Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

VRT's margin gains and strong sales growth are reshaping its competitive position as Amphenol and Super Micro Computer expand in AI infrastructure.

Modine's sales surged 28% in Q1, but shrinking margins across segments put the spotlight on its fiscal 2027 profitability push.

MOD's AI data-center cooling demand is surging, with record orders and a nearly doubled backlog. But execution will decide how much reaches earnings.

AI data centers need more than chips. Dell, Celestica, Lumentum and Vertiv are poised to benefit from surging demand for critical infrastructure.

U.S. manufacturing could be headed for an AI-fueled revival. Our roundtable pros size up the trend and offer 10 promising stocks.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

ECL's $4.75B CoolIT deal expands its AI data-center cooling opportunity, but higher debt and financing costs raise execution risks.

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index’s 25.71% return. A copy of the letter can be downloaded here. U.S. equities rebounded sharply after March’s selloff related […]

VRT and TER both benefit from AI demand, but stronger earnings growth and surprises give Teradyne the edge.

Vertiv and Super Micro Computer both just reported blowout AI infrastructure numbers, but the two stocks tell completely different stories about risk, reward, and who actually wins when data centers scale.

Vertiv Holdings Co has delivered a very strong run over the past five years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks currently point to the stock trading at a premium. After that kind of performance, the key issue for you is whether the current price still offers a margin of safety. Vertiv Holdings Co has returned about 9.8x over 5 years. This puts extra focus on whether the current valuation already prices in a lot of good...

EMCOR's AI-driven growth, strong Q2 beat and raised outlook contrast sharply with Thor Industries' RV market headwinds.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now is whether the fuel cell darling still has room to run or has finally gotten ahead of itself.

G vs. VRT: Which Stock Is the Better Value Option?

Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.

Vertiv trades at $270.65 per share and has stayed right on track with the overall market, gaining 8.9% over the last six months. At the same time, the S&P 500 has returned 11.7%.

nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.

Vertiv just shrugged off a gut-wrenching 40% plunge and roared back, and now Wall Street analysts are lining up to say the liquid cooling giant still has room to run as the AI buildout shifts into an even higher gear.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Interface, US Foods, Vertiv and Ryman Hospitality stand out for strong interest coverage and projected earnings growth.

In late July 2026, Vertiv Holdings Co reported second-quarter results showing higher revenue and net income year over year, completed its US$599.84 million share repurchase program, and raised both third-quarter and full-year 2026 guidance, while earlier in August Bitzero Holdings Inc. announced a collaboration with Vertiv to support AI and HPC data center build-outs. Together with Vertiv’s planned presentation at the OCP APAC Summit 2026 in Taipei, these developments underline the company’s...

The best AI stocks of 2026 are shifting. See which AI stocks to watch as money quietly rotates, and why this year's winners may not last.

As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.

Vertiv (VRT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

VRT rides on surging AI data center demand, expanding capacity and advanced power and cooling technologies as it targets further growth.

Vertiv Holdings and three other stocks stand out for impressive interest coverage ratios in a screen for financially resilient opportunities.

KEEL is pressing 2027 power availability to deepen lease talks at Moses Lake, Sharon and Panther Creek as permits and expansion plans advance.

Vertiv got caught up in the severe AI stock sell-off last month and also delivered second-quarter earnings.

Everyone knows the GPU giants, but the companies quietly making those chips useful are sitting on backlogs that stretch well over a decade into the future. Three overlooked infrastructure stocks have positioned themselves at the most critical chokepoints in the entire AI buildout.

Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures the biggest dollar share changes the investment calculus entirely.

VRT, NVST, and AER it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 10, 2026.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Limited power availability for data centers is a bullish setup for the company.

AI data center demand drove 24% sales surge across Americas and APAC.

Vertiv Holdings Co (VRT) is back in focus after raising its full year 2026 guidance and reporting higher second quarter revenue and earnings, supported by AI-focused data center demand and expanding capacity. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co's share price has surged 56.69% year to date, with a 7 day share price return of 20.95% after its raised 2026 guidance and recent AI data center partnerships. The 1 year total shareholder return stands at 97.63%. If...

Accenture faces softer fiscal 2026 revenue growth as weak bookings, cautious AI spending and geopolitical headwinds pressure demand and investor sentiment.

Watts raised its 2026 sales outlook as surging data center demand boosts growth, while capacity spending, project timing and margins shape the near-term setup.

According to the average brokerage recommendation (ABR), one should invest in Vertiv (VRT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

AI infrastructure spending is entering its heaviest deployment phase yet, and three stocks spanning GPUs, custom silicon, and data center power are sitting right at the center of that trade heading into August.

MU, STX, FIX, VRT and CLS are growth stocks for August, with AI-driven demand highlighting opportunities in the ongoing market rally.

Lam, The Cheesecake, Vertiv and Fortinet have been highlighted in this Screen of The Week article.

Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?

Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.

Vertiv offers steady revenue growth at scale, but AST SpaceMobile's recent acceleration hints at a potential inflection point worth monitoring.