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☆ 4 of our stocks report earnings next week. Here's what we want to see from each
▼ + stars: | 2024-02-17 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

A hotter-than-expected consumer price index on Tuesday sent stocks reeling, with the Dow posting its biggest drop in a year. Stocks bounced back over the next two days, helped by a softer retail sales report , only to slump again on Friday's hot producer price index for January. As we said this week, we're not overly concerned with the hotter-than-expected inflationary readings. Earnings season picks back up for the Club next week, with four holdings set to report quarterly results. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Wall, Stocks, we're, Palo, Fortinet, BCH's Bausch, Management doesn't, Dana, Bausch, Dr Pepper, Diana Shipping, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Walid Berrazeg Organizations: Dow Jones Industrial, Nasdaq, Dow, Federal Reserve, Club, Palo Alto, Palo, billings, Nvidia, Amazon, Microsoft, Bausch Health, Coterra Energy, Management, NYSE, Walmart, Axsome Therapeutics, Barclays Bank, Armstrong World Industries, Ceragon Networks, Tri Pointe Homes, Dana Incorporated, DigitalBridge, Oil States International, Systems, Allegion, CenterPoint Energy, Equitrans Midstream Corporation, Expeditors International of Washington, Alto Networks, SolarEdge Technologies, Enovix Corporation, Caesars Entertainment, Diamondback Energy, Toll, Ternium S.A, Celanese Corp, Chesapeake Energy, CVR Energy, Reserve, Vertiv Holdings Co, Properties Trust, Devices, HSBC Holdings plc, HSBC, Lomb, Sinclair Corporation, Pagaya Technologies, Gibraltar Industries, Garmin, NVIDIA, Rivian Automotive, Sunnova Energy International, Bros, Apache, Oil, Suncor Energy, Co, FNF, Sciences, Coeur D'Alene Mines, Trip.com, Joby Aviation, Resources, Alamos, Jackson, Nutrien, NTR, Pan, Sm Energy Company, Health, Newmont, Nikola Corporation, Cheniere Energy, Fiverr, Natural Resources, Point Credit, Lantheus Holdings, Builders, Grab Holdings, NICE, Dominion Energy, Harmony Biosciences Holdings, Teck Resources Limited, Intellia Therapeutics, Energy, Booking Holdings, Intuit, Semiconductor, Nation Entertainment, Vale S.A, Rocket Companies, Warner Bros ., AerCap Holdings, Natural Holdings, Calumet Specialty Products Partners, Frontier Communications, Jim Cramer's Charitable, CNBC, Lightrocket, Getty Locations: billings, Palo Alto, China, Xifaxan, Tri Pointe, Avista, Gibraltar, Coeur D'Alene, Pan American, Teck, Vale

☆ Cramer's Lightning Round: Affirm is a buy
▼ + stars: | 2024-02-12 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Vertiv's year-to-date stock performance. Stock Chart Icon Stock chart icon General Dynamics' year-to-date stock performance. Stock Chart Icon Stock chart icon C3.ai's year-to-date stock performance. Stock Chart Icon Stock chart icon Altimmune's year-to-date stock performance. Stock Chart Icon Stock chart icon Affirm's year-to-date stock performance.

Persons: it's, Tom Siebel, Tom, You've Organizations: Dynamics

☆ Lightning Round: Stick with General Dynamics, says Jim Cramer
▼ + stars: | 2024-02-12 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: Stick with General Dynamics, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stock including: Vertiv, General Dynamics, C3.ai, Altimmune, Affirm and Darling Ingredients.

Persons: Jim Cramer Organizations: General Dynamics, Dynamics

☆ Goldman warns these are the most crowded AI-related stocks
▼ + stars: | 2024-02-07 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

These stocks riding the surge of interest in artificial intelligence are the most crowded trades, Goldman Sachs warned. The top five most crowded trades include Autodesk, a design software company; Arista Networks, a network equipment company; and Advanced Micro Devices, a chipmaker. Autodesk is considered the most crowded trade, according to Goldman Sachs. But Goldman Sachs does not anticipate much runway left for the stock, just 3% upside to its price target. The stock is up 23% in 2024, but can fall 27% based on Goldman Sachs' price target.

