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The real AI growth story has shifted to physical infrastructure. Keith Kaplan of TradeSmith identifies 5 stocks across memory, photonics, cooling, power, and the grid that still have significant upside.
MU, Murphy USA and Vertiv stand out as momentum plays under Richard Driehaus' strategy, backed by strong earnings surprises and uptrends.
Vertiv Holdings Co (NYSE:VRT) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 21, 2026, Roth Capital analyst Justin Clare raised the firm’s price target on Vertiv Holdings Co (NYSE:VRT) to $355 from $335 and maintained a Buy rating on the shares. Following the company’s Analyst […]
Vertiv Holdings Co (NYSE:VRT) is one of the 10 Best Performing Data Center Stocks So Far in 2026. On May 20, 2026, TD Cowen analyst Lance Vitanza raised the firm’s price target on Vertiv Holdings Co (NYSE:VRT) to $387 from $347 and maintained a Buy rating on the shares. The firm noted that Vertiv left […]
Vertiv Holdings Co (VRT) is back in focus after acquiring Strategic Thermal Labs, a move aimed at deepening its liquid cooling capabilities for AI and high performance computing data centers. See our latest analysis for Vertiv Holdings Co. Vertiv’s share price has been volatile in the short term, with a 7 day share price return down 11.72%. However, the 90 day share price return of 33.43% and very large 3 year total shareholder return of about 16x point to strong underlying momentum around...
TXN, LIN and BHP lead Zacks' top research picks as analysts highlight AI demand, project backlogs and copper growth drivers.
Vertiv Holdings Co. (NYSE:VRT) is one of the best multibagger stocks to buy in 2026. On May 6, Vertiv launched the Vertiv PowerUPS 100 Standby Series, a compact 120V UPS line for North America designed to protect PCs, gaming consoles, smart devices, and networks from power disruptions. Available in space-saving, wall-mountable lithium-ion and VRLA models, […]
MU, MUSA and VRT made a momentum screen inspired by Richard Driehaus, combining trend strength, earnings growth and upside signals.
Companies solving the heat and power problem behind dense GPU clusters -- especially Vertiv -- could be the long-term winners of the AI build-out.
Vertiv (VRT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
RF Industries' direct air-cooling systems are gaining traction in edge data centers and AI-linked infrastructure, potentially opening a major new growth path.
Zacks.com users have recently been watching Vertiv (VRT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Vertiv Holdings Co (NYSE:VRT) is one of the best stocks to buy for global infrastructure spending. The company’s latest move strengthens its exposure to AI and high-performance computing infrastructure, where power density and heat management have become central bottlenecks. On April 27, Vertiv said it acquired Strategic Thermal Labs LLC, a specialist in advanced liquid-cooling […]
Vertiv Holdings Co (NYSE:VRT) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer commented on the company’s latest quarter, as he commented: Vertiv had an amazing quarter, the best backlog of any of the data center stocks, but at 53 times earnings, I gotta say no […]
A number of stocks fell in the afternoon session after long-dated Treasury yields pushed to fresh highs, with the 30-year nearing 5.18% and the 10-year hovering around 4.6%.
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
Vertiv Holdings Co (NYSE:VRT) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer expects to hear good things and highlighted the stock’s run, as he said: Vertiv, which makes cooling equipment for the data center, has an investor […]
The AI infrastructure stocks have been the story of 2026, delivering massive gains on the back of their bright outlooks thanks to the massive amounts of capital being poured out for the buildout.
Serve Robotics moves beyond sidewalk delivery by integrating Diligent's Moxi robots, targeting recurring healthcare automation revenues and more autonomy data.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 21.6% gain over the past six months, beating the S&P 500 by 8.3 percentage points.
Vertiv Holdings Co (NYSE:VRT) is one of the best stocks to buy for next-gen data centers. On May 6, Hut 8 said its 1 GW Beacon Point AI data center campus in Texas would move ahead with a 15-year lease covering 352 MW of IT capacity, with Vertiv named as one of the Tier 1 […]
Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
Fidelity Investments, an investment management company, recently released its first-quarter 2026 investor letter for “Fidelity Growth Strategies Fund”. A copy of the letter is available to download here. The Fidelity Growth Strategy is a diversified equity strategy aimed at domestic midcap growth stocks. The approach focuses on identifying quality companies that deliver steady above-average growth […]
<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers. </p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>
On May 5, 2026, Vertiv Holdings Co announced that Frieda He had joined as Chief Procurement Officer to lead its global procurement organization, with a mandate to bolster supply chain resilience, optimize cost and value, and enhance supplier quality across its power and thermal management portfolio. Her extensive experience steering multi‑billion‑dollar procurement budgets through industry disruption, electrification shifts, and global supply challenges suggests Vertiv is prioritizing...
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
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.
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