Vertiv Holdings Co (VRT) Price

Zacks Touts Three AI Stocks for 2026 Momentum

Zacks Investment Research highlights Amazon, Vertiv, and Marvell as three AI-related stocks with strong momentum for 2026, citing an AI market projection of $2.4 trillion by 2032.

Micron Jumps On Strong Guidance as AI Stocks Sell Off

Micron's stock rose after it released strong earnings and guidance on December 17, while major AI-related stocks like Nvidia and Broadcom fell more than 3%.

Caterpillar and Goldman Sachs Lead Dow

Caterpillar (CAT) and Goldman Sachs (GS) are the top-performing stocks in the Dow Jones Industrial Average for 2025. Their success is driven by strong demand for AI-related infrastructure and a favorable interest rate environment, signaling a potential market rotation from tech to cyclical industries.

Investors Target Post-AI Growth Sectors

Investors are looking beyond the initial AI boom, reallocating capital into AI-adjacent infrastructure and next-generation technologies like quantum computing. This shift occurs amid analyst warnings that the primary AI trade is overbought, prompting a search for new growth opportunities ahead of 2026.

Wall Street Backs AI Infrastructure Stocks

Wall Street analysts are issuing strong "buy" ratings for stocks integral to the AI infrastructure boom, specifically naming Super Micro Computer (SMCI) and Vertiv (VRT) as top picks with significant upside potential, fueled by the soaring demand for data center hardware.

Zacks Adds Five Stocks To Strong-Buy List

Zacks Investment Research has added five new companies to its coveted Zacks Rank #1 (Strong Buy) list, signaling a bullish outlook based on positive revisions to their earnings estimates. This move comes as the market weighs the continued dominance of AI against a potential boom in cyclical sectors.

EPRI Launches Global Effort To Secure Grids

The Electric Power Research Institute (EPRI) has launched a global initiative named RADAR to modernize electricity grids for future demands. The effort aims to help the electric sector anticipate and manage emerging risks, driven by the explosive growth in power demand from AI data centers and the urgent need to upgrade aging infrastructure.

AI Sentiment Shift Pressures Infrastructure, Security Stocks

Key AI-linked growth stocks, including Vertiv and Palo Alto Networks, faced a sell-off as investor focus shifts from pure capital expenditure to proven returns. The move signals a broader re-evaluation of high valuations across the AI hardware and software sectors.

SanDisk Valuation Metrics Signal Investor Caution

SanDisk's stock has surged over 570% year-to-date, but recent volatility and conflicting valuation models are creating significant investor uncertainty. While discounted cash flow (DCF) analysis suggests the stock is undervalued, its price-to-sales (P/S) ratio indicates potential overvaluation, reflecting broader market anxiety over AI-linked assets.

TSMC Call Options Surge 400% Amid AI Rally

A massive 404% increase in call option volume for Taiwan Semiconductor Manufacturing (TSM) signals strong bullish sentiment, as the stock nears its 52-week high. This occurs as the broader market grows more selective on AI investments, favoring firms with proven financial strength.

AI Rally Fuels Stocks Amid Rising Bubble Concerns

U.S. stock indices are approaching all-time highs, driven by potent enthusiasm for artificial intelligence and widespread expectations of a Federal Reserve rate cut. This optimism is increasingly tempered by warnings over stretched valuations, the potential for an AI-centric market bubble, and conflicting economic forecasts for 2026.

HPE AI Revenue Lags Amid Sector Boom

Hewlett Packard Enterprise (HPE) reported mixed fiscal Q4 results, with an earnings beat overshadowed by a revenue miss and declining sales in its core Server and Hybrid Cloud divisions. The report signals that HPE's AI strategy has not yet translated into the significant growth seen by other AI-focused firms.

AI Power Demand Ignites Liquid Cooling Market

The relentless expansion of AI computing is creating significant bottlenecks in data center infrastructure, driving massive investment into liquid cooling solutions to manage the heat from next-generation GPUs. This has ignited a specialized market for thermal management technologies.

AI Stocks Face Quality Scrutiny Amid Capex Boom

AI stocks, particularly in the semiconductor sector, are facing increased investor scrutiny as massive capital expenditures fail to translate into proportional free cash flow. This has prompted some "quality" focused ETFs to divest from market leaders, signaling a shift in market sentiment from pure growth to sustainable profitability.

Organogenesis Stock Corrects 8.4% After 31% Monthly Surge