Persons: Goldman Sachs, Samik Chatterjee, Morgan Stanley Organizations: Street, Autodesk, Arista Networks, Devices, Arista

☆ Tending to AI's power needs is a booming business. These stocks are in the sweet spot
▼ + stars: | 2024-01-23 | by ( Pia Singh | ) www.cnbc.com time to read: +13 min

In fact, "data centers are taking a disproportionate amount of incremental capacity being added by electrical equipment manufacturers." Much of the energy data centers consume is used to train AI models as well as to run them. Natural resources, power supply, funding — the necessities that allow for the existence of the data centers — aren't exactly infinite. The company's business took off last year as data centers began to need more electrical equipment capacity and generated more heat. JPMorgan has a neutral rating on GE with a $124 price target, 5.5% below the stock's Monday close.

Persons: Andrew Obin, Stephen Tusa, Obin, It's, TD Cowen, Michael Elias, Tusa, Eaton, hasn't, Elias, I've, Hubbell, repurposing, Martyn Briggs Organizations: Nvidia, Bank of America, JPMorgan, General Electric, Hubbell Power Systems, U.S . Department of Energy, Google, Oracle, Microsoft, Power, Bloomberg, Energy, GE, Dominion Energy, Dominion Locations: Eaton, BofA, U.S, Northern Virginia, FactSet

☆ The 2023 stock winners investors should let ride, sell or hedge in the new year
▼ + stars: | 2024-01-01 | by ( Michael Khouw | ) www.cnbc.com time to read: +9 min

Let 'em ride: Several of 2023's best-performing stocks were grossly undervalued at the beginning of the year. So while investors recognized the company could deliver massive earnings and free cash flow, they were afraid Zuckerberg had gone off the reservation. The stock sports topline growth, substantial margins, a strong balance sheet, substantial free cash flow, and a moat around its business. It's time to hedge some of those gains (or take profits): The second best-performing stock in the Russell 1000 for 2023 is Coinbase (COIN) . If you own, but don't want to sell, consider purchasing the March $45/$35 put spread as a particle hedge, as illustrated below.

Persons: David Ricardo, Ricardo, Mark Zuckerberg, Zuckerberg, doesn't, Russell, cryptocurrencies, aren't, Equifax Organizations: Russell, Vertiv, Builders, Topbuild Corp, Nvidia, Investors, MU, Walmart, Visa, Mastercard, Paypal, Experian, PayPal, Palantir Technologies, Government Locations: uptrends

☆ Vertiv CEO Giordano Albertazzi sits down with Jim Cramer
▼ + stars: | 2023-11-30 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Vertiv CEO Giordano Albertazzi sits down with Jim CramerVertiv CEO Giordano Albertazzi joins 'Mad Money' host Jim Cramer to talk partnering with Nvidia, the data center sector, growth thanks to AI and more.

Persons: Giordano Albertazzi, Jim Cramer Organizations: Nvidia

☆ Here are Wednesday's biggest analyst calls: Nvidia, Netflix, Apple, Disney, Affirm, Dollar Tree, DraftKings & more
▼ + stars: | 2023-11-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

UBS reiterates Apple as neutral UBS said its survey checks show wait times for Apple's iPhone Pro have subsided. Wells Fargo initiates Matador Energy as overweight Wells said the energy company has a "strong track record of growth." Citi upgrades Vipshop to buy from neutral Citi upgraded the e-commerce company after its earnings report. Bank of America upgrades American Eagle to neutral from underperform Bank of America upgraded the stock ahead of earnings next week. Morgan Stanley reiterates DraftKings as overweight Morgan Stanley said it sees more upside for the stock after its investor day. "

