News

EXLS vs. VRT: Which Stock Is the Better Value Option?

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Adjusted EPS of $1.52 beat, but revenue missed analyst expectations

One stock will suit investors expecting upside potential in hyperscaler spending, while the other offers exposure to the long-term growth prospects of physical AI.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

Vertiv Holdings Co. (NYSE:VRT) shares dropped more than 9% in pre-market trading on Wednesday after second-quarter revenue came in below Wall Street expectations, overshadowing stronger-than-expected earnings and an increase to the company’s full-year guidance.

The data-infrastructure company's second-quarter sales of $3.27 billion fell short of analyst expectations even as adjusted earnings topped estimates

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.

Vertiv reported earnings per share of $1.52 on revenue of $3.27 billion, compared to Wall Street estimates of an EPS of $1.43 on revenue of $3.38 billion.

Vertiv (VRT) delivered earnings and revenue surprises of +6.29% and -3.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Shares in Vertiv tumbled more than 9% in premarket trading Wednesday even as the data center equipment maker reported second-quarter earnings above estimates and raised its full-year guidance, with a revenue shortfall offseting the beat.

Vertiv stock drops sharply after the data-center infrastructure company’s second-quarter sales came in below Wall Street’s expectations.

Data center products and services company Vertiv (NYSE:VRT) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 24.1% year on year to $3.27 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $3.75 billion at the midpoint, or 0.9% above analysts’ estimates. Its non-GAAP profit of $1.52 per share was 6.4% above analysts’ consensus estimates.

The stock market is fine outside AI. Seagate, SK Hynix, KLA and Bloom Energy are key earnings late. Will the Federal Reserve surprise?

Lots of popular stocks like Starbucks and Lam Research will report this week.

Data center products and services company Vertiv (NYSE:VRT) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.

Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.

VRT heads into second-quarter earnings with its Americas business, AI infrastructure demand, and cooling portfolio in focus as key drivers of growth.

NVT's record $2.6B backlog and AI data center demand are boosting revenue visibility, supporting expansion plans and a higher 2026 outlook.

Vertiv and EMCOR Group are spotlighted as AI infrastructure plays, with data center and energy demand driving growth ahead of upcoming earnings.

In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...

Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.

Investors aiming to buy into the artificial intelligence boom driving the economy and Wall Street for the foreseeable future might want to consider best-in-class, AI-boosted infrastructure stocks.

VRT heads into Q2 earnings with expectations for strong revenue and EPS growth as AI-driven demand, partnerships and expansion fuel momentum.

Teradyne's Q2 earnings are likely to benefit from AI-driven demand, robotics momentum and new products supporting growth as investors weigh its premium valuation.

For Vertiv owners, here is a trade that pays you a meaningful income today, which you keep no matter what, just for agreeing to sell your high-flying shares at an even higher price.

Vertiv (VRT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

APLD's fiscal Q4 report may highlight booming AI infrastructure growth, but profitability challenges remain in focus.

GE Vernova's Q2 featured strong revenues, orders and backlog growth, plus higher 2026 guidance, highlighting momentum in Power and Electrification.