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data centers

Everything tagged "data centers" across research, earnings, and macro.

3 articles

The AI trade is no longer just Nvidia — the power stack is where the next winners sit

AI demand is still real, but this week’s tape says the market is starting to care less about who sells the chips and more about who can power, cool, and house them. After Nvidia’s strong-but-muted print, the sharper signal came from infrastructure deals tied to electricity, grid capacity, and data-center buildout.

May 21, 2026·5 min read

AI Data Centers Utilities

Research ReportVRT

Vertiv Holdings (VRT): AI Infrastructure Momentum

Vertiv is emerging as a key picks-and-shovels winner in AI data center buildout, with rapid sales growth, margin expansion, and raised 2026 guidance. The stock is expensive, but the business momentum remains strong enough to support a Buy rating.

May 19, 2026·20 min read

Industrials Electrical Equipment & Parts AI

Research ReportD

Dominion Energy (D): Data Center Growth Meets Fair Value

Dominion Energy combines regulated utility stability with unusual data-center-driven load growth and a major offshore wind buildout. The stock looks fairly valued, making execution the key driver rather than multiple expansion.

May 18, 2026·28 min read

Utilities Utilities - Regulated Electric Utilities

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