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Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 21.6% gain over the past six months, beating the S&P 500 by 8.3 percentage points.
Vertiv Holdings Co (NYSE:VRT) is one of the best stocks to buy for next-gen data centers. On May 6, Hut 8 said its 1 GW Beacon Point AI data center campus in Texas would move ahead with a 15-year lease covering 352 MW of IT capacity, with Vertiv named as one of the Tier 1 […]
Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
Fidelity Investments, an investment management company, recently released its first-quarter 2026 investor letter for “Fidelity Growth Strategies Fund”. A copy of the letter is available to download here. The Fidelity Growth Strategy is a diversified equity strategy aimed at domestic midcap growth stocks. The approach focuses on identifying quality companies that deliver steady above-average growth […]
<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers. </p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>
On May 5, 2026, Vertiv Holdings Co announced that Frieda He had joined as Chief Procurement Officer to lead its global procurement organization, with a mandate to bolster supply chain resilience, optimize cost and value, and enhance supplier quality across its power and thermal management portfolio. Her extensive experience steering multi‑billion‑dollar procurement budgets through industry disruption, electrification shifts, and global supply challenges suggests Vertiv is prioritizing...
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be watching. The crowded chip trade already prices in every bullish scenario investors can dream up. Retail money piles in on every dip, options ... Forget Hyperscalers, These Stocks Are The New AI Plays
NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be watching. The chip is the glamour layer. The unglamorous layer is the gear that keeps the chip from cooking itself. Modern AI training racks pull tens of ... AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers
Vertiv Holdings Co (NYSE:VRT) received an unsolicited mini-tender offer from Tutanota LLC. The company urged shareholders to reject the offer, citing concerns over potential below market pricing. Mini-tender offers typically target less than 5% of a company’s shares and can create confusion for retail investors. Vertiv operates in critical digital infrastructure, with products and services that support data centers, communications networks, and other mission critical systems. For investors...
Vertiv Holdings Co (NYSE:VRT) is one of the Top 10 Stocks That Will Profit from AI. As 2026 AI chips generate unprecedented heat, the company’s advanced liquid cooling and power management solutions for high-density AI servers play a major role in maintaining the stability of global AI data centers. On April 23, 2026, Morgan Stanley […]
Tecogen (OTCMKTS:TGEN) reported lower first-quarter revenue and a wider loss as management said the company is investing in research, marketing and manufacturing capacity tied to its push into the data center market. On the company’s Q1 2026 earnings call, Chief Executive Officer Abinand Rangesh sa
Exploring the Latest 13F Filing and Investment Adjustments
Investing.com -- Loop Capital has initiated coverage of Vertiv Holdings Co with a “Buy” rating and a $500 price target, arguing the company is positioned at the center of what analysts describe as an emerging “AI infrastructure super-cycle.”
Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.
Check out the companies making headlines yesterday:
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a
Vertiv Holdings Co. (NYSE:VRT) is one of the unstoppable AI stocks to buy now. On May 5, Vertiv appointed Frieda He as Chief Procurement Officer to lead its global procurement organization. In this role, she will focus on strengthening supply chain resilience, optimizing costs, and driving supplier quality across Vertiv’s power and thermal management portfolio. […]
By Karen Roman The growing tension between AI-driven data center development and power availability constraints is reshaping the market, according to a survey published by Vinson & Elkins. The survey also found 96% of infrastructure developers preview power constraints to pivot data center development to new locations, while more than 80% are adopting hybrid and […]
The Nasdaq Composite (^IXIC) leads Wednesday's stock gains alongside the S&P 500 (^GSPC), the former ending the trading day 1.2% higher as the sector rallied. IDX Advisors CIO Ben McMillan comes on Market Domination Overtime to explain the demand for photonics technology — or the use of laser and light to transmit data — that could be the next phase of the AI Revolution.
Shares of data center products and services company Vertiv (NYSE:VRT) jumped 6.5% in the morning session after the stock hit an all-time high as investor confidence grew following blowout first-quarter results and multiple analyst price target increases, all fueled by surging AI-driven data center demand.
Vertiv Holdings Co (NYSE:VRT) has acquired Strategic Thermal Labs to expand its liquid cooling and high-density thermal management offerings for AI and high-performance computing data centers. The company has also been named a key infrastructure partner for Hut 8's Beacon Point campus AI project. For investors tracking AI infrastructure, Vertiv sits at the intersection of power, cooling, and data center buildouts. The stock trades at $369.99, with very large 3 year and 5 year returns and a...
Tecogen Inc (TGEN) reports strong gross profit margins and growing demand for chillers, despite a decline in total revenues and increased operating expenses.
Vertiv (VRT) possesses solid growth attributes, which could help it handily outperform the market.
Vertiv Holdings Co (NYSE:VRT) is one of the best grid modernization stocks to buy for AI infrastructure. On April 27, Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs LLC, adding cold-plate design, server-side liquid cooling, and high-density thermal validation expertise to its AI infrastructure portfolio. Vertiv said the deal is meant to […]
On Wednesday, Tecogen (AMEX:TGEN) discussed first-quarter financial results during its earnings call. The full transcript is provided below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. The full earnings call is available at https://event.choruscall.com/mediaframe/webcast.html?webcastid=8pPLOnGc Summary Tecogen reported a gross profit margin improvement to over 40% in Q1 2026, despite higher operating expenses d
Vertiv Holdings Co (NYSE:VRT) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 6, when Reuters reported that Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point data center campus in Texas, with the first phase covering 352 megawatts of IT capacity. […]
Vertiv Holdings Co (NYSE:VRT) is one of the Best Liquid Cooling Stocks to Buy for AI Data Centers. Recently, on April 27, the company announced a major strategic acquisition of Strategic Thermal Labs. Strategic Thermal Labs specializes in advanced liquid‑cooling technology for servers, and this deal is expected to strengthen the company’s heat management capacity […]
Vertiv Holdings Co (NYSE:VRT) has appointed Frieda He as Chief Procurement Officer. He brings global supply chain and procurement leadership experience from major automotive and electrification companies including Polestar and Volvo Cars. The new role focuses on strengthening Vertiv's supply chain resilience, supplier quality, and cost management to support AI data center demand. Vertiv comes into this leadership change with strong recent stock performance, with NYSE:VRT at a share price of...
(Bloomberg) -- Optimism surrounding the potential for industrial companies to profit from the artificial intelligence boom has fueled record-setting momentum in the sector. Now worries are mounting that the group’s link to AI may be getting too tight.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He Moved Wome