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Vertiv's stock rally reflects the growing recognition of its critical role in powering AI growth.

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

Eaton (NYSE:ETN) reported first-quarter 2026 results that management described as a solid start to the year, pointing to accelerating demand, record backlog levels, and raised full-year organic growth and earnings guidance. Chief Executive Officer Paulo Ruiz said rolling 12-month orders increased ac

(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

First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).

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

Commercial Vehicle Group Inc. (NASDAQ:CVGI) is one of the best performing NASDAQ stocks according to Wall Street analysts. On April 1, Commercial Vehicle Group, or simply CVG, announced that Chief Financial Officer Andy Cheung was to resign effective April 15, to join a mid-cap public company. During his tenure, Cheung was credited with leading critical […]

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 […]

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat or aging infrastructure alone. The AI boom is colliding with a power grid that wasn’t built for it, and the bill is getting ... How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)

Does Vertiv Holdings Co. (VRT) have what it takes to be a top stock pick for momentum investors? Let's find out.

Vertiv (VRT) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

The benchmark index is up in 2026, but Sandisk and Intel are among eight S&P 500 stocks that have at least doubled.

In April 2026, Vertiv Holdings Co reported first-quarter 2026 results showing revenue rising to US$2,649.5 million and net income to US$390.1 million, and it raised guidance for second-quarter and full-year 2026 with expected net sales between US$13.50 billion and US$14.00 billion and higher earnings. Vertiv’s updated outlook, backed by strong AI data center demand, a growing project backlog above US$15.00 billion, and expanding liquid cooling capabilities, highlights how central its...

Carrier Global Corporation (NYSE:CARR) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer highlighted the market’s reaction after the company reported, as he said: Eaton, based in Ohio, makes the transformers needed to put that electricity into the data center. And when that electricity gets in there, well, […]

The industrial equipment supplier's growing backlog points to a strong multiyear growth runway ahead.

The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL) stock ran away with the month, posting a 67% gain from the March 31 close of $99 to the April 30 close of $165.15. Arm Holdings (NASDAQ:ARM) stock finished second with ... ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

NVIDIA and peers stand to gain as Big Tech boosts AI spending to $725B, fueling demand for chips, memory, storage and data center infrastructure.

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...

Vertiv Holdings Co (NYSE:VRT) is one of the 7 Best Data Center Hardware Stocks to Invest in. On April 22, Vertiv Holdings Co (NYSE:VRT) reported solid first-quarter growth, with net sales of $2.65 billion, a 30% upsurge YoY. The corporation reported an operating profit of $440 million, a 51% increase. It also had an adjusted […]

Cameco Corporation (NYSE:CCJ) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. During the lightning round, a caller queried about the stock, and Cramer responded: I like CCJ because it’s a real uranium company. It’s not a mock uranium company that a lot of other […]

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

NVDA, MU, AVGO, WDC, VRT and peers stand to gain as Big Tech lifts AI capex to $725B by 2026, fueling demand for chips, memory, and data center infrastructure.

Like many investors, I enjoy old Buffett videos for their lessons, but also for the quaint numbers of the past. Such as when he bought 5% of Disney for something like $4 million. At the time, a single company worth $1 trillion would have seemed impossible. Now we have several. If you’re paying attention, you ... $1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout

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...