Vertiv’s quarterly revenue, from an artificial-intelligence infrastructure company, beat Wall Street expectations by the widest margin in more than five years. Shares of VRT soared in early trading Wednesday, confirming that the expansion of AI infrastructure is accelerating rather than slowing. The stock had rocketed more than sixfold from its 2025 low to its 2026 high, earning it a place in the S&P 500, before declining recently as AI builders faced financing difficulties and data-center construction encountered political opposition.
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