Persons: Holley, Jefferies, Wells, Morgan Stanley downgrades Energizer, Morgan Stanley, Bracken Darrell, Matt Puckett, Investor Relations Allegra Perry, Redburn, RTX, Mizuho, AFRM, Cantor Fitzgerald downgrades, Myers, Cantor, We've, it's, DraftKings Organizations: Jefferies, UBS, Apple, Matador Energy, Citi, Bank of America, underperform Bank of America, Barclays, American, Bears, Netflix, Netflix Inc, Air Corp, Vertiv Holdings Co, Wells Fargo, Warner Music Group, JPMorgan, Corp, Investor Relations, Brands Conference, Raytheon, Canadian, TAM, Deutsche Bank, Disney, Deutsche, Nvidia, Partners Locations: China, Europe, Japan, AXP, Paris, CSIQ, Bristol, F4Q

☆ MSCI announces results of quarterly index review
▼ + stars: | 2023-11-14 | by ( ) www.reuters.com time to read: +1 min

REUTERS/Thomas White/Illustration/File Photo Acquire Licensing RightsNov 14 (Reuters) - Index provider MSCI (MSCI.N) said on Tuesday that 46 securities will be added to and 69 deleted from its widely-followed MSCI ACWI stock index, while 14 will be added and two deleted from its frontier markets stock index. Changes will be implemented as of the market close on Nov. 30, MSCI announced in its quarterly index review. The three largest additions to the MSCI ACWI from developed markets will be Vertiv Holdings (VRT.N) and Celsius Holdings (CELH.O) from the United States, and Italy’s Leonardo (LDOF.MI). It will also add 16 and delete 25 securities from the MSCI China All Shares Index. The largest additions will be these same companies.

Persons: Thomas White, MSCI, Italy’s Leonardo, Rodrigo Campos, Chris Reese Organizations: Vertiv Holdings, Holdings, Tata Motors, Indonesia’s Amman Mineral, Frontier, Stock Commercial Bank, Oman International Development & Investment Company, Banque Marocaine pour, CGN, Co, Shanghai United Imaging Healthcare, Empyrean Technology, Thomson Locations: United States, Indonesia’s Amman, China, Vietnam, Oman, Banque Marocaine pour le, Shanghai

☆ Lightning Round: Vertiv is 'hitting it out of the park', says Jim Cramer
▼ + stars: | 2023-11-13 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: Vertiv is 'hitting it out of the park', says Jim Cramer'Mad Money' host Jim Cramer weighs in on stocks including: Energy Transfer, Alibaba, Lithium Americas Corp, Crown Castle, RadNet, Vertiv and Aercap.

Persons: Jim Cramer Organizations: Lithium Americas Corp Locations: RadNet

☆ Cramer's Lightning Round: Merck is a buy
▼ + stars: | 2023-10-30 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Corning's year-to-date stock performance. Stock Chart Icon Stock chart icon Vertiv's year-to-date stock performance. Stock Chart Icon Stock chart icon Texas Instruments' year-to-date stock performance. Stock Chart Icon Stock chart icon Merck's year-to-date stock performance. Stock Chart Icon Stock chart icon Algonquin Power & Utilities' year-to-date stock performance.

Persons: there's, Merck Organizations: Texas, Merck, Algonquin Power & Utilities

☆ Lightning Round: Utilities are 'buys' right now, says Jim Cramer
▼ + stars: | 2023-10-30 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: Utilities are 'buys' right now, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stocks including: Corning, Vertiv, Texas Instruments and more.

