Geopolitics Alpha

5 Data Center Power Stocks to Watch Before Earnings

Published . Updated .

Covered by 2 outlets: Crude Oil Prices Today | OilPrice.com, Yahoo Finance.

Who covered it: Center 1 · Not rated 1. How we rate outlets

ENERGY5 Data Center Power Stocks toWatch Before EarningsGEOPOLITICS ALPHA

This report is about power and utilities and AI and big tech.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLU Utilities Select Sector SPDR+1.8% 30d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “data center power” (power and utilities) in this story.

  • QQQ Invesco QQQ+0.4% 17d

    Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.

  • NEE NextEra Energy+0.5% 18d

    NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “data center power” (power and utilities) in this story.

  • GOOGL Alphabet-8.2% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • MSFT Microsoft+7.1% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

  • DUK Duke Energy+7.5% 30d

    Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “data center power” (power and utilities) in this story.

  • SO The Southern+6.4% 30d

    The Southern (electric services): power demand and prices drive utility earnings. Linked by “data center power” (power and utilities) in this story.

  • META Meta Platforms-6.0% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLUNo price data for this ticker———————
QQQNo price data for this ticker———————
NEENo price data for this ticker———————
GOOGLNo price data for this ticker———————
MSFTNo price data for this ticker———————
DUKNo price data for this ticker———————
SONo price data for this ticker———————
METANo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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5 Data Center Power Stocks to Watch Before Earnings Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “5 Data Center Power Stocks to Watch Before Earnings” looks

25 out of 100

“5 Data Center Power Stocks to Watch Before Earnings” scores 25 out of 100. The score uses 2 sources.