EvgeniyShkolenko/iStock via Getty Images If you like investing in AI infrastructure stocks, Vertiv Holdings ( VRT ) is a great choice. It is a company transitioning from a slow-growing, cyclical industrial business to a higher-growth, secular AI infrastructure powerhouse. Demand for AI infrastructure is accelerating, and Vertiv is a first mover and dominant player for several AI infrastructure pro...
EvgeniyShkolenko/iStock via Getty Images If you like investing in AI infrastructure stocks, Vertiv Holdings ( VRT ) is a great choice. It is a company transitioning from a slow-growing, cyclical industrial business to a higher-growth, secular AI infrastructure powerhouse. Demand for AI infrastructure is accelerating, and Vertiv is a first mover and dominant player for several AI infrastructure products and services. As a result, the company is well-placed to capitalize on an industry in the early stages of secular growth. Vertiv builds and services power infrastructure and thermal and cooling services, designs and delivers modular, prefabricated data center modules, and provides operational support for Artificial Intelligence ("AI") data centers, telecom networks, high-performance computing, cloud and colocation providers, and commercial and industrial environments. The company's first-quarter FY 2026 results confirmed my view that this stock is a buy. The company posted a 44% organic growth rate in the Americas and 30% overall, which is mind-blowing for an infrastructure company. At that growth rate, the market can no longer classify this company as a slow-growing cyclical industrial business, as most industrial infrastructure companies grow sales/revenue in the low single digits to low teens. The following chart compares Vertiv's growth rate with those of several traditional industrial manufacturers. Carrier Global ( CARR ), Trane Technologies ( TT ), and Daikin ( DKILF ) are all in the commercial/industrial cooling space, and Eaton ( ETN ) is in power management. Over the last two years, Vertiv's growth rate has begun to diverge from that of traditional industrial manufacturers. Data by YCharts Executive Chairman of the Board David Cote said on the first quarter FY 2026 call : What we're seeing in customer conversations is different than 6 months ago. The urgency [of customers] has increased. The scale of deployments is larger and the technical complexity is crea...
The average one-year price target for Cue Biopharma (NasdaqCM:CUE) has been revised to $122.40 / share. This is an increase of 2,900.00% from the prior estimate of $4.08 dated April 12, 2026. The price target is an average of many targets provided by analysts.
The average one-year price target for Cue Biopharma (NasdaqCM:CUE) has been revised to $122.40 / share. This is an increase of 2,900.00% from the prior estimate of $4.08 dated April 12, 2026. The price target is an average of many targets provided by analysts.
The yen rose on Monday, helped by comments from Bank of Japan Governor Kazuo Ueda who left the door open to a near-term rate hike. Javier Ghersi | Moment | Getty Images Japan's central bank kept its policy rate steady at 0.75% on Tuesday, while revising its inflation estimates upwards as the Iran war raises supply-side risks. The decision to keep rates steady came in a split 6-3 vote, and was in l...
The yen rose on Monday, helped by comments from Bank of Japan Governor Kazuo Ueda who left the door open to a near-term rate hike. Javier Ghersi | Moment | Getty Images Japan's central bank kept its policy rate steady at 0.75% on Tuesday, while revising its inflation estimates upwards as the Iran war raises supply-side risks. The decision to keep rates steady came in a split 6-3 vote, and was in line with Reuters-polled analysts' estimates. The BOJ also cuts its growth forecasts for the fiscal year 2026 to 0.5% from 1%, and sharply raised its core inflation forecasts to 2.8% from 1.9% The bank warned that Japan's economic growth was likely to decelerate as the increase in crude oil prices due to the the Middle East crisis is expected to crimp corporate profits and real household income "through factors such as a deterioration in the terms of trade." Japan had narrowly avoided a technical recession in the last quarter of 2025, with the country's economy growing at a revised 0.3% quarter on quarter and 1.3% year-on-year. Inflation in Japan accelerated for the first time in five months, rising to 1.8% in March as the Iran war fuels worries around energy prices. Headline inflation came in at 1.5%, compared with 1.3% in February, staying below the central bank's 2% target for a second straight month. The so-called "core-core" inflation rate, which strips out prices of both fresh food and energy, dipped to 2.4% from February's 2.5%, marking its lowest level since October 2024. "The rise in crude oil prices is expected to push up prices, mainly of energy and goods, with moves to pass on wage increases to selling prices continuing," BOJ said. The BOJ's decision comes as government bond yields have been rising. The benchmark 10-year Japanese government bond yield hit 2.496% on April 13 — the highest since 1997. A Bank of Japan survey released last week also showed that more than 83% of the respondents expect prices to be higher after one year. Japan has scrapped taxes on gas...
Andy Andrews/DigitalVision via Getty Images April 27th was a fascinating day for investors in the real estate market. Shares of The Real Brokerage ( REAX ) ended up plummeting 27.1% in early afternoon trading after management announced that the business would be acquiring, in a cash and stock deal, RE/MAX Holdings ( RMAX ). That sent shares of the latter skyrocketing 21.9% at the same time. Fundam...
Andy Andrews/DigitalVision via Getty Images April 27th was a fascinating day for investors in the real estate market. Shares of The Real Brokerage ( REAX ) ended up plummeting 27.1% in early afternoon trading after management announced that the business would be acquiring, in a cash and stock deal, RE/MAX Holdings ( RMAX ). That sent shares of the latter skyrocketing 21.9% at the same time. Fundamentally speaking, this acquisition has merit. Obviously, shareholders of RE/MAX Holdings get to cash out at a nice premium. But it is a bit surprising to see that The Real Brokerage reported such a decline in price. Or at least it is until you dig deeper. The fact of the matter is that, in recent years, The Real Brokerage has bucked the trend of a struggling housing market. Revenue has skyrocketed, and cash flows have followed suit. At the same time, RE/MAX Holdings has very much been a victim of changing market conditions. And when you look at the trading multiples as of the current pricing of both companies, I can see the logic behind investor pessimism on the side of The Real Brokerage. The way I view it, however, both of these enterprises are now attractive. That's why I think that rating them both a soft 'buy' makes sense here. A Fascinating Purchase Before we get into the nature of the transaction between these two companies, I think that coming to understand both of them first makes some sense. For those not familiar, The Real Brokerage operates as a real estate technology company that has a presence in all 50 states of the US, as well as the District of Columbia and five Canadian provinces. It operates as a licensed real estate brokerage enterprise that generates revenue primarily from processing real estate transactions. Historically, the company has served as a fully digital brokerage platform that also offers up ancillary services like mortgage origination activities, title and escrow services, and certain financial technology and lending products to its customer...
Nvidia (NVDA) has evolved so much over the years. It started as a video game chipmaker. It invented the term Graphics Processing Unit (GPU). Used the crypto boom to its advantage. And it is now the king of AI, thanks to its CUDA software moat. Along with GPUs and CPUs, an important part of its ...
Nvidia (NVDA) has evolved so much over the years. It started as a video game chipmaker. It invented the term Graphics Processing Unit (GPU). Used the crypto boom to its advantage. And it is now the king of AI, thanks to its CUDA software moat. Along with GPUs and CPUs, an important part of its ...