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AI infrastructure spending is entering its heaviest deployment phase yet, and three stocks spanning GPUs, custom silicon, and data center power are sitting right at the center of that trade heading into August.
Lam, The Cheesecake, Vertiv and Fortinet have been highlighted in this Screen of The Week article.
Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.
Vertiv offers steady revenue growth at scale, but AST SpaceMobile's recent acceleration hints at a potential inflection point worth monitoring.
Vertiv's scale, rising margins and global AI-ready capacity give it an edge in data center infrastructure over fast-growing Modine.
The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. LRCX, CAKE, VRT& FTNT are some such stocks.
Five momentum stocks stand out for August after a mixed July, backed by strong growth drivers, rising earnings estimates and favorable momentum ratings.
Caterpillar's (CAT) second quarter earnings results beat Wall Street's expectations. Morning Brief host Julie Hyman chats with Business Insider executive editor Dan DeFrancesco and Yahoo Finance Breaking Business News Reporter Jake Conley about the results and the expansive AI industry.
Vertiv Holdings Co (NYSE:VRT) announced a new collaboration with Bitzero focused on next generation data center infrastructure. The partnership is aimed at supporting advanced computing demands including AI, high performance computing, and hyperscale data centers. Bitzero plans to use Vertiv's power and thermal management expertise to build more capable environments for demanding workloads. Vertiv sits at the heart of the data center hardware stack, with a focus on power, cooling, and...
FIX, GS, VRT, STX and TRV are five momentum stocks for August as AI infrastructure, financial strength and earnings growth support their outlooks.
(Bloomberg) -- Caterpillar Inc. posted second-quarter earnings and revenue that beat Wall Street expectations as the company’s power-generation business continued to post strong growth off the back of data center spending.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 C
A Digital Infrastructure Technology Company with a Top Zacks Rank and Momentum Score and a Pollution Control Company That Analysts Have Become Bullish On.
VRT stock surges after strong Q2 2026 results as AI-driven data center demand, manufacturing expansion and upbeat guidance support continued growth.
Vertiv (VRT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Modine's data-center growth is surging, but falling estimates, margin pressure and a stretched valuation leave little room for execution missteps.
LRCX, VRT and MBIN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 3rd, 2026.
Modine's fiscal Q1 earnings beat estimates as data center sales surge 90%. However, revenues miss, and supply-chain pressure squeezes margins.
Vertiv Holdings has outperformed the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.
FORM, LRCX, VRT, MBIN and SNDR have been added to the Zacks Rank #1 (Strong Buy) List on August 3rd, 2026.
Vertiv (VRT) had one of its roughest earnings days this week. Its stock fell about 17% on July 29. The AI infrastructure company's second-quarter earnings beat expectations, but its revenue fell short of Wall Street's expectations, and that was enough to sink the stock. Then the ...
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.
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