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NVDAVertivdata centersartificial intelligenceearnings
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
MSFT
▲ Likely positiveMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/27/2026 | 531.60 |
| Change that session | -0.19% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Vertiv, Nvidia target 10-week cut in AI power, cooling setup
- Vertiv stock surges as orders double amid AI build-out: 'Evolving faster than ever'
Vertiv (VRT) shares jumped 15% in premarket trading as the data center power and cooling maker benefits from heavy capital spending by Google (GOOG) and Microsoft (MSFT). The company said its orders doubled year over year as AI fuels demand for its infrastructure, and it counts Alphabet, Microsoft, Nvidia and Amazon among its customers. Vertiv raised its 2026 outlook to net sales of $14.45-14.85 billion, up from $13.8-14.2 billion, and adjusted diluted EPS of $7.10-7.20, representing earnings growth of 69%-71%. In the third quarter, net sales reached $4.31 billion versus Wall Street's expectations of $3.76 billion, and adjusted diluted EPS of $2.21 rose 78%, beating estimates of $1.82.
- Will AI Product Push Change Vertiv Stock Narrative Ahead Of Q3 Earnings
Vertiv Holdings Co has rolled out its SmartIT platform, expanded its NVIDIA-aligned AI factory offerings and closed power and cooling acquisitions ahead of its Q3 2026 earnings release. The article argues that integrated capabilities from rack to data hall could matter as much as hardware for full-stack AI data center projects. Bullish analysts model revenue of $24.0 billion and earnings of $4.7 billion by 2029, up from $1.7 billion today, based on 28.0% annual revenue growth and margins rising from 15.1% to 19.7%. A more cautious scenario projects $23.0 billion in revenue and $4.6 billion in earnings, with a P/E of 28.1x. The article also cites a fair value implying 69% potential upside to the current price.
- Make or Break for VRT on Oct. 28: Proving the ‘AI Factory’ Thesis Amid a Brutal Valuation Reset.
Vertiv (VRT) reports third-quarter results on Oct. 28, with the stock down 39% from its recent peak despite five straight EPS beats and a 21.89% drop over the past month to $194.31. In the second quarter, adjusted EPS rose 60% to $1.52 and revenue climbed 24.1% to $3.27 billion, but organic growth slowed to 18%, which management attributed to supply chain congestion and the timing of phased projects. Management raised full-year adjusted EPS guidance to $6.65 to $6.75, and guidance calls for organic growth of about 35%, while consensus EPS stands just above the $1.80 guidance midpoint. The key questions are whether delayed AI projects have shipped and whether new capacity came online on schedule, with 2027 orders also seen as critical. The article argues that if shipment timing shifts again, the valuation reset could keep going.
- Vertiv Stock Jumps 7 % After Record Losing Streak as SpaceX and Super Micro Results Revive AI Power Trade
Vertiv shares rose more than 7% in early Wednesday trading, gaining $15.43 to $218.98 and lifting the company's market value to about $84.3 billion after a record 11-session losing streak. The rally followed strong results from SpaceX, which reported third-quarter revenue of $14.58 billion and said its AI cloud business grew about ninefold, and from Super Micro Computer, which forecast fiscal first-quarter revenue of $18.5 billion to $19.5 billion. SpaceX also expects to spend $35 billion to $40 billion on capital projects in the fourth quarter, mostly for AI computing infrastructure. Vertiv reports third-quarter results on Oct. 28, forecasting adjusted earnings of $1.77 to $1.83 per share, while analysts expect $1.82 per share on revenue of about $3.75 billion. The company's backlog reached $15 billion at the end of 2025, more than double the year before.
- Vertiv Simplifies High-Density AI Infrastructure Deployment Across Data Center Environments
Vertiv has introduced the Vertiv SmartIT solution, a pre-engineered architecture based on NVIDIA MGX and OCP ORV3 that integrates rack infrastructure, power conversion, direct-to-chip liquid cooling and monitoring in a factory-validated design. Factory validation reduces on-site integration work, and the solution is available now for AI deployments globally. It can be used in existing facilities, new builds, colocation and hyperscale environments without redesign, and it scales from a single rack to multi-rack deployments. Vertiv previously deployed SmartIT with NVIDIA to support the DGX GB300 and showed a demo unit with the HGX Rubin NVL8 at NVIDIA GTC Berlin in October.
