Good morning. Liquid Death has tapped Ricky Khetarpaul, a PepsiCo alum, as finance chief of the popular L.A.-based water startup that’s expanded into other beverages.“It’s a truly healthy beverage platform with a proven track record as an innovator across categories,” Khetarpaul told me. “I’ve been a big fan of Liquid Death.”Founded in 2017 by CEO Mike Cessario, Liquid Death is valued at approximately $1.4 billion and is known for its edgy, skeleton-stamped tallboy cans filled with water, sparkling water, o ...

Vertiv matures system-level infrastructure designs to support future NVIDIA AI infrastructure , /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories, detailing its design maturity for 800 VDC power architectures. Building on its strategic alignment announced in May 2025, Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' s ...

Core Points - Paul Ryan has been appointed as the new president of Vertiv for the Europe, Middle East, and Africa (EMEA) region, effective January 1, 2026, succeeding Karsten Winther who will retire on December 31, 2025 [1][2] - Karsten Winther has significantly contributed to Vertiv's success in the EMEA region, particularly in navigating complex market dynamics and building customer relationships [2][3] - Paul Ryan brings over 20 years of industry experience, including more than eight years in global procurement and supply chain leadership at Vertiv, and has a strong background in operations across various regions [3][4] Leadership Transition - Winther will support the transition until the end of 2025, ensuring a smooth leadership change [2] - Patrick Grainey has been named acting chief procurement officer, reporting directly to CEO Giordano Albertazzi, while the company begins recruitment for a permanent chief procurement officer [5] Company Overview - Vertiv is a global leader in critical digital infrastructure, providing solutions for data centers, communication networks, and commercial facilities [6] - The company operates in over 130 countries and offers a comprehensive portfolio of power, cooling, and IT infrastructure solutions [6]

Core Insights - Vertiv Holdings Co has appointed Craig Chamberlin as Executive Vice President and Chief Financial Officer, effective November 10, 2025, succeeding David Fallon who will retire and serve as a consultant until December 31, 2026 [1][4] Group 1: Leadership Transition - Craig Chamberlin joins Vertiv from Wabtec Corporation, where he was Group Vice President and CFO of the ~$3 billion Transit segment, demonstrating operational leadership in margin improvement and strategic capital deployment [2] - Giordano (Gio) Albertazzi, CEO of Vertiv, expressed confidence in Chamberlin's track record in operational finance and business transformation, aligning with Vertiv's strategic priorities for margin expansion and global operations optimization [3] - David Fallon is recognized for his leadership during his eight-year tenure as CFO, successfully navigating Vertiv's transition to a public company and enhancing shareholder value [4] Group 2: Chamberlin's Background - Prior to Wabtec, Chamberlin spent 14 years at General Electric in senior financial roles, including Executive Director and CFO of Global Supply Chain and Engineering for GE Transportation [2] - Chamberlin holds an MBA in Operations and Logistics and a Bachelor of Science in Electrical Engineering from Ohio University [2] Group 3: Company Overview - Vertiv provides hardware, software, analytics, and services to support critical applications in data centers, communication networks, and industrial facilities, operating in over 130 countries [5]

Amkor Technology - Amkor's revenue in Q2 2025 increased by 3% year over year to $1.5 billion, with earnings per share (EPS) at $0.22 [2] - The company's gross margin was 12%, impacted by preparation costs for new products and challenges in scaling up manufacturing in Vietnam, though these are expected to be temporary [2] - Amkor is the second-largest outsourced semiconductor assembly and test (OSAT) provider globally, crucial for the semiconductor manufacturing ecosystem [3] - The company offers advanced packaging solutions, including 2.5D and High-Density Fan-Out (HDFO), which are essential for integrating high-bandwidth memory in next-generation computing chips [7] - Amkor's advanced packaging and testing facilities in South Korea and Taiwan are operating at high utilization, with plans for further capacity expansion [8] - As of Q2, Amkor had $2 billion in cash and $3.1 billion in total liquidity, with total debt at $1.6 billion, indicating strong financial flexibility [9] - The company trades at nearly 20 times forward earnings, which is considered reasonable given its exposure to AI-driven demand [9] Vertiv Holdings - Vertiv has become a key player in AI infrastructure, providing essential power and thermal management systems for AI data centers [10] - The company's net sales rose by 35% year over year to over $2.6 billion in Q2, with a backlog increase of 21% to $8.5 billion, indicating strong revenue visibility for 2025 [12] - Vertiv is targeting net sales of $10 billion and adjusted diluted EPS of $3.80 for the current year, with an adjusted operating margin goal of 20% in 2025 and 25% by 2029 [12] - The acquisition of Great Lakes has enhanced Vertiv's capabilities in integrating power and thermal systems with IT hardware in data centers [13] - Vertiv's liquid-cooling systems have scaled capacity over 40 times since 2024, driven by demand for high-density server racks [11] - The company expects to generate adjusted free cash flow of $1.4 billion in fiscal 2025, with a net leverage ratio of only 0.6x, providing ample flexibility for growth initiatives [16] - Vertiv shares trade at approximately 33.4 times forward earnings, justified by strong demand for its solutions in the AI infrastructure buildout [17]

