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The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL) stock ran away with the month, posting a 67% gain from the March 31 close of $99 to the April 30 close of $165.15. Arm Holdings (NASDAQ:ARM) stock finished second with ... ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

NVIDIA and peers stand to gain as Big Tech boosts AI spending to $725B, fueling demand for chips, memory, storage and data center infrastructure.

If you are wondering whether Vertiv Holdings Co at US$328.49 is still reasonably priced or already stretched, this article walks you through what that number could mean for you. Vertiv's share price is US$328.49, with returns of 2.1% over 7 days, 31.1% over 30 days, 87.1% year to date and 255.4% over the past year, plus a very large 3-year return that is more than 20x. Recent coverage has focused on Vertiv's role in data center and power infrastructure as attention on AI and digital capacity...

Vertiv Holdings Co (NYSE:VRT) is one of the 7 Best Data Center Hardware Stocks to Invest in. On April 22, Vertiv Holdings Co (NYSE:VRT) reported solid first-quarter growth, with net sales of $2.65 billion, a 30% upsurge YoY. The corporation reported an operating profit of $440 million, a 51% increase. It also had an adjusted […]

Cameco Corporation (NYSE:CCJ) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. During the lightning round, a caller queried about the stock, and Cramer responded: I like CCJ because it’s a real uranium company. It’s not a mock uranium company that a lot of other […]

Vertiv's growth has been supercharged by the growing demand for the artificial intelligence (AI)-focused data center solutions that it sells.

NVDA, MU, AVGO, WDC, VRT and peers stand to gain as Big Tech lifts AI capex to $725B by 2026, fueling demand for chips, memory, and data center infrastructure.

Like many investors, I enjoy old Buffett videos for their lessons, but also for the quaint numbers of the past. Such as when he bought 5% of Disney for something like $4 million. At the time, a single company worth $1 trillion would have seemed impossible. Now we have several. If you’re paying attention, you ... $1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout

Vertiv Holdings Co (NYSE:VRT) has agreed to acquire Strategic Thermal Labs to expand its liquid cooling capabilities for AI data centers and high performance computing. The deal is aimed at strengthening Vertiv's thermal management engineering and product lineup for complex, high power workloads. The transaction focuses on building a more integrated infrastructure solutions stack for next generation data centers. Vertiv, trading at $306.18, has drawn attention with very large 3 year and 5...

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.