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Latest news
- Anthropic IPO filing warns some risks may be uninsurable. AI coverage will be issue for every company
Anthropic's S-1 filing lists risks ranging from IP theft and security incidents to data loss, climate change and rogue agents, and warns its insurance may not provide sufficient coverage while the AI-specific insurance market is still nascent. Gartner's Alissa Lugo says 'death by AI' claims could exceed 2,000 worldwide by the end of 2026, and more companies are building in AI exclusions. Dennis Hendrickson of Hendrickson Insurance says cyber policies cover only some AI losses, and nearly every cyber policy excludes bodily injury. Kara Higginbotham of Zurich North America says a coverage gap generally exists for bodily or physical harm from AI incidents, as insurers are wary of writing such risks into policies today. Henrietta Akpata of Marist University says most companies cannot say where employees use AI tools, which is the first thing to fix.
- This Nvidia chart shows why the AI compute shortage remains acute
Demand for AI infrastructure remains strong, with rental rates for older-generation Nvidia (NVDA) Blackwell and Hopper GPUs still rising, a sign the compute shortage remains acute, according to BCA Research chief economist Peter Berezin. Berezin said he expects an AI capex bust, but probably not until 2028. SK Hynix (SKHY) plans to return a total of $75 billion to shareholders this year through buybacks and dividends, after record third-quarter revenue and operating profit for a sixth straight quarter. Anthropic's IPO prospectus showed first-half 2026 revenue rising to $16.3 billion from $1.1 billion a year earlier, with customers outside the top five making up about 79% of sales, up from 64% in the first quarter. The company had about $131.7 billion in cash, cash equivalents and short-term investments as of June 30, 2026.
- 3 signs the AI trade remains red hot
Yahoo Finance Executive Editor Brian Sozzi argues the AI trade is regaining momentum and cites three signs. First, rental prices for older Nvidia chips such as Blackwell and H100 (Hopper) are rising, based on a chart from Peter Berezin, chief economist at BCA Research, which Sozzi says contradicts reports of slowing AI demand. Second, SK Hynix posted a strong quarter and outlook and plans to return $75 billion to investors through buybacks and dividends. Third, Anthropic's latest IPO filing shows $131 billion in cash and equivalents and strong demand in the first six months of the year. Berezin reportedly takes a more cautious view and does not expect a capex bust until 2028, if it happens at all.
- South Korea fines Google, Apple for pushing app developers onto their payment systems
South Korea's Korea Media and Communications Commission (KMCC) fined Google 42.9 billion won (€28.7m) and Apple 20.8 billion won (€13.9m), a combined 63.7 billion won (€42.7m), after an investigation that began in August 2022. The regulator found both companies breached a 2021 law barring app store operators from requiring developers to use a specific payment system: they charged a 26% commission on alternative in-app payments, held back features, blocked payments through external websites and held up app reviews without clear explanations. Apple was also found to have charged South Korean developers more than elsewhere from 2015 to January 2023, because it calculated its commission on prices that included value-added tax. Both companies must let developers link to outside payment options and improve their app review processes, with one month to submit plans and three months to make the changes. Google and Apple had not publicly responded at the time of the report.
- Why Is Amazon.com (AMZN) Asking Investors To Watch Its $2 Billion AI Deal?
Amazon Web Services signed a US$2b multi-year AI infrastructure agreement with Verizon, covering large-scale agentic and generative AI systems built on Verizon's existing cloud relationship with AWS. Verizon plans to use the infrastructure for customer service agents, network operations and new data-intensive applications. The article says the deal fits the view that AI-driven AWS contracts must validate heavy data center and chip spending, but it also magnifies execution risk. The key test, it says, is whether Amazon discloses AI-specific revenue and contracted backlog within AWS in upcoming quarterly reports, which would show whether headline deal values turn into sustained cash generation.
- A group of shareholders holds over 8.6% of VIB's capital
Beston JSC spun off a company and transferred 85.73 million VIB shares to Bellmont JSC on 22/10/2026, reducing Beston's stake from 4.641% to 2.336% of capital. Bellmont, which held no VIB shares before, now owns 2.295%, and with related parties the Beston and Bellmont groups hold 236.86 million and 235.34 million shares. Including four related individuals, among them chairwoman Nguyen Thuy Nga, who is CEO and chairwoman of both firms, the group holds over 322.59 million shares, about 8.64% of VIB. VIB reported pre-tax profit of nearly 7,600 billion VND in the first nine months of 2026, up 8%.
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