Celestica Inc. (NYSE:CLS) shares are trending on Thursday.Shares of the Toronto-based data center infrastructure provider fell 5.28% in after-hours trading on Wednesday, to $327.01, following the company's fourth-quarter earnings report and 2026 guidance update.Record Q4 Performance Beats GuidanceCelestica reported fourth-quarter 2025 revenue climbed 44% to $3.65 billion from $2.55 billion a year earlier, topping the high end of its guidance range of $3.325 billion to $3.575 billion. Adjusted earnings per s ...

Together, Eaton and Flexnode will offer turnkey, prefabricated IT infrastructure purpose-built for high power density data halls from 3.5 to 35 megawatts, and the ability to deploy multiple data halls onsite. The collaboration couples Eaton's technologies and 800 VDC power infrastructure with Flexnode's modular construction from design to deployment. Eaton technologies will be integrated into the Flexnode NX Compute Module, for rapid deployment to support the most demanding compute requirements. Learn more ...

Clayton Allison, portfolio manager at Prime Capital Financial, is joining us now. And we've seen tech lead and lead and lead and AI has been the talk and the capex spending. And now I use Jensen Wong's quote about infrastructure buildout being the largest in human history.Um, is tech going to lead in 2026 in your opinion. Well, first off, thanks Nicole for having me. And it's hard to say which sector is going to lead in 2026, but obviously the mega caps are comprised primarily of tech names.A lot of those b ...

Group 1 - Vertiv Holdings (VRT), a partner of Nvidia (NVDA) in the artificial intelligence data center infrastructure sector, approached a buy point with its stock gaining to 181.60, briefly surpassing a double bottom buy point of 189.66 intraday [4] - The AI data center play has seen an increase of over 12% recently, indicating strong market interest and performance [4] - Google stock was upgraded by Raymond James due to optimistic growth estimates in AI-driven cloud computing, which are significantly above Wall Street consensus [5]

Core Viewpoint - EdgeMode, Inc. issued a statement to correct inaccuracies in a report by Wall Street Global Research, which the company claims mischaracterizes its business model, development strategy, and European execution capabilities [2][3]. Group 1: Business Model and Strategy - The report inaccurately describes EdgeMode as merely securing options on rural land, while the company operates a development-to-Ready-to-Build (RTB) strategy, which includes securing land and power, completing permitting, and reaching RTB status [7][8]. - EdgeMode's strategy focuses on creating its own energy supply rather than competing for grid connections, which is a fundamental misunderstanding highlighted in the report [10][11]. - The company emphasizes that "Tier-3-ready" is a legitimate design standard tied to specific deliverables, not a marketing ploy [14]. Group 2: Execution and Team - The report falsely claims that EdgeMode lacks a European execution team, while the company has a Spain-based team with experience delivering over 10 GW of infrastructure across Europe and LATAM [15][17]. - EdgeMode has secured gas baseload access and is utilizing Solid Oxide Fuel Cells (SOFC) under financed Power Purchase Agreements (PPAs) for rapid time-to-power [16]. Group 3: Financial Model - The report misrepresents EdgeMode's RTB monetization strategy as an "exit-to-anyone" approach driven by a lack of capital, whereas the company intentionally adopts a capital-light model focusing on RTB monetization and building recurring revenue through Battery Energy Storage Systems (BESS) [18][19]. - EdgeMode is not attempting to self-fund multi-billion-dollar hyperscale builds, as its business model is centered on developing a repeatable platform in a market where power-secured, permitted AI sites are scarce [19]. Group 4: Ethical Context - EdgeMode addresses the report publicly due to concerns about the commercial pressure framework under which the purported research was produced and circulated, particularly after the company declined to approve paid coverage [20][21]. - The company encourages investors to review its published materials for verified information and to engage directly with the company [22].

Core Viewpoint - EdgeMode, Inc. has issued a statement to correct inaccuracies in a report by Wall Street Global Research, which the company claims mischaracterizes its business model, development strategy, and European execution capabilities [1][2]. Group 1: Business Model and Strategy - The report inaccurately describes EdgeMode as merely securing options on rural land, while the company operates a development-to-Ready-to-Build (RTB) strategy, which includes securing land and power, completing permitting, and reaching RTB status [6][7]. - EdgeMode's RTB is the product, and the company does not claim to be operational or present early development work as completed infrastructure [8]. - The report's claim regarding EdgeMode's ownership of 300MW grid connections in Europe is based on a fundamental misunderstanding of the company's strategy, which focuses on creating its own energy supply rather than competing in congested grid interconnection queues [9][10]. - EdgeMode is developing power-secure campuses using on-site and near-site generation, including secured gas baseload access and Solid Oxide Fuel Cells (SOFC) [11]. - The company aims for a time-to-power of under 12 months, which is a design objective rather than a claim of existing grid interconnection [12]. Group 2: Execution and Team - The report falsely implies that EdgeMode lacks a European execution team, while the company has a Spain-based team with experience delivering over 10GW of infrastructure across Europe and LATAM [14][15]. - EdgeMode has recently completed a joint venture agreement with Blackberry AIF, which includes a committed team for development under the JV framework [14]. Group 3: Financial Model - The report misrepresents EdgeMode's monetization strategy as an "exit-to-anyone" approach driven by a lack of capital, whereas the company's model is intentionally capital-light, focusing on RTB monetization through sale or selective joint ventures [16][17]. - EdgeMode is not attempting to self-fund multi-billion-dollar hyperscale builds, as its business model is centered on building a repeatable development platform in a market where power-secured, permitted AI sites are scarce [17]. Group 4: Ethical Context - EdgeMode addresses the report publicly due to the commercial pressure framework under which it was produced, highlighting the importance of transparency in research credibility [18][19]. - The company encourages investors to review its published materials and engage directly for verified information [20].