Persons: Jim Cramer Organizations: Texas Locations: Vertiv

☆ 'Great tailwind': Asset manager is bullish on this under-the-radar AI stock
▼ + stars: | 2023-10-13 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

But according to Deepwater Asset Management, there's one under-the-radar AI stock that will be essential for the long-term infrastructure rollout of artificial intelligence. "An under-the-radar AI stock is Vertiv," Doug Clinton, managing partner at Deepwater, told CNBC's "Street Signs Asia" last week. The company's specialty is graphics processing units, or GPUs, which have become the preferred chips for the large AI models that underpin generative AI software. "We think [Vertiv has] a great tailwind for the next three to five years as this AI hardware buildout continues," Clinton added. Alphabet Alphabet , which Clinton described as Deepwater's largest AI holding, has a "great catalyst" for the latter half of this year: the launch of its latest AI model Gemini.

Persons: Doug Clinton, CNBC's, Clinton, Kif Leswing Organizations: Nvidia, Microsoft, Asset Management, Deepwater, Deepwater Frontier Tech, Ark, Global, Robotics, Intelligence, Deepwater Frontier, Adobe, Unity Software Locations: U.S, LOUP, Netherlands, Taiwan, South Korea

☆ Stocks are vulnerable to double-digit moves as political chaos worsens into next year, Evercore says. Here are its investing recommendations for riding the volatility.
▼ + stars: | 2023-09-29 | by ( Mark Reeth | ) www.businessinsider.com time to read: +6 min

How does a government shutdown affect the stock market? As far as directly affecting the stock market, however, it would be unusual for a government shutdown to be deeply detrimental. According to Evercore senior managing director Julian Emanuel, "the history of government shutdowns has been largely irrelevant for the stock market. It didn't in 1954 and it didn't in 2020, two 'tight government' years," Emanuel wrote. "But when stocks play politics like they are now and will be for another 13+ months, it does mean more volatility."

Persons: Goldman Sachs, Evercore, Jerome Powell, Julian Emanuel, shutdowns, Emanuel Organizations: Capitol, Wall, Federal Reserve, Fed, Representatives, White, Nvidia, Meta, Vertiv Holdings

☆ Evercore: A 'Wall of Worry' is threatening to send the economy into a recession. Here are the 3 warning signs to watch, and where to invest as the worst month for stocks begins.
▼ + stars: | 2023-08-31 | by ( Mark Reeth | ) www.businessinsider.com time to read: +6 min

September is the worst month for stocks, and right now the market rally looks weak. Julian Emanuel, a senior managing director at Evercore ISI, recently published a note for clients warning them of what may be ahead. But instead of celebration and buying, investors greeted the news with a shrug and a sell-off. Evercore ISIThere are two other warning signs Emanuel is keeping an eye on. Evercore ISIWith all that said, how should investors take advantage of the buying opportunity after the September doldrums fade away?

Persons: Evercore's Julian Emanuel, it's, Julian Emanuel, Emanuel doesn't, Emanuel, that's, he's, He's Organizations: Evercore ISI, Nvidia, Evercore, Bear, Vertiv Holdings, JPMorgan, Booking Holdings Locations: U.S, China, Europe

☆ Morgan Stanley says these firms already know how much money they can make from generative A.I. — and they’re not just tech
▼ + stars: | 2023-08-16 | by ( Lucy Handley | ) www.cnbc.com time to read: +3 min

Analysts at Morgan Stanley named companies that have quantified how much money they can make — or save — from using generative artificial intelligence (AI). While firms like Alphabet , Meta and Microsoft are on Morgan Stanley's list, non-tech companies are also financially benefiting from using generative AI, the bank said. Here's what some of the reporting companies said about how much they're making or saving by using AI or generative AI, according to Morgan Stanley's note. Alphabet said: "Our new generative AI offerings are expanding our total addressable market and winning new customers. We noted 47 quotes from management teams at 2Q23 relating to productivity gains or efficiency in employee training," Morgan Stanley said.

