The AI gold rush is in full swing, but the real winners may not be the chipmakers themselves but the infrastructure players powering the next-gen data centers.JPMorgan analyst C. Stephen Tusa, Jr. has doubled down on his bullish stance for Vertiv Holdings Co VRT and Eaton Corporation PLC ETN, emphasizing that the data center buildout is not just in its early innings – it hasn't even taken the field yet.Overcapacity? Not So FastInvestors have been debating whether the AI-driven data center boom is peaking, w ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Vertiv Holdings Co. (VRT) .Vertiv currently has an average broker ...

Core Viewpoint - The recent market correction has led to a sell-off in AI-related stocks, driven by profit-taking, competitive concerns, and valuation issues, making it prudent to focus on companies with secure market positions and attractive valuations for potential investment opportunities [1]. Group 1: Vistra (VST) - Vistra has been a strong performer in the S&P 500, prompting profit-taking among investors, yet it remains an attractive stock to consider for purchase [3]. - The company has significantly increased its generating capacity, particularly in nuclear and renewable energy, following the acquisition of Energy Harbor and a 15% interest in Vistra Vision, leading to a notable growth in nuclear capacity by 169% from 2,400 MW to 6,448 MW [4][5]. - The demand for nuclear-powered electricity is rising, especially among hyperscaler data centers, as it provides a reliable, carbon-free power source essential for supporting AI growth [6][7]. - Vistra is actively engaging with major hyperscalers for potential deals, which could enhance its market position and value, trading at 19 times estimated 2025 earnings [8]. Group 2: Vertiv (VRT) - Vertiv, led by former Honeywell CEO David Cote, is well-positioned in the data center equipment market, competing effectively against larger companies [9]. - The company is experiencing strong demand, with organic sales increasing by 18% in 2024 and a 30% rise in orders, resulting in a backlog of $7.2 billion [10]. - The current dip in Vertiv's share price presents a favorable entry point, with the stock trading at less than 24 times the midpoint of management's 2025 earnings expectations, while the company is projected to grow earnings at a 25% annual rate over the next few years [11].

Core Insights - The HPC Edge Computing sector is experiencing significant growth, with Vertiv (VRT) identified as a key beneficiary following its acquisition through a leveraged buyout (LBO) [1] Group 1: Industry Overview - HPC Edge Computing is a flourishing sector within the embedded industry, indicating strong market potential and investment opportunities [1] Group 2: Company Analysis - Vertiv (VRT) has been highlighted as a prime candidate to benefit from the growth in the HPC Edge Computing sector due to its recent acquisition [1]

After carrying the stock market higher over the last two years, Vertiv ((VRT) and Nvidia ((NVDA), two of the best performing stocks in the market, have been hammered lower by the recent stock market correction. Trade policy uncertainty, cutbacks on fiscal spending and a potential slowdown in the economy have investors feeling uneasy, adding to the volatility.Though it is impossible to know how long and how deep this correction will go, good investing principles don’t require us to predict what is going to h ...

Group 1: Alibaba (BABA) - Alibaba shares have shown significant strength since late January, driven by the announcement of a new AI model that claims to surpass DeepSeek [2] - The company's EPS outlook remains bullish, indicating positive near-term share movement [2] - AI-related product revenue has maintained triple-digit year-over-year growth for six consecutive quarters, with overall sales growth showing modest acceleration [4] - The stock has increased nearly 70% in 2025 alone, marking a welcome change for shareholders after years of negative price action [5] Group 2: Palantir (PLTR) - Palantir reported strong results, with sales of $828 million reflecting a 36% year-over-year increase and a 14% sequential rise [7] - The company experienced a 43% increase in customer count, indicating growing demand [7] - Analysts have a bullish outlook on Palantir, with EPS forecasted to soar 36% on 32% higher sales in the current fiscal year [8] - Palantir closed a record-setting $803 million in U.S. commercial total contract value (TCV), up 130% year-over-year and 170% sequentially [9] - U.S. commercial and government revenue grew by 64% and 45%, respectively [9] Group 3: Vertiv (VRT) - Vertiv has demonstrated solid growth, with EPS soaring 77% and sales increasing by 26% in the latest period [10] - The company raised its full-year 2025 sales guidance, reflecting approximately 16% year-over-year growth [12] - Positive revisions in the company's current fiscal year sales estimate have been noted throughout the past year [12] Group 4: Overall Market Trends - Stocks like Alibaba, Palantir, and Vertiv have gained significant attention due to their exposure to AI, contributing to their popularity among investors [6] - Alibaba's performance is also seen as a stronger play on the overall recovery in China [15]

It's been a while since data center equipment company Vertiv's (VRT 1.35%) stock looked like a great value, but that time has come around again. The ongoing demand for artificial intelligence (AI) applications creates unprecedented data growth, which only means more investment in data centers.The good news is that the broad-based sell-off in the Nasdaq Composite (^IXIC 0.81%) and some near-term negative news have brought stocks like Vertiv back into value range, and now could be a great time to buy the stoc ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Group 1 - The AI trade has experienced a decline following China's DeepSeek AI announcement in February, which significantly impacted the Information Technology, Utilities, and Industrials sectors [1] - Industries directly related to power-demand needs due to AI are particularly affected by this announcement [1] Group 2 - No relevant content available for this section.

Core Insights - Vertiv is positioned at the forefront of the increasing investment in data centers that are tailored for artificial intelligence applications [1] Group 1 - The company is experiencing a significant boom in demand due to the rise in spending on AI-optimized data centers [1]