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NYSE:VRT 12 February 2026 - 26 June 2026

Vertiv sits close to its highs going into next week as AI data-center cooling trade stays in focus

Vertiv sits close to its highs going into next week as AI data-center cooling trade stays in focus

Vertiv surged nearly 10% to $333.05 over the holiday-shortened week, fueled by a GLJ Research upgrade and its completed ThermoKey acquisition, as investors bet on rising demand for AI data-center cooling; Thursday’s rally was the last print before the Juneteenth market closure, with trading set to resume under regular hours.
Vertiv shares rise as AI data center names get bid ahead of US holiday

Vertiv shares rise as AI data center names get bid ahead of US holiday

Vertiv shares jumped 7.3% to $321.49 late Wednesday, outpacing a falling market as investors piled into the AI data-center supplier after strong Q1 sales growth, raised 2026 guidance, and the completed ThermoKey acquisition, but with the stock trading at 81 times earnings, any slowdown in AI infrastructure demand or hyperscale spending could pressure its premium valuation.
Super Micro Stock Is Back in the AI Trade — But Its Margin Problem Still Bites

Super Micro Stock Is Back in the AI Trade — But Its Margin Problem Still Bites

Super Micro Computer shares traded near $37 Wednesday after a 4.3% jump Tuesday, following a Micron-led rally in AI hardware stocks. Fiscal third-quarter net sales reached $10.24 billion, up from $4.60 billion a year earlier, but gross margin stayed at 9.9%. Management said AI GPU platforms made up over 80% of revenue. Analysts flagged low margins and reliance on AI demand as risks.
Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Faces New Pressure as Big Funds Divide on AI Trade

New Age Alpha Advisors increased its Vertiv stake by 466% in Q4, while Intermede and Nixon Peabody Trust Co. cut holdings, recent 13F filings show. Vertiv raised its 2026 outlook after Q1 net sales rose 30% to $2.65 billion, driven by AI data center demand. Shares traded at $327.46 in early New York action, with a market cap near $128.4 billion. The stock remains priced at over 82 times earnings.
Vertiv Heads Into Friday After Turbulent Run This Week

Vertiv Heads Into Friday After Turbulent Run This Week

Vertiv closed at $370.94 Friday, down 1.4% but up 9.1% for the week. The company urged shareholders to reject Tutanota’s mini-tender offer for up to 500,000 shares at $410, citing conditions tied to the stock price. RBC and Loop Capital issued bullish notes ahead of Vertiv’s May 19-20 investor conference. Shares traded at $368.61 after hours.
16 May 2026
Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton will report first-quarter results before the NYSE opens Tuesday, following its Boyd Thermal acquisition and push into AI data-center power systems. Shares closed Friday at $425.55, down 1.72%, with a market value near $166 billion. Wall Street expects adjusted earnings of $2.75 per share for the March quarter. Investors are watching for signs that AI data-center demand is driving orders and profit.
Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv shares closed up 0.5% at $323.46 Friday after JPMorgan raised its price target to $350, citing strong demand for AI data centers. First-quarter net sales rose 30% to $2.65 billion, and the company lifted its 2026 outlook. Some investors remained cautious after a mixed second-quarter forecast. The stock traded as high as $331.64 during the session.
Vertiv Q1 Earnings Beat, 2026 Outlook Raised, but Shares Slip as AI Data Center Bar Stays High

Vertiv Q1 Earnings Beat, 2026 Outlook Raised, but Shares Slip as AI Data Center Bar Stays High

Vertiv reported first-quarter net sales up 30% to $2.65 billion and raised its 2026 outlook, citing strong AI data center demand. Adjusted earnings reached $1.17 a share, beating estimates, but shares fell premarket as the second-quarter forecast matched analyst targets. Americas core growth was 44%, while EMEA sales dropped 20.3%. Full-year sales guidance increased to $13.5–$14.0 billion.
Vertiv Holdings (VRT) Stock Price Slides Nearly 5% Despite Looming S&P 500 Entry

