Futures for the Dow Jones Industrial Average and other major stock indexes tumbled Monday, as Wall Street reacted to another jump in oil prices amid the ongoing U.S.-Iran conflict. Nvidia (NVDA) was among the early losers on the stock market today. On Monday, Dow Jones futures lost 1.1%, or around 500 points, while S&P 500 futures moved down 1%. Tech-heavy Nasdaq 100 futures declined 1% ahead of the opening bell. X Watch For This Key Signal As Volatility Picks Up; L3Harris, Cava, Imax In Focus See ...

Vertiv, Lumentum, EchoStar, and Coherent are set to join the S&P 500 on March 23, as part of a quarterly rebalancing. ...

Core Viewpoint - Vertiv Holdings (NYSE: VRT) has experienced significant stock price growth due to increasing demand for AI-related power and cooling solutions, making it a potential buy for investors [1] Group 1: Stock Performance and Market Position - As of the latest update, VRT stock is trading at $241, reflecting a year-to-date gain of approximately 49% from its 2025 year-end level [1] - The stock is gaining momentum following the announcement of Vertiv's inclusion in the S&P 500 index, effective March 23, which is expected to enhance visibility and attract passive fund inflows [2][6] Group 2: Company Fundamentals - Vertiv is strategically positioned in the AI data center ecosystem, excelling in power management, liquid cooling, and thermal solutions essential for hyperscale computing [3] - The company's fourth-quarter 2025 results showed net sales up 23% year over year, with organic orders surging 252% and a record backlog of $15 billion, indicating strong revenue visibility into 2026 and beyond [5] - Guidance for 2026 projects revenue between $13.25 billion and $13.75 billion, implying organic growth of 27% to 29%, and adjusted EPS growth of about 43% at the midpoint [5] Group 3: Strategic Partnerships - Vertiv's partnerships with industry leaders like Nvidia and collaborations with Generate Capital and Hut 8 highlight its role in scaling AI deployments [3]

Core Insights - March 2026 presents long-term investors with market pullbacks despite accelerating fundamentals, indicating potential investment opportunities [1] Company Summaries 1. Axon Enterprise - Axon has transformed into an AI-powered public safety platform, moving beyond its original product offerings of TASERs and body cameras [3] - Q4 2025 revenue reached $797 million, a 39% year-over-year increase, with full-year revenue at $2.8 billion, marking four consecutive years of over 30% growth [4] - Annual recurring revenue surpassed $1.3 billion, growing 35%, and future contracted bookings reached $14.4 billion, up 43% [4] - The company targets $6 billion in annual revenue by 2028 with 28% adjusted EBITDA margins, indicating significant growth potential [6] 2. Vertiv - Vertiv supplies power and cooling solutions for data centers, with demand surging due to the AI infrastructure build-out [8] - Full-year 2025 revenue was $10.2 billion, up 28% year-over-year, with adjusted operating margins expanding to 20.4% [9] - Organic orders increased by 81%, and the company ended 2025 with a backlog of $15 billion, equivalent to over a year of revenue [9] - The launch of OneCore integrated modular solutions and a Digital Twin platform positions Vertiv for continued growth in high-density AI data centers [10] 3. TransMedics Group - TransMedics operates the Organ Care System (OCS), revolutionizing organ transport by keeping donor organs warm during transit [12] - Full-year 2025 revenue reached $605.5 million, a 37% increase, with OCS Liver accounting for 36% of U.S. liver transplant procedures [13] - The company performed 5,139 U.S. OCS transplants in 2025, up from 3,735 in 2024, and is expanding into European markets [15] - TransMedics is positioned to dominate the organ logistics market with no viable competitors [16] 4. Fair Isaac - Fair Isaac is a leading credit score company, with its scores used in most mortgage, auto loan, and credit card decisions in the U.S. [17] - Fiscal year 2025 revenue was $1.99 billion, up 15.9%, with a net income of $651.9 million and a net profit margin of 32.8% [18] - The introduction of FICO Score 10T is expected to drive incremental licensing revenue, particularly in the mortgage market [20] - The company has announced a $1.5 billion stock buyback, indicating strong financial health and a favorable entry point for investors [21]

