Notícias

The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be watching. The crowded chip trade already prices in every bullish scenario investors can dream up. Retail money piles in on every dip, options ... Forget Hyperscalers, These Stocks Are The New AI Plays

NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercy

NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be watching. The chip is the glamour layer. The unglamorous layer is the gear that keeps the chip from cooking itself. Modern AI training racks pull tens of ... AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers

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.

Vertiv Holdings Co (NYSE:VRT) received an unsolicited mini-tender offer from Tutanota LLC. The company urged shareholders to reject the offer, citing concerns over potential below market pricing. Mini-tender offers typically target less than 5% of a company’s shares and can create confusion for retail investors. Vertiv operates in critical digital infrastructure, with products and services that support data centers, communications networks, and other mission critical systems. For investors...

Vertiv Holdings Co (NYSE:VRT) is one of the Top 10 Stocks That Will Profit from AI. As 2026 AI chips generate unprecedented heat, the company’s advanced liquid cooling and power management solutions for high-density AI servers play a major role in maintaining the stability of global AI data centers. On April 23, 2026, Morgan Stanley […]

Tecogen (OTCMKTS:TGEN) reported lower first-quarter revenue and a wider loss as management said the company is investing in research, marketing and manufacturing capacity tied to its push into the data center market. On the company’s Q1 2026 earnings call, Chief Executive Officer Abinand Rangesh sa

Exploring the Latest 13F Filing and Investment Adjustments

Investing.com -- Loop Capital has initiated coverage of Vertiv Holdings Co with a “Buy” rating and a $500 price target, arguing the company is positioned at the center of what analysts describe as an emerging “AI infrastructure super-cycle.”

Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, ‌according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and ‌other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities ​and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.

Vertiv's AI-driven data center growth, liquid-cooling expansion, and strong earnings momentum may give it an edge over Amphenol.

Check out the companies making headlines yesterday:

Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a

Wondering whether Vertiv Holdings Co, at around US$376 per share, still offers value or if most of the opportunity is already priced in. The stock has delivered returns of 10.7% over the past week, 21.2% over the past month, 114.2% year to date and 257.5% over the past year, which naturally raises questions about what is already baked into expectations. Recent coverage has focused on Vertiv's role as a key supplier of infrastructure for data centers and high power computing. This helps...

Vertiv Holdings Co. (NYSE:VRT) is one of the unstoppable AI stocks to buy now. On May 5, Vertiv appointed Frieda He as Chief Procurement Officer to lead its global procurement organization. In this role, she will focus on strengthening supply chain resilience, optimizing costs, and driving supplier quality across Vertiv’s power and thermal management portfolio. […]

By Karen Roman The growing tension between AI-driven data center development and power availability constraints is reshaping the market, according to a survey published by Vinson & Elkins. The survey also found 96% of infrastructure developers preview power constraints to pivot data center development to new locations, while more than 80% are adopting hybrid and […]

Vertiv Holdings Co (NYSE:VRT) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. During the lightning round, a caller inquired about the stock, and in response, Cramer said: Okay, here’s what I want you to do with Vertiv. I think they’ve […]

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 Nasdaq Composite (^IXIC) leads Wednesday's stock gains alongside the S&P 500 (^GSPC), the former ending the trading day 1.2% higher as the sector rallied. IDX Advisors CIO Ben McMillan comes on Market Domination Overtime to explain the demand for photonics technology — or the use of laser and light to transmit data — that could be the next phase of the AI Revolution.

Vertiv Holdings Co. (NYSE:VRT) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. On April 28, Amit Daryanani of Evercore ISI reaffirmed a Buy rating and set a target price of $350 on Vertiv Holdings Co. (NYSE:VRT). This reflects an upside of 5% from here on. This followed the company’s announcement of […]

Shares of data center products and services company Vertiv (NYSE:VRT) jumped 6.5% in the morning session after the stock hit an all-time high as investor confidence grew following blowout first-quarter results and multiple analyst price target increases, all fueled by surging AI-driven data center demand.

Vertiv Holdings Co (NYSE:VRT) has acquired Strategic Thermal Labs to expand its liquid cooling and high-density thermal management offerings for AI and high-performance computing data centers. The company has also been named a key infrastructure partner for Hut 8's Beacon Point campus AI project. For investors tracking AI infrastructure, Vertiv sits at the intersection of power, cooling, and data center buildouts. The stock trades at $369.99, with very large 3 year and 5 year returns and a...

Tecogen Inc (TGEN) reports strong gross profit margins and growing demand for chillers, despite a decline in total revenues and increased operating expenses.

Vertiv (VRT) possesses solid growth attributes, which could help it handily outperform the market.

Vertiv Holdings Co (NYSE:VRT) is one of the best grid modernization stocks to buy for AI infrastructure. On April 27, Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs LLC, adding cold-plate design, server-side liquid cooling, and high-density thermal validation expertise to its AI infrastructure portfolio. Vertiv said the deal is meant to […]

On Wednesday, Tecogen (AMEX:TGEN) discussed first-quarter financial results during its earnings call. The full transcript is provided below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. The full earnings call is available at https://event.choruscall.com/mediaframe/webcast.html?webcastid=8pPLOnGc Summary Tecogen reported a gross profit margin improvement to over 40% in Q1 2026, despite higher operating expenses d

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 best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 6, when Reuters reported that Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point data center campus in Texas, with the first phase covering 352 megawatts of IT capacity. […]

​Vertiv Holdings Co (NYSE:VRT) is one of the Best Liquid Cooling Stocks to Buy for AI Data Centers. Recently, on April 27, the company announced a major strategic acquisition of Strategic Thermal Labs. Strategic Thermal Labs specializes in advanced liquid‑cooling technology for servers, and this deal is expected to strengthen the company’s heat management capacity […]

Vertiv Holdings Co (NYSE:VRT) has appointed Frieda He as Chief Procurement Officer. He brings global supply chain and procurement leadership experience from major automotive and electrification companies including Polestar and Volvo Cars. The new role focuses on strengthening Vertiv's supply chain resilience, supplier quality, and cost management to support AI data center demand. Vertiv comes into this leadership change with strong recent stock performance, with NYSE:VRT at a share price of...