Billionaire Leon Cooperman holds three very different positions right now, and the gap between the best and worst setups is wider than it looks from the headlines.
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.
Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks…
GE Vernova reports earnings on July 22, and one corner of its order book suggests Wall Street may be underestimating just how far ahead of its closest rival it has already pulled.
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…
Artificial intelligence stocks often move on earnings reports, product launches, or analyst upgrades. Vertiv Holdings (NYSE: VRT | VRT Price Prediction) did none of those things on June 30, yet its shares…
Dr. Robert Castellano Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related…
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…
Goldman just named its next-wave AI winners, and the picks go far beyond the usual chip suspects. Five stocks sit directly in the blast radius of a trillion-dollar infrastructure buildout, and the…
Everyone is watching NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) because it remains the default proxy for every AI headline that hits the wire. But here’s what you should actually be watching. The…
Vertiv (NYSE:VRT | VRT Price Prediction) has become one of the purest ways to bet on the AI infrastructure buildout. The company sells the power, cooling, and rack systems that keep hyperscale…
Vandita Jadeja 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…
At $297.88, Vertiv (NYSE:VRT | VRT Price Prediction) is a Hold. After a 169.68% rally over the past year followed by a 18.86% one-month drawdown, patience is warranted rather than conviction in…
Alex Sirois Pre-Market Stock Futures: Futures are trading lower after the stock market tried to take a cue from Monday’s action, and things didn’t work out quite as well on Tuesday. Once again, the…
Data centers used to top out at around 50 megawatts. The next wave of facilities will draw more than a gigawatt apiece, consuming more power than entire cities the size of San…
