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NYSE:VRT News 2 January 2026 - 7 January 2026

Vertiv stock (VRT) whipsaws after Nvidia CES cooling claim; earnings next in focus

Vertiv stock (VRT) whipsaws after Nvidia CES cooling claim; earnings next in focus

New York, Jan 6, 2026, 20:23 EST — Market closed Vertiv Holdings (VRT.N) shares swung sharply on Tuesday but closed up 0.6% at $174.95. The stock fell as low as $162.42 before rebounding, with about 7.8 million shares changing hands. The move matters because traders have treated Vertiv as a direct play on the infrastructure behind artificial-intelligence computing. Any hint that next-generation chips may change the amount — or mix — of cooling equipment needed in data centers can reprice the group quickly. At the CES technology show in Las Vegas on Monday, Nvidia CEO Jensen Huang said the company’s
7 January 2026
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Vertiv stock jumps on Barclays upgrade — what VRT bulls watch before Monday’s open

Vertiv stock jumps on Barclays upgrade — what VRT bulls watch before Monday’s open

NEW YORK, Jan 4, 2026, 19:28 ET — Market closed Vertiv Holdings Co’s Class A shares (VRT) closed sharply higher on Friday after Barclays upgraded the data-center equipment maker, setting up a test of whether the move holds when U.S. markets reopen on Monday. The stock finished at $175.61, up 8.39% from the prior close, after trading as high as $177.25. Vertiv Investors The upgrade matters now because Vertiv has become a high-beta proxy for data center capital spending — money companies put into building and outfitting facilities — and those trades can swing hard on changes in earnings expectations.
5 January 2026
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Vertiv (VRT) stock jumps on Barclays upgrade to $200 target — what investors watch next

Vertiv (VRT) stock jumps on Barclays upgrade to $200 target — what investors watch next

New York, Jan 4, 2026, 14:57 ET — Market closed Vertiv Holdings Co shares ended Friday up 8.4% at $175.61 after Barclays upgraded the data-center power and cooling supplier to Overweight and lifted its price target to $200. Barclays analyst Julian Mitchell said the bank sees “substantial upside potential” to consensus earnings estimates in 2026 and 2027. TipRanks The call matters now because investor positioning in data-center infrastructure has been swinging sharply with every new read on AI-related spending. With U.S. markets reopening on Monday, traders will test whether Friday’s analyst-driven pop pulls in fresh buyers or fades once the
4 January 2026
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Vertiv stock jumps on Barclays upgrade, $200 target; U.S. jobs report looms for AI-linked industrials

Vertiv stock jumps on Barclays upgrade, $200 target; U.S. jobs report looms for AI-linked industrials

NEW YORK, Jan 4, 2026, 14:01 ET — Market closed Vertiv Holdings shares jumped 8.4% on Friday after Barclays upgraded the industrial stock to overweight and lifted its price target to $200. “The recent selloff in the shares creates an attractive entry point,” Barclays analyst Julian Mitchell wrote. TipRanks The upgrade matters now because the market has started 2026 trying to separate durable “picks-and-shovels” beneficiaries of artificial intelligence from the frothier corners of the trade. Vertiv sells the power and cooling gear that data centers need to run denser, heatier AI workloads. That theme helped value-tilted sectors including industrials hold
4 January 2026
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Barclays upgrades Vertiv and this data center stock jumps 8% — what traders watch next

Barclays upgrades Vertiv and this data center stock jumps 8% — what traders watch next

NEW YORK, Jan 4, 2026, 13:25 ET — Market closed Vertiv Holdings (VRT.N), a supplier of power and cooling equipment used in data centers, closed Friday up 8.4% after Barclays upgraded the stock to overweight, meaning it expects the shares to outperform. “The recent volatility in the stock has created an attractive entry point,” Barclays analyst Julian Mitchell wrote. Barron’s The call matters now because investors are re-pricing “picks-and-shovels” beneficiaries of data-center buildouts heading into 2026, after a choppy finish to the year for high-multiple industrial tech suppliers. A single upgrade can have an outsized impact when positioning is crowded
4 January 2026
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Vertiv stock jumps 8% after Barclays upgrade sets $200 target — what VRT investors watch next

Vertiv stock jumps 8% after Barclays upgrade sets $200 target — what VRT investors watch next

NEW YORK, Jan 3, 2026, 14:15 ET — Market closed Vertiv Holdings Co (VRT) shares jumped 8.39% on Friday after Barclays upgraded the data-center power and cooling supplier. The stock closed at $175.61, up from $162.01 on Dec. 31, while Barclays raised its target to $200 and flagged Vertiv as a laggard versus other AI-linked infrastructure names such as GE Vernova and nVent Electric. Investing The move matters because Vertiv sits in the physical layer of the AI buildout, selling equipment that helps keep data centers powered and cooled. Vertiv calls itself a provider of “critical digital infrastructure” for data
3 January 2026
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Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

