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8:37 AM | Friday | Sep 4, 2026 24/7 Wall Street

Vertiv vs Schneider Electric. Only One AI Cooling Stock Deserves Your Money

NEW News Thumbnail
7:30 AM | Friday | Sep 4, 2026 Fool - Investing News

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

NEW News Thumbnail
11:47 PM | Thursday | Sep 3, 2026 The Motley Fool

Vertiv Is Putting $1.45 Billion Down for AI Power. Nearly Half the Price Is Contingent.

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12:50 PM | Thursday | Sep 3, 2026 Zacks Investment Research

Can VRT's UIG Deal Deepen Its AI Power Edge Over APH & SMCI?

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11:41 AM | Thursday | Sep 3, 2026 24/7 Wall Street

Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming

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9:55 AM | Thursday | Sep 3, 2026 Seeking Alpha

Why I Think A 38x P/E Is Not Expensive For Vertiv

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9:10 AM | Thursday | Sep 3, 2026 Benzinga

Jensen Huang Just Gave Governments an AI FOMO Pitch—Here's Who Wins

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8:30 AM | Thursday | Sep 3, 2026 Seeking Alpha

Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy

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7:31 AM | Thursday | Sep 3, 2026 Seeking Alpha

Vertiv: Filter Out The Noise, This Is A Golden Opportunity

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2:30 AM | Thursday | Sep 3, 2026 The Motley Fool

Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck

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12:50 PM | Thursday | Sep 3, 2026 Zacks Investment Research

Can VRT's UIG Deal Deepen Its AI Power Edge Over APH & SMCI?

News Thumbnail
11:41 AM | Thursday | Sep 3, 2026 24/7 Wall Street

Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming

News Thumbnail
9:55 AM | Thursday | Sep 3, 2026 Seeking Alpha

Why I Think A 38x P/E Is Not Expensive For Vertiv

News Thumbnail
9:10 AM | Thursday | Sep 3, 2026 Benzinga

Jensen Huang Just Gave Governments an AI FOMO Pitch—Here's Who Wins

News Thumbnail
8:30 AM | Thursday | Sep 3, 2026 Seeking Alpha

Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy

News Thumbnail
7:31 AM | Thursday | Sep 3, 2026 Seeking Alpha

Vertiv: Filter Out The Noise, This Is A Golden Opportunity

News Thumbnail
2:30 AM | Thursday | Sep 3, 2026 The Motley Fool

Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck

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9:47 AM | Wednesday | Sep 2, 2026 GuruFocus

Vertiv Pays $1.45 Billion to Cut Data Center Power Waits

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9:00 AM | Wednesday | Sep 2, 2026 24/7 Wall Street

The AI Boom Isn't Just About Chips. These 3 Overlooked Stocks Keep Data Centers Running

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7:58 AM | Wednesday | Sep 2, 2026 Barrons

The Anti-Datacenter Sentiment Behind Vertiv's $1.45 Billion Deal for Microgrid Provider

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Vertiv vs Schneider Electric. Only One AI Cooling Stock Deserves Your Money

24/7 Wall Street

8:37 AM | Friday | Sep 4, 2026

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Vertiv and Schneider Electric both posted blockbuster AI-driven growth, but their earnings tell two very different stories about where the real money gets made in the data center cooling race.

Read full article redirect
8:37 AM | Friday | Sep 4, 2026

Vertiv vs Schneider Electric. Only One AI Cooling Stock Deserves Your Money

24/7 Wall Street

Vertiv and Schneider Electric both posted blockbuster AI-driven growth, but their earnings tell two very different stories about where the real money gets made in the data center cooling race.

Read full article arrow
NEW News Thumbnail
7:30 AM | Friday | Sep 4, 2026

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Fool - Investing News

You don't need to guess which big tech company will come out on top.

Read full article arrow
NEW News Thumbnail
11:47 PM | Thursday | Sep 3, 2026

Vertiv Is Putting $1.45 Billion Down for AI Power. Nearly Half the Price Is Contingent.

The Motley Fool

Vertiv agreed to acquire UtilityInnovation Group, a microgrid specialist, for about $1.45 billion in cash at closing. The deal includes up to $1.15 billion in additional cash tied to earnings targets over 12- and 24-month periods.

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12:50 PM | Thursday | Sep 3, 2026

Can VRT's UIG Deal Deepen Its AI Power Edge Over APH & SMCI?

Zacks Investment Research

Vertiv's $1.45B UIG deal adds microgrid and behind-the-meter power capabilities, broadening its AI data-center infrastructure push.

Read full article arrow
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11:41 AM | Thursday | Sep 3, 2026

Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming

24/7 Wall Street

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher.

Read full article arrow
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9:55 AM | Thursday | Sep 3, 2026

Why I Think A 38x P/E Is Not Expensive For Vertiv

Seeking Alpha

Vertiv Holdings Co. is positioned as a critical infrastructure provider for the AI-driven data center boom, offering end-to-end liquid cooling and power solutions. VRT's record $15.0B backlog, 2.9x book-to-bill, and robust free cash flow ($925M quarterly) support multi-year demand visibility and strategic expansion.
Operating margins have expanded to 22.6%, with a clear path to 27% by 2030, driven by pricing power, product mix shift, and manufacturing scale.

Read full article arrow
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9:10 AM | Thursday | Sep 3, 2026

Jensen Huang Just Gave Governments an AI FOMO Pitch—Here's Who Wins

Benzinga

When Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang took the stage at the G20, he wasn't unveiling a new chip or discussing quarterly demand. Instead, he reframed artificial intelligence as something far more fundamental: infrastructure.

