Frank Holland speaks with Vertiv CEO Gio Albertazzi and Oklo CEO Jacob DeWitte about a new agreement between the companies focused on creating power and heat management solutions for data centers and other digital infrastructure. ...

Core Viewpoint - Oklo's stock is experiencing a significant increase due to a new partnership announcement and a bullish analyst report, reversing a downward trend from previous trading sessions [1][5]. Group 1: Company Developments - Oklo has announced a collaboration with Liberty Energy to develop an integrated power solution for data centers, combining Oklo's Aurora powerhouse with Liberty's natural gas generation [3][4]. - The company is also partnering with Vertiv to create power and cooling solutions for hyperscale and colocation data centers, utilizing Oklo's small modular reactors (SMRs) [4]. Group 2: Analyst Insights - Citigroup has raised its price target for Oklo from $30 to $68, indicating confidence in the company's reactor design and project pipeline, suggesting that the stock is appropriately valued [5].

Core Insights - Zacks Premium provides various tools to help investors make informed decisions in the stock market, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - The Zacks Style Scores are indicators designed to assist investors in selecting stocks with the highest potential to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] Value Score - The Value Score identifies attractive and discounted stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [4] Growth Score - The Growth Score evaluates a company's future prospects and financial health by analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score helps investors capitalize on price trends by assessing factors like one-week price changes and monthly earnings estimate changes [6] VGM Score - The VGM Score combines the three Style Scores to identify stocks with the best value, growth potential, and momentum, serving as a strong indicator alongside the Zacks Rank [7] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [8][9] Stock to Watch: Vertiv Holdings Co. (VRT) - Vertiv is a global provider of critical digital infrastructure and services, serving various essential industries such as cloud computing, healthcare, and energy [12] - Currently rated 3 (Hold) on the Zacks Rank, Vertiv has a VGM Score of B and a Momentum Style Score of A, with shares increasing by 8.3% over the past four weeks [12][13] - Recent upward revisions in earnings estimates for fiscal 2025 have led to a consensus estimate increase of $0.01 to $3.56 per share, with an average earnings surprise of +10.4% [13]

Core Insights - Vertiv's cloud and AI-infrastructure business focuses on thermal, power, and integrated rack systems, supporting high-density compute environments in data centers and edge deployments [1] - The company has agreed to acquire Great Lakes Data Racks & Cabinets for $200 million, enhancing its Integrated Rack Solutions segment [2][3] - The acquisition is expected to close in Q3 2025 and is valued at approximately 11.5 times Great Lakes' projected 2026 EBITDA [2][10] - This move positions Vertiv to capture increased demand for integrated, high-density systems as AI and edge-computing infrastructure scales globally [4] Company Performance - Vertiv's shares have increased by 13.6% year to date, outperforming the broader Zacks Computer & Technology sector, which has appreciated by 9.6% [8] - The company's stock is trading at a trailing 12-month Price/Book ratio of 18.45, compared to the sector's 10.44 [11] - The Zacks Consensus Estimate for second-quarter earnings is 83 cents per share, indicating a year-over-year growth of 23.88% [14]

Core Insights - Vertiv has appointed Wei Shen as the new president of Greater China, effective July 22, 2025, succeeding Edward Cui [1][3] - Wei Shen brings extensive experience from Gates Corporation and Eaton Electrical, focusing on business transformation and operational excellence [2][3] - Vertiv specializes in critical digital infrastructure, providing solutions for data centers, communication networks, and industrial facilities [4][5] Company Overview - Vertiv offers a comprehensive portfolio that includes power, cooling, and IT infrastructure solutions, enabling continuous operations and scalable growth for customers [4][5] - The company operates in over 130 countries and is headquartered in Westerville, Ohio, USA [5]

Core Insights - Powerfleet, Inc. has been recognized as one of ABI Research's Most Innovative Technology Companies of 2025, specifically as the top innovation leader in AIoT for Supply Chain operations [1][2] - This accolade highlights Powerfleet's position at the forefront of data-driven digital transformation globally, alongside other notable companies in various tech sectors [3][4] Company Recognition - ABI Research's recognition is exclusive, awarded to only one standout innovator in each of seven technology sectors, emphasizing the significance of Powerfleet's achievement [1][3] - The recognition builds on Powerfleet's earlier accolade where its Unity platform was named the 1 global AIoT solution portfolio [4][5] Innovation and Execution - The evaluation by ABI Research confirms the Unity platform's capabilities in delivering rapid ROI, enterprise-grade modularity, and device-agnostic connectivity, which are essential for large-scale digital transformation [5][6] - Powerfleet's Chief Innovation Officer highlighted that this recognition reflects the trust large global brands place in Powerfleet for their digital transformation needs [6] Company Overview - Powerfleet is a leader in AI-powered data solutions that enhance mobile asset performance, safety, and sustainability, serving 48,000 customers across 120 countries [7]