NEW YORK, January 3, 2026, 12:56 ET — Market closed Data center stocks ended the first trading day of 2026 on Friday with a sharp split between infrastructure suppliers and real estate landlords. Vertiv Holdings (VRT) jumped 8.4% and Applied Digital (APLD) rose 14.6%. Power-management supplier Eaton (ETN) gained 2.8%, while Digital Realty (DLR) and Iron Mountain (IRM) edged up and Equinix (EQIX) slipped. The moves matter now because investors are starting the year re-pricing what the AI data center build-out means for earnings, not just revenue. Stocks tied to power delivery and cooling can benefit when customers pack more
3 January 2026
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Vertiv stock jumps 8% after Barclays upgrade calls pullback an “attractive entry point”

Vertiv stock jumps 8% after Barclays upgrade calls pullback an “attractive entry point”

NEW YORK, Jan 2, 2026, 19:22 ET — After-hours Vertiv Holdings (VRT) shares jumped 8.4% in after-hours trading on Friday after Barclays upgraded the data center power-and-cooling supplier and raised its price target to $200. Analyst Julian Mitchell called the pullback an “attractive entry point” and said the company’s outlook often leaves room to “beat and raise” — topping forecasts and lifting guidance. TipRanks The move puts Vertiv back in the spotlight early in the new year as investors recalibrate bets on the infrastructure behind artificial intelligence, where higher-power servers are driving demand for equipment that supports and cools data
3 January 2026
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Vertiv stock surges 8% on Barclays upgrade — what Wall Street is watching next

Vertiv stock surges 8% on Barclays upgrade — what Wall Street is watching next

NEW YORK, January 2, 2026, 13:40 ET — Regular session Vertiv Holdings Co shares were up 8.2% at $175.33 in afternoon trading on Friday after Barclays upgraded the data-center power and cooling supplier and raised its price target to $200. Barclays analyst Julian Mitchell said the stock had “substantial upside potential” to consensus earnings estimates in 2026 and 2027. TipRanks The call matters because investors have been treating data-center infrastructure as a front-line trade on artificial intelligence spending, and small shifts in expected demand can swing valuations. Vertiv sells the power and thermal gear that keeps high-density servers running. Barclays’
2 January 2026
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AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

NEW YORK, January 2, 2026, 07:07 ET Investors are starting 2026 by shifting attention from headline AI model makers to the physical plumbing that keeps data centers running — power, cooling and networking — as valuations rise across the sector. The debate matters now because the AI boom is increasingly tied to the pace of data-center buildouts. That puts more focus on the companies that sell the hardware and systems needed to deploy and run AI at scale. It also raises the risk that constraints in the real world — especially electricity supply — could dictate how far and how
2 January 2026
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Vertiv stock slips premarket as Barclays lifts VRT to Overweight, sets $200 target

Vertiv stock slips premarket as Barclays lifts VRT to Overweight, sets $200 target

NEW YORK, January 2, 2026, 06:40 ET — Premarket Vertiv Holdings Co (VRT) shares slipped 1.5% in premarket trading on Friday after a fresh bullish call from Barclays on the data-center infrastructure supplier. The stock was at $162.01 at 6:28 a.m. ET, about $2.40 below its previous close. The call matters now because investors are resetting positions for 2026 and looking for signals on whether data-center spending is still translating into earnings upgrades. Vertiv has become a closely watched proxy for power and cooling demand tied to higher-density computing. Analyst ratings can be a near-term catalyst for these shares, particularly
2 January 2026
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Vertiv stock ends 2025 down 1.5% as markets shut for New Year’s — what to watch next

Vertiv stock ends 2025 down 1.5% as markets shut for New Year’s — what to watch next

NEW YORK, January 1, 2026, 19:15 ET — Market closed Vertiv Holdings Co shares ended the final trading session of 2025 down 1.5% at $162.01, as U.S. markets stayed closed on Thursday for New Year’s Day. Reuters The move matters because Vertiv has become a closely watched proxy for spending on data centers, including power and cooling gear needed for AI-heavy computing loads. That makes the stock sensitive to shifts in risk appetite as investors reset positions at the start of a new year. Vertiv Holdings Co. Wall Street closed 2025 with another down session, even as the main indexes
2 January 2026
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Stock Market Today

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

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:22 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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