Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500. The Mad Money host noted that it is a “Cramer fave,” as he remarked: First, there’s Cramer fave Vertiv, which makes power and cooling equipment, especially for the data center. Since Vertiv came public through a SPAC merger just over six years ago, the stock has rallied over 1,950%, and it’s been profitable for five full years with a market capitalization now in excess of $101 billion, wow. Purely ...

Artificial intelligence (AI) investing has largely focused on GPU players, AI model builders, and AI software companies. However, data centers also require highly specialized power management and thermal management systems, along with lifecycle services, to support AI infrastructure at scale. Vertiv Holdings (NYSE: VRT) stands to benefit from this opportunity. The company sells end-to-end power and thermal management systems, including liquid-cooling solutions for high-performance data centers, communicati ...

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]

Iran conflict boosts U.S. Gulf oil prices to highest since 2020 | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivA pumpjack, used to help lift oil from a well, in the Permian basin near Midland, Texas, U.S., October 8, 2025. REUTERS/Arathy Somasekhar Purchase Licensing Rights, opens new tabNEW YORK, March 6 (Reuters) - U.S. Gulf Coast heavy grades continued to surge on Friday as the Iran conflict spurred several Middle Eastern produce ...

Vertiv, Lumentum, Coherent, EchoStar set to join S&P 500 | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivA satellite model is placed on EchoStar Satellite Services logo in this picture illustration taken April 4, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab- CompaniesVertiv Holdings CoFollowCoherent CorpFollowEchoStar CorpFollowShow more companiesMarch 6 (Reuters) - S&P Dow Jones Indices said on Frid ...

Summary of Conference Call Notes Industry Overview - **Industry**: China Data Center Equipment - **Key Players**: Schneider Electric, Vertiv, Eaton, Kstar, Kehua Core Insights and Arguments - **Schneider Electric's Q425 Results**: - Reported strong results and is positioned to support NVIDIA's next-level GPU requirements with a new data center power distribution architecture - Introduced the 800V-DC sidecar architecture, expected to impact 15-25% of demand through 2030 - Anticipates 18-24 months of order backlog visibility for data centers, supporting revenue growth in 2026 [2][3] - **Vertiv's Performance**: - Achieved a 252% YoY and 117% QoQ growth in 4Q25 order intake, totaling $8 billion, significantly exceeding expectations - Backlog more than doubled YoY to $15 billion, driving organic sales growth of 28% for FY26 - Management believes the company is in the early stages of a secular growth trend [3] - **Eaton's Data Center Business**: - Reported a 40% YoY increase in data center sales for 4Q25, with a 200% YoY increase in order backlog - Management is optimistic about double-digit long-term growth in the data center market from 2026 [3] - **Chinese Manufacturers' Outlook**: - Kstar and Kehua are expected to benefit from strong new orders and accelerated development of 800VDC technology - Anticipated commercial production for 800VDC could start in Q3-Q426, with domestic data center growth expected to drive power equipment demand [4] Additional Important Insights - **Risks for China's Data Center Equipment Sector**: - Potential risks include slower-than-expected AI data center capacity growth, slower penetration of high-power density products, and challenges in gaining market share in overseas AIDC equipment supply chains [7] - **Valuation and Risk Statements for Kehua and Kstar**: - Downside risks include slower IDC capacity expansion and challenges in entering overseas hyperscaler supply chains - Upside risks include faster IDC capacity expansion and stronger relationships with hyperscalers leading to market share gains [8][9] - **Price Targets**: - Kehua Data: Buy rating with a price target of Rmb62.65 - Shenzhen KSTAR Science and Technology Co: Buy rating with a price target of Rmb56.87 [21] This summary encapsulates the key points from the conference call, highlighting the performance and outlook of major players in the China data center equipment industry, along with associated risks and valuation insights.