Core Insights - Vertiv has announced an agreement to acquire Great Lakes Data Racks & Cabinets for $200 million, aiming to strengthen its leadership in high-density integrated infrastructure offerings [1][2] - The acquisition is expected to enhance Vertiv's ability to deliver AI-ready rack solutions optimized for various computing markets, including enterprise, edge, colocation, and hyperscale AI [2][4] Financial Overview - The purchase price represents approximately 11.5 times the expected 2026 EBITDA, factoring in cost synergies and cross-selling opportunities [2] - The transaction is anticipated to close in the third quarter of 2025, subject to customary closing conditions and regulatory approvals [5] Company Background - Great Lakes, established in 1985 and headquartered in Edinboro, PA, operates manufacturing and assembly facilities in the U.S. and Europe, offering a range of data rack enclosures and integrated infrastructure solutions [3] - The acquisition will enhance Vertiv's end-to-end critical digital infrastructure offerings, providing a comprehensive set of products and services for data center needs [3][4] Strategic Implications - The integration of Great Lakes' expertise with Vertiv's existing portfolio is expected to deliver significant customer benefits, including faster deployment, enhanced operational efficiency, and improved scalability for AI and edge computing applications [4] - Vertiv aims to position itself as a premier technology solutions provider in the critical white space market through this acquisition [4]

Core Insights - Vertiv (VRT) and Generac Holdings (GNRC) are significant players in the data center infrastructure market, providing essential solutions for data centers and industrial environments [2] - The data center infrastructure management market is projected to grow from approximately $3.06 billion in 2024, with a CAGR of 17.3% from 2025 to 2030, presenting substantial growth opportunities for both companies [3] Vertiv (VRT) Overview - Vertiv specializes in thermal and power management solutions for data centers, which are increasingly demanding due to the complexity of AI hardware and edge computing [4] - The company reported a 24% year-over-year increase in net sales for Q1 2025, reaching $2.036 billion, with organic orders up about 20% compared to the previous year [5] - Strong capital expenditure plans from hyperscalers for data center expansion are favorable for Vertiv, supported by a diverse partner ecosystem including major tech companies [6] Generac Holdings (GNRC) Overview - Generac is expanding its portfolio with new high-capacity generators tailored for the data center market, which is a key growth driver [7] - In April 2025, Generac launched a new range of generators (2.25 MW to 3.25 MW) designed to meet the power needs of data centers, featuring advanced technology for reliable energy solutions [8] - The rise of AI applications is driving demand for energy-intensive data centers, which may strain existing power grids, creating opportunities for Generac [9] Stock Performance and Valuation - Year-to-date, Vertiv's shares have increased by 12.1%, while Generac's shares have decreased by 5.3% due to macroeconomic uncertainties and cost pressures [11] - Vertiv's shares are currently trading at a forward Price/Sales ratio of 4.73X, compared to Generac's 1.90X, indicating a higher valuation for Vertiv [14] Earnings Estimates - The Zacks Consensus Estimate for Vertiv's 2025 earnings is $3.56 per share, reflecting a 24.91% year-over-year increase [17] - Generac's 2025 earnings estimate is $7.42 per share, showing a modest 2.06% year-over-year increase [17] Conclusion - Both Vertiv and Generac are positioned to benefit from the growing data center market, but Vertiv is viewed as the stronger investment option due to its AI-driven growth and strategic partnerships [18] - Generac faces challenges from cost pressures and macroeconomic uncertainties, impacting its market position [19]

Key Takeaways Tecogen supports VRT's cooling in power-constrained AI deployments. NVIDIA, Intel and Compass alliances drive VRT's AI infrastructure expansion. VRT revenues rose 24.2% in Q1; Q2 guidance implies around 20% growth.Vertiv (VRT) is a key enabler of global AI infrastructure, offering integrated power and thermal solutions for high-density compute environments. As AI workloads grow, Vertiv is deepening ecosystem partnerships to enhance delivery, boost efficiency and expand global reach.Strategic ...

Core Viewpoint - Vertiv Holdings Co. will report its second quarter 2025 results on July 30, 2025, before market open, with a conference call scheduled for the same day at 11 a.m. Eastern Time [1][2]. Group 1: Financial Reporting - The second quarter 2025 results will be available through a press release and a link to presentation materials on Vertiv's investor relations website [1]. - A live conference call will be accessible in the Investor Relations section of Vertiv's website, with a replay available for 30 days after the event [2]. Group 2: Company Overview - Vertiv Holdings Co. specializes in critical digital infrastructure, providing hardware, software, analytics, and ongoing services to support vital applications [3]. - The company addresses challenges in data centers, communication networks, and commercial and industrial facilities with a comprehensive portfolio of power, cooling, and IT infrastructure solutions [3]. - Vertiv operates in over 130 countries and is headquartered in Westerville, Ohio, USA [3].