Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Shares of data center products and services company Vertiv (NYSE:VRT) jumped 5.6% in the afternoon session after the company announced the opening of a new manufacturing facility in Johor, Malaysia, to meet surging demand for its AI and high-density computing infrastructure.
Before the stock took off, management was dropping increasingly specific clues about its central role in the AI infrastructure boom.
Vertiv Holdings Co recently opened a manufacturing facility in Johor, Malaysia, expanding its regional footprint to serve AI and high‑density computing infrastructure demand across Asia, with full operationalization targeted for 2027 and capabilities spanning end‑to‑end manufacturing, assembly, and witness testing for advanced thermal and power systems. This facility’s focus on liquid cooling CDUs, prefabricated power modules and skids, and integrated overhead infrastructure signals a deeper...
When hyperscalers look to grow their data centers, they often turn to Vertiv and Eaton for power and cooling solutions.
Vertiv Holdings Co (NYSE:VRT) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 1, 2026, Vertiv Holdings Co (NYSE:VRT) announced the opening of its manufacturing facility in Johor, Malaysia, expanding its manufacturing footprint to support demand for AI and high-density computing infrastructure across Asia, including Southeast Asia, North […]
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Vertiv Holdings Co (NYSE:VRT) is one of the stocks discussed by Jim Cramer. Vertiv Holdings Co (NYSE:VRT) is an electric equipment and products provider that caters to the needs of the data center industry. The […]
Teradyne stock gains 38% in three months as AI demand boosts semiconductor testing, acquisitions expand capabilities, and a strong Q2 guidance supports growth.
NVT is benefiting from AI data center demand, expanding backlog and capacity investments that support its stronger 2026 growth outlook.
nVent Electric is expanding beyond liquid cooling, leveraging AI infrastructure demand across power, enclosures and grid modernization markets.
nVent Electric's strong 2026 rally is backed by higher guidance and record backlog, but premium valuation and cost pressures warrant a cautious approach.
Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]
NVT is expanding manufacturing capacity and investing in new products to meet rising AI data center and power utility demand.
Vertiv Holdings Co (NYSE:VRT) is among the Best AI Power Grid Stocks. On June 18, GLJ Research’s Analyst Austin Wang upgraded Vertiv Holdings Co (NYSE:VRT) to Hold from Sell. Earlier, on June 12, Vertiv Holdings Co (NYSE:VRT) announced the completion of its acquisition of ThermoKey. The deal grows its thermal management portfolio and manufacturing capacity across […]
Vertiv Holdings Co stock has delivered an extremely strong multi year run, yet the valuation checks now send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples lean expensive. Vertiv has returned very roughly 12x over the past 3 years, which puts unusual pressure on today’s price to be supported by future cash flows rather than past share gains. Expectations tied to AI data center spending and Vertiv’s power and cooling backlog...
Vertiv Holdings Co (NYSE:VRT) has announced a new manufacturing facility in Johor, Malaysia to support increasing Asia-Pacific demand for AI data center infrastructure. The site is planned to expand production and engineering capacity for high-density thermal and power solutions, with added capabilities for validation and rapid deployment. The project includes regional investment and job creation, aiming to serve customers across the broader Asia-Pacific data center market. Vertiv enters...
Vertiv Holdings Co. (VRT) reached $311.42 at the closing of the latest trading day, reflecting a -6.99% change compared to its last close.
Vertiv (VRT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Vertiv trades at a premium price/book, but AI-driven demand, acquisitions, and NVIDIA collaboration are fueling growth and supporting its outlook.
According to the average brokerage recommendation (ABR), one should invest in Vertiv (VRT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Vertiv Holdings Co (NYSE:VRT) is one of the 10 stocks that were added to the S&P 500 index recently. So far, the stock has performed well, soaring over 17%. Vertiv Holdings Co (NYSE:VRT) has been a highlight recently following the acquisition of Strategic Thermal Labs and ThermoKey, which expanded its thermal-management exposure and addressed critical […]
The AI buildout is going strong., but the future is murky. A Mizuno analyst has identified seven stocks, including Honeywell International, to play what’s going on right now.
The AI buildout is going strong., but the future is murky. A Mizuno analyst has identified seven stocks, including Honeywell International, to play what’s going on right now.
Vertiv expands its data center portfolio through acquisitions that boosted first-quarter revenues and enhanced thermal and liquid-cooling capabilities.
South Korea announced over $1 trillion in semiconductor and AI data center investments, and Vertiv is well placed to benefit.
By Karen Roman Vinson & Elkins said Michael Jay is the firm’s latest Los Angeles-based partner in its Intellectual Property & Technology Litigation practice, having previously served in the Patent Litigation Group at DLA Piper. Mr. Jay is a first-chair trial lawyer with more than 20 years of experience in patent and trade secret disputes […] The post V&E Appoints Michael Jay as New IP Litigation Partner in LA appeared first on CorpGov.
Vertiv Holdings Co (NYSE:VRT) has expanded its role in AI focused liquid cooling and data center thermal management with new acquisitions and product launches. The company recently completed the acquisitions of ThermoKey and Strategic Thermal Labs, adding manufacturing and engineering capacity in thermal solutions for data centers. Vertiv has also introduced services such as PurgeRite NearZero, aimed at reducing water waste for hyperscale data center developers. Vertiv Holdings Co sits at...
Data center projects may be delayed, but Eaton, Quanta Services, and Vertiv are positioned to benefit from the AI infrastructure buildout