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 Wall Street projections. The company, long considered the backbone of the global internet, is now positioning itself as the epicenter
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 global markets as investors pivot from "disembodied" software applications to the "Physical Bottleneck" of AI—the massive infrastructure of chips,
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 infrastructure strategy. The 1-gigawatt (1GW) facility, situated within the state’s burgeoning LEAP Research and Innovation District, is designed
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 followed a Q4 2025 earnings report that blew past even the most bullish Wall Street projections, signaling that
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 spenders are on track to exceed a combined $500 billion in capital expenditures this year alone, with some analysts now
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 fourth-quarter results and issued an unexpectedly aggressive financial forecast for the 2026 fiscal year. While the company saw a slight technical miss on
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 revenue to be around $2.6 billion, coming in 1.9% above analysts’ estimates. Its non-GAAP profit of $1.36 per share was 4.9% above analysts’ consensus estimates.
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. This benchmark is not merely an optimistic forecast but is increasingly viewed
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.
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 upcoming year. For the fourth quarter, Vertiv's revenue of $2.88 billion met Wall Street's expectations, while its adjusted earnings per share of $1.36 surpassed consensus by 4.9%. The main catalyst for the stock's surge was the company's forward-looking guidance. Vertiv projected first-quarter revenue to be about $2.6 billion, beating forecasts. More significantly, its full-year 2026 adjusted earnings guidance of $6.02 per share at the midpoint was a substantial 12.9% higher than what analysts had anticipated. This strong earnings outlook, coupled with a robust free cash flow margin that more than doubled year-over-year, signaled to investors that the company's profitability and demand trends remain exceptionally strong.
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 multi-year rally fueled by the transition from artificial intelligence speculation to large-scale industrialization, the index has
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 full-year 2025 financial results. Long positioned as the "plumbing" of the digital age, Vertiv has transitioned into the premier architect of the AI era. With a staggering [...]
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 revenue to be around $2.6 billion, coming in 1.9% above analysts’ estimates. Its non-GAAP profit of $1.36 per share was 4.9% above analysts’ consensus estimates.
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.
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 guidance for 2026. This unprecedented figure, aimed squarely at securing dominance in generative AI and satellite infrastructure, represents
