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Search resuls for: "Vertiv's"


19 mentions found


☆ Cramer's week ahead: Earnings from Boeing, Tesla, IBM and T-Mobile
  + stars: | 2024-10-18 | by ( Julie Coleman | ) www.cnbc.com   time to read: +3 min
With Wall Street rolling into the thick of earnings season, CNBC's Jim Cramer on Friday told investors what market-moving action to keep an eye on next week, including reports from Boeing , Tesla , IBM and T-Mobile . On Tuesday, a slew of big names will report, including General Motors , Danaher , RTX and GE Aerospace . Cramer said the automaker could be a bargain, even as many on Wall Street are pessimistic about its earnings. IBM , Tesla , Lam Research and T-Mobile will report after close. Friday brings earnings from Colgate-Palmolive , and Cramer said he thinks Wall Street will love the stock but that such fondness is "way overdone."
Persons: CNBC's Jim Cramer, Cramer, Clark, Vertiv's, Elon Musk, Lam, Decker Organizations: Boeing, Tesla, IBM, Mobile, SAP, General Motors, GE Aerospace, Texas Instruments, Texas, Lam Research, Southwest Airlines, Honeywell, UPS, Carrier, Colgate, Palmolive Locations: Norfolk Southern
☆ Cramer's Lighting Round: Texas Roadhouse is 'still a buy'
  + stars: | 2024-10-17 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon Evolv's year-to-date stock performance. Stock Chart Icon Stock chart icon NIO's year-to-date stock performance. Stock Chart Icon Stock chart icon Texas Roadhouse's year-to-date stock performance. Stock Chart Icon Stock chart icon MicroStrategy's year-to-date stock performance. Stock Chart Icon Stock chart icon Iron Mountain's year-to-date stock performance.
Persons: You've Organizations: Texas
☆ This niche AI play is seeing business growth rates that are triple the pace of the data centers
  + stars: | 2024-10-12 | by ( Paulina Likos | ) www.cnbc.com   time to read: +16 min
As artificial intelligence fuels the boom in data center growth, investors are eyeing a new frontier: the companies keeping these digital powerhouses cool. That's because historically, data centers used air cooling to manage the heat generated by traditional cloud applications. Triple data center growth Vertiv and Modine are legacy air cooling players that entered the liquid cooling market through acquisitions, while nVent is a pioneer. "The need for liquid cooling is not cannibalizing the need for mechanical (air) cooling," Matt Summerville, an analyst at D.A. "The need for liquid cooling is not cannibalizing the need for mechanical (air) cooling," Matt Summerville, an analyst at D.A.
Persons: Modine, there's, Dean Dray, Matt Summerville, Davidson, Summerville, William Blair, Brian, nVent, Dray, Vertiv, Jefferies, Saree Boroditsky, Boroditsky Organizations: Modine, RBC Capital Markets, CNBC, D.A, CoolTerra, TMG, Scotts, Scotts Springfield Manufacturing, Asia Pacific, CDU, Summerville, Luza Locations: Scotts Springfield, Asia, Summerville
☆ Cramer's Lightning Round: 'Buy more' Pfizer
  + stars: | 2024-09-17 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon Pfizer's year-to-date stock performance. Stock Chart Icon Stock chart icon First Solar's year-to-date stock performance. Stock Chart Icon Stock chart icon Equity Residential's year-to-date stock performance. Stock Chart Icon Stock chart icon Moderna's year-to-date stock performance. Stock Chart Icon Stock chart icon Vertiv's year-to-date stock performance.
Persons: Powell Organizations: Pfizer, Equity, Powell Industries
☆ Cramer's Lightning Round: Advanced Micro Devices is a buy
  + stars: | 2024-07-31 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon Vertiv's year-to-date stock performance. Bank of Montreal : "[buy, buy, buy!] Stock Chart Icon Stock chart icon Advanced Micro Devices' year-to-date stock performance. Advanced Micro Devices : "[buy, buy, buy!] Stock Chart Icon Stock chart icon Vistra's year-to-date stock performance.
Organizations: of Montreal's, Bank of Montreal, Devices, Logitech Locations: Dover, Royal Caribbean
☆ Cramer's Lighting Round: Pinterest is a buy
  + stars: | 2024-07-22 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon Salesforce's year-to-date stock performance. Stock Chart Icon Stock chart icon ADMA Biologics' year-to-date stock performance. Stock Chart Icon Stock chart icon Ouster'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 Pinterest's year-to-date stock performance.