Core Viewpoint - The bull market and AI data center expansion are driving significant momentum for Nvidia, Arista Networks, and Vertiv, which are considered the lowest-risk and most structurally important players in the AI infrastructure space [1][2]. Company Summaries Nvidia - Nvidia is the leader in AI computing, with a forward earnings multiple of 43.3x and projected earnings growth of 32.8% annually over the next three to five years [6]. - Sales are expected to surge by 57% this year and 32.3% next year, significantly outpacing other large-cap technology companies [6]. - A potential pullback to the $150-$160 range would represent a 20% decline, resetting the forward earnings multiple to approximately 34x, which is attractive given the company's growth trajectory [7]. Vertiv - Vertiv plays a crucial role in the AI data center buildout by providing power and cooling solutions, currently trading at about 44x forward earnings [9]. - Earnings are projected to grow at 29.7% annually over the next three to five years, with sales expected to increase by 24.6% this year and 15.8% next year [9]. - A retracement to the $150-$130 range would represent a 20%+ pullback, bringing the forward earnings multiple down to roughly 36.5x, making it a more appealing investment [10]. Arista Networks - Arista Networks is the premier provider of high-speed networking equipment for AI data centers, trading at 56.2x forward earnings, the highest among the three [14]. - EPS is forecasted to grow 18.7% annually over the next three to five years, with sales projected to increase by 25.4% this year and 19.9% next year [15]. - A 20% correction could see the stock retest the gap zone near $130, resetting its forward earnings multiple to about 46.2x, which remains elevated but manageable given the company's growth outlook [16]. Market Context - The ongoing bull market and AI infrastructure boom highlight the importance of these companies, as evidenced by their stock performance reaching new highs [3][4]. - Potential tariff-related volatility may temporarily impact the market, but any correction is expected to be sharp and quick, presenting buying opportunities [3][4].

Core Insights - Vertiv is set to unveil new rack, power, and cooling technologies at the 2025 OCP Global Summit, emphasizing its commitment to high-density, energy-efficient data center environments aligned with Open Compute Project (OCP) design guidelines [1] Group 1: New Technologies - The Vertiv PowerIT rack power distribution unit (PDU) can deliver up to 57.6 kW of reliable power distribution, featuring advanced management, load balancing, and cybersecurity capabilities for high-density computing environments [2][5] - Vertiv's PowerBar Track is a modular overhead power distribution system designed for high-density AI and HPC applications, optimizing space and simplifying installation while ensuring continuous power delivery [3][6] - The SmartIT OCP rack solution supports loads up to 142 kW and offers prefabricated configurations that combine validated power and cooling options for faster deployment and improved reliability [4] Group 2: Collaboration and Integration - Vertiv's collaboration with Harting focuses on compact, high-performance connectivity solutions that simplify integration and maximize usable rack space for IT equipment [8] - The integration of rack, busway, cabling, and distribution into a single ecosystem aims to provide customers with a faster and more reliable path to deploy AI-ready capacity across their facilities [9] Group 3: Future Innovations - Vertiv will present its vision for future innovation at the summit, highlighting the transformation of early concepts into functional prototypes and the role of modular, scalable designs in creating adaptive and energy-efficient data centers [10][11]

Core Insights - Significant investors have adopted a bullish stance on Vertiv Holdings, with 47% of trades reflecting bullish expectations and 31% bearish [1] - The trading activity indicates a target price range for Vertiv Holdings between $50.0 and $240.0 over the past three months [2] Options Trading Analysis - A total of 157 trades were detected for Vertiv Holdings, with 27 puts amounting to $2,849,566 and 130 calls totaling $10,232,359 [1] - Recent options trades show a mix of bullish and bearish sentiments, with notable trades including a bullish call sweep for a strike price of $170.00 and a bearish put trade for the same strike price [8] Market Position and Expert Ratings - Vertiv Holdings has a consensus target price of $169.75 from four market experts, with individual targets ranging from $145 to $192 [12][13] - The current stock price is $179.47, reflecting a 6.27% increase, with upcoming earnings expected in 12 days [15]

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Core Insights - Significant investors have adopted a bearish stance on Vertiv Holdings, with 40% of trades being bearish compared to 38% bullish [1] - The projected price targets for Vertiv Holdings range from $45.0 to $220.0 over the past three months, indicating a wide spectrum of investor expectations [2] - Recent options trading activity shows a notable volume and open interest, reflecting liquidity and interest in the stock [3] Options Activity - A total of 42 trades were detected, with 3 puts amounting to $147,232 and 39 calls totaling $4,177,090 [1] - The largest options trades include bearish calls with significant total trade prices, such as a $740,000 trade at a strike price of $190.00 [8] - The call and put volume overview indicates a mix of bullish and bearish sentiments among investors [4][6] Market Analysis - Analysts have provided an average target price of $169.75 for Vertiv Holdings, with varying opinions on the stock's performance [11] - Barclays maintains an Equal-Weight rating with a target price of $145, while Roth Capital has lowered its rating to Buy with a new target of $162 [12] - Citigroup continues to hold a Buy rating with a target price of $192, reflecting differing outlooks among analysts [12] Company Background - Vertiv Holdings has a history dating back to 1946, originally developing air-cooling systems for data rooms and expanding its portfolio through product development and acquisitions [10] - The company operates globally, with its products utilized in data centers across various regions [10] Current Market Standing - Vertiv Holdings is currently trading at $166.34, down by 0.62%, with a trading volume of 2,209,063 [14] - The stock's RSI readings suggest a neutral position between overbought and oversold [14] - Anticipated earnings release is scheduled in 13 days, which may impact future trading activity [14]