News

A Digital Infrastructure Technology Company with a Top Zacks Rank and Momentum Score and a Pollution Control Company That Analysts Have Become Bullish On.

Amazon, Marvell and Starbucks lead today's featured research reports, highlighting AI, growth trends and key opportunities and risks.

VRT stock surges after strong Q2 2026 results as AI-driven data center demand, manufacturing expansion and upbeat guidance support continued growth.

Vertiv Holdings has outperformed the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. Discover five stocks positioned to benefit as valuations ease.

Vertiv Holdings Co has seen a very large 5 year share price gain, yet the latest valuation work suggests the stock may still trade below its estimated intrinsic value. With the Discounted Cash Flow (DCF) estimate and earnings based multiples both pointing to undervaluation, investors are weighing how much of Vertiv’s AI focused data center story is already reflected in the current price. Vertiv’s share price has delivered roughly 7.9x over 5 years. This puts extra focus on whether the...

Vertiv (NYSE:VRT) raised its full-year 2026 outlook after reporting second-quarter growth in sales, profit and cash flow, supported by demand for data center infrastructure across the Americas and Asia-Pacific. Chief Executive Officer Gio Albertazzi said second-quarter net sales increased 24% from

Vertiv (VRT) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Vertiv's latest quarter hit $3.3 billion as data center demand surges, while BWX Technologies maintains steady defense contracts.

Vertiv Holdings (VRT) is seeing strengthening demand and a broadening pipeline as it scales its inte

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information […]

VRT highlights AI infrastructure growth, rising demand for data centers and a higher 2026 outlook after strong Q2 results.

The Morning Bull - US Market Morning Update Thursday, Jul, 30 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp...

It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.

As the Federal Reserve gets set to release its monetary policy update at 2 p.m. ET, followed a half hour later by Chairman Kevin Warsh's news conference, Wall Street is the unusual position of not knowing what will happen. Prior to Warsh, Wall Street has typically been near certain about what the Fed would do, reflected by markets pricing in around 90% or higher odds of the expected result. The S&P 500 is sharply lower ahead of the Fed reveal, amid rebounding oil prices and the ongoing sell-off in AI and chip names.

EXLS vs. VRT: Which Stock Is the Better Value Option?

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

One stock will suit investors expecting upside potential in hyperscaler spending, while the other offers exposure to the long-term growth prospects of physical AI.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

Vertiv Holdings Co. (NYSE:VRT) shares dropped more than 9% in pre-market trading on Wednesday after second-quarter revenue came in below Wall Street expectations, overshadowing stronger-than-expected earnings and an increase to the company’s full-year guidance.

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.

Vertiv stock drops sharply after the data-center infrastructure company’s second-quarter sales came in below Wall Street’s expectations.

Lots of popular stocks like Starbucks and Lam Research will report this week.

Data center products and services company Vertiv (NYSE:VRT) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.

VRT heads into second-quarter earnings with its Americas business, AI infrastructure demand, and cooling portfolio in focus as key drivers of growth.

NVT's record $2.6B backlog and AI data center demand are boosting revenue visibility, supporting expansion plans and a higher 2026 outlook.

Vertiv and EMCOR Group are spotlighted as AI infrastructure plays, with data center and energy demand driving growth ahead of upcoming earnings.

In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...

VRT heads into Q2 earnings with expectations for strong revenue and EPS growth as AI-driven demand, partnerships and expansion fuel momentum.

Teradyne's Q2 earnings are likely to benefit from AI-driven demand, robotics momentum and new products supporting growth as investors weigh its premium valuation.