Latest / Breaking News To Trading Moves
AI Infrastructure: Winners and Losers in Data Center Buildout
Barclays Upgrades Vertiv to Overweight, Raises Price Target to $200
What happened
Barclays upgraded $VRT (Vertiv) from Equal Weight to Overweight and lifted its price target to $200 (from $181), saying recent volatility created an attractive entry point and that $VRT could “catch up” versus other AI-infrastructure names into 2026.
Why it matters for traders
This is another “AI data center build-out is still real” signal. If investors rotate further into “picks-and-shovels” (power, cooling, electrical gear), it can spill over to the whole data-center infrastructure complex.
Winners
Data center…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.