Core Insights - S&P Dow Jones Indices announced changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices, effective March 23, 2026, to enhance market representation [1] Group 1: S&P 100 Changes - Micron Technology (MU), Lam Research (LRCX), Applied Materials (AMAT), and GE Vernova (GEV) will be added to the S&P 100 [1] - PayPal Holdings (PYPL), American International Group (AIG), Metlife (MET), and Target (TGT) will be removed from the S&P 100 [1] Group 2: S&P 500 Changes - Vertiv Holdings (VRT), Lumentum Holdings (LITE), Coherent (COHR), and EchoStar (SATS) will be added to the S&P 500 [1] - Match Group (MTCH), Molina Healthcare (MOH), Lamb Weston Holdings (LW), and Paycom Software (PAYC) will be removed from the S&P 500 [1] Group 3: S&P MidCap 400 Changes - Solstice Advanced Materials (SOLSM), SiTime (SITM), Moog (MOG.A), InterDigital (IDCC), and Vicor (VICR) will be added to the S&P MidCap 400 [1] - Lumentum Holdings (LITE), Coherent (COHR), EchoStar (SATS), ZoomInfo Technologies (GTM), and ASGN (ASGN) will be removed from the S&P MidCap 400 [1] Group 4: S&P SmallCap 600 Changes - NAPCO Security Technologies (NSSC) will replace Alexander & Baldwin (ALEX) in the S&P SmallCap 600 [1] - Match Group (MTCH), Molina Healthcare (MOH), Lamb Weston Holdings (LW), and Paycom Software (PAYC) will be added to the S&P SmallCap 600 [1] - Solstice Advanced Materials (SOLSM), SiTime (SITM), Moog (MOG.A), InterDigital (IDCC), and Vicor (VICR) will be removed from the S&P SmallCap 600 [1]

Core Insights - The article emphasizes the increasing significance of technology and communications infrastructure within the U.S. market [1] Industry Summary - The changes in the market reflect a shift towards greater reliance on technology and communications sectors, indicating their growing influence on overall market dynamics [1]

Vertiv, Lumentum, Coherent and EchoStar will join the S&P 500 in the latest quarterly rebalance, S&P Dow Jones Indices said Friday https://t.co/tdU27UgcGw ...

Core Viewpoint - The S&P 500's first-quarter rebalance is anticipated to be announced, with Vertiv (VTR) as the leading candidate for inclusion, followed by SoFi (SOFI) and Lumentum (LITE) as potential additions [1] Group 1: S&P 500 Rebalance - The announcement of the S&P 500 index changes is expected to drive significant price movements for the stocks added, as index funds are required to purchase these stocks [1] - Vertiv is currently favored in prediction markets with a 71% probability of being added, while SoFi has a 24.5% chance, and Lumentum is viewed as a long shot [1] Group 2: Vertiv (VTR) - Vertiv's stock is trading at $248.96, reflecting a 53.7% increase year-to-date and a 203.88% rise over the past year [1] - The company reported Q4 2025 revenue of $2.88 billion, a 22.7% year-over-year increase, with organic orders surging 252% YoY and a backlog of $15.0 billion [1] - For 2026, management projects net sales between $13.25 billion and $13.75 billion, with adjusted EPS guidance of $5.97 to $6.07 [1] Group 3: SoFi (SOFI) - SoFi achieved its first-ever revenue exceeding $1 billion in Q4 2025, reporting $1.025 billion, with a membership growth of 35% year-over-year to 13.7 million [1] - The stock is currently priced at $19.16, down 26.82% year-to-date but up 53.89% over the past year, with a market cap of approximately $24.5 billion [1] Group 4: Lumentum (LITE) - Lumentum's shares are priced at $583.00, showing a 58.17% increase year-to-date and an impressive 854.33% rise over the past year [1] - The company reported Q4 revenue of $665.5 million, a 65.5% year-over-year increase, with forward guidance of $780 million to $830 million, indicating over 85% year-over-year growth [1] - Lumentum's market cap is approximately $46.5 billion, which is substantial but smaller than Vertiv's [1]

