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James Brumley, The Motley Fool
Sun, July 26, 2026 astatine 1:50 PM CDT 5 min read
It's beauteous overmuch intolerable for investors not to person noticed that exertion stocks -- and artificial quality (AI) stocks successful peculiar -- person dominated the headlines for a portion now. You whitethorn adjacent ain a mates of these names.
Smart investors know, however, that headlines are often backward-looking. If you truly privation your portfolio to grow, you request to measurement into the market's adjacent apical opportunities earlier the remainder of the assemblage discovers them.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
To this extremity (and aft a reasonably lengthy play of conscionable so-so performance), a fistful of concern stocks look primed for above-average results. Here's a person look astatine 2 of this sector's champion bets close now.
Vertiv Holdings
Making a speedy reappraisal of Vertiv Holdings' (NYSE: VRT) portfolio of products is so a boring endeavor. Industrial-scale powerfulness supplies, high-capacity HVAC solutions, and facilities-monitoring tech of each types conscionable aren't exciting.
Now excavation deeper and look astatine who this company's apical customers are close now, and will beryllium for the foreseeable future. That's artificial quality information halfway owners and operators who request to marque the astir businesslike usage of immoderate energy they tin get, and past woody with the tremendous vigor AI accelerators make -- 2 challenges the modern AI manufacture wasn't afloat prepared to tackle successful its infancy.
And the numbers beryllium arsenic much. Vertiv's Q1 gross grew 30% twelvemonth implicit twelvemonth to $2.65 cardinal because, successful CEO Giordano Albertazzi's words, "We're seeing information halfway infrastructure requirements germinate significantly, with customers prioritizing optimized design, deployment speed, and operational ratio -- reshaping their attack to deployment." The institution is guiding for comparable income maturation done the remainder of the twelvemonth arsenic well.
The underlying opportunity, however, is acold greater successful its scope and duration. The information halfway cooling marketplace is apt to turn astatine an mean yearly gait of astir 12% done 2035, according to an outlook from Precedence Research, which adds that the powerfulness absorption facet of the concern is expected to turn astatine a slower but dependable yearly mean of 7% for the aforesaid clip frame. With partnerships similar its 1 with Nvidia to make the 800-volt DC (direct current) platforms that are progressively successful request (due to their heightened efficiency), successful summation to its liquid-cooling tech that reduces the depletion of cooling vigor by up to 80% (because it makes nonstop interaction with AI processing chips), Vertiv is softly positioned to triumph a batch of this growth.
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