Notícias

On September 2, Vertiv Holdings Co (NYSE:VRT) agreed to acquire Utility Innovation Holdings, Inc. (operating as UtilityInnovation Group or UIG) for approximately $1.45 billion in cash at closing. The deal includes up to $1.15 billion in performance-based cash earnouts over 12- and 24-month periods tied to EBITDA targets. At the initial purchase price, the transaction […]

Key TakeawaysOn September 24, the same day it paid its $0. 0625 quarterly dividend, Vertiv announced it would buy King Environmental Services, a European fluid management and commissioning firm, its fifth acquisition in roughly a year and the second in three weeks after Utility Innovation Group.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4%, and the actively t

The deal adds European fluid-management and commissioning capabilities as Vertiv builds out services for increasingly complex liquid-cooled data centers.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.7% has fallen short of the S&P 500’s 18.4% rise.

Vertiv (VRT) is the most expensive stock in its peer group, at 56.3 times earnings. It leads that group on neither revenue growth nor operating margin. What it does lead is the twelve-month return, up 76.7%. So the premium rests on the acceleration management has guided for the second half of 2026, not on what Vertiv has already earned.

Einride has managed to wedge itself between two of the market’s most recognizable technology companies. On September 21, the autonomous-freight operator announced a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) around DRIVE Hyperion, while its separate fleet plan calls for hundreds of Tesla, Inc. (NASDAQ:TSLA) Semis. The company in the middle, Einride AB (NASDAQ:ENRD), closed September […]

The OECD now expects global inflation to linger, with central banks likely to keep raising rates in the years ahead. Expensive money punishes companies that cannot turn AI spending into real earnings. It rewards businesses that already pull in cash from their AI investments. This article walks through three profitable AI-focused stocks from our screener that are designed to put you on the right side of that shift. The three AI earners in this article are just a starting sample, and the full...

NVT's surging data center demand, liquid cooling expansion and higher 2026 outlook reflect strong AI infrastructure momentum.

Nvidia is extending its influence beyond GPUs into the electrical and cooling equipment that determines whether an AI data center can actually run. On September 21, the company introduced its DSX Ready program and named Tesla, Inc. (NASDAQ:TSLA) among qualified battery-energy-storage suppliers and Vertiv Holdings Co (NYSE:VRT) among qualified cooling suppliers. NVIDIA Corporation (NASDAQ:NVDA) is […]

When the Federal Reserve lifts interest rates and projects higher borrowing costs for years, fragile balance sheets feel the strain first. Stronger companies with solid finances often gain an edge as weaker rivals struggle with pricier debt and tighter credit. That creates an opening for investors who want stability over drama. This article highlights three low risk leaders that combine financial resilience with staying power. The stocks covered below are a sample of that foundation. The full...

The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...

Vertiv Holdings Co. (VRT) concluded the recent trading session at $253.46, signifying a +1.04% move from its prior day's close.

Vertiv's AI-driven data center growth, raised 2026 outlook and stronger earnings estimates give it an edge over Eaton despite a higher valuation.

Beyond NVIDIA, Vertiv and Arista Networks offer exposure to the AI data-center buildout through power, cooling and networking infrastructure.

Two power and cooling giants are chasing the same AI boom. But which one offers the more direct way to play it?

Accelevation Holdings Corp. and its backer Olympus Partners are seeking to raise as much as $720 million in the data center infrastructure company’s initial public offering.

For those interested in getting paid with some AI exposure, Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) all fit the criteria.

Vertiv (VRT) stock gained 75.9% over the past year, more than four times the S&P 500's 16.7% return. The company sells the power and cooling equipment that AI data centers depend on, and its sales and margins have grown fast. Yet the shares sit about a third below their 52-week high. The question analysts keep raising is delivery.

Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.

Higher rates, sticky inflation and a 10-year Treasury around 5% are squeezing lofty valuations, yet AI infrastructure spending keeps pulling fresh capital into data centers and chips. That mix of pressure and promise is where opportunity often hides. This article explains how those crosscurrents affect AI Infrastructure and Data Center Builders, then highlights three stocks from the screener that appear positively exposed to the latest Fed-driven reset. The stocks highlighted below are only a...

It's important not to panic over the impact of rising rates on industrial stocks, not least because they are likely to affect different stocks in varied ways.

Arista Networks and Vertiv Holdings give investors two long-term ways to play the AI boom beyond the crowded chip trade.

Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.

Dell Technologies Inc. (NYSE:DELL)’s shares closed 1.7% higher on September 15th, the day Cramer made these remarks. The day was important for AI stocks as investors were still digesting comments made by Anthropic’s Dario Amodei. Cramer weighed in on the movement and used the stock as an example to point out that sentiment about AI […]

Vertiv (VRT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Vertiv (VRT) supplies the power and cooling systems inside AI data centers, and its stock sits near $240, about 64% of its 52-week high. It is still up about 73% over the past twelve months. The open question is delivery, after some revenue from large projects slipped out of the second quarter of 2026. Even so, Vertiv's operating margin has widened in each of the last three years.

Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up. When Cramer pressed her on whether OpenAI might slow its AI buildout, she explained the company would always make investment decisions by prioritizing […]

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

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.