Vertiv Holdings (VRT) and TE Connectivity (TEL) are key players in the AI infrastructure domain, providing essential components and solutions for data centers. Vertiv specializes in power and thermal management systems, crucial for maintaining optimal conditions in AI-driven data centers. TE Connectivity offers high-speed connectors and sensors that facilitate efficient data transmission and system reliability. Per IDC estimates, AI infrastructure is poised to surpass $200 billion in spending by 2028, offer ...

Vertiv (VRT) shares have plunged 19% year to date, underperforming the broader Zacks Computer and Technology sector’s 10.6% decline and the Zacks Computers - IT Services industry’s fall of 11.8%.Vertiv’s share price has declined due to increasing macroeconomic challenges and U.S. President Donald Trump’s decision to impose tariffs on top trading partners, including China, Mexico and Canada, which has increased the chances of a trade war. VRT stock has underperformed its closest peer, Eaton (ETN) , which is ...