New York, Jan 9, 2026, 15:12 EST — Regular session
Shares of Vertiv Holdings Co rose 1.5% to $163.24 in afternoon trading on Friday, clawing back some ground after a sharp drop in the prior session.
The data center power-and-cooling supplier fell 6.3% on Thursday, a swing that left the stock nursing losses after a tech-led pullback in U.S. equities ahead of the monthly jobs report. (Investing)
That matters now because Vertiv trades like a rate-sensitive growth name: when investors lean toward interest-rate cuts, high-multiple infrastructure suppliers tend to catch a bid. Broader U.S. indexes were higher on Friday after the labor data kept hopes alive for easier policy later this year. (Reuters)
U.S. employers added 50,000 jobs in December and the unemployment rate edged down to 4.4%, according to the Labor Department. (Bureau of Labor Statistics)
Vertiv, meanwhile, pushed out fresh messaging on where data centers are heading. In a report released on Thursday, chief product and technology officer Scott Armul said operators are changing how they “design, build, operate and service” facilities as AI ramps up power density and deployment speed. (PR Newswire)
The company’s “Frontiers” report flagged higher-voltage direct current power, on-site generation, digital twins and adaptive liquid cooling as key themes for 2026. (A digital twin is a virtual replica used to model a facility before and after it is built.) (Stock Titan)
Technically, traders have been eyeing whether Vertiv can hold the $160 area after Thursday’s low, and whether it can work its way back toward the low-$170s. The stock’s 52-week range is $53.60 to $202.45, underscoring how quickly sentiment has swung around AI-related data center demand. (MarketWatch)
But the downside case is still there. If AI buildouts pause, power constraints bite, or rate-cut expectations fade, fast-moving data center infrastructure names can give back gains in a hurry.
Next up, macro may do the driving again: December CPI data are due on Tuesday, Jan. 13 at 8:30 a.m. Eastern, while investors also wait for Vertiv to firm up the timing of its next quarterly update. (Bureau of Labor Statistics)
