Vertiv Holdings Co
$290.36
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$700 Billion in Hyperscale Capex: The Pivot from AI Training to Inference
Apr 28, 2026
The broader tape remains structurally bifurcated today, with the Information Technology sector lifting indices marginally while consumer discretionary and staples lag. Behind that divergence is a prof
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De-escalation, Hyperscaler Capex, and the Physical Realities of the AI Arms Race
Apr 18, 2026
The unofficial de-escalation of the Iran conflict has removed a significant macro overhang, clearing the path for the Information Technology sector to resume its structural breakout. With the geopolit
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The AI Trade Hits a New Wall: Why Power and ROI Anxiety Drove the February Selloff
Feb 28, 2026
February 2026 has closed with a thud for the tech sector, leaving investors to sift through the wreckage of a month where the Nasdaq Composite slid nearly 1% on the final trading day alone. While the
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