Gainers
Losers
Vertiv closed up 16.86% at $243.72, the widest single-name gain across our 382-stock priority list today.
Latest Activity
Gainers
Losers
Vertiv's 11.5% jump tops the open, and the spread to Boston Scientific at the bottom runs better than 21 points. Hardware names fill both lists, so owning the sector is no guarantee of being on the right side today.
Q3 2026
EPS
$2.21
est $1.82+21.2%
Revenue
$4.31B
est $3.76B+14.6%
Organic orders more than doubled year over year, the clearest sign yet that the AI data center buildout is still accelerating. Management raised full-year revenue guidance to $14.45 billion to $14.85 billion, with the quarter beating EPS and revenue expectations.
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AI Portfolio · Eric Bleeker
VRT
2-year hold+75.8%since recommended · 730 days
Two years in Eric Bleeker's AI Portfolio, and Vertiv still holds a 75.8% gain even after giving back most of a run that peaked above 200%. The data center cooling trade has gotten violent in both directions, so position sizing matters more than the headline return here.
Gainers
Losers
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
Press ReleaseNVIDIA
Vertiv Targets Up to 30% More Cumulative AI Token Output in First 12 Months Using NVIDIA DSX, Polar Deploys Approach at Norway Site
The Vera Rubin DSX reference design and Omniverse blueprint are becoming the template others build power and cooling around, pulling NVIDIA's footprint upstream into data center design itself. Polar's 41 MW first phase at Herøya, Norway, scalable to 100 MW, is the live proof point, with deployment modeled to shrink from roughly 120 days to 48. Faster buildouts mean chips start earning sooner.
PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/7/26
- Cramer splits the market in two: credit-dependent names like Caterpillar, Ford and IBM versus AI borrowers that price near Treasuries
- SpaceX seeking $40 billion to buy Nvidia chips at triple-B rating, while Paramount Skydance bondholders got hit at 8%
- Oracle flagged as the one data-center name still exposed to credit market scrutiny
- Caller advice: swap Western Digital into cheaper Micron; Vertiv the pick after GE Vernova on data center infrastructure
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
Now EVP. Man, Logistics and Op Ex at Vertiv Holdings Co
Vertiv just put a dedicated executive over global manufacturing, logistics and operational excellence, the exact bottleneck for a $97.7 billion data center supplier trying to keep pace with AI cooling and power orders. Execution is the thing that can break this story, and the company is now staffing for it.
Gainers
Losers
Bloom Energy opened 7.79% higher, the widest move in a 383-stock board where nothing else on either side cleared 6%. Energy names sit on the losing end, with iQIYI the weakest at -4.81% and still under a dollar.
AI Portfolio · Eric BleekerVRT
Milestone+42.7%since recommended · 318 days
Eric Bleeker's AI Portfolio pick has nearly doubled the 25% milestone bar in 318 days. Vertiv's data center cooling business is still the cleanest hardware proxy for hyperscaler buildouts.
VRT Coverage
10:03am ET
Investing
GE Vernova Falls 6% Despite Beat, Raise and $9B Trench Deal; Vertiv Holdings Soars 13%, Eaton and Quanta Services Tick Up
A Q3 2026 beat, a raised outlook and a major grid acquisition weren’t enough to lift GE Vernova (NYSE:GEV | GEV Price Prediction), even as a fellow power-infrastructure name rises on its…
8:07am ET
Investing
This Pool Pump Company Is Suddenly an AI Stock
Pentair just had its best trading day in over six years after analysts started calling a pool pump company an AI play, but the word AI appears nowhere in the earnings release…
7:02am ET
Investing
Vertiv Soars 16% and Enphase Sinks 17%: 6 Stocks Moving Before the Bell
Earnings are doing the heavy lifting before the bell, with reactions ranging from enthusiastic to brutal. Vertiv (NYSE:VRT | VRT Price Prediction) stock is up 16% in morning trading after a strong…
7:50am ET
Investing
What Equinix, KLA, and Vertiv Earnings Could Signal About Data Center Demand
Three companies reporting on the same day cover every layer of the AI data center stack, from chips to cooling to leased floor space, and their combined results will reveal whether the…
11:13am ET
Investing
Make or Break for VRT on Oct. 28: Proving the ‘AI Factory’ Thesis Amid a Brutal Valuation Reset.
Vertiv (NYSE:VRT | VRT Price Prediction) reports third-quarter results on Oct. 28. Shares fell 21.89% over the past month to $194.31. The report needs to show that the delayed AI projects management…
2:39pm ET
Investing
GE Vernova Slumps 11% as Meta’s Spending Outlook Stokes AI Financing Worries; Vertiv Holdings Drops 7%, Eaton Slides 6%
A larger AI spending outlook from Meta Platforms (NASDAQ:META | META Price Prediction) has raised the question of how the expansion gets financed, and the power-equipment suppliers counting on those orders are…
9:35am ET
Investing
The AI Data Center Race: 3 Stocks Cashing In Today and 1 Aiming to Next Year
AI is driving a gold rush in data centers and power generation, but not every company collecting on that boom is getting paid on the same schedule. Four stocks are riding the…
3:50pm ET
Investing
Sara Eisen Went on Bill Maher and Said What Wall Street Will Not About the AI Race
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
8:03am ET
Investing
Here Are Monday’s Top Wall Street Analyst Research Calls: Align Technology, AutoNation, Estee Lauder, Harley-Davidson, HubSpot, Microsoft, Mosaic, Ryder System, Wells Fargo & Company, and More
Pre-Market Stock Futures: Futures are trading lower as we get ready for the first full week of trading for the fourth quarter of 2026 after an outstanding Friday, which saw all of…
8:41am ET
Investing
Rise of the Machines: AI Agents Now Burn 5x More Tokens Than Humans — and the Gap Is Widening Fast
One Number: $89.02 Billion From the Machines That Make Tokens NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) generated $89.02 billion in Data Center revenue in a single quarter. That figure covers the second…
7:58pm ET
Investing
Wall Street Backs Coherent, Rocket Lab and Vertiv
Coherent’s new optics platform could increase the amount of revenue it captures from each AI infrastructure deployment. Rocket Lab’s largest commercial Electron order demonstrates the value customers place on dedicated satellite launches.…
11:19am ET
Investing
The Coming AI Blackout: $10 Trillion Data Center Surge Threatens to Break the Grid
Artificial intelligence has spent the past several years turning semiconductors into one of the hottest corners of the market. Now the physical world is beginning to push back. AI models may live…
3:17pm ET
Investing
Jim Cramer Presses OpenAI CFO on AI Spending. 6 Stocks Are Riding on What Happens Next
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up.…
2:18pm ET
Investing
Jim Cramer Turns on the Two Kings of AI: “If You Want to Destroy Trust, You Couldn’t Find a Better Way”
Jim Cramer opened a recent Mad Money segment by focusing on the companies driving the AI buildout. “Trust, once destroyed, is very hard to restore,” he said. While referencing OpenAI and Anthropic’s…
10:40am ET
Investing
Trump Blasts Anthropic CEO As “Perfect Little Angel,” Says AI Only Needs One “Guardrail.” You Can Probably Guess What It Is
President Donald J. Trump used a Truth Social post on Monday morning to call Anthropic CEO Dario Amodei “Dario (Anthropic!), who is now pretending to be a “perfect little angel””. In the…
