MarketPulse

AI capex spending

2 articles
Investing.comInvesting.com··Benjamin Rains

Vertiv Outpaces Nvidia With Strong AI Infrastructure Momentum

Vertiv stock surges 1,400% in three years, outpacing Nvidia. Strong 2026 guidance projects 34% revenue growth driven by AI infrastructure demand.
NVDATSMVRTAI infrastructuredata center cooling
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia Positioned for Potential Gains Ahead of Feb. 25 Earnings

Nvidia reports earnings Feb. 25 with potential catalysts including resumed China exports, strong hyperscaler spending, and new Rubin chip. Stock valued attractively at under 25x forward earnings.
NVDAAMDMETAAMZNGOOG+1AI chipsNvidia earnings