Core Scientific Inc. (NASDAQ:CORZ) is one of the best cryptocurrency and blockchain stocks to buy now. On January 6, BTIG upgraded Core Scientific Inc. (NASDAQ:CORZ) to a Buy from a Neutral and maintained a $23 price target. BTIG Upgrades Core Scientific Inc. (CORZ) amid Undervaluation Concerns and HPC Colocation Contracts Expectations Image by Лечение Наркомании from Pixabay The upgrade comes as the stock has underperformed its peers that have significant exposure to artificial intelligence computing c ...

DALLAS, Jan. 12, 2026 /PRNewswire/ -- Lennox (NYSE: LII), a leader in energy-efficient climate control solutions, will report fourth quarter and full year 2025 financial results before the market opens on Wednesday, January 28, 2026. The company will also provide guidance for FY 2026. An earnings conference call and webcast are scheduled for the same day at 8:30 a.m. Central Time. CEO Alok Maskara and CFO Michael Quenzer will provide a summary of the company's financial results and outlook, followed by a q ...

Market Overview - The market and leading AI stocks are at an inflection point, with potential for near-term volatility or pullback, but long-term opportunities remain compelling, extending into 2026 and beyond [1] - AI capital spending is projected to reach approximately $571 billion by 2026, with Nvidia, Broadcom, and Vertiv positioned as critical enablers of this infrastructure buildout [2] Nvidia - Nvidia is a key player in the AI boom, leading in GPU technology, and has seen a 42% return in 2025 despite a subdued year [6] - The company has advanced its largest acquisition to date, acquiring assets from AI chip startup Groq for about $20 billion, which strengthens its competitive position in AI semiconductors [7][8] - Analysts have raised earnings estimates for Nvidia, leading to a Zacks Rank 2 (Buy), with a consensus forecast of nearly 16% earnings growth for the next year and 46.3% annual EPS growth over the next three to five years [9] - The technical picture for Nvidia has improved, breaking out from a descending bullish wedge, indicating potential for further upside as 2026 approaches [10] Broadcom - Broadcom has become increasingly important in the AI ecosystem, particularly as Alphabet reasserts its leadership in AI and large language models [12] - The company plays a critical role in supporting Alphabet's AI infrastructure, providing expertise in ASIC design and networking, which is essential for scaling AI systems [13] - Broadcom currently holds a Zacks Rank 3 (Hold), with consensus estimates projecting 35.7% annual EPS growth over the next three to five years, and trades at approximately 36x one-year forward earnings [14][15] - The stock has shown resilience, finding support after a selloff, and the technical outlook remains encouraging as long as that support holds [16] Vertiv - Vertiv supplies essential power, cooling, and thermal-management solutions for data centers, reinforcing its position in the AI infrastructure buildout [17] - The company has announced expanded partnerships and highlighted strong backlog growth tied to AI-driven capacity expansion, with consensus forecasts indicating 30.2% annual EPS growth over the next three to five years [18] - Vertiv trades at a 40.6x forward earnings multiple, which is justified by its growth rate and role in AI infrastructure [18] - The stock has been consolidating within a defined trading range, with a key resistance level around $180, indicating potential for further upside if that level is broken [19][23] Investment Consideration - Nvidia, Broadcom, and Vertiv collectively offer complementary exposure to the AI buildout, covering compute, custom silicon, networking, and physical infrastructure [24] - Despite potential near-term volatility, the fundamentals, earnings momentum, and long-term demand visibility for these companies remain strong, favoring opportunistic accumulation as the AI investment cycle extends into 2026 and beyond [24]

Core Insights - Artificial intelligence (AI) remains a significant focus for investors, particularly in the data center sector, with Vertiv (VRT) identified as a top-ranked stock benefiting from this trend [1][6] Company Performance - Vertiv, rated Zacks Rank 1 (Strong Buy), specializes in services for data centers and communication networks, offering power, cooling, and IT infrastructure solutions [2] - Analysts have increased their EPS and sales expectations for Vertiv, with the current Zacks Consensus EPS estimate at $4.11, indicating a 45% year-over-year growth and a 15% increase over the past year [2] - The company reported a strong sales growth of 29% and has built a significant backlog, reflecting robust market demand and a strong competitive position [3][4] Financial Metrics - Vertiv has raised its full-year 2025 sales guidance, indicating a favorable operating environment [3] - The current PEG ratio for Vertiv is 1.2X, below the sector average of 1.4X, and the forward 12-month earnings multiple is 36.1X, significantly lower than the 2025 high of 43.9X [3] Market Context - The demand for Vertiv's products is closely tied to the AI infrastructure build, with strong quarterly results driven by increasing demand [4] - The excitement surrounding AI technology is attributed to its potential to enhance productivity and operational efficiencies for businesses in the long term [6]

