AI data center stocks Flash News List | Blockchain.News
Flash News List

List of Flash News about AI data center stocks

Time Details
2026-01-03
14:09
Broadcom (AVGO) Overtakes Meta (META) in Market Cap: Magnificent 7 Exclusion Explained and Trading Implications for AI Stocks and BTC Sentiment

According to @StockMKTNewz, Broadcom (AVGO) now has a larger market capitalization than Meta Platforms (META) as of Jan 3, 2026, highlighting AVGO’s continued ascent among mega-cap AI beneficiaries (Source: @StockMKTNewz). Despite this, the Magnificent 7 is a rules-defined basket—AAPL, MSFT, GOOGL, AMZN, NVDA, META, TSLA—set by index providers and ETF sponsors, so inclusion does not change automatically with market-cap rankings (Source: S&P Dow Jones Indices Magnificent 7 Index methodology; Roundhill Investments MAGS ETF materials). AVGO’s AI-driven fundamentals remain strong, with management previously guiding over $10 billion in AI-related revenue for FY2024, underscoring sustained data center demand that can support relative strength versus peers (Source: Broadcom Investor Relations guidance). Flow-wise, Mag-7-specific products are unlikely to add AVGO without rule changes, while broad cap-weighted benchmarks like the S&P 500 and Nasdaq-100 already reflect its size increase, affecting passive allocation and pair-trade dynamics with META (Source: S&P Dow Jones Indices; Nasdaq Indexes; Roundhill Investments). For crypto, periods of mega-cap tech leadership have coincided with risk-on behavior and a positive BTC–Nasdaq correlation in 2023–2024, so continued AI-equity momentum may bolster BTC sentiment even if AVGO remains outside Mag-7 products (Source: Coinbase Institutional Research; Kaiko Research).

Source
2025-10-02
13:15
Samsung Electronics Jumps 5% and SK Hynix Soars 12% on OpenAI Stargate Deal, Fueling South Korea AI Data Center Trade

According to @ReutersBiz, Samsung Electronics shares jumped nearly 5% and SK Hynix surged as much as 12% after a deal with OpenAI to support the ChatGPT maker's expansive Stargate artificial intelligence data center project, source: Reuters. Reuters attributed the rally to the OpenAI partnership, underscoring market appetite for South Korea AI hardware exposure tied to large-scale data center build-outs, source: Reuters. No direct cryptocurrency market impact was reported in the coverage, source: Reuters.

Source