Stock Market Rips Higher On Hopes For U.S.-Iran Truce; Chip, Biotech, Gold Stocks Lead The Way | Investor's Business Daily The stock market rallied powerfully Thursday and closed near session highs on the final trading day of March. Tuesday also marked the end of the first quarter for most companies, which resulted in higher volume on both exchanges as fund managers did some end-of-quarter portfolio repositioning. A 3.8% surge for the Nasdaq composite was most impressive for the first day… Related n ...

Group 1 - Carrier Global Corporation (NYSE:CARR) has seen a stock increase of 16% so far in 2026, indicating a positive performance year [3] - The company's recent earnings report showed weaker than expected results, attributed to a downturn in North American residential construction [3][4] - Carrier's business is characterized by a two-speed dynamic, with the residential segment in a cyclical downturn while the commercial HVAC and aftermarket business is thriving, partly due to exposure to data centers [4] Group 2 - The company is recognized for its climate and energy solutions through HVAC and refrigeration products and services [3] - Carrier fits the "HALO" investment rubric, which emphasizes heavy assets and low obsolescence, making it an attractive option during certain market conditions [4]

Dow Jones45,764.20 +1.10% Nasdaq 10023,245.80 +1.27% Russell 20002,451.63 +1.56% FTSE 10010,219.40 +1.37% Nikkei 22551,737.30 +1.39% Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War Investing Vertiv Downgraded as Wall Street Cites Too Lofty Expectations - 24/7 Wall St. S&P 5006,425.80 +1.20% Vertiv Downgraded as Wall Street Cites Too Lofty Expectations By Joel SouthPublished Mar 31, 9:10AM EDT Follow 24/7 Wall St. on Google This post may contain links from our sponsors and ...

Hi, everyone. Welcome to the NVIDIA GTC Studio. My name is Tiffany Jansen, and today I am joined with a very special guest, Scott Armel from Vertiv.Scott is the Chief Product and Technology Officer. Scott, how are you today. I'm doing well.Thank you very much for having me. Thank you for being here. Scott, I have to admit something.When I saw that we were having a sit-down conversation, I had been really looking forward to this because what you are doing at Vertiv is solving a really big challenge with AI a ...

Columbus, Ohio, March 30, 2026 (GLOBE NEWSWIRE) -- Ohio Governor Mike DeWine, along with Vertiv, Ohio Department of Development, JobsOhio, Ohio Southeast Economic Development (OhioSE), and the Columbus Partnership, today announced that hundreds of new jobs are coming to Ironton, Ohio, and Westerville, Ohio. Vertiv, a global leader in digital infrastructure, is investing approximately $50 million to expand its Westerville headquarters campus and its manufacturing facility in Ironton. The projects are expecte ...

Core Insights - Vertiv (VRT) is experiencing significant growth due to a rapidly expanding client base driven by strong demand for data center infrastructure and AI-related solutions [1] - The company reported a 252% year-over-year increase in organic orders in Q4 2025, with a backlog of $15.0 billion, reflecting a 109% year-over-year and 57% sequential increase [1] - The book-to-bill ratio for Q4 was approximately 2.9x, and trailing 12-month organic orders growth was 81% compared to the previous year [1] Partnerships and Collaborations - Vertiv has established a strong partner base, including notable companies such as NVIDIA, Caterpillar, and Intel, which enhances its market position [2] - In March 2026, Vertiv announced a partnership with NVIDIA to provide DSX SimReady digital power and cooling systems for AI factory designs, aiming for faster and safer deployment [3] Financial Performance and Projections - For Q1 2026, Vertiv expects revenues between $2.5 billion and $2.7 billion, with organic net sales anticipated to grow by 18% to 26% [4] - The Zacks Consensus Estimate for 2026 earnings is projected at $6.15 per share, indicating a 46.43% increase from 2025 [13] Competitive Landscape - Vertiv faces increasing competition in AI infrastructure solutions from Super Micro Computer (SMCI) and Hewlett-Packard Enterprise (HPE), both of which are enhancing their capabilities for AI data center deployments [5] - Super Micro Computer has expanded its enterprise portfolio with new systems featuring NVIDIA RTX PRO Blackwell GPUs to support AI workloads [6] - Hewlett-Packard Enterprise has also expanded its AI portfolio in collaboration with NVIDIA, introducing new AI servers and solutions [7] Stock Performance and Valuation - Vertiv's stock has increased by 55.4% over the past six months, outperforming the broader Zacks Computer & Technology sector, which declined by 7.9% [8] - The stock is trading at a premium with a trailing 12-month Price/Book ratio of 24.37X compared to the sector's 8.78X, and it currently holds a Value Score of F [11]

Jon Quast: Surging oil prices spark some market jitters. This is Motley Fool Money. Welcome to Motley Fool Money with the Hidden Gems team. I'm Jon Quast, joined today by Foolish contributors Rachel Warren and Matt Frankel. On the show today, we're going to talk about some changes that are happening in the S&P 500, as well as some seemingly important news for Hims & Hers stock. But first, let's go ahead and start with the big news of the weekend. Oil prices surged over $100 per barrel. For a perspective, it ...

