Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Vertiv Holdings Co (VRT) is back in focus as investors watch the company present at the OCP APAC Summit 2026 in Taipei, where Henrik Nilén is scheduled to speak about data center infrastructure. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co has had a mixed few months, with the share price down 13% over the past 30 days and 19% over 90 days, yet still up 51% year to date and showing very strong multiyear total shareholder returns. This points to strong longer term momentum...
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
VRT's margin gains and strong sales growth are reshaping its competitive position as Amphenol and Super Micro Computer expand in AI infrastructure.
Modine's sales surged 28% in Q1, but shrinking margins across segments put the spotlight on its fiscal 2027 profitability push.
MOD's AI data-center cooling demand is surging, with record orders and a nearly doubled backlog. But execution will decide how much reaches earnings.
U.S. manufacturing could be headed for an AI-fueled revival. Our roundtable pros size up the trend and offer 10 promising stocks.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.
A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr
ECL's $4.75B CoolIT deal expands its AI data-center cooling opportunity, but higher debt and financing costs raise execution risks.
A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index’s 25.71% return. A copy of the letter can be downloaded here. U.S. equities rebounded sharply after March’s selloff related […]
VRT and TER both benefit from AI demand, but stronger earnings growth and surprises give Teradyne the edge.
Vertiv and Super Micro Computer both just reported blowout AI infrastructure numbers, but the two stocks tell completely different stories about risk, reward, and who actually wins when data centers scale.
Vertiv Holdings Co has delivered a very strong run over the past five years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks currently point to the stock trading at a premium. After that kind of performance, the key issue for you is whether the current price still offers a margin of safety. Vertiv Holdings Co has returned about 9.8x over 5 years. This puts extra focus on whether the current valuation already prices in a lot of good...
EMCOR's AI-driven growth, strong Q2 beat and raised outlook contrast sharply with Thor Industries' RV market headwinds.
Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.
Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now is whether the fuel cell darling still has room to run or has finally gotten ahead of itself.
G vs. VRT: Which Stock Is the Better Value Option?
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.
Vertiv trades at $270.65 per share and has stayed right on track with the overall market, gaining 8.9% over the last six months. At the same time, the S&P 500 has returned 11.7%.
nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.
Vertiv just shrugged off a gut-wrenching 40% plunge and roared back, and now Wall Street analysts are lining up to say the liquid cooling giant still has room to run as the AI buildout shifts into an even higher gear.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Interface, US Foods, Vertiv and Ryman Hospitality stand out for strong interest coverage and projected earnings growth.
In late July 2026, Vertiv Holdings Co reported second-quarter results showing higher revenue and net income year over year, completed its US$599.84 million share repurchase program, and raised both third-quarter and full-year 2026 guidance, while earlier in August Bitzero Holdings Inc. announced a collaboration with Vertiv to support AI and HPC data center build-outs. Together with Vertiv’s planned presentation at the OCP APAC Summit 2026 in Taipei, these developments underline the company’s...
The best AI stocks of 2026 are shifting. See which AI stocks to watch as money quietly rotates, and why this year's winners may not last.