AI Data Center Demand Just Surged 250%: 5 Stocks Set to Climb Hosted by Bridget BennettJanuary 9, 2026 ShareLink copied to clipboard. Play video for AI Data Center Demand Just Surged 250%: 5 Stocks Set to ClimbDetailsGuestsAI data center demand just surged another 250%, and the latest earnings reports are confirming what investors have been waiting to see. In this video, MarketBeat’s Thomas Hughes breaks down why Applied Digital’s blowout earnings caught the market by surprise and what it signals for the future of AI infrastructure. We take a closer look at five data center stocks positioned to benefit as AI workloads continue to scale, comparing business models, competitive advantages, and long-term growth potential. From companies that own their data centers and offer GPU-as-a-service to those relying on third-party infrastructure, not all data center plays are created equal. One popular AI name even lands at the bottom of the list, and Thomas explains why.Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioAPLDApplied Digital1.9274 of 5 stars$45.27+9.7%N/AN/ANBISNebius Group1.8344 of 5 stars$186.85+5.5%N/AN/ACORZCore Scientific3.0099 of 5 stars$23.29+1.6%N/AN/AIRENIREN2.9695 of 5 stars$58.53-4.4%N/A121.73CRWVCoreWeave2.435 of 5 stars$114.42+0.2%N/AN/A Compare These Stocks Add These Stocks to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. 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Hosted by Bridget BennettJanuary 9, 2026 ShareLink copied to clipboard. Play video for AI Data Center Demand Just Surged 250%: 5 Stocks Set to ClimbDetailsGuestsAI data center demand just surged another 250%, and the latest earnings reports are confirming what investors have been waiting to see. In this video, MarketBeat’s Thomas Hughes breaks down why Applied Digital’s blowout earnings caught the market by surprise and what it signals for the future of AI infrastructure. We take a closer look at five data center stocks positioned to benefit as AI workloads continue to scale, comparing business models, competitive advantages, and long-term growth potential. From companies that own their data centers and offer GPU-as-a-service to those relying on third-party infrastructure, not all data center plays are created equal. One popular AI name even lands at the bottom of the list, and Thomas explains why.Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioAPLDApplied Digital1.9274 of 5 stars$45.27+9.7%N/AN/ANBISNebius Group1.8344 of 5 stars$186.85+5.5%N/AN/ACORZCore Scientific3.0099 of 5 stars$23.29+1.6%N/AN/AIRENIREN2.9695 of 5 stars$58.53-4.4%N/A121.73CRWVCoreWeave2.435 of 5 stars$114.42+0.2%N/AN/A Compare These Stocks Add These Stocks to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube
