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Equinix Surges on Bullish 2026 Outlook as AI Inference Demand Fuels Data Center Renaissance

Topics Artificial Intelligence

Today 11:50 EST

REDWOOD CITY, CA — February 13, 2026 — Shares of Equinix, Inc. (NASDAQ: EQIX) soared to record highs this week after the digital infrastructure giant issued a 2026 financial guidance that shattered...

The speculative fervor that once propelled artificial intelligence (AI) software to dizzying heights has met its match: the laws of physics. In early 2026, a profound rotation is sweeping through...

Topics Artificial Intelligence Earnings Economy

The Physical Bottleneck: Why Wall Street Is Abandoning AI Software for Power and Steel

Today 10:18 EST

Vertiv Holdings Co-A (NYSE:VRT) Soars on Staggering 252% Order Growth and AI-Driven Outlook ↗

Topics Artificial Intelligence ETFs Economy

February 11, 2026

Via Chartmill

Meta Platforms Breaks Ground on Massive $10 Billion Indiana Data Center: A Giant Leap Toward 'Personal Superintelligence'

February 12, 2026

On February 11, 2026, Meta Platforms Inc. (NASDAQ: META) officially broke ground on a sprawling $10 billion data center campus in Lebanon, Indiana, marking a monumental shift in the company’s...

Vertiv Shares Skyrocket 23% as AI Infrastructure "Supercycle" Drives Record $15 Billion Backlog

Topics Artificial Intelligence Earnings Economy

February 12, 2026

The infrastructure of artificial intelligence reached a fever pitch today as shares of Vertiv Holdings Co. (NYSE: VRT) surged 23%, hitting a record high of $248.51. The market’s explosive reaction...

The technology sector has officially entered the era of the "Gigawatt Supercycle." As of February 12, 2026, new financial projections indicate that the world’s six most aggressive AI infrastructure...

Topics Artificial Intelligence Earnings Economy

The $500 Billion Maginot Line: Inside the 2026 AI Infrastructure Supercycle

February 12, 2026

Shares of global digital infrastructure giant Equinix, Inc. (NASDAQ: EQIX) skyrocketed more than 8% in early trading on Thursday, February 12, 2026, after the company reported blockbuster...

Topics Artificial Intelligence Economy

Equinix Shares Climb 8% on Blockbuster Q4 Earnings and Robust 2026 AI Outlook

February 12, 2026

Data center products and services company Vertiv (NYSE:VRT) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 22.7% year on year to $2.88 billion. The company expects next quarter’s...

Topics Artificial Intelligence Economy

VRT Q4 Deep Dive: AI Infrastructure Demand Fuels Order Backlog and Guidance Upside

February 12, 2026

How Long Can Vertiv Sustain Its Strong Growth? Here’s What Deepwater’s Munster Thinks ↗

Topics Artificial Intelligence Economy Supply Chain

February 11, 2026

In an X post on Wednesday, Gene Munster said that AI inference is just building, and indicated that demand for infrastructure will contribute to Vertiv’s growth.

Via Stocktwits

Topics Artificial Intelligence ETFs

The 15% Mandate: Wall Street Sets a High Bar for 2026 Amidst Tariff Tensions and Fed Transitions

February 11, 2026

As we move into the second month of 2026, the financial community has coalesced around a singular, aggressive target for the U.S. stock market: a 15% growth in earnings per share (EPS) for the S&P 500....

Here's Why GE Vernova Stock Popped Higher Today (Hint: It's Artificial Intelligence Related) ↗

Topics Artificial Intelligence Economy Stocks

February 11, 2026

There's no let-up yet in spending on AI and building out data centers to support its growth, and that's great news for this stock.

Vertiv's outlook for Q1 2026 has investors excited.

Topics Artificial Intelligence

Vertiv Earnings Prove the AI Infrastructure Boom Is Intact ↗

February 11, 2026

Via MarketBeat

Topics Artificial Intelligence

Why Vertiv Stock Is Skyrocketing Today ↗

February 11, 2026

Shares of data center products and services company Vertiv (NYSE:VRT) jumped 18.3% in the afternoon session after it reported solid fourth-quarter results and provided an optimistic forecast for the...

Topics Artificial Intelligence

Vertiv (VRT) Shares Skyrocket, What You Need To Know

February 11, 2026

Vertiv (VRT) Q4 2025 Earnings Call Transcript

Topics Stocks

Vertiv (VRT) Q4 2025 Earnings Call Transcript ↗

February 11, 2026

As of February 11, 2026, the global financial community is fixated on the S&P 500 (INDEXSP: .INX) as it battles to secure a foothold above the historic 7,000-point milestone. After a relentless...

Topics Artificial Intelligence Earnings

The 7,000 Threshold: S&P 500 Grapples with a Psychological and Technical Fortress

February 11, 2026

Vertiv Holdings (NYSE: VRT) reports strong Q4 results with 23% Y/Y sales growth, 252% Y/Y organic orders surge, and increased backlog.

Topics Artificial Intelligence Bonds Economy

Let's uncover which stocks are experiencing notable gaps during today's session. ↗

February 11, 2026

Via Chartmill

Vertiv Backlog Hits Record $15 Billion On Strong AI Demand ↗

February 11, 2026

Via Benzinga

Topics Artificial Intelligence

The Architecture of AI: A Deep-Dive into Vertiv Holdings (VRT) Following Record 2026 Results

February 11, 2026

Today, February 11, 2026, the equity markets witnessed a defining moment in the artificial intelligence (AI) infrastructure cycle as Vertiv Holdings Co. (NYSE: VRT) released its fourth-quarter and...

Via Finterra

Topics Artificial Intelligence Economy Supply Chain

Why Did Vertiv Stock Surge 12% Pre-Market Today? ↗

February 11, 2026

For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%.

Via Stocktwits

Topics Artificial Intelligence

Vertiv’s (NYSE:VRT) Q4 CY2025 Earnings Results: Revenue In Line With Expectations, Stock Jumps 14.3%

February 11, 2026

Vertiv stands to profit from a metaphorical gold rush, but Wheaton Precious Metals is profiting from a literal one.

1 Industrial Stock I'd Buy Before Vertiv in 2026 ↗

February 10, 2026

Data center products and services company Vertiv (NYSE:VRT) will be reporting earnings this Wednesday before market open. Here’s what you need to know.

Topics Artificial Intelligence

Vertiv (VRT) Reports Earnings Tomorrow: What To Expect

February 09, 2026

Axalta Coating Systems delivers specialty coatings to automotive, industrial, and commercial customers across global markets.

Topics Artificial Intelligence

Arnhold More Than Doubles Axalta Coatings Systems Share Holding ↗

February 09, 2026

In a move that has recalibrated the scale of the global technology arms race, Amazon.com, Inc. (NASDAQ:AMZN) stunned Wall Street this week by announcing a massive $200 billion capital expenditure...

Topics ETFs Regulatory Compliance

Amazon’s $200 Billion AI “Shock and Awe” Campaign Overshadows Record Sales

February 09, 2026

In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a staggering capital expenditure outlook for 2026, signaling its intent to...

Topics Artificial Intelligence Earnings Economy

Alphabet Bets the Farm on AI: A $185 Billion Gambit to Dominate the Digital Future

February 06, 2026

SEATTLE — Shares of Amazon.com, Inc. (NASDAQ:AMZN) plummeted more than 5% in early trading on Friday, February 6, 2026, following a fourth-quarter earnings report that showcased record-breaking revenue...

Topics Artificial Intelligence Earnings Economy

Amazon's $200 Billion AI Bet: Stock Falls 5% as CapEx Projections Shock Markets

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

Topics Artificial Intelligence Earnings Workforce

Rocket Lab, Redwire, Kratos, Vertiv, and nLIGHT Stocks Trade Up, What You Need To Know

February 06, 2026

As of February 6, 2026, the dominant narrative on Wall Street has shifted from the virtual to the tangible. After years of dominance by Silicon Valley’s software giants, a powerful "Great Rotation" is...

Topics Stocks

The Great Rebalancing: Why the 'Old Economy' is Outpacing Big Tech in 2026

February 06, 2026