data center cooling

9 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Vertiv Soars 270% as AI Data Center Boom Powers Infrastructure Play Beyond Nvidia

Vertiv surges 270% on strong AI infrastructure demand, outpacing Nvidia and Broadcom. Analysts see 44% upside potential as data center cooling market expected to grow 5x by 2033.
NVDAAVGOVRTAI infrastructureearnings growth
BenzingaBenzinga··Prnewswire

Solstice Advanced Materials Declares $0.075 Quarterly Dividend Amid Specialty Materials Demand

Solstice Advanced Materials declares $0.075 quarterly dividend, payable June 10, 2026, signaling confidence in cash generation amid strong demand from semiconductors, data centers, and nuclear sectors.
SOLSdividendshareholder returns
The Motley FoolThe Motley Fool··Keith Noonan

Vertiv Stock Tumbles on Profit-Taking Despite Stellar Q1 Earnings Beat

Vertiv stock fell 2.5% despite beating Q1 earnings and raising full-year guidance, reflecting profit-taking after 351% annual gains rather than fundamental weakness.
VRTstock declineAI infrastructure
The Motley FoolThe Motley Fool··Keithen Drury

Vertiv's AI-Driven Backlog Surge Signals Years of Growth Ahead—But Valuation Concerns Linger

Vertiv's orders surged 252% YoY as AI hyperscalers boost data center spending. With $109B backlog growth, analysts project 34% 2026 growth, though premium valuation raises caution.
VRTvaluationAI infrastructure
The Motley FoolThe Motley Fool··Marc Guberti

Comfort Systems USA's AI Boom: Can $FIX Stock Turn $100K Into $1 Million?

$FIX stock surges 54% YTD on AI data center cooling demand, $12B backlog, and 41.7% sales growth. Can it deliver millionaire-level returns?
FIXAI infrastructurecash position
The Motley FoolThe Motley Fool··James Brumley

Vertiv Holdings Emerges as Defensive AI Play Amid Valuation Pressures

Vertiv Holdings delivers 26% revenue growth in 2025 with 28% projected 2026 expansion, offering safer AI exposure through essential data center cooling and power equipment demand.
MSFTPLTRVRTAI infrastructureAI stocks
GlobeNewswire Inc.GlobeNewswire Inc.··Marketsandmarkets™

Data Center Liquid Cooling Market to Explode 32.7% Annually, Reaching $2B by 2032

Data center liquid cooling fluids market projected to surge from $0.28B in 2025 to $2.01B by 2032, driven by AI and high-density computing demands.
XOMSHELCCDOWenergy efficiencyAI workloads
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
Investing.comInvesting.com··Tafara Tsoka

Infrastructure Plays Gain Traction as AI Ecosystem Expands Beyond Chip Giants

AI infrastructure investment opportunities expand beyond chip makers. Specialized companies in servers, networking, cooling, and design software gain traction as enterprises scale AI deployment.
NVDASNPSANETVRTSMCIhyperscalersAI infrastructure