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Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.
VRT's product revenues jump 22% to $2.65B in the second quarter of 2026 as AI data-center demand fuels power, cooling and infrastructure sales.
Eaton (NYSE:ETN) Chief Executive Officer Paulo Ruiz told investors at Morgan Stanley’s Laguna Conference that the company’s strategy is gaining momentum, supported by strong electrical-market demand, manufacturing capacity additions and a portfolio increasingly focused on data centers and aerospace.
DiamondRock, Vertiv, Mueller Water Products and Phibro have been highlighted in this Screen of The Week article.
Vertiv (VRT) makes the power and cooling systems that keep AI data centers running, and the stock trades about 38% below its 52-week high. Selling a put pays you now for agreeing to buy it lower, and the payment is yours whether or not you own the shares. The catch is what knocked the stock down: Vertiv is learning to ship projects far bigger than it used to.
Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows.
Ahead of Q4 2026, analysts favor Western Digital, NVIDIA, Vertiv, Eli Lilly, and JPMorgan Chase as steady, best-in-class stocks offering growth with less volatility for buy-and-hold investors.
DiamondRock Hospitality, Vertiv, Mueller Water Products and Phibro Animal Health stand out for strong interest coverage as Treasury yields rise.
One trades on speculative lunar ambitions with heavy government concentration; the other captures immediate AI infrastructure demand with $1.9B in free cash flow.
In the latest trading session, Vertiv Holdings Co. (VRT) closed at $234.26, marking a -1.32% move from the previous day.
Vertiv Holdings Co has seen its stock swing sharply in recent years, which naturally raises a question for anyone looking at Vertiv today. Is the current share price grounded in the cash flows the business can realistically generate, or has the story moved faster than the underlying money coming in the door? Vertiv has delivered a very large 5 year share price gain. As a result, investors now have more at risk if the current valuation rests on overly optimistic cash flow expectations. The...
Several stocks with favorable AI tailwinds - Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) - shell out dividend payments.
Vertiv (VRT) is up about 88% over the past year, and down nearly 14% over the past three months. The number that should worry a holder sits in the company's own guidance: organic growth of roughly 35% in the third quarter of 2026, against the 18% organic pace it just delivered. Everything about the second half of 2026 turns on that step.
The Nasdaq composite recently traded 0.1% lower on the day, a near-full recovery after being down 1.3% earlier. If the tech-heavy index finishes in positive territory today, it would be the biggest intraday comeback since April 7.
Institutional investors have traded huge volumes of out-of-the-money call options in Vertiv Holdings (VRT) that expire in almost 16 months. This is a huge bet on the growth of its AI data center business.
VRT appears better positioned for AI demand, earnings surprises and valuation, while AVGO faces margin, concentration and execution risks.
Vertiv (VRT) possesses solid growth attributes, which could help it handily outperform the market.
Vertiv (NYSE:VRT) executives said demand for data center infrastructure remains strong and is showing signs of further strengthening, citing expanding customer pipelines, broader global activity and accelerating sales cycles. Speaking at a Goldman Sachs event, Chief Executive Officer Gio Albertazzi
Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence. Vertiv Holdings Co. (NYSE:VRT) operates one layer below that boom, where GPUs become a power and cooling problem. Oracle reported September 10 that quarterly revenue rose 30% to $19.3 billion and remaining […]
Vertiv is a key AI infrastructure provider, which explains why the company is projected to clock healthy earnings growth over the long run.
Vertiv recently announced a major acquisition that could help it capture a larger share of hyperscalers' growing capital expenditures.
Vertiv (VRT) has fallen about 11% from its mid-August high, and the reflex is to ask whether that is the discount worth taking. Its history after sharp falls says most of them were. What that history does not advertise is the months of discomfort it charged first, or that Vertiv's own execution is now the thing in question.
Every investor knows Nvidia won the chip race, but the physical layers that actually keep AI data centers alive belong to a different set of companies, and three of them are quietly outpacing the trade everyone is already crowded into.
Data-center power demand could exceed 100 gigawatts by 2030 -- a big tailwind for these stocks.
A market veteran says the AI infrastructure winner still has room to run even after a massive 5-year run.
Vertiv and Seagate both crushed earnings on the same AI tailwind, but their strategies run in opposite directions, and only one of them has capacity left to sell.
Vertiv shed nearly 10% in a single session and has been sliding for three months, yet one Wall Street firm just set a street-high target that implies the selloff created an opening most investors are missing.
Vertiv Holdings Co. (VRT) concluded the recent trading session at $262.89, signifying a -9.61% move from its prior day's close.
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