New York, Jan 25, 2026, 04:55 EST — Market closed
Shares of Vertiv Holdings Co (VRT.N) ended Friday’s session 0.8% higher, closing at $182.49. The stock capped off a volatile week for data-center infrastructure players, with traders now eyeing Monday’s Fed announcements and major tech earnings reports.
The timing is crucial as markets zero in once more on whether AI investments are translating into profits or just swelling costs. “Earnings are the driver,” said Franklin Templeton senior market strategist Chris Galipeau. Apple, Microsoft, Meta, and Tesla are all set to report earnings in the next few days. (Reuters)
Vertiv has a clear connection here. The company sells power and cooling equipment that supports AI workloads, meaning cloud capital expenditures can rapidly translate into its orders and service needs.
Friday’s trading was choppy. Shares dropped to a low of $175.73, then climbed as high as $183.72 before closing, with roughly 3.5 million changing hands, according to Nasdaq data. (Nasdaq)
Vertiv added a fresh angle for investors late last week. The company rolled out Vertiv Next Predict, an AI-driven managed service designed to detect issues in data-center gear before uptime takes a hit — relying on real-time operational data rather than scheduled inspections. (Vertiv)
“Vertiv Next Predict helps data centers unlock uptime,” said Ryan Jarvis, vice president of Vertiv’s global services business unit, in the announcement. The company said the service employs anomaly detection and predictive algorithms to identify risks in power, cooling, and IT systems. (Nasdaq)
Broader markets offered little support for the calm. On Friday, the Dow slipped while the Nasdaq inched up, dragged down by Intel’s drop after a weak forecast, despite gains from Nvidia, Reuters reported. Janus Henderson portfolio manager Julian McManus described it as a “show-me” moment for AI-related stocks. (Reuters)
The Federal Reserve’s policy meeting is set for Jan. 27-28, with a rate decision expected on Wednesday followed by a press conference, according to the central bank’s calendar. Bets on interest rates have been shifting among high-growth stocks, a group that often includes Vertiv. (Federal Reserve)
Vertiv is set to announce its fourth-quarter and full-year 2025 earnings before the market opens on Feb. 11. The company will hold a conference call at 11 a.m. ET that day. (Vertiv)
During the call, investors usually drill down on orders and backlog, as well as price and supply trends. They also want to know how much of the AI expansion is shifting from one-off equipment sales to steady, repeatable service revenue.
The immediate threat is clear: a sour note from Washington or a cautious outlook from Big Tech could knock anything linked to AI development, Vertiv among them. Markets have been reactive to tariff news and rapid swings in risk appetite. One money manager summed it up as waking up uncertain whether it’s “Christmas morning or Friday the 13th.” (Reuters)
Coming soon: Monday’s reopening, the Fed’s decision midweek, and Vertiv’s report on Feb. 11 — the next clear signal on whether the data-center trade is truly picking up speed or just growing more expensive.
