Vertiv Holdings Co (VRT)
2 Dividend Stocks to Buy for AI Exposure: VRT and DLR
The AI boom is expected to remain strong for some time. Seeking exposure and an appetite for dividends?
Vertiv Holdings Co. (VRT) is Attracting Investor Attention: Here is What You Should Know
Vertiv (VRT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
1 AI Stock Outpaced Nvidia by Nearly 300%; Is It Still a Strong Buy?
Artificial intelligence is driving massive demand for data center computing power. While Nvidia enjoys an incredible ride, one company has significantly outpaced it.
Vertiv (VRT) Upgraded to Strong Buy: Here's What You Should Know
Vertiv (VRT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Up 422%, Vertiv Stock Is Hotter Than Nvidia. Why? Liquid Cooling
If you are looking to cash in on the boom in generative AI, you can buy shares of Nvidia before the stock splits next month, as I wrote recently in a Forbes post. But Nvidia faces powerful rivals and the company's stock price is at risk each quarter unless the company beats high investor expectations and raises guidance.
Should You Buy Vertiv Stock Right Now?
Orders and backlog are soaring for Vertiv Holdings as enterprises boost spending on artificial intelligence.
Vertiv: Riding The Nvidia AI Growth Wave And Outperforming
Vertiv Holdings' stock has outperformed with an incredible 1Y total return of more than 550%. Vertiv has benefited from the surge in AI data center buildout and the potential increase in liquid cooling demand. Vertiv's ability to scale rapidly is expected to help it maintain market leadership.
Vertiv's (VRT) AI Hub Platform to Share AI-Cooling Expertise
Vertiv's (VRT) newly launched AI Hub platform offers expert information, reference designs and resources to help partners and customers develop AI-ready infrastructure.
3 Reasons Why Growth Investors Shouldn't Overlook Vertiv (VRT)
Vertiv (VRT) possesses solid growth attributes, which could help it handily outperform the market.
Vertiv Holdings Co. (VRT) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Vertiv (VRT). This makes it worthwhile to examine what the stock has in store.
'The real AI darling': This data-center stock has beaten Nvidia by 310% since last year's blockbuster earnings
Nvidia remains a kingpin trade amid the artificial intelligence frenzy, but investors too narrowly focused on GPU chips have missed out on an even more lucrative opportunity. In a new note, Bank of America notes that stock gains for Vertiv — which makes power and cooling equipment for data center — have outpaced Nvidia returns by a whopping 315 percentage points over the past year. They're starting the comparison on May 24, 2023, right after Nvidia's first blowout quarter, which set off the entire AI boom in stocks. To be exact, Vertiv has climbed 516% since the date, handily outpacing Nvidia's 211% gain. The benchmark S&P 500 has risen a comparatively paltry 29% over the same period. "Vertiv is the real AI darling," BofA wrote in a client note. BofA says Vertiv's stellar performance is representative of the AI rally broadening out to include an increasing range of sectors. Much of that stems from the advanced chips that power AI on — such as the ones Nvidia produces — requiring significantly more electricity to operate. That offers upside to industrials, utilities, and commodities, according to the firm. "GPUs need 2-2.5x more power than CPUs, and expected power usage for US data centers under construction is equivalent to more than 50% of the power currently used by US data centers," Bank of America wrote on Monday. "Power used by AI applications is expected to grow at a 25-33% CAGR over the next few years." Others, such as "Big Short" investor Steve Eisman, have pointed out that the boost to power usage also makes these GPUs considerably hotter, putting pressure on firms such as Vertiv to improve cooling systems in data centers. Eisman has long been a bull on US infrastructure. Aside from AI, he's betting that green policy will boost these sectors as well. As Nvidia gears up for its earnings season on Wednesday, expectations remain strong, Bank of America said. The company has also set its own bar high, judging from its last twelve months: it's added $1.5 trillion in market cap and trailing earnings per share have rocketed 617%. "But it's not just about NVDA anymore," the note said, adding: "Fundamentals are broadening out and so should the market: NVDA drove 37% of S&P earnings growth over the LTM (and 11% of return), but is expected to drive just 9% over the next 12 months." Previously, Goldman Sachs had similarly outlined broadening AI investment, characterizing Nvidia as the first of four phases. Eventually, utility investments will take over, at which point firms that can best integrate AI software start winning out.
