Vertiv

VRT

Market cap $68.7B

SoundHound AI and Vertiv have been growing revenues at healthy rates, thanks to the rapid adoption of AI in their respective niches. Both stocks have been sliding in recent weeks.

The evolution of artificial intelligence (AI) is tied to physical infrastructure. Every breakthrough in AI models, training speeds, and inference workloads requires massive amounts of power, cooling, and compute capacity.

Vertiv surges on soaring AI infrastructure demand as strong orders, backlog, and high-density designs fuel its growth momentum.

While tech stocks have many appealing properties, the potential for dividend returns isn't typically one of them. In fact, more than half of the technology stocks in the S&P 500 Index do not pay a dividend at all.

The continued proliferation of AI data centers is going to require help from companies like Vertiv. Investors punished Meta Platforms for its planned increase in expenditures on AI.

Vertiv (VRT)'s stock jumped 78%, in nine months, propelled by rising revenues and margins—even as its P/E multiple decreased—triggered by consecutive earnings beats, an improved outlook, a dividend increase, and a transformative partnership with Caterpillar. Let's delve into the factors driving this momentum.

FIX, VRT, MIR, BWXT and EME have surged in 2025 and are set to gain further from the accelerating AI-fueled data center boom in 2026.

Nvidia is set to report third quarter earnings after the market closes Wednesday, noted my November 15 Forbes column, with investors expecting revenue and adjusted earnings per share to grow 56% and 59%, respectively.

Investors looking to buy best-in-class AI stocks on the dip might start with the diverse set of stocks we explore today--Taiwan Semiconductor Manufacturing and Vertiv.

VRT rides on surging AI and data center demand, with strong Q3 growth, rising orders, and a major cooling acquisition fueling momentum.