U.S. stock market midday update: Datacentrex down 15.56%, trading volume increased, market sentiment fluctuations attract attention, subsequent trends need to be observed cautiously

U.S. Stock Market Midday Update Datacentrex, down 15.56%, with increased trading volume and no significant news recently. The trading is active, and the capital flow is evident. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation. Stocks with High Trading Volume in the Industry Palantir Tech down 0.60%. Based on recent key news: On January 27, analysts maintained a hold rating on Palantir, believing that five other stocks are more attractive. This news may weaken investor confidence in Palantir, leading to stock price fluctuations. On January 26, after three years of triple-digit returns, Palantir's stock began to pull back in early 2026. This pullback may reflect market concerns about its high valuation, affecting stock performance. On January 25, the market expects Palantir's full-year EPS growth of 80% for 2026, but its estimated price-to-earnings ratio of up to 159 times has raised cautious attitudes among investors regarding valuation, leading to stock price volatility. The AI and data analytics industry continues to expand, and risks should be monitored. IREN up 8.79%. Based on recent key news: On January 27, the focus on data centers drove IREN's stock price to $52.52, nearing a 12-month high. The strategic focus on data centers has boosted market confidence in IREN, driving the stock price up. On January 27, Wainwright analyst Mike Colonnese believes IREN is expected to achieve "transformational" development this year. The analyst's positive assessment and target price of $82.80 further support the stock price increase. On January 25, although IREN maintains a moderate buy rating among analysts, top analysts believe there are five other stocks with greater investment value. The analysts' cautious attitude may have a certain suppressive effect on the stock price. The data center strategy enhances market confidence. AppLovin up 1.62%, with active trading. Based on recent key news: On January 26, Needham upgraded AppLovin's rating from hold to buy and set a target price of $700, driving the stock price up. Source: Benzinga On January 26, CapitalWatch reported allegations against AppLovin's major shareholders for illegal fund flows, attracting market attention. Source: CapitalWatch On January 27, AppLovin reiterated its compliance framework, denying improper allegations and emphasizing transparency and robust internal controls. Source: Company statement. The advertising technology industry is highly competitive, and market dynamics should be monitored Stocks Ranked Among the Top by Market Capitalization in the Industry SAP fell by 2.20%. Based on recent news, On January 27, cautious sentiment in the market regarding the risks of AI disruption put pressure on SAP's valuation. Although SAP briefly became the largest publicly traded company in Europe last year, recent investor concerns about the risks of AI disruption have pressured its valuation. On January 26, Morgan Stanley pointed out that SAP's medium-term goals remain central to its valuation logic. The firm believes that if SAP can confirm progress towards these goals this week and maintain strong momentum in its 2026 guidance, it could inject much-needed confidence into the entire software sector. On January 25, breakthroughs in AI programming intensified market concerns about software stocks. With the explosive popularity of Claude Code, worries about software stocks have increased, and SAP's valuation ratio has fallen below the lows seen during the global financial crisis. The software industry faces risks from AI disruption, putting pressure on valuations