Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

EXPLAINED: Vertiv | Rare Historical Photos

AI trade moves from chips to electricity: Why 7 power stocks are gaining Wall Street attention with gains up to 86%

Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre electricity demand drives investment. Companies spanning nuclear power, grid infrastructure and cooling systems are emerging as key AI beneficiaries despite valuation and execution risks.

The Economic Times

Beyond Nvidia: The hidden winners of the AI investment boom

The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO at Appreciate. His test for investors: does a company own a constraint that money cannot quickly relieve? Software can be scaled in an afternoon, but a…

The Economic Times

Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks

Arista Networks, Vertiv, Astera Labs, Corning, and Constellation Energy address AI infrastructure bottlenecks like networking, cooling, and power, and each carries a consensus Buy or Moderate Buy rating.

MarketBeat

From analysis to the latest developments in health,
read the most diverse news in one place.

Vertiv Stock Just Flashed an ‘Exhaustion’ Signal. Exploit It Here for Profits.

With VRT stock suffering an extended period of underperformance, market psychology could be pointing to a reactive upside move.

Barchart

Here's What to Expect From Vertiv's Next Earnings Report

Vertiv is expected to announce its second-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.

Barchart

Michael Burry just shorted Caterpillar's 172% AI rally. One analyst says his bet won't even matter

The Big Short investor calls Caterpillar one of the market's most overvalued AI trades—but an analyst argues the rally reflects a real structural shift.

Fortune

Data Center Delays Create Opportunity in These 3 Stocks

Data center projects may be delayed, but Eaton, Quanta Services, and Vertiv are positioned to benefit from the AI infrastructure buildout

MarketBeat

Read news from The Economist, FT, and more,
with one subscription

Liquid Gold: The AI Cooling Retrofit Trade

The mandatory transition to liquid cooling systems in enterprise data centers creates extraordinary growth opportunities for infrastructure investors.

MarketBeat

5 Stocks Solving the AI Power Crisis

AI data centers are straining the U.S. power grid, putting Vertiv, GE Vernova, Eaton, Bloom Energy, and Constellation Energy at the center of a major investment theme.

MarketBeat

The ‘Mini Vertiv’ AI Stock Wall Street Is Strongly Bullish About

Wall Street sees a new AI Infrastructure winner emerging.

Barchart

This AI Supplier Could Become More Valuable Than Investors Expect

Vertiv is proving that the biggest AI winners won't necessarily only be the companies making the chips.

Barchart

Is Vertiv Stock Outperforming the S&P 500?

As Vertiv has outpaced the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.

Barchart

Tecogen Q1 Earnings Call Highlights

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

MarketBeat

The AI Boom Has a Power Problem. This Stock May Be the Biggest Winner.

AI needs more than chips now, it needs massive power and cooling, and Vertiv is keeping them running.

Barchart

Get all your
news in one place.

100's of premium titles.
One news app.

Barchart

Vertiv Stock Near Highs: Momentum Builds on Strong AI Demand

Vertiv's stock rally reflects the growing recognition of its critical role in powering AI growth.

MarketBeat

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

Institutional investors have been steadily accumulating shares in five AI infrastructure companies, including Vertiv, Arista Networks, and Celestica.

MarketBeat

Vertiv Keeps Chugging, Price Targets Flip to the Upside

Vertiv continues to ride the AI data center wave, with the firm posting very strong results in its first quarter of 2026.

MarketBeat

3 Edge AI Stocks to Watch as the Next Wave of AI Demand Builds

Honeywell, Vertiv, and One Stop Systems each target a different layer of the edge AI buildout, from industrial infrastructure to thermal management to defense-grade computing.

Get all your
news in one place.

100's of premium titles.
One news app.

International Business Times

10 Best Rising AI Stocks to Buy in 2026: Top Analyst Picks

As artificial intelligence infrastructure spending accelerates in 2026, investors are eyeing a fresh wave of stocks poised for outsized gains beyond the mega-cap leaders.

MarketBeat

S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the Index

See which stocks made the cut in the S&P 500's latest rebalancing and have now entered the index. This includes three AI names and two with backing from NVIDIA.

Euronews

What are the four new companies being added to the S&P 500 index in March?

S&P Global announced that four companies will join the S&P 500 index as part of its quarterly rebalance. The additions highlight the rising importance of AI infrastructure within the leading US equity benchmark.

MarketBeat

Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years

Discover three megatrend stocks positioned for the next decade of growth as AI, healthcare innovation, and clean energy reshape the global economy

Barchart

Should You Buy Vertiv Stock Before March 23?

Vertiv stock surged to an all-time high on news of its inclusion in the S&P 500. Here's what investors need to know.

MarketBeat

These 2 AI Stocks Just Got a Massive S&P 500 Catalyst

Vertiv and Lumentum are joining the S&P 500, positioning them at the center of the AI revolution's critical infrastructure buildout.

Barchart

Dear Vertiv Stock Fans, Mark Your Calendars for March 23

Vertiv shares rally ahead of inclusion in the S&P 500 index on Mar. 23. Oppenheimer explains why VRT stock remains worth owning in 2026.

1 2 3 4

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.