Persons: It's, ADMA Biologics, ADMA, it's, Suncor, Jim Cramer's Organizations: Suncor
☆ Cramer's Lightning Round: Vertiv is a buy
  + stars: | 2024-06-06 | 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 Monday.Com's year-to-date stock performance. Stock Chart Icon Stock chart icon NuScale Power's year-to-date stock performance. Stock Chart Icon Stock chart icon Palo Alto Networks' year-to-date stock performance. Jim Cramer's Guide to Investing Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter.
Persons: NuScale, Palo Alto's, I'm, Jim Cramer's Organizations: Palo Alto Networks
☆ 'The real AI darling': This data-center stock has beaten Nvidia by 310% since last year's blockbuster earnings
  + stars: | 2024-05-20 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
The firm notes that Vertiv, which makes power and cooling equipment for data centers, has beaten Nvidia by 315% over the past year. Much of that stems from the advanced chips that power AI on — such as the ones Nvidia produces — requiring significantly more electricity to operate. "Power used by AI applications is expected to grow at a 25-33% CAGR over the next few years." AdvertisementAs Nvidia gears up for its earnings season on Wednesday, expectations remain strong, Bank of America said. Previously, Goldman Sachs had similarly outlined broadening AI investment, characterizing Nvidia as the first of four phases.
Persons: —, They're, Nvidia's, Vertiv, outpacing, BofA, Bank of America BofA, Steve Eisman, it's, NVDA, Goldman Sachs Organizations: Bank of America, Nvidia, Service, Vertiv
☆ Jim Cramer's favorite investment themes in this rough market and 3 stocks he likes now
  + stars: | 2024-04-25 | by ( Paulina Likos | ) www.cnbc.com   time to read: +9 min
Here are the responses from Jim Cramer and Director of Portfolio Analysis Jeff Marks. (Gary, Philadelphia) Jim Cramer: Go to Club holding Costco's website and buy gold. When we do see a lot of parabolic moves happening in the market that's usually a sign for us to start raising cash. (Sonny) Jim Cramer: Former President Donald Trump wants more defense. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
Persons: Jim Cramer, Jeff Marks, Wells, It's, They're, —, Sonny, Donald Trump, Trump, Joe Biden, James, Johnson, That's, – Alibaba, Eaton, Michael, you've, Anthony, Dupont, Stanley Black, Decker, Eli Lilly –, that's, Nancy, Estee Lauder, they're, Gordon, Cash, Wynn, I'm, it's, Jim Cramer's, Jim Organizations: Investing Club, JPMorgan, Costco, Investing, Abbott Labs, Baidu, PDD Holdings, Bank of America, Nike, Trust, Jim Cramer's Charitable, CNBC Locations: North Carolina, Gary, Philadelphia, , Texas, Bob , Minnesota, Eaton
☆ Jim Cramer says this data center equipment firm continues to be a winner in the AI boom
  + stars: | 2024-04-24 | by ( Paulina Likos | ) www.cnbc.com   time to read: +3 min
CNBC's Jim Cramer on Wednesday suggested that Vertiv 's red-hot business and stock may not cool anytime soon. Over the past 12 months, Vertiv shares have soared nearly 600%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: CNBC's Jim Cramer, Cramer, Vertiv, Dave Cote, Cote, Jensen Huang, Jim Cramer's, Jim Cramer, Jim, Pavlo Gonchar Organizations: Honeywell International, Cramer's Charitable Trust, CNBC, Club, Honeywell, Nvidia, Vertiv Holdings, Getty Locations: Cramer's, Ohio
☆ Cramer's Lighting Round: Vertiv is a buy
  + stars: | 2024-02-22 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon GlobalFoundries' year-to-date stock performance. Stock Chart Icon Stock chart icon Danaher's year-to-date stock performance. Stock Chart Icon Stock chart icon Workday'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 Arm's year-to-date stock performance.
Persons: GlobalFoundries, You've, They've, Rene Haas, Jim Cramer's Organizations: Cal, Maine Foods, Maine Locations: Taiwan
☆ 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
☆ 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
☆ 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
☆ 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
☆ 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.
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