Persons: Morgan Stanley, Morgan, Edward Stanley, Morgan Stanley's, Meta, Intesa Sanpaolo, Comstock, Bruker Organizations: Microsoft, Energy, Health Care, OpenAI, Ceridian, Pharma, AstraZeneca Locations: Swiss

☆ This little-known data center servicer could see A.I. tailwinds, says Bank of America
▼ + stars: | 2023-08-04 | by ( Hakyung Kim | ) www.cnbc.com time to read: +1 min

Vertiv is well-positioned for gains as its margins recover due to the artificial intelligence boom, according to Bank of America. Analyst Andrew Obin upgraded the data center servicer's shares to buy from underperform and raised his price target 54% to $40 from $26. Artificial intelligence adoption within data centers adds incremental demand for Vertiv's thermal management products," Obin wrote in a Wednesday note. Vertiv's strong portfolio in thermal management , which helps protect IT spaces and data centers, also leaves it better-positioned than its peers to see upsides from AI tailwinds, Obin said. Adoption of AI will drive more graphics processing unit chips into data centers, generating more heat and requiring thermal management, said Obin.

Persons: Vertiv, Andrew Obin, Obin, — CNBC's Michael Bloom Organizations: Bank of America, Emerson Network Power, Emerson Electric, Platinum Equity

☆ Cramer's Lightning Round: Hold Live Nation Entertainment
▼ + stars: | 2023-08-02 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Enovix's year-to-date stock performance. Stock Chart Icon Stock chart icon RTX's year-to-date stock performance. Stock Chart Icon Stock chart icon Plug Power's year-to-date stock performance. Stock Chart Icon Stock chart icon Live Nation Entertainment's year-to-date stock performance. Stock Chart Icon Stock chart icon Vertiv's year-to-date stock performance.

Persons: I'm, Greg Hayes, I've

☆ Lightning Round: Sell Plug Power if it bounces, says Jim Cramer
▼ + stars: | 2023-08-02 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: Sell Plug Power if it bounces, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stocks including: Enovix, RTX, Plug Power, Live Nation and Vertiv.

Persons: Jim Cramer

☆ On tap this week: Jobs report plus 10 key earnings. Here's what we want to see
▼ + stars: | 2023-07-29 | by ( Zev Fima | ) www.cnbc.com time to read: +18 min

All three major averages advanced for the week, powered by strong mega-cap earnings and favorable inflation data. Looking to next week, earnings season enters its second half with the last of our mega-caps — Apple (AAPL) and Amazon (AMZN) — set to report on Thursday. We'll get a better read on the employment picture on Wednesday with the ADP report and then, more importantly, on Friday's nonfarm payrolls report for July. Thursday after the close brings us to the main events of the week: Earnings from Apple and Amazon. For those looking to review first quarter performance ahead of these releases, be sure to keep our first-quarter earnings report card handy.