Core Viewpoint - The demand for AI-related infrastructure presents significant investment opportunities, particularly in companies that provide power and connectivity solutions for AI data centers [1][2]. Group 1: Power Supply Companies - NextEra Energy operates the largest utility company in the U.S., serving over 12 million customers through Florida Power & Light [5]. - The company is collaborating with major hyperscalers, including Google Cloud, to build and power new AI data centers [6]. - NextEra plans to deliver an additional 15 gigawatts of power to data centers by 2035, with 6 gigawatts sourced from gas [8]. - Full-year net income for NextEra was $2.97 billion, up from $2.3 billion the previous year, with an expected compound annual growth of at least 8% through 2032 [9]. Group 2: Connectivity Solutions Companies - Credo Technology specializes in high-speed data connectivity for data centers and has a significant opportunity with its Active Electrical Cables (AECs) [10][11]. - The AECs are designed to reduce signal degradation and power consumption, making them superior to traditional copper wiring [11]. - Credo's revenue for the second quarter of fiscal 2026 was $268 million, a 272% increase from the previous year, with net income of $82.6 million [13]. - The company has issued guidance for third-quarter revenue between $335 million and $345 million [13]. Group 3: Investment Considerations - Both NextEra Energy and Credo Technology offer unique investment opportunities in the AI infrastructure space, providing diversification without directly investing in chip stocks [15].

Core Viewpoint - Dell Technologies is experiencing a significant surge in its stock price due to strong forecasts for its AI server business and strategic financial maneuvers, including a 20% increase in cash dividends and a $10 billion share repurchase program [1][7]. Financial Performance - Dell's shares jumped 17.5% following the announcement of expected AI server revenue growth of 103%, reaching approximately $50 billion by fiscal 2027 [7]. - The stock is trading at $142.31, marking a three-month high and on track for its largest one-day increase in nearly two years [1][7]. Market Expectations - At least seven Wall Street brokerages have raised their price targets for Dell, with J.P. Morgan projecting a 36% increase to $165 over the next year [3][7]. - The overall AI infrastructure market is expected to see investments of at least $630 billion this year, benefiting companies like Dell [7]. Competitive Position - Dell maintains a leadership position in AI compute for Tier 2 Cloud and Enterprises, allowing it to better manage operating margins and earnings despite cyclical challenges [4][7]. - The company is navigating rising memory chip costs more effectively than competitors such as HP Inc and Lenovo Group, although these costs may impact its gaming PC segment [5][7]. Industry Trends - Market researcher TrendForce has revised its forecast for Dynamic Random Access Memory price growth to 90% to 95% for the first quarter of 2026, indicating rising costs in the semiconductor market [7].

Core Viewpoint - Dell Technologies forecasts that its AI server revenue will double by fiscal 2027, reflecting a significant increase in demand for AI infrastructure [1] Group 1: Financial Performance - Dell's AI server revenue is expected to grow by 103% to approximately $50 billion in fiscal 2027 [1] - The company plans to increase cash dividends by 20% and initiate a $10 billion share repurchase program [1] - Dell's shares rose 11% in premarket trading, reaching $135.17, the highest level in over two months [1] Group 2: Market Position and Competition - Dell is positioned as a leader in AI compute for Tier 2 Cloud and Enterprises, which enhances its ability to manage operating margins and earnings [1] - Competitors like HP and Lenovo are struggling with market share, particularly in the context of rising memory chip costs [1] - Dell's shares have significantly outperformed those of HP and Lenovo over the past year [1] Group 3: Industry Trends - The data center equipment sector is expected to see at least $630 billion in spending this year, driven by the rapid expansion of AI [1] - Market researcher TrendForce has revised its first-quarter 2026 Dynamic Random Access Memory price growth rate to between 90% and 95% [1]

Company Overview - Vertiv Holdings Co (NYSE:VRT) specializes in designing, manufacturing, and managing power and cooling systems for data centers and digital networks [3] - The company also provides services to ensure the efficient operation of these systems [3] Market Sentiment - Recently, Vertiv has been highlighted positively by market commentators, with Jim Cramer expressing strong support for the company, indicating it is one of the best in its sector [1] - Despite the positive outlook, there is a cautionary note regarding potential market pullbacks due to current unfavorable conditions for data center stocks [1] Competitive Position - Vertiv's products, including the Liebert system, are expected to remain essential even with advancements in technology, such as NVIDIA's newer chips [3] - The company is positioned alongside other key players like Eaton in the data center market, which is currently facing challenges [3] Investment Considerations - While Vertiv is recognized for its potential, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [4]