Vertiv Holdings (VRT) Stock Price Slides Nearly 5% Despite Looming S&P 500 Entry

Vertiv Holdings Co shares fell nearly 5% to $255.88 on Friday, despite the company’s pending addition to the S&P 500 next week. Trading volume reached about 87.8 million shares as Wall Street slid on inflation fears tied to Middle East tensions. Nvidia, nVent Electric, and Eaton also declined. Vertiv recently reported a $15 billion backlog and forecast 2026 net sales up to $13.75 billion.
21 March 2026
Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp shares climbed nearly 6% Tuesday after the company said it will join the S&P 500 on March 23, following Nvidia’s $2 billion investment. The stock traded at $267.79 by late morning in New York. Coherent also launched new 980-nanometer micro-pump lasers ahead of the OFC telecom conference. Fiscal Q2 revenue rose 17% to $1.69 billion, with third-quarter guidance set at $1.70–$1.84 billion.
Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum shares rose 10.6% to $617.81 in New York trading after S&P Dow Jones Indices said it will add the company to the S&P 500 on March 23. The move follows Nvidia’s $2 billion investment and a multiyear purchase agreement announced last week. Peers Coherent and Vertiv also gained. Lumentum reported second-quarter revenue up 65.5% to $665.5 million and forecast third-quarter revenue of up to $830 million.
Vertiv (VRT) stock slides as hot inflation data rattles AI plays; new Hut 8 deal in focus

Vertiv (VRT) stock slides as hot inflation data rattles AI plays; new Hut 8 deal in focus

Vertiv shares fell 3.8% to $249.34 in afternoon New York trading Friday, underperforming a weak U.S. market after hotter-than-expected producer price data. The company this week announced its new OneCore modular build approach and disclosed AI data-center collaborations in the U.S. and India. Investors watched for insider-related filings and awaited next week’s U.S. jobs report for signals on rate policy.
Vertiv stock extends rally on surging data-center orders; investors eye next catalysts

Vertiv stock extends rally on surging data-center orders; investors eye next catalysts

Vertiv Holdings shares climbed 2.4% to $254.45 Thursday morning, extending a 24.5% surge after the company reported a 252% jump in organic orders and raised its 2026 outlook. Fourth-quarter net sales rose 23% to $2.88 billion, with backlog reaching $15 billion. Eaton and Hubbell also gained in early trading. Vertiv cited strong demand from hyperscale and colocation data centers, but warned of tariff headwinds.
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Stock Market Today

  • Live Cattle Prices Slip Amid Weak Auction Demand and Lower Beef Stocks
    June 28, 2026, 6:32 AM EDT. Live cattle prices declined by 35 cents to $1.20 midday on Friday, with sparse cash trades at $260 live and $408 dressed. The Fed Cattle Exchange's online auction recorded no sales from 1,636 head offered, despite $255 bids. Feeder cattle futures also dropped $3.47 to $3.70. USDA data showed beef stocks at 403.474 million pounds at May-end, a slight year-over-year decrease of 1.06%. Wholesale boxed beef prices fell, with Choice boxes down $4.22 to $392.10 and Select boxes $2.33 lower at $372.41. Cattle slaughter estimates rose slightly weekly but remained below last year. The market softness reflects weak demand signals amid tightening beef supplies.

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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 28.06.2026

28 June 2026
LIVEMarkets rolling coverageStarted: June 28, 2026, 4:00 AM EDTUpdated: June 28, 2026, 6:37 AM EDT Live Cattle Prices Slip Amid Weak Auction Demand and Lower Beef Stocks June 28, 2026, 6:32 AM EDT. Live cattle prices declined by 35 cents to $1.20 midday on Friday, with sparse cash trades at $260 live and $408 dressed. The Fed Cattle Exchange’s online auction recorded no sales from 1,636 head offered, despite $255 bids. Feeder cattle futures also dropped $3.47 to $3.70. USDA data showed beef stocks at 403.474 million pounds at May-end, a slight year-over-year decrease of 1.06%. Wholesale boxed beef prices
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