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…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be…
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President…
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock ran away with…
Like many investors, I enjoy old Buffett videos for their lessons, but also for the quaint numbers of the past. Such as when he bought 5% of Disney for something like $4…
The Nasdaq Composite (^IXIC) is down sharply to start the session, giving back yesterday’s record-setting gains. A Wall Street Journal report revealed that OpenAI fell short of its 2026 sales and user…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are surging 4% this Monday afternoon, breaking out to a fresh all-time high as the broader semiconductor rally finally pulls the AI bellwether higher.…
Pre-Market Stock Futures: The futures are trading mixed this morning, after what started as another week of the same old song and dance yesterday, before stocks turned around before noon, and it…
Vertiv (NYSE:VRT | VRT Price Prediction) stock is trading higher Monday morning after Citi raised its price target on the data center infrastructure giant to $340 from $286, while maintaining its Buy rating.…
David Moadel Vertiv Holdings (NYSE:VRT | VRT Price Prediction) has risen 347% over the past year, climbing from $62.82 to $281.03. If you watched that move from the sidelines, the question burning in your…
Austin Smith Vertiv (NYSE:VRT | VRT Price Prediction) has risen 336.02% over the past twelve months, outpacing virtually every comparable in the sector, and our model sees further upside. The 24/7 Wall St. Price…
Austin Smith Those who bought CoreWeave (NASDAQ:CRWV) are now kicking themselves as the fragile composition of these data center startups gets more obvious. I’d look into MasTec (NYSE:MTZ | MTZ Price Prediction), Vertiv (NYSE:VRT), and nVent Electric (NYSE:NVT)…
