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Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

At the end of last year, Wall Street analysts who ventured guesses on second-quarter earnings predicted 14% growth, on average. By the end of June, analysts were predicting 22% earnings growth. Stock market gains have lately lagged behind.

Caterpillar is expected to announce its second-quarter earnings soon, and Wall Street forecasts a double-digit rise in its profits.

HSBC Picks 10 Stocks to Watch as Earnings Season Begins

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

US stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

Manitowoc (NYSE:MTW) reaffirmed its full-year 2026 outlook after reporting first-quarter results that management said were broadly in line with expectations, supported by solid orders, a higher backlog and continued growth in its less cyclical aftermarket and non-new machine businesses. On the comp

Chip stocks are having a moment, and AMD is leading the charge. Oil prices are tanking, too. Here's what you need to know.

Atlas Energy Solutions (NYSE:AESI) executives told investors the company is seeing improving conditions in West Texas sand and logistics, while its emerging private power business has accelerated with new equipment supply commitments and a first private grid power purchase agreement. First-quarter