$100 Invested In Vertiv Holdings 5 Years Ago Would Be Worth This Much Today

Vertiv's Product Revenue Accelerates: Can It Outpace APH & SMCI?

Vertiv (VRT) reported strong Q2 2026 results with product revenue rising 22% to $2.65B, driven by surging demand for AI data-center infrastructure. The company is expanding capacity globally and investing in advanced thermal and power solutions. However, it faces increasing competition from Super Micro Computer and Amphenol, both expanding their AI infrastructure portfolios. VRT stock has surged 47.8% year-to-date but trades at a premium valuation with a P/B ratio of 19.37X.

Buy 3 Needham Mutual Funds for Long-Term Gains

The Federal Reserve raised interest rates as anticipated and reported modestly higher inflation expectations. Despite the rate hike, the Fed raised its GDP growth outlook and characterized the labor market as solid, suggesting economic resilience.

Shares of data center infrastructure-related companies are trading lower after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may lead to curtailed demand for providers of electrical equipment and services, HVAC systems, and power generation capacity.

OpenAI, Anthropic Call for AI Slowdown: Chips Sink, Cybersecurity Stocks Jump

OpenAI and Anthropic backed slower AI development, triggering a sharp rotation into cybersecurity and software.