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Data center stocks

Companies that own and run data centers, rent out AI computing, or make the servers, networking, power, and cooling gear inside them. Their orders follow what the largest tech companies spend.

Today
+1.5%
on average, 31 of 44 up
Average score
7.3
Average. All stocks average 3.7.

Delayed 15+ min, as of 8:13 PM ET. Live for Pro members.

Highest Quality Scores

  1. ANETArista NetworksMakes high-speed Ethernet switches for cloud and AI data centers.+1.40%22
  2. DELLDell TechnologiesSells AI-optimized servers, now reported as their own product line.+3.84%21
  3. APHAmphenolMakes connectors and cables for AI servers and data center networks.+1.51%21
See all 44 ranked, live

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The other 41, by name

Open any stock for its score. Pro members see every stock ranked.

Operators and AI clouds 22

Servers and networking 12

  • AAOIApplied OptoelectronicsMakes optical transceivers that link switches and servers in data centers.+8.12%
  • CIENCienaMakes optical networking gear that links data centers for cloud and AI.+7.77%
  • CLSCelesticaBuilds switches, servers, and racks for hyperscale data centers.+3.23%
  • COHRCoherentMakes lasers and optical transceivers for AI data center networks.+10.90%
  • FLEXFlexBuilds compute, power, and cooling systems for cloud and AI data centers.+2.54%
  • FNFabrinetContract-builds optical parts and modules used in data center networks.+6.40%
  • GLWCorningMakes optical fiber and cable used inside and between AI data centers.+4.33%
  • HPEHewlett Packard EnterpriseMakes servers and rack systems for AI training and inference.+1.08%
  • JBLJabilBuilds cloud and AI data center hardware for its customers.+4.51%
  • LITELumentum HoldingsMakes lasers and optical parts for cloud and AI data center links.+7.67%
  • PENGPenguin SolutionsDesigns, builds, and runs AI and HPC computing systems for customers.+0.53%
  • SMCISuper Micro ComputerBuilds rack-scale AI servers and data center building blocks.+4.22%

Power and cooling gear 7

Pro

Here is what Pro members see.

Every theme has a page like this for Pro members, data center stocks included: each stock ranked live by its Quality Score, with the reason it belongs.

The AI chips theme page a Pro member sees: every AI chip stock ranked live by Quality Score, each with what it does, its part of the theme, its price, the day's move, and its next report
The same page for Pro members, on AI chipsEach stock's price, move, next report, and Quality Score, live, with what it does in the theme.
The scanner's filters on a phone with Theme set to AI chips, under the sort, the minimum Quality Score, and the sector, over company size, and the button that shows the 14 matching stocks
The theme in the scannerPick Data centers under Theme in the scanner's filters, then narrow it by score, size, or any other filter.
The New alert form on a phone watching a saved scan, AI chips at Excellent and up, for when a name enters it, sent by the bell on the site, a push notification, and email, with the Save alert button
An optional theme alertAn optional alert when a data center stock reaches Excellent, by push, email, or the bell.
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What moved today

Today, as of 8:13 PM ET, data center stocks are up 1.5% on average, 31 of 44 up. Coherent (COHR) rose most, up 10.9%. SharonAI Holdings (SHAZ) fell most, down 8.7%, with news: Material agreement.

What moves data center stocks

The latest figure

Big Tech spending$165.1B+87.0%in the quarter, Apr to Junon a year

What Microsoft, Alphabet, Amazon and Meta together spent on buildings and equipment in their latest quarter, data centers included, against a year earlier. It is capital spending as each company reports it, not a count of chips bought.

Each company's quarterly report (10-Q) on SEC EDGAR, Apr to Jun. Change on the same period a year earlier.

TSMC monthly sales, for Pro members.

What's next

Earnings reports across data center stocks, the next 30 days

  • EarningsPENGPenguin Solutions reports, after the close
  • EarningsAPLDApplied Digital reports, after the close
  • EarningsGLXYGalaxy Digital reports, before the open (estimated date)

11 more dates, for Pro members.

What are data center stocks?

Companies that own and run data centers, rent out AI computing, or make the servers, networking, power, and cooling gear inside them. Their orders follow what the largest tech companies spend.

How many data center stocks are there?

This list has 44, the ones among the stocks Breakaway scores where the theme is the main business. Chip makers (a theme of their own), the largest cloud companies whose spending the theme follows, and companies that only use data centers or mention them in passing.

Which data center stocks have the highest Quality Score?

As of 8:13 PM ET: Arista Networks (ANET) 22, Dell Technologies (DELL) 21, and Amphenol (APH) 21. Each stock's own page shows its score and the reasons behind it.

How this list is made

Data centers are its main business or a reported line of sales: it owns or runs them, rents out computing from them, or makes the equipment they are built from. Each company is checked against its own annual report, and the reason beside it says what it does in this theme. Last checked Oct 2 2026.

Related themes: AI chips, AI power, Memory chips. More in technology stocks, or every theme.

Every one of the 44, ranked.

Real-time prices, each stock's Quality Score, the theme's score over 60 sessions, every date ahead, the filing behind each company, and optional alerts.

See all 44 ranked, live

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Prices and scores on this page are delayed at least 15 minutes. Information, not advice.