25 February 2026 | 4:05PM CST Equity Research CHINA INDUSTRIAL TECH: DATA CENTER ELECTRICALS Asia investor feedback: Eyes on export visibility and execution; Fine-tuning estimates on commodities cost trends/pre-announced results; Buy Kstar We talked with 50+ investors from Hong Kong, Singapore, and Mainland China since our deep-dive reports in mid-January (Kstar, Megmeet, Kehua). While the sector backdrop remains robust, supported by strong 2026E capex guidance from US tech giants as well as order growth an ...

We came across a bullish thesis on TIC Solutions, Inc. on Colubeat Investment Desk’s Substack. In this article, we will summarize the bulls’ thesis on TIC. TIC Solutions, Inc.'s share was trading at $9.34 as of February 17th. TIC’s trailing and forward P/E were 39.88 and 31.55 respectively according to Yahoo Finance. Vertiv (VRT)'s Orders Were Incredible, Says Jim Cramer TIC Solutions, Inc. provides critical asset integrity services in North America. TIC presents a compelling asymmetric investment opport ...

For years, legendary investor Louis Navellier has called NVIDIA’s earnings report the “grand finale” of earnings season. And this week, NVIDIA delivered what most companies would consider a blowout grand finale… beating on revenue, earnings, and guidance.Yet the stock fell…In today’s Friday Digest takeover, Louis explains why that reaction may be the real story. When expectations get stretched to extremes, even great news can trigger selling. And according to Louis, what just happened is a key signal that w ...

Key Takeaways SOUN reported 59% Q4 revenue growth to $55.1M, topping estimates as shares rose 3.3% after hours.SoundHound AI improved GAAP and non-GAAP margins, while adjusted EBITDA loss narrowed year over year.SOUN expects 2026 revenues of $225M-$260M, backed by strong pipeline and rising enterprise AI adoption.SoundHound AI, Inc. (SOUN) reported fourth-quarter 2025 results, wherein earnings came in line with the Zacks Consensus Estimate, but revenues surpassed the same.SoundHound AI is gaining momentum a ...

The AI investment cycle has now entered a more selective phase. Investors are no longer chasing the bigger AI names with lofty valuations, especially when earnings growth is struggling to justify these premium valuations. The focus is now shifting to high-quality infrastructure players like Vertiv Holdings (VRT), which are powering the AI revolution behind the scenes. VRT stock has returned 1,502% over the last three years and is up 52% so far this year, while the Magnificent Seven have slumped. Vertiv m ...

Vertiv Holdings Co (NYSE:VRT) is one of the stocks that was on Jim Cramer’s radar recently. Starting the lightning round, a caller inquired about the stock, and Cramer commented: Well, Vertiv’s the best one. No, Vertiv’s the best. I love Vertiv. That’s, of course, the chairman of that is Dave Cote. It just had a very big jump, so it might pull back because the market’s gotten ugly. But just be aware, it’s a very good company. Stock market data. Photo by Burak The Weekender on Pexels Vertiv Holdings Co ...

Market Analysis by covering: Vertiv Holdings Co, Applied Digital Corp. Read 's Market Analysis on Investing.com ...

Market Analysis by covering: Vertiv Holdings Co. Read 's Market Analysis on Investing.com ...

If there is one thing the 2026 State of the Union proved, it is that President Donald Trump remains the only person capable of turning a formal constitutional requirement into a four-hour marathon of populist giveaways and legal grievances. While the speech was officially the longest in American history—clocking in at a duration that suggests the President is being paid by the word—the stock market spent the evening doing what it does best when faced with “unpredictable” policy shifts: twitching nervously a ...

Vertiv Holdings Co (NYSE:VRT) is one of the Best Stocks to Buy and Hold For the Next 3 Years. Vertiv Holdings Co (NYSE:VRT) has gained more than 25% since its FQ4 2025 earnings, released on February 11. Wall Street also maintains a bullish sentiment on the stock. ​Recently, on February 19, Barclays reiterated a Buy rating on the stock with a price target of $281. Earlier on February 17, Bank of America Securities also reiterated a Buy rating on the stock and raised the price target from $250 to $277. Du ...