Core Insights - Vertiv (VRT) is currently overvalued with a Value Score of F, trading at a trailing 12-month Price/Book ratio of 24.39X compared to the broader Computer and Technology sector's 10.26X [1][2] Stock Performance - VRT shares have surged 185.6% over the trailing 12 months, significantly outperforming the broader Zacks Computer and Technology sector's increase of 26.8% [3][10] - The company has outperformed its closest peers, Super Micro Computer (SMCI) and Hewlett-Packard Enterprise (HPE), with HPE shares rising 14.1% and SMCI shares declining 16.1% during the same period [4][10] Order Growth and Backlog - Organic orders for VRT grew approximately 81% in the trailing 12 months, with a book-to-bill ratio of 2.9 times for Q4 2025, indicating strong future prospects [5][11] - In Q4 2025, organic orders rose 252% year-over-year, increasing the backlog to $15 billion, which is up 109% compared to Q4 2024 and up 57% sequentially from Q3 2025 [11][10] Product Portfolio Expansion - Vertiv introduced a high-fidelity Digital Twin platform in February 2026 to enhance data center deployment, which can reduce deployment time by up to 50% and total ownership costs by as much as 25% [12] - The partnership with Hut 8 aims to streamline AI data center construction and enable scalable, high-density computing environments [13] Market Demand - The global acceleration of AI adoption is driving significant demand for data center infrastructure, with the Americas experiencing a 46% organic sales growth in Q4 2025 [14] Strategic Partnerships - Vertiv announced a partnership with Generate Capital to provide Bring Your Own Power & Cooling solutions for data centers in the U.S., combining Vertiv's infrastructure with Generate Capital's operational skills [15][16] Financial Guidance - For Q1 2026, Vertiv expects revenues between $2.5 billion and $2.7 billion, with organic net sales projected to increase by 18% to 26% [17] - The Zacks Consensus Estimate for Q1 2026 revenues is $2.65 billion, indicating a year-over-year growth of 30.08% [17] - Expected non-GAAP earnings per share for Q1 2026 are between 95 cents and $1.01, with a year-over-year increase of 56.25% [18] Investment Opportunity - Vertiv's strong portfolio and partnerships are driving order growth, justifying its premium valuation, and it currently holds a Zacks Rank 2 (Buy) with a Growth Score of A, indicating a strong investment opportunity [19]

Core Insights - Dividend exchange-traded funds (ETFs) are providing a combination of performance and income, with Franklin U.S. Dividend Booster Index ETF (XUDV) and Franklin International Dividend Booster Index ETF (XIDV) being highlighted as strong performers in early 2026 [1] Performance Overview - XUDV has outperformed the S&P 500 with a year-to-date increase of just over 9%, while XIDV has risen by 6.11%, making XUDV suitable for investors seeking performance and dividend maximization, and XIDV appealing for those looking for international diversification [2] Fund Strategies - XUDV tracks the VettaFi New Frontier U.S. Dividend Select Index (NFUS), focusing on U.S. large-cap companies that are essential, cash-flow positive, and dividend-focused [4] - XIDV follows the VettaFi New Frontier International Dividend Select Index (NFDM), aiming to deliver high yield without leverage or derivatives, benefiting from ongoing dollar weakness and stretched valuations [4] Yield and Expense Ratios - As of January 31, XUDV has a 30-day SEC yield of 4.55% and XIDV has a yield of 4.71%, providing investors with income alongside performance [5] - Both funds have competitive expense ratios, with XUDV at nine basis points and XIDV at 19 basis points, which helps in maximizing yield while limiting concentration risk and volatility [6] Notable Holdings Performance - In February 2026, notable performers in XUDV included: - Vertiv Holdings Co (VRT) with a return of 36.9% - Edison International (EIX) achieving a 20.0% return - LyondellBasell Industries NV (LYB) returning 17.4% [7] - For XIDV, standout performers included: - Magna International Inc (MGA) with a 23.3% increase - Keppel Ltd (BN4:SES) returning 20.1% - Infrastrutture Wireless Italiane SpA (INW) achieving a 20.0% return [8]