Persons: We'll, that's, Stanley Black, Decker, Emerson, Bausch, Leggett, Platt, SIRI, Ares, COLM, PERI, Kraft Heinz, Phillips, Ferrari N.V, Johnson, Robinson, COOK, BUD, Kellogg, Papa, Pitney Bowes, Parker, Trimble, Ziff Davis, Nonfarm, Jim Cramer's, Jim Cramer, Jim, Apple Tim Cook, Kevin Dietsch Organizations: Nasdaq, Dow, Federal Reserve, Federal, ISM Manufacturing, Services PMI, Investors, Caterpillar, Devices, Starbucks, Natural Resources, AMD, Management, Emerson Electric and, Humana, Bausch Health, Apple, Microsoft, Resource Partners, AerCap Holdings, CNA Financial Corp, CNA, Apellis Pharmaceuticals, Bank, SJW, Hutchison China MediTech, Camtek Ltd, Silvercrest Asset Management, Loews Corp, Oxford Lane Capital Corp, Banco Santander, Silicom Ltd, SuperCom Ltd, Arista Networks, Avis Budget Group, Diamondback Energy, Lattice Semiconductor Corp, Republic Services, Yum China Holdings, Western Digital Corp, Power Systems, Tenet Healthcare Corp, Vornado Realty, BioMarin Pharmaceutical, PetMed, SBA Communications Corporation, Brixmor, Snack Foods Corp, Cushman & Wakefield, Sanmina Corporation, TFI, PMI, Cruise Line Holdings Ltd, Uber Technologies, Pfizer, Enterprise Products Partners, Merck, JetBlue Airways Corporation, Allegro MicroSystems, Altria, SunPower Corp, SiriusXM Holdings, Molson Coors Beverage, Marriott International, Toyota Motor Corp, BP, SYSCO Corp, Marathon Petroleum Corp, Ares Management, Equitrans Midstream Corporation, Game Technology, Illinois Tool, IDEXX Laboratories, Rockwell Automation, Packaging International Corp, Gartner, Zebra Technologies Corp, IQVIA Holdings, Oshkosh Corporation, Leidos Holdings, Eaton Corp, yte Corp, Lear Corp, Starbucks Corp, Devon Energy Corp, SolarEdge Technologies, Lumen Technologies, Virgin Galactic Holdings, Caesars Entertainment, VF Corp, Sciences Corp, Paycom, Vertex Pharmaceuticals, Suncor Energy, Holdings, Chesapeake Energy Corp, Boston Properties, American International Group, AIG, Allstate Corp, Aspen Technology, Electronic Arts, EA, Flowserve Corporation, Denny's, Corp, Prudential Financial, Store, Ternium S.A, Vimeo, Emerson, Lomb, CVS Health, Generac Holdings, Cameco Corp, Perion Network Ltd, Builders, Carlyle Group, Scorpio, Teva Pharmaceutical Industries, Ltd, Rithm Capital Corp, AeroSystems Holdings, Vertiv Holdings Co, Johnson Controls, CDW Corp, DuPont, Brands Holdings, Scotts Miracle, Gro, SMG, Brands, Allegheny Technologies, AmerisourceBergen Corporation, ABC, Real Estate Corporation, Adient plc, Editas, Garmin Ltd, WWE, Bunge Ltd, Criteo S.A, PayPal, QUALCOMM, Occidental Petroleum Corp, Apache Corp, Albemarle Corp, MGM Resorts International, MGM, Marathon Oil Corp, Joby Aviation, Industrial, CF Industries Holdings, Goodyear Tire &, Realty ome Corp, Metlife, Pacific Biosciences of, Rush Street Interactive, Zillow, JFrog Ltd, Herbalife Nutrition Ltd, Simon Property Group, McKesson Corp, Storage, Cerus Corporation, GXO Logistics, MAX Holdings, Health, Anheuser, Busch InBev, Warner Bros ., Cheniere Energy, ConocoPhillips, Hasbro, CIGNA Corp, Lantheus Holdings, Regeneron Pharmaceuticals, Fiverr International, Air Products & Chemicals, TopBuild Corp, EPAM Systems, Lightspeed Commerce, Aurinia Pharmaceuticals, Cummins, CMI, Slair Corporation, Starwood Property Trust, Vulcan, Alnylam Pharmaceuticals, New Energy Corp, Cedar Fair Entertainment, Intellia Therapeutics, Lending, Privia Health, Dickinson, Chimera Investment, CIM, Hyatt Hotels Corp, Lion Electric, LEV, Deluxe Corp, Murphy Oil Corp, PBF Energy, Papa John's, Targa Resources Corp, Wix.com Ltd, Apollo Global Management, LLC, Butterfly, Sempra Energy, Aptiv PLC, Brookfield Infrastructure Partners, Canada Goose Holdings, Hannifin Corporation, WESCO International, WCC, Arrow Electronics, Constellation Energy Group, Midstream Partners, Coinbase, Petroleo Brasileiro SA Petrobras, Gilead Sciences, Opendoor Technologies, Booking Holdings, Atlassian Corporation, International, Redfin Corporation, Motorola Solutions, Monster Beverage Corporation, Consolidated Edison, Rocket Companies, Apple Hospitality, Cirrus, Resources, Universal Display Corporation, Chesapeake Utilities Corp, Social, Defense, Security Solutions, Post Holdings, Tandem Diabetes Care, Nikola Corporation, Magna International, Dominion Energy, ACM Research, Frontier Communications, Brookfield Renewable Partners, inTEST Corporation, American Pipeline, TELUS International, XPO Logistics, Fluor Corp, Gray Television, Cboe, LyondellBasell Industries, Twist Bioscience, Global, Jim Cramer's Charitable, CNBC, Allen & Company Sun Valley, Getty Locations: U.S, China, India, Oxford, Chile, Illinois, Columbia, Pacific, Pacific Biosciences of California, Southern, PBI, Gilead, Sun Valley , Idaho

