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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Vertiv Names New CPO To Support AI Data Center Supply Chain
Simply Wall St.99d agoneutral
Vertiv Names New CPO To Support AI Data Center Supply Chain

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...

AI Mania Makes Old-School Industrials Behave Like Chip Stocks
Bloomberg99d agoneutral
AI Mania Makes Old-School Industrials Behave Like Chip Stocks

(Bloomberg) -- Optimism surrounding the potential for industrial companies to profit from the artificial intelligence boom has fueled record-setting momentum in the sector. Now worries are mounting that the group’s link to AI may be getting too tight.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He Moved Wome

2 Momentum  Stocks for Long-Term Investors and 1 Facing Headwinds
StockStory99d agoneutral
2 Momentum Stocks for Long-Term Investors and 1 Facing Headwinds

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Vertiv Holdings (VRT) Price Target Increased by Citi to $141
Insider Monkey99d agoneutral
Vertiv Holdings (VRT) Price Target Increased by Citi to $141

Vertiv Holdings Co. (NYSE:VRT) is one of the 10 Best Industrial Stocks Benefiting from the Data Center Boom. On May 7, Citi increased its price target on Vertiv to $414 from $353 and maintained a Buy rating on the shares, according to a report by TheFly. Citi emphasized the company’s multi-year visibility to sales and […]

A Look At Vertiv Holdings Co (VRT) Valuation After Its Recent Share Price Momentum
Simply Wall St.101d agoneutral
A Look At Vertiv Holdings Co (VRT) Valuation After Its Recent Share Price Momentum

Why Vertiv Holdings Co (VRT) is Back on Investor Screens Vertiv Holdings Co (VRT) has attracted fresh attention after a strong share price run, with the stock showing gains over the past week, month and past 3 months. For investors following data center and digital infrastructure themes, the company’s recent share performance and current valuation metrics are prompting closer review of how its fundamentals align with expectations for this part of the capital goods sector. See our latest...

Vertiv Holdings Co (VRT): Expansion Due to Insatiable AI Demand
Insider Monkey103d agoneutral
Vertiv Holdings Co (VRT): Expansion Due to Insatiable AI Demand

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Vertiv Holdings Co (NYSE:VRT) ranks 1st on this list. Finance experts on social media are highlighting the latest earnings from Vertiv Holdings Co (NYSE:VRT) to expand on the bull thesis for the firm. […]

Eaton Q1 Earnings Call Highlights
MarketBeat105d agoneutral
Eaton Q1 Earnings Call Highlights

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

Bloomberg105d 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

AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?
Yahoo Finance Video105d agoneutralVIDEO
AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?

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).

Commercial Vehicle Group (CVGI) Appoints Angie O’Leary as Interim CFO Following Resignation of Andy Cheung
Insider Monkey106d agoneutral
Commercial Vehicle Group (CVGI) Appoints Angie O’Leary as Interim CFO Following Resignation of Andy Cheung

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 […]

Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog
Insider Monkey106d 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 […]

2 Growth Stocks Set to Flourishand 1 That Underwhelm
StockStory106d agoneutral
2 Growth Stocks Set to Flourishand 1 That Underwhelm

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.

How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
24/7 Wall St.107d agoneutral
How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)

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)