Core Insights - Vertiv (VRT) and Amphenol (APH) are key players in the AI and data center infrastructure market, providing essential power, cooling, and connectivity solutions for hyperscale and enterprise data centers [1][2] Market Overview - The Data Center Infrastructure Management market was valued at $3.62 billion in 2025 and is projected to grow from $4.29 billion in 2026 to $9.99 billion by 2031, reflecting a compound annual growth rate (CAGR) of 18.43% from 2026 to 2031 [2] Vertiv (VRT) Analysis - Vertiv's comprehensive portfolio includes critical power systems, thermal management solutions, and advanced services, positioning the company to benefit from trends like liquid cooling and AI-enabled predictive analytics [3] - In the trailing 12 months, Vertiv's organic orders increased by approximately 21%, with a book-to-bill ratio of 1.4 times for Q3 2025, and a backlog growth of 12% sequentially and 30% year-over-year to $9.5 billion [4] - The Americas region experienced a 43% organic sales growth in Q3 2025, while APAC saw a 21% year-over-year growth [5] - For 2025, Vertiv expects revenues between $10.16 billion and $10.24 billion, with organic net sales growth anticipated between 26% and 28% [6] Amphenol (APH) Analysis - Amphenol is benefiting from the growing demand for high-speed and high-power interconnect products essential for next-generation data centers [7] - The launch of the UQD and UQDB liquid cooling connector series in 2025 enhances Amphenol's position in high-growth markets such as AI data centers and EV charging [8] - In Q3 2025, Amphenol reported a remarkable 128% year-over-year growth in IT datacom sales, driven by AI-related products and traditional datacom solutions [9][10] - Amphenol anticipates its IT datacom sales to more than double in 2025 compared to the previous year [11] Stock Performance and Valuation - In the trailing 12-month period, Vertiv's shares increased by 28.9%, while Amphenol's shares surged by 109.5% [12] - Vertiv shares are currently trading at a trailing 12-month Price/Book ratio of 18.62X, compared to Amphenol's 14.26X, indicating that both stocks are currently overvalued [16] Earnings Estimates - The Zacks Consensus Estimate for Vertiv's 2025 earnings is $4.12 per share, reflecting a 44.56% year-over-year increase [18] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.29 per share, representing a 59.79% year-over-year rise [20] - Both companies have consistently beaten earnings estimates in the trailing four quarters, with Amphenol showing a higher average surprise of 17.90% compared to Vertiv's 14.89% [20] Conclusion - Both Vertiv and Amphenol are positioned to benefit from the data center infrastructure boom, but Amphenol's stronger earnings momentum and diversified growth drivers suggest it may offer greater upside potential in the near term [21]

Core Insights - Zacks Premium offers tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [2] - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Score identifies attractive and discounted stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Score emphasizes a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Score focuses on trends in stock prices and earnings outlook, utilizing factors like one-week price change and monthly earnings estimate changes [5] VGM Score - The VGM Score combines all three Style Scores, serving as a key indicator alongside the Zacks Rank to identify stocks with the best value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary stock-rating model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.9% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 stocks rated 1 or 2, making it essential to use Style Scores to narrow down choices [8] Stock Selection Strategy - Investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success, while stocks with lower ranks should also have favorable Style Scores to mitigate risks [9][10] Company Spotlight: Vertiv Holdings Co. - Vertiv is a leading provider of critical digital infrastructure and services for various essential industries, including cloud computing and healthcare [11] - Vertiv holds a 1 (Strong Buy) rating on the Zacks Rank, with a VGM Score of B and a Growth Style Score of A, indicating a projected year-over-year earnings growth of 44.6% for the current fiscal year [12]

Core Viewpoint - Vertiv Holdings (VRT) is positioned as a key player benefiting from the AI revolution due to its provision of critical power and cooling infrastructure for hyperscale data centers and AI applications [1] Company Analysis - Vertiv specializes in supplying essential infrastructure that supports the operational needs of large-scale data centers, which are increasingly vital for AI technologies [1] - The company is recognized for its strong financial profile, making it an attractive option for investors looking for solid companies in the tech sector [1] Investment Approach - The analysis employs a quantamental approach, integrating data-driven models with fundamental research to identify investment opportunities [1] - The structured process includes both top-down screening and bottom-up analysis, aiming to provide unique insights accessible to both retail and professional investors [1]

Core Insights - Vertiv Holdings Co (NYSE:VRT) has shown a significant increase in share price, rising by 33% over the past year, indicating strong market performance and investor interest [2] - Analysts have expressed optimism for Vertiv, with Barclays upgrading its rating to Overweight and raising the price target to $200, while TD Cowen has maintained a Buy rating and increased its target to $211, highlighting robust demand for data center infrastructure [2] Group 1 - Jim Cramer has identified Vertiv Holdings Co as a key stock to watch, particularly in light of recent developments in the AI sector, including Softbank's $40 billion investment in OpenAI [2][3] - The demand for data centers is a central theme in the analysis of Vertiv Holdings, with TD Cowen labeling it as their "2026 Best Idea" based on strong channel checks [2] - Cramer suggests that the current market conditions present a buying opportunity for Vertiv, alongside other tech stocks like NVIDIA [3] Group 2 - The positive outlook for Vertiv is supported by its potential to catch up with other AI firms, as noted by Barclays [2] - The financial community is closely monitoring the data center market, which is expected to remain robust, further benefiting companies like Vertiv [2] - The article emphasizes the importance of the recent fundraising activities in the tech sector, which could influence investment strategies for stocks like Vertiv [3]