News — AI supercycle headlines

Zacks21h agobullish

4 Stocks With Strong Coverage Ratios to Buy Amid Geopolitical Risks

Geopolitical risks linger, but FDX, TPR, CLS and VRT stand out for strong interest coverage ratios, signaling debt-paying strength.

VRT

Bloomberg1d agobullish

Hut 8 to Lease Texas AI Data Center for at Least $9.8 Billion

(Bloomberg) -- Hut 8 Corp., a cryptocurrency miner that is shifting to developing artificial intelligence data center capacity, has signed a lease worth at least $9.8 billion over 15 years to provide computing power to a “high-investment-grade company.”Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While S

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Zacks1d agobullish

Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?

VRT rides on the AI data center boom with strong gains, acquisitions, and global growth momentum, signaling continued upside potential for the stock.

HPE SMCI VRT

Insider Monkey1d agobullish

Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Small Cap Fund”. A copy of the letter can be downloaded here. Baron Small Cap Fund was down 7.90% (Institutional Shares) in Q1 2026, trailing the Russell 2000 Growth Index’s -2.81% return. The first quarter started with optimism driven by expectations […]

VRT

Simply Wall St.6d agobullish

Is Vertiv Holdings Co (VRT) Still Sensibly Priced After Its Stunning Multi Year Rally

If you are wondering whether Vertiv Holdings Co at US$328.49 is still reasonably priced or already stretched, this article walks you through what that number could mean for you. Vertiv's share price is US$328.49, with returns of 2.1% over 7 days, 31.1% over 30 days, 87.1% year to date and 255.4% over the past year, plus a very large 3-year return that is more than 20x. Recent coverage has focused on Vertiv's role in data center and power infrastructure as attention on AI and digital capacity...

VRT

Motley Fool6d agobullish

Meet the Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Nvidia and Broadcom With a 270% Jump. It Can Still Fly Higher.

Vertiv's growth has been supercharged by the growing demand for the artificial intelligence (AI)-focused data center solutions that it sells.

VRT

Simply Wall St.7d agobullish

Vertiv Buys STL To Deepen AI Liquid Cooling And Test Valuation

Vertiv Holdings Co (NYSE:VRT) has agreed to acquire Strategic Thermal Labs to expand its liquid cooling capabilities for AI data centers and high performance computing. The deal is aimed at strengthening Vertiv's thermal management engineering and product lineup for complex, high power workloads. The transaction focuses on building a more integrated infrastructure solutions stack for next generation data centers. Vertiv, trading at $306.18, has drawn attention with very large 3 year and 5...

VRT