. The Losses Doubled Too
CoreWeave's second quarter, reported August 11: revenue of $2.58 billion more than doubled from a year ago and edged past the $2.56 billion estimate, the revenue …
Why Is Super Micro (SMCI) Stock Moving Today?
Today's catalyst, August 11, 2026: Super Micro reported fiscal fourth-quarter results after the close — adjusted EPS of $1.70 against the $1.59 estimate, sales of $11.12 …
Super Micro Beat on Profit, Missed Slightly on Sales — and Booked Over $60 Billion of New Orders
Super Micro's fiscal fourth quarter, reported August 11: adjusted EPS of $1.70 came in well ahead of the tape estimate of $1.59, net sales of $11.12 …
Nvidia Is Putting Up to $3 Billion Into the Company That Powers Stargate's First Site
Nvidia will invest up to $3 billion in Lancium, the Blackstone-backed power infrastructure developer behind the first operational Stargate data center site in Abilene, Texas. It's …
A Small Wellness Company Just Filed the Paperwork to Become an AI Data Center Operator
Healthy Choice Wellness Corp. filed a definitive proxy statement for an August 27 shareholder vote on its proposed merger with Host Digital Infrastructure — a deal …
Why Is Custom Truck One Source Stock Up Today?
Record revenue and a guidance raise driven by utility grid upgrades and data-center-linked electrification demand, seen from the equipment-rental side.
Why Is Mayville Engineering Stock Down Today?
A decisive beat driven by data-center and construction diversification, undone by a withdrawn full-year guidance.
Why Is Ameresco Stock Up Today?
A tax-credit-policy-driven guidance raise, plus $1.2 billion in new data-center energy infrastructure awards.