Core Insights - Vertiv is expanding its manufacturing capacity in the Americas to meet the rising demand for infrastructure solutions, power management, and integrated cabinets, particularly in the context of AI applications [2][3][4] Group 1: Manufacturing Expansion - The company announced four new or expanding manufacturing facilities aimed at increasing production capacity for critical digital infrastructure [2][4] - In South Carolina, two additional facilities are expected to increase regional capacity by approximately 7 times when fully operational [8] - An expansion in Mexicali, Mexico is anticipated to boost regional capacity by around 45% for power conversion and distribution technologies [8] Group 2: Product Innovations - Vertiv's integrated power modules can accelerate the deployment of power systems by up to 50% compared to traditional builds [8] - The SmartRun solution is designed to optimize data center fit-out, with on-site deployment time reduced by up to 85% compared to traditional methods [8] - The new facility in Pennsylvania will enhance the manufacturing capacity of cabinets with integrated cooling systems tailored for high-density AI applications [8] Group 3: Strategic Vision - Vertiv's CEO emphasized the company's commitment to anticipating growth in demand driven by the AI revolution, positioning itself to deliver high-density solutions for future computing generations [4][5] - The company's innovation strategy focuses on creating integrated systems that encompass power, cooling, IT, and services, enabling efficient deployment and seamless scaling for customers [5]

Core Viewpoint - Vertiv has announced an agreement to acquire ThermoKey S.p.A., enhancing its thermal management portfolio to support high-density AI data centers and improve energy efficiency across the thermal chain [1][2][4]. Company Overview - Vertiv is a global leader in critical digital infrastructure, providing solutions that enable continuous operation and optimal performance for vital applications [9]. - ThermoKey, founded in 1991 and based in Italy, specializes in heat rejection and heat-exchange technologies, with extensive experience in engineering and manufacturing for data center cooling [4][5]. Acquisition Details - The acquisition aims to expand Vertiv's thermal management capabilities, particularly in the EMEA region, and enhance its ability to deliver comprehensive solutions for AI factories and high-density data centers [1][3][6]. - ThermoKey's portfolio includes dry coolers and microchannel-based heat-exchange solutions, which will complement Vertiv's existing thermal technologies [3][6]. Strategic Importance - The acquisition is expected to provide customers with enhanced options for high-efficiency cooling strategies, improved system-level integration, and the ability to optimize across various cooling methods [7][8]. - Vertiv's CEO highlighted the critical nature of heat rejection for data centers and AI factories, emphasizing the need for advanced cooling solutions to meet evolving compute demands [4]. Expected Benefits - Customers will benefit from expanded access to advanced dry-cooling and heat-exchange technologies, as well as enhanced engineering and manufacturing support for next-generation data center deployments [7][8]. - The transaction is anticipated to close in the second quarter of 2026, subject to customary closing conditions and regulatory approvals [8].

Core Insights - The increasing demand for artificial intelligence (AI) technology necessitates effective heat management solutions, as AI hardware generates significant heat [1][2][3] - Vertiv, a leading provider of cooling equipment for data centers, has seen a substantial increase in its stock price, reflecting Wall Street's recognition of the importance of cooling solutions in the AI sector [3][4] Company Overview - Vertiv has over 60 years of experience in the data center colocation, power, and cooling industry, offering a comprehensive range of products to maintain optimal operating temperatures for computing hardware [5][6] - The company has established critical partnerships, including a recent collaboration with Nvidia to provide advanced liquid-cooling systems for data centers [7][8] Market Potential - The data center cooling market is projected to grow at a compound annual growth rate (CAGR) of 22.3% from 2026 to 2033, reaching a size of $128.31 billion by 2033 [10] - Vertiv's financial performance indicates strong growth potential, with new orders increasing by 252% and a backlog of $15 billion reported for the fourth quarter of 2025 [11] Financial Performance - For the full year of 2025, Vertiv achieved organic sales growth of 26% compared to 2024, with diluted earnings per share (EPS) growing by 166% [11] - The company currently maintains a net profit margin of 13% and a total debt-to-equity ratio of 0.82, indicating a solid financial position [12] Investment Case - Vertiv's price-to-earnings-to-growth ratio of 0.86 suggests it is undervalued relative to its future earnings projections, making it an attractive investment opportunity in the AI infrastructure space [12][13]