Friday’s S&P 500 rebalancing made it official. Lumentum (LITE), Coherent (COHR), EchoStar (SATS), and Vertiv (VRT) were all added to the index, and today — Monday, March 9, 2026 — is their…
Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval. Lumentum (LITE), Coherent (COHR), and Vertiv (VRT) were announced as additions to the S&P 500…
*Update at 5:30 p.m. ET: The S&P 500 added Vertiv (VRT), Lumentum (LITE), and Coherent (COHR) in addition to EchoStar (SATS). Match Group, Molina Healthcare, Lamb Weston, and Paycom were deleted. It’s…
One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across…
Vertiv Holdings Co (NYSE:VRT | VRT Price Prediction) delivered a 20% surge this week, closing at $234.63 on Friday while the S&P 500 slipped 1.29% and the industrial sector gained just 0.57%.…
Eric Bleeker Comfort Systems USA Inc. (NYSE:FIX | FIX Price Prediction) has delivered a phenomenal start to 2026, surging 43% year-to-date through February 11 to reach $1,335.14. The HVAC and mechanical systems contractor has…
The AI revolution has a power problem. Training GPT-4 required as much electricity as 10,000 U.S. homes use in a year. Multiply that by thousands of models being trained simultaneously, plus billions…
Summary: To ring in 2026, our 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are counting down 12 trends for AI investors to watch in 2026. The second trend the two…
NVIDIA’s H100 chips generate 700 watts of heat. Meta’s AI training clusters pack 24,000 GPUs into single facilities. Microsoft is building data centers at unprecedented pace. The AI boom creates a problem…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) reported strong third-quarter results on Thursday, with its cloud business AWS showing robust artificial intelligence (AI)-driven demand resulting in a 150% quarterly surge in Trainium chip…
The artificial intelligence (AI) boom relies on more than just chips and software — it’s built on robust physical infrastructure that handles massive data loads, power demands, and connectivity. As tech giants…
October kicks off the fourth quarter, a period that has consistently delivered the strongest gains for U.S. equities. Data from the S&P 500 shows its performance for each period: Q1: 1.8% Q2:…
Despite the latest digital analytics tools and Ivy League degrees in economics and other related fields, the myth of the stock picking analyst whose crystal ball is never wrong is still a…
Live Updates Vertiv Gains Ease 10:50am ETEric BleekerVertiv jumped past $150 per share immediately after the opening bell, but gains have eased. The stock is currently trading for $147 per share, or…
Joel South 
