GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly…
Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy…
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and…
Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor…
Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect…
Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.
The biggest constraint on AI data centers right now has nothing to do with chips, and three industrial stocks are quietly capturing the earnings surge that constraint is creating.
An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across…
The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF…
Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027. That capital buys far more than GPUs:…
On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr. Ankur Crawford made a deceptively simple argument that cuts against…
The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the…
Editor’s Note: a prior version of this article incorrectly stated the Eaton acquisition of Boyd Thermal was pending when the acquisition closed in March. This article has been reflected to reflect this…
Everyone’s talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be…
