Notícias

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.

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

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 […]

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.

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

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...

(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

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 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 […]

Recently, Zacks.com users have been paying close attention to Vertiv (VRT). This makes it worthwhile to examine what the stock has in store.

Vertiv has significantly outpaced the broader market over the past year, and analysts are fairly bullish about its future potential.

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...

Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

SounHound's Q1 loss misses estimates on acquisition and vendor true-ups, but record $44.2M revenue beat forecasts; shares fell after hours.

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. […]