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Modine's data-center growth is surging, but falling estimates, margin pressure and a stretched valuation leave little room for execution missteps.

Modine's fiscal Q1 earnings beat estimates as data center sales surge 90%. However, revenues miss, and supply-chain pressure squeezes margins.

Vertiv (VRT) had one of its roughest earnings days this week. Its stock fell about 17% on July 29. The AI infrastructure company's second-quarter earnings beat expectations, but its revenue fell short of Wall Street's expectations, and that was enough to sink the stock. Then the ...

Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect between price and conviction rarely gets this wide for a company this size.

Vertiv CEO reassured about strong AI data center demand despite second-quarter revenue pressure.

The market is worried that some sales challenges in the second quarter may not prove temporary.

Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

All three major US stock indexes were down in late-morning trading Wednesday after President Trump v

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

Adjusted EPS of $1.52 beat, but revenue missed analyst expectations

The data-infrastructure company's second-quarter sales of $3.27 billion fell short of analyst expectations even as adjusted earnings topped estimates

Vertiv reported earnings per share of $1.52 on revenue of $3.27 billion, compared to Wall Street estimates of an EPS of $1.43 on revenue of $3.38 billion.

Data center products and services company Vertiv (NYSE:VRT) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 24.1% year on year to $3.27 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $3.75 billion at the midpoint, or 0.9% above analysts’ estimates. Its non-GAAP profit of $1.52 per share was 6.4% above analysts’ consensus estimates.

Autodesk initiated, Norwegian Cruise downgrade: Wall Street's top analyst calls

The latest trading day saw Vertiv Holdings Co. (VRT) settling at $305.87, representing a -4.07% change from its previous close.

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

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

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.

In the latest trading session, Vertiv Holdings Co. (VRT) closed at $318.32, marking a -11.07% move from the previous day.

Events in South Korea created jitters in the U.S. technology markets.

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vertiv Holdings Co (NYSE:VRT) ranks # (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 96 Top Pick Of: Leon Cooperman — Omega Advisors Vertiv makes the power and cooling systems that keep data centers running. As AI workloads grow, […]

A number of stocks fell in the afternoon session after early gains reversed and a midday helicopter incident introduced a new layer of uncertainty across cyclical sectors.

A number of stocks fell in the afternoon session after the May jobs report sent the 30-year Treasury yield above 5%, a threshold that directly increases the cost of financing the large-scale grid infrastructure, data centre power distribution, and industrial electrification projects underpinning the sector's growth story.

President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.

The Russell 1000--an index tracking the top 1,000 stocks with a small market value--has 16 members that have gained more than 1,000% since Oct. 12, 2022, when the broad market bottomed. At the top of the list is Vertiv Holdings, a stock that has gained 3,307% in that period. "Almost all of these stocks are in one form or another an AI play," pointed out Bespoke Investment Group in a note.

The major indexes rose slightly Monday as AI and chips shrugged off higher oil prices as Trump said Iran ceasefire "on life support."

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.