Market context
Follow the story. See which markets it affects. Explore the context.
CNBC trader Mike Khouw outlined a bullish long-term options strategy on Vertiv Holdings, citing surging AI data center demand for power and cooling equipment. Strong earnings growth and expanding mar…
Vertiv's market cap exploded 10x since 2021, driven by its indispensable liquid cooling technology for high-density AI GPUs. Led by ex-Honeywell CEO Dave Cote, Vertiv pivoted from lagging air cooling…
Trane Technologies and Eaton Corporation announced a strategic collaboration to create integrated power and cooling solutions for AI data centers, aligning their technology directly with NVIDIA DSX p…
Vertiv (VRT) stock fell 27.9% in July amid broader AI stock sell-off despite solid Q2 earnings; revenue miss due to timing, not demand, with improved full-year guidance suggesting rebound potential.
Industrial stocks benefiting from AI infrastructure demand are attractive alternatives to popular tech names. Vertiv Holdings is primed for growth in data center cooling, while Fluor is securing lucr…
Nvidia's new Vera Rubin AI platform uses efficient liquid-cooling technology, eliminating the need for traditional water chillers in data centers and potentially reducing demand for HVAC cooling prod…
Nvidia's CEO announced upcoming chips that drastically reduce data center cooling needs, hitting HVAC stocks like Johnson Controls and Trane. The Vera Rubin chip platform starts production, potential…
Nvidia CEO Huang’s announcement on Rubin chips reducing cooling needs spooked HVAC stocks and suggests weaker data center demand, causing a selloff in cooling-related companies.
Microsoft advances water-efficient data center cooling technology amid rising AI-driven energy demands and industry-wide challenges in managing heat and outages.
Vertiv outperforms peers with strong organic order growth, strategic AI-focused acquisitions, and partnerships including NVIDIA, boosting its 2025 revenue and earnings outlook amid premium valuation.
Microsoft announced a microfluidics cooling breakthrough that cools chips three times more effectively than cold plates, enabling denser servers, higher AI performance, lower energy costs and potenti…
Super Micro Computer’s AI server and liquid-cooling traction, built on NVIDIA and AMD platforms, drives rapid revenue growth, but competition, inventory headwinds and margin pressure keep SMCI at a h…