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REDDIT

A Turn-Around for ALCOA (AA) STOCK - As New Demand for Aluminum Grows Monthly for AI Data Centers, Battery Back-Up's & Cooling Components.

Alcoa's (AA) stock price has recently shown a strong rally, climbing over 18% in the 90 days leading up to early November 2025. This positive momentum includes a jump of over 6% on December 3, 2025, reaching $44.09. This upward trend follows strong third-quarter 2025 earnings and new strategic contracts. Notably, the company has secured a 10-year renewable energy contract for its Massena smelter in New York.

Their recent success is a growing demand for aluminum driven by emerging technologies, particularly data centers and batteries.

The AI build-out is a major new demand driver for aluminum. Data centers require massive amounts of aluminum for components like server racks, cooling units, and radiators, as demand for the metal soars.

In the battery sector, the global aluminum-based battery market is projected to grow significantly, driven by increasing demand for energy storage and the expansion of the EV market, as the market is forecast to grow from $5 billion to over $12 billion by 2032.

...and one of the best things I've heard from the Investor's Conference yesterday was Alcoa is considering selling some of its non-used sites to AI companies and data center operators to capitalize on the massive power infrastructure they already have in place at these locations.

.Has anyone here ALSO been interested in this potential turn-around story for them?