Core Insights - Hon Hai Technology Group (Foxconn) and OpenAI have formed a collaboration to enhance AI infrastructure hardware design and manufacturing in the US [1][2] - The partnership aims to address the growing demand for specialized physical infrastructure to support advanced AI models [3][4] Collaboration Details - OpenAI will provide Foxconn with insights on emerging hardware requirements, guiding the development of hardware systems at Foxconn's US manufacturing sites [1][2] - There are no purchase commitments or financial obligations at this stage, but OpenAI will have early access to evaluate the new systems and has the option to acquire them [2] Strategic Goals - The collaboration seeks to reinforce domestic supply chains and accelerate the deployment of advanced AI systems in the US [4] - Key focus areas include co-designing AI data center racks, improving rack architecture, expanding sourcing from domestic suppliers, and increasing localized testing and assembly [5] Manufacturing Capabilities - Foxconn will manufacture essential components for AI data centers, including cabling, networking, cooling, and power systems at its US facilities [5] - Foxconn's chairman emphasized the company's unique position as the world's largest manufacturer of AI data servers to support OpenAI's mission [6] Joint Ventures and Market Trends - Foxconn has also announced a joint venture with Intrinsic to enhance intelligent factory solutions in manufacturing [6] - The joint venture aims to improve electronics assembly, driven by increased demand for server trays, GPUs, and data center equipment due to the expansion of AI applications [7]

Group 1 - Vertiv is highly favored on Wall Street, with 17 out of 24 analysts giving "buy" ratings, indicating strong confidence in the company's prospects [1] - The demand for AI applications is driving significant investment in data centers, which benefits Vertiv's power, cooling, and IT infrastructure solutions [1] - The company has raised its full-year sales guidance from $9.2 billion to $10.2 billion, with adjusted operating profit expectations increasing from $1.935 billion to $2.06 billion, despite tariff cost challenges [3] Group 2 - The stock price of Vertiv has risen 68% this year, highlighting the importance of holding investments through fluctuations rather than selling prematurely [4] - Current valuations show the stock priced at 48 times estimated 2025 free cash flow and 41 times next year's estimates, suggesting a potential need for profit-taking [4] - While Vertiv is positioned well to benefit from the AI/data center spending boom, the recent stock price increase may lead to larger-than-average positions in portfolios, warranting adjustments [5] Group 3 - There are concerns about a potential bubble in the AI/data center sector, making it difficult to predict the market cycle's current phase [2][7] - Investors should be cautious as Vertiv's valuation is contingent on continued growth in its order book and earnings projections [7]

Company Overview - Tecogen Inc. (NYSE:TGEN) designs, manufactures, and services natural gas-powered cogeneration, cooling, and refrigeration systems for commercial, residential, and industrial applications [2]. Recent Developments - Tecogen signed a letter of intent for a 100 MW+ data center project, with potential expansion to 500 MW [1]. - Despite the positive news regarding the project, the company is currently losing money, which raises concerns about its financial health [1]. Investment Perspective - While Tecogen shows potential as an investment, certain AI stocks are considered to offer greater upside potential and carry less downside risk [3].

Core Insights - Lennox has completed the acquisition of the HVAC Division of NSI Industries, which includes the Duro Dyne and Supco brands, to enhance its HVAC parts and supplies portfolio [1][3][4] Company Strategy - The acquisition aims to strengthen Lennox's support for both residential and commercial customers by expanding its parts and supplies offerings in response to customer demand for comprehensive solutions [2][3] - The integration of Duro Dyne and Supco is expected to enhance Lennox's distribution capabilities and broaden its product portfolio, positioning the company to deliver greater value throughout the customer journey, from equipment and installation to service and preventative maintenance [4] Market Position - Lennox is recognized as a leader in energy-efficient climate control solutions, committed to sustainability and creating healthier environments for its customers [4] - The company offers a wide range of products, including cooling, heating, indoor air quality, and refrigeration systems, along with HVAC parts and services that support the full lifecycle of customer needs [4]

Core Points - Modine will host a conference call and webcast to discuss its second quarter financial results for the period ended September 30, 2025, on October 29, 2025 [1][2] - The financial results will be released after market close on October 28, 2025 [1] - The call will be led by Modine's President and CEO, Neil D. Brinker, and CFO, Michael B. Lucareli [2] Access Information - To access the live webcast, participants should log on through Modine's investor section at least 10 minutes prior to the event [3] - A replay of the slides and audio will be available on or after October 29, 2025 [3] - An audio-only replay will be available until midnight on November 5, 2025, by dialing the provided numbers [3] Company Overview - Modine has over 100 years of experience in thermal management technology, focusing on engineering solutions for mission-critical applications [4] - The company aims to create a cleaner, healthier world through its technologies that improve air quality, reduce energy and water consumption, and lower harmful emissions [4] - Modine operates globally with more than 11,000 employees and has facilities in North America, South America, Europe, and Asia [4]

Group 1: AI Market Overview - Artificial intelligence (AI) is a leading market topic, with significant investor interest in exposure, particularly in large-cap technology stocks [1] - The data center angle is highlighted as a key area for investment, with specific stocks such as Vertiv, Super Micro Computer, and Arista Networks being mentioned [1][2] Group 2: Company Summaries - **Vertiv**: Provides services for data centers and communication networks, with a portfolio of power, cooling, and IT infrastructure solutions. The stock has gained over 40% in 2025, outperforming the S&P 500 [3] - **Arista Networks**: An industry leader in data-driven networking for AI and data center environments. The stock has benefited from the AI trend, with analysts raising EPS expectations, currently holding a Zacks Rank 1 (Strong Buy) [4] - **Super Micro Computer**: A total IT solution provider for AI, Cloud, Storage, and 5G/Edge services, with shares up nearly 80% in 2025 [6] Group 3: Investment Considerations - Vertiv, Arista Networks, and Super Micro Computer are identified as prime considerations for investors seeking data center exposure [7]