Today: 18 July 2026
Browse Category

NYSE:VRT 27 February 2026 - 11 July 2026

AI shares June 2026: memory and power plays go different ways

AI shares June 2026: memory and power plays go different ways

U.S. AI stocks closed out June showing a more defined split than earlier in the month. On one side were suppliers with signed AI orders. On the other, big spenders and software names trading at high multiples. NVIDIA, Broadcom, Micron Technology and Vertiv gave investors new operating numbers tied to their AI business. Microsoft, Alphabet, Amazon.com and Meta Platforms remained key to demand, but the market focus moved in June to how the spending gets funded and what kind of payback investors can expect.
Vertiv Stock Slides as Strategic Thermal Labs Deal Sharpens AI Cooling Push

Vertiv Stock Slides as Strategic Thermal Labs Deal Sharpens AI Cooling Push

Vertiv Holdings Co has pushed further into AI data-center cooling, finalizing its purchase of Strategic Thermal Labs LLC, which specializes in advanced liquid-cooling tech. The acquisition, revealed Monday in a filing and press statement, gives Vertiv chip-level thermal know-how just as AI servers ramp up heat and force data-center vendors to rethink power and cooling design.
28 April 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

Shares of Coherent Corp climbed close to 6% Tuesday, after the company announced it’s set to join the S&P 500 on March 23. That move tacked on to a rally kicked off by Nvidia’s recent $2 billion stake. By late morning in New York, the stock was trading at $267.79, up after a 7.04% jump on Monday.
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 Holdings surged roughly 10.6% Monday, bucking the slide across U.S. equities as buyers piled in before the photonics group's upcoming S&P 500 inclusion later this month. Shares recently changed hands near $617.81 in New York.
1 2 3 5
Go toTop