Read full article arrow
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8:30 AM | Thursday | Sep 3, 2026

Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy

Seeking Alpha

Vertiv Holdings delivered 60% YoY adjusted EPS growth in Q2 2026, raised full-year guidance, and saw deferred revenue double, yet shares sold off on a revenue timing miss. VRT's operational momentum is underpinned by technical integration with NVIDIA, expanding thermal and power solutions, and strong customer prepayments signaling robust demand. Management projects 40% YoY Q3 revenue growth, with VRT trading at 38.16x 2026 EPS and 28.13x 2027 EPS, while compounding earnings at a 60% rate.

Read full article arrow
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7:31 AM | Thursday | Sep 3, 2026

Vertiv: Filter Out The Noise, This Is A Golden Opportunity

Seeking Alpha

After a significant pullback, Vertiv remains a buy due to robust AI infrastructure tailwinds and strategic capacity expansion. Q2 revenue growth decelerated due to temporary supply chain issues, but margin expansion and EPS outperformance signal core business strength. Vertiv raised full-year guidance across net sales, margins, EPS, and FCF, reflecting confidence in accelerating demand and operational execution.

Read full article arrow
News Thumbnail
2:30 AM | Thursday | Sep 3, 2026

Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck

The Motley Fool

Vertiv is buying Utility Innovations for up to $2.6 billion. The deal will extend the company's power value chain from the grid to the chip.

Read full article arrow
News Thumbnail
12:50 PM | Thursday | Sep 3, 2026

Can VRT's UIG Deal Deepen Its AI Power Edge Over APH & SMCI?

Zacks Investment Research

Vertiv's $1.45B UIG deal adds microgrid and behind-the-meter power capabilities, broadening its AI data-center infrastructure push.

Read full article arrow
News Thumbnail
11:41 AM | Thursday | Sep 3, 2026

Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming

24/7 Wall Street

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher.

Read full article arrow
News Thumbnail
9:55 AM | Thursday | Sep 3, 2026

Why I Think A 38x P/E Is Not Expensive For Vertiv

Seeking Alpha

Vertiv Holdings Co. is positioned as a critical infrastructure provider for the AI-driven data center boom, offering end-to-end liquid cooling and power solutions. VRT's record $15.0B backlog, 2.9x book-to-bill, and robust free cash flow ($925M quarterly) support multi-year demand visibility and strategic expansion.
Operating margins have expanded to 22.6%, with a clear path to 27% by 2030, driven by pricing power, product mix shift, and manufacturing scale.

Read full article arrow
News Thumbnail
9:10 AM | Thursday | Sep 3, 2026

Jensen Huang Just Gave Governments an AI FOMO Pitch—Here's Who Wins

Benzinga

When Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang took the stage at the G20, he wasn't unveiling a new chip or discussing quarterly demand. Instead, he reframed artificial intelligence as something far more fundamental: infrastructure.

Read full article arrow
News Thumbnail
8:30 AM | Thursday | Sep 3, 2026

Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy

Seeking Alpha

Vertiv Holdings delivered 60% YoY adjusted EPS growth in Q2 2026, raised full-year guidance, and saw deferred revenue double, yet shares sold off on a revenue timing miss. VRT's operational momentum is underpinned by technical integration with NVIDIA, expanding thermal and power solutions, and strong customer prepayments signaling robust demand. Management projects 40% YoY Q3 revenue growth, with VRT trading at 38.16x 2026 EPS and 28.13x 2027 EPS, while compounding earnings at a 60% rate.

Read full article arrow
News Thumbnail
7:31 AM | Thursday | Sep 3, 2026

Vertiv: Filter Out The Noise, This Is A Golden Opportunity

Seeking Alpha

After a significant pullback, Vertiv remains a buy due to robust AI infrastructure tailwinds and strategic capacity expansion. Q2 revenue growth decelerated due to temporary supply chain issues, but margin expansion and EPS outperformance signal core business strength. Vertiv raised full-year guidance across net sales, margins, EPS, and FCF, reflecting confidence in accelerating demand and operational execution.

Read full article arrow
News Thumbnail
2:30 AM | Thursday | Sep 3, 2026

Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck

The Motley Fool

Vertiv is buying Utility Innovations for up to $2.6 billion. The deal will extend the company's power value chain from the grid to the chip.

Read full article arrow
News Thumbnail
9:47 AM | Wednesday | Sep 2, 2026

Vertiv Pays $1.45 Billion to Cut Data Center Power Waits

GuruFocus

Vertiv Holdings (VRT) agreed to acquire UtilityInnovation Group for approximately $1.45 billion in cash at closing, with additional consideration of up to $1.15

Read full article arrow
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9:00 AM | Wednesday | Sep 2, 2026

The AI Boom Isn't Just About Chips. These 3 Overlooked Stocks Keep Data Centers Running

24/7 Wall Street

Everyone is betting on GPU makers, but the real bottleneck in the AI arms race sits in the concrete, copper, and chilled water keeping those chips alive. Three infrastructure stocks are already converting that bottleneck into record backlogs.

Read full article arrow
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7:58 AM | Wednesday | Sep 2, 2026

The Anti-Datacenter Sentiment Behind Vertiv's $1.45 Billion Deal for Microgrid Provider

Barrons

Vertiv stock has suffered in recent months but a new acquisition could help quieten concerns about the AI data-center revolt.

Read full article arrow
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