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NYSE:VRT 22 January 2026 - 21 March 2026

Vertiv Climbs 6% After Tumultuous 18% Swing; 50x Earnings Level In Sight
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.
Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center shares dipped Friday, with Equinix slipping 0.6% to $820.93 and Digital Realty Trust retreating 0.9% to $165.95. Vertiv took a bigger hit, dropping 4.5% to $186.18, and Arista Networks slid 4.3% to $141.74. The Global X Data Center & Digital Infrastructure ETF declined 2.5%, while the Pacer Data & Infrastructure Real Estate ETF fell 2.0%.
Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Power-Price Shock Hits Data Center Stocks: Equinix, Digital Realty, Vertiv in Focus This Week

Real-time wholesale electricity prices in Dominion Energy’s Virginia service area surged past $1,800 per megawatt-hour early Sunday, pushed by Winter Storm Fern and demand that outstripped forecasts in the nation’s busiest data-center hub. That’s up from roughly $200 just a day before. PJM Interconnection expects winter demand to hit a peak of 147.2 gigawatts on Tuesday, breaking the previous January 2025 record of 143.7 GW. Data from PJM showed Dominion’s load running about 5% higher than forecast Sunday morning.
Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks enter a crucial week for U.S. tech earnings and the Federal Reserve’s announcement with no clear trend after Friday’s close. Vertiv gained 0.8%, finishing at $182.49. Equinix dipped 0.1% to $791.27, and Digital Realty inched up 0.3% to $159.16. The Pacer Data & Infrastructure Real Estate ETF rose 0.5%.
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 92 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 90 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 88 / 100
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Editorial model selection. Not personalised advice.