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There's nothing like a solid pick-and-shovel play (or two) on the hottest tech trend of this decade.

GE Vernova and several other stocks to watch near buy points are part of the so-called picks and shovels swath of the AI data center space.

Vertiv Holdings Co (NYSE:VRT) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings. When a caller inquired about the stock, Cramer commented: Now, Vertiv, we heard Dave Cote speak about it last week. Now, Dave is chairman, and I […]

Wall Street sees a new AI Infrastructure winner emerging.

The need for greater power efficiency is benefiting these companies.

Vertiv Holdings Co recently completed its acquisition of Italian heat-exchange specialist ThermoKey S.p.A., raised its full-year 2026 guidance and long-term targets, and reported strong backlog, margin, and free cash flow performance tied to surging AI data center infrastructure demand. By broadening its thermal management capabilities across the full cooling chain and securing institutional milestones such as S&P 500 inclusion and investment-grade ratings, Vertiv is reinforcing its role as...

The stock market rose in a wild week, led by AI. Nvidia leads five chips near buy points. SpaceX stock needs this.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

Vertiv stock cleared an early buy point Thursday. The AI data center leader boasts explosive growth, with acceleration seen in 2026.

Nearly every AI bull case in 2026 makes the same assumption: the electricity will be there when they need it. It won’t. One company already has what the rest of the industry is still waiting for.

Vertiv Holdings Co (NYSE:VRT) is one of the fastest-growing data center cooling stocks to invest in right now. The company’s clearest recent cooling move came on June 12, 2026, when it completed the acquisition of ThermoKey S.p.A., an Italian provider of heat rejection and heat-exchange technologies. The deal strengthens Vertiv’s thermal management portfolio and adds […]

Forgent Power Solutions, Inc. (NYSE:FPS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. Cramer called it a “home run,” as he commented: Now, second, in early March, I recommended Forgent Power Solutions. That’s a maker of electrical distribution equipment used in […]

MOD is tackling new supply chain constraints as its data center business doubles for a fourth straight year, while demand remains strong.

Vertiv's scale, integrated AI data center infrastructure and robust backlog make it a stronger cooling play than Modine despite its premium valuation.

The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. TPR, VRT, CLS and COR are some such stocks.

These under-the-radar stocks are powering the AI boom, and neither one makes chips.

Applied Digital's AI-fueled surge masks growing concerns over customer concentration, rising debt and an uncertain path to profitability.

Everyone is watching NVIDIA (NASDAQ:NVDA) because it remains the default proxy for every AI headline that hits the wire. But here’s what you should actually be watching. The chip story is the most crowded trade on Earth. Every retirement portfolio, every momentum fund, every cab driver with a Robinhood account already owns it. I’ve held ... Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else

In the last week, the United States market has stayed flat, yet it has seen a significant increase of 24% over the past year with earnings forecasted to grow by 19% annually. In this context, identifying stocks that are estimated to be undervalued can offer investors potential opportunities for capitalizing on price discrepancies relative to their fair value.

Vertiv Holdings Co (NYSE:VRT) has completed its acquisition of ThermoKey. The deal expands Vertiv's thermal management product range and European manufacturing footprint. The acquisition is aimed at serving growing cooling needs for AI factories and high density data centers across EMEA. Vertiv focuses on digital infrastructure and thermal management solutions, and ThermoKey adds more system level cooling options to that portfolio. For readers tracking AI related hardware, this move ties...

Vertiv's revenues jump 30%, margins expand, and cooling capabilities increase via ThermoKey, helping it stand out against Super Micro Computer in AI data centers.

Vertiv (NYSE:VRT) has become one of the purest ways to bet on the AI infrastructure buildout. The company sells the power, cooling, and rack systems that keep hyperscale data centers running, and the order book tells you everything. Backlog hit $15 billion at year-end, up 109% YoY, with a book-to-bill near 2.9x. Shares are up ... Vertiv Stock Eyes $400 on AI Data Center Surge

Vertiv (VRT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the chart as a textbook setup. Comfort Systems USA (NYSE:FIX) Comfort Systems carries a composite rating of 97, an EPS rating of 99, and ... One AI Cooling Stock Is 10% Off Highs. Why IBD Says the Setup ‘Doesn’t Get Much Better’

Vertiv Holdings Co. (NYSE:VRT) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 5, Bank of America Securities analyst Andrew Obin reaffirmed a Buy rating on Vertiv Holdings Co. (NYSE:VRT) stock. While the analyst hasn’t assigned a price target, according to CNN’s compilation of analyst price targets, […]

Vertiv Holdings Co (NYSE:VRT) is one of the best AI networking stocks to buy according to analysts. The company gave investors a fresh AI infrastructure angle on June 1, when it announced progress on a production-grade digital twin capability for Vertiv SmartRun integrated into the NVIDIA Omniverse DSX Blueprint. The system is designed to make […]

If you are wondering whether Vertiv Holdings Co at around US$302.87 is still offering value after its big run, the next sections will help you frame that question clearly. The stock has delivered a 0.8% gain over the last week, is down 18.1% over the past month, but is up 72.5% year to date and 173.3% over the past year, with a very large 3 year and 5 year return profile that suggests the price has already moved a long way. Recent coverage has focused on Vertiv as a key player in critical...

Modine Manufacturing Company (NYSE:MOD) is one of the best hot stocks to buy for June. On June 1, GLJ Research reiterated a Buy rating on Modine Manufacturing (NYSE:MOD) and raised its price target to $428. The price target hike comes on the heels of the company raising its 2028 guidance beyond current capacity. Modine Manufacturing […]

Vertiv Holdings Co (NYSE:VRT) is one of the best hot stocks to buy for June. On June 3, Vertiv Holdings Co (NYSE:VRT) board of directors approved a quarterly cash dividend of $0.0625 to be paid on June 25, 2026, to shareholders of record as of June 15, 2026. The company has demonstrated consistent dividend growth, […]

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vertiv Holdings Co (NYSE:VRT) ranks # (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 96 Top Pick Of: Leon Cooperman — Omega Advisors Vertiv makes the power and cooling systems that keep data centers running. As AI workloads grow, […]