Key Takeaways Vertiv is set to report Q4 2025 results Feb. 11, with revenue expected to be in the range of $2.81B-$2.89B. VRT is seeing AI-driven demand lift data center orders, supporting a strong organic sales growth outlook. Vertiv projects high 30% growth in the Americas, margin expansion near 22.4% and continued APAC gains. Vertiv (VRT) is set to report its fourth-quarter 2025 results on Feb. 11, 2026.For fourth-quarter 2025, revenues are expected to be between $2.81 billion and $2.89 billion. Organic ...

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver.  Vertiv Holdings Co (NYSE:VRT) is one of the stocks that Jim Cramer discussed. Vertiv Holdings Co (NYSE:VRT) is an electrical equipment company that caters to the needs of the data center and other industries. The shares are up by 47% over the past year and are flat year to date. 2026 has been relatively muted for the firm when it comes to analyst coverage. However, one take came from banking giant JPMorga ...

It's well known that the artificial intelligence (AI) boom depends critically on the availability of cutting-edge graphics processing units (GPUs) and the rollout of advanced AI models. However, what typically flies under the radar is the need for reliable infrastructure, including power delivery and cooling systems, to keep data centers running and bring new capacity online quickly. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 b ...

Core Insights - Vertiv Holdings Co (NYSE:VRT) is recognized as one of the 12 Best HVAC Stocks to Buy Now, highlighting its strong market position in the HVAC sector [1] - The company's liquid-cooling solutions are essential for modern AI infrastructure, preventing overheating of high-performance AI chips [2] - Vertiv's partnership with Nvidia provides it with early insights into new AI chip designs, allowing it to align its cooling technology effectively [3] Financial Performance - In Q3 2025, Vertiv reported a 60% year-over-year increase in organic orders, prompting management to raise full-year guidance for net sales and other key metrics [5] - The company anticipates accelerated AI infrastructure deployment in the EMEA region in 2026, supported by its relationship with Nvidia [5] Industry Position - Vertiv is a pre-certified vendor for AI infrastructure, making it a preferred choice for technology companies seeking reliable solutions [4] - The company's offerings support a wide range of environments, including data centers and communication networks, indicating its broad market applicability [6]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Vertiv Holdings Co. ( VRT ) is a $70-billion+ market cap firm that I have written about thrice in the past, having a Buy rating on it throughout 2025 for basicallyOakoff Investments is a personal portfolio manager and a quantitative research analyst ...

Core Viewpoint - Lexston Mining Corporation is initiating Phase 1 of its exploration program on the Garfield Hills property in Nevada, focusing on identifying mineralization potential, particularly for porphyry-related styles [1][2]. Group 1: Exploration Program Details - The exploration will include soil sampling, rock sampling, and geological mapping to identify mineralization, with a specific goal of locating uranium mineralization outside previously explored areas [3]. - The Garfield Hills property has a history of exploration focused on skarn and carbonate replacement deposits, with potential mineralized quartz veins that may contain gold, silver, and copper [2]. Group 2: Company Background and Leadership - Lexston Mining Corporation is a Canadian mineral exploration company dedicated to acquiring and developing mineral projects to enhance stakeholder value [4]. - Jag Bal, President of Lexston, expressed excitement about the exploration program, highlighting the proximity to Guardian Metal Resources, which has conducted extensive work in the area [4]. Group 3: Market Information - Lexston Mining Corporation trades on the OTCQB Venture Market, which is designed for early-stage and developing companies, ensuring current reporting and management certification [5].

Core Insights - JZR Gold Inc. has made significant operational and corporate progress in 2025, particularly in advancing the Vila Nova Gold Project in Brazil, and anticipates a transformational year in 2026 with expected revenue generation and cash flow [1][6]. 2025 Highlights - The Vila Nova Gold Project received all necessary approvals for production, with JZR holding a 50% Net Profit Interest from the project [3][4]. - In October 2025, ECO Mining completed the commissioning of an 800 tonnes-per-day gravimetric mill, producing the project's first gold concentrate [3]. - ECO has been working on optimizing plant performance and has stockpiled material on-site while focusing on processing higher-grade material [4]. Operational Progress - JZR and ECO's collaboration has led to the hiring and training of personnel, upgrading components, and ensuring operational consistency [4][5]. - Two potential buyers have visited the site to review operations, and concentrate samples have been submitted for independent analysis [4]. Financial Position - In October 2025, JZR raised $1.6 million from the exercise of outstanding warrants, enhancing its working capital flexibility [5]. - JZR's financial capacity has been bolstered through multiple equity raises and private placements [6]. Future Expectations - Management expects 2026 to be a pivotal year as ECO aims to ramp up the Vila Nova facility to its full capacity, leading to gold concentrate sales and cash flow [6][7]. - JZR is positioned to transition from a non-revenue exploration entity to a revenue-generating royalty holder [8]. Regulatory Environment - The Vila Nova Project is fully licensed and permitted, which is increasingly valuable in a scrutinized regulatory environment [8].

Core Insights - The article highlights several stocks that are trading near buy points, with a focus on companies benefiting from data center expansion [1] Group 1: Stocks to Watch - GE Vernova (GEV) has successfully broken out past a buy point [1] - Vertiv Holdings (VRT), Dycom Industries (DY), Halozyme Therapeutics (HALO), and Viking Holdings (VIK) are also identified as stocks to watch, trading near buy points [1] - Among these, GE Vernova, Vertiv, and Dycom have reported a 35% growth in earnings per share, indicating strong performance linked to data center expansion [1] Group 2: Market Context - The article notes that the U.S. government is entering a shutdown, which may impact market conditions [1] - Despite market fluctuations, certain stocks like GE Vernova and others are highlighted for their potential as they approach key levels [1]

The $4 trillion AI boom has largely been driven by Palantir’s sophisticated models and Nvidia's highly powered GPUs. Investors have poured billions of dollars into silicon, but a bottleneck formed as Rubin and Blackwell chips become smarter, faster, and… hotter. When chip power densities exceed what traditional cooling can maintain, these systems start to, well, not work. Chips like Nvidia Blackwell and Rubin require a sophisticated thermal cooling and power management system to prevent them from becoming ...

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. Global equity markets delivered robust results in the quarter, backed by easing inflation trends and strong economic data. The Hardman Johnston Global Equity Strategy returned 2.91%, net of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors c ...