☆ Lightning Round: If I'm going to be in A.I. it's going to be NVIDIA
▼ + stars: | 2023-03-29 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: If I'm going to be in A.I. it's going to be NVIDIAMad Money host Jim Cramer weighs in on all manner of stocks, including C3.AI, CVR Energy, Advanced Micro, Booz Allen, Suburban Propane and Vertiv.

☆ How fuel cells could power the transition to a greener digital infrastructure industry
▼ + stars: | 2022-11-14 | by ( Sponsor Post | Created Vertiv With Insider Studios | ) www.businessinsider.com time to read: +6 min

The data center industry is booming and eager for land, which can push up property prices in residential areas. The partnership aims to develop a proof-of-concept for how low-carbon fuel cells can provide green power for data centers. Fuel cells are recognized as a cleaner and quieter power solution that can reduce the strain on urban power grids. Fuel cells can help reduce the data center industry's reliance on natural gas and diesel-powered generators, he added. In the webinar, Summers emphasized how important it is that any solution for low-carbon fuel cells turns into an "open standard."

☆ Climate change is the biggest issue facing our planet. A public-private partnership is helping address it with zero-carbon tech.
▼ + stars: | 2022-11-07 | by ( Sponsor Post | Created Vertiv With Insider Studios | ) www.businessinsider.com time to read: +6 min

So, how can data centers provide more computing power while reducing their carbon footprint? "The RISE partnership will help us see the bigger picture of sustainability," he said. "We are creating greenhouses and vertical farming to reuse the heat and analyzing the data from medium-sized data centers." Other areas for improvement in data centers' environmental performance include making hardware and software more energy efficient, said Tor. Vertiv and RISE are also members of the E2P2 Tech Consortium, leading low-carbon fuel cell development to power data centers.

☆ Activist Starboard takes a stake in Vertiv, and an opportunity to boost margins is in sight
▼ + stars: | 2022-10-29 | by ( Kenneth Squire | ) www.cnbc.com time to read: +5 min

Activist Commentary: Starboard is a very successful activist investor and has extensive experience helping companies focus on operational efficiency and margin improvement. Starboard sees Vertiv as a great business in a solid industry with secular tailwinds – more data is being generated every day requiring more data centers. After going public, Vertiv delivered solid results, which allowed management to continue to focus on revenue growth, rather than operating margins. This is a typical situation for Starboard: a private company CEO running a public company like a private company leading to underperforming operating margins. Both Starboard and Vertiv seem to be on the same page.

☆ How critical infrastructure providers can align with customer efficiency goals through better product design
▼ + stars: | 2022-10-27 | by ( Sponsor Post | Created Vertiv With Insider Studios | ) www.businessinsider.com time to read: +5 min

In the data center world, there are already 2.9 gigawatts of new data center capacity currently under construction. To slow the environmental effects of this growth, critical infrastructure providers are working with greater urgency to develop high-performing products and solutions that use less water and more renewable energy. While our industry has made significant strides in recent years to improve the energy efficiency of data centers, the work is far from over. Better product design for more purpose-driven resultsTo address the challenge of enabling data center growth with less energy consumption, Vertiv has worked to improve its internal operations to deliver solutions that help contribute to customer goals in these areas. The path toward a more efficient data center will require much more than customer-manufacturer interactions.

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