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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.
Latest Activity
AI Portfolio · Eric Bleeker
VRT
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.
AI Portfolio · Eric BleekerVRT
1-year hold+114.8%since recommended · 702 days
Nearly two years in Eric Bleeker's AI Portfolio and Vertiv has more than doubled, turning $1,000 into roughly $2,150. The data center power and cooling buildout that drove it is still expanding, so the anniversary is a checkpoint rather than a finish line.
Cramer stops just short of an endorsement on Vertiv, crediting its closed-loop cooling as an overlooked edge while data-center water use draws scrutiny from Texas to Austin.
Vertiv has a solution for water use that makes it circular. But nobody talks about it. Electricity still high but that can be worked out with communities by paying their electric bills. Would be pounding table on Vertiv but political issues....
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VRT Coverage
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…
1:02pm ET
Investing
3 Stocks Powering the AI Boom That Are Not Named Nvidia
Every investor knows Nvidia won the chip race, but the physical layers that actually keep AI data centers alive belong to a different set of companies, and three of them are quietly…
10:53am ET
Investing
The Two Most Compelling Ai Infrastructure Plays Right Now
Vertiv and Seagate both crushed earnings on the same AI tailwind, but their strategies run in opposite directions, and only one of them has capacity left to sell.
7:44am ET
Investing
Vertiv Has Cooled For 3 Months: A Wall Street Strategist Says It Will Rebound 45% Very Soon
Vertiv shed nearly 10% in a single session and has been sliding for three months, yet one Wall Street firm just set a street-high target that implies the selloff created an opening…
12:52pm ET
Investing
AI Is Moving Into Everyday Business — These 5 Stocks Sit Squarely in the Path of the Surge
Goldman Sachs data suggests nearly half of all businesses could be running AI in daily operations within months, and the physical infrastructure scrambling to keep up has created a very specific set…
8:37am ET
Investing
Vertiv vs Schneider Electric. Only One AI Cooling Stock Deserves Your Money
Vertiv and Schneider Electric both posted blockbuster AI-driven growth, but their earnings tell two very different stories about where the real money gets made in the data center cooling race.
Alex Sirois 11:45am ET
Investing
Trump Warned Towns They’d End Up Poor Without Data Centers but Berkshire’s CEO Sees a Revolt Growing
A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is…
11:41am ET
Investing
Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming
Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above…
9:00am ET
Investing
The AI Boom Isn’t Just About Chips. These 3 Overlooked Stocks Keep Data Centers Running
Everyone is betting on GPU makers, but the real bottleneck in the AI arms race sits in the concrete, copper, and chilled water keeping those chips alive. Three infrastructure stocks are already…
9:48am ET
Investing
GE Vernova Slides 3%, Vertiv Holdings and Eaton Sit Out the Selloff: Is the Rivian CFO Handoff Still Driving the Drawdown?
GE Vernova is shedding 3% Monday morning while Vertiv and Eaton barely flinch, and the reason behind that split tells investors something important about what this selloff actually is.
7:18pm ET
Investing
The AI Debt Boom Is Helping Push Everyone’s Cost of Capital Higher
Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most…
7:00am ET
Investing
3 Data Center Stocks Powering the AI Buildout
The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed stocks are quietly capturing billions in locked-in demand across power, connectivity, and…