Is Vertiv Holdings Co (VRT) A Hidden AI Stock to Buy Right Now?
David Grain, Founder & CEO of Grain Management, joined CNBC on May 1 to discuss the AI-driven demand for data centers and tariff uncertainty. The main concerns regarding tariffs are the potential impact on costs, the resilience of supply chains, and the overall effect on business operations and their expansion. He also shared his perspective on why investors are still confident in the broadband and digital infrastructure sector. He characterized broadband as universally essential and emphasised that the demand for faster connectivity has not slowed, which is why the regulatory support for broadband expansion is globally robust. Grain noted that the administration has also met expectations for lighter regulation in the infrastructure sector, which makes it easier to advance projects and close deals. He described the admin's stance as pro-growth and supportive of secure and competitive networks. Grain also observed that infrastructure, especially broadband, is an area where there is bipartisan support, given its positive impact on economic growth at both the state and local levels.
DeepSeek's announcement was also followed by reports that suggested that some companies might be pulling back on data center spending. However, the latest earnings reports appeared to settle at least this debate and confirmed that the investments in this sector were still ongoing. David Grain elaborated on the current trends in data center investments and also stated that the demand for data centers is rising due to the increasing expansion of AI, as it requires vast amounts of computing power. He explained that while the demand here is not slowing, the feasibility of building new data centers is still influenced by the availability of reliable and high-capacity electricity.
Our Methodology
We sifted through financial media reports to compile a list of the top hidden AI stocks with AI-related operations and opportunities. We then selected the 11 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2024.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
The Verge
22 minutes ago
- The Verge
OpenAI will update GPT-5's 'personality' after user backlash.
Posted Aug 13, 2025 at 1:38 AM UTC OpenAI will update GPT-5's 'personality' after user backlash. CEO Sam Altman wrote on X that OpenAI plans to update the model to 'feel warmer than the current personality but not as annoying (to most users) as GPT-4o.' He added, 'One learning for us from the past few days is we really just need to get to a world with more per-user customization of model personality.' Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates. Hayden Field Posts from this author will be added to your daily email digest and your homepage feed. See All by Hayden Field Posts from this topic will be added to your daily email digest and your homepage feed. See All AI Posts from this topic will be added to your daily email digest and your homepage feed. See All News Posts from this topic will be added to your daily email digest and your homepage feed. See All OpenAI
Yahoo
39 minutes ago
- Yahoo
Prediction: Nvidia Stock Will Be Worth This Much by the End of 2025
Key Points Nvidia stock experienced an intense sell-off earlier this year, driven by uncertainty around tariffs and competition in China. Rising infrastructure spending by its largest customers suggests that demand remains strong across the artificial intelligence (AI) landscape. Despite a strong rebound over the last few months, valuation trends suggest that emerging AI opportunities may not be fully reflected in the share price yet. 10 stocks we like better than Nvidia › This year has been an emotional roller coaster for shareholders of Nvidia (NASDAQ: NVDA). Following the news of new tariffs, in combination with intensifying competition in China, the company's shares plummeted by as much as 30% earlier this year, wiping out nearly $1 trillion in market value. Such precipitous declines may have suggested that Nvidia's best days were in the rearview mirror, but the stock's more recent performance says otherwise. As of Aug. 7, it had rebounded by 93% from its 2025 lows and now has a market capitalization of $4.4 trillion, making it the most valuable company in the world. With such strong momentum fueling the stock to new highs, is it too late to invest in Nvidia? Read on to find out. Big tech is spending big bucks on Nvidia's chips Nvidia's largest source of revenue is its computing and networking business. This segment comprises the company's data center services and highly coveted graphics processing units (GPUs). A good way to gauge the health of its business is to look at spending on artificial intelligence (AI). The chart below illustrates capital expenditures over the last three years for cloud hyperscalers Amazon, Microsoft, and Alphabet, along with social media company Meta Platforms. These "Magnificent Seven" companies prove that accelerating AI infrastructure spending is a powerful tailwind for Nvidia's chip empire. Beyond the usual tech titan suspects, rising adoption of cloud infrastructure services from Oracle -- as well as neocloud platforms such as Nebius Group and CoreWeave -- offer another source for GPU demand, especially for Nvidia's latest Blackwell architecture. Neoclouds are gaining interest at the moment as they offer flexible software-hardware stacks in the form of high-performance computing (HPC) services and access to GPU clusters via cloud-based infrastructures. New opportunities are emerging Over the last few years, investors have repeatedly heard pundits chirp about the importance of data centers in powering generative AI development. This point is valid, but I think many investors are missing the broader picture when it comes to the evolution of AI infrastructure spending. A new phase of AI adoption involves sophisticated workloads across robotics, autonomous driving, and quantum computing. Companies such as Alphabet and Tesla are beginning to monetize their autonomous vehicles, while Microsoft, Alphabet, and Amazon are all developing their own custom quantum computing chips. Nvidia has just started to scale up its chips and CUDA software platform across these emerging opportunities. Given the company's existing deep integration with big tech, I'm optimistic that its product suite will still be crucial in future, more-advanced AI development. What will Nvidia stock be worth by the end of 2025? The chart below illustrates the company's forward price-to-earnings (P/E) multiple throughout the AI revolution. Given the trends cited above, the forward P/E range between 24 and 30 could be seen as a support zone or valuation floor for Nvidia. Each time its forward P/E dipped into this range, the stock has rebounded strongly. To me, this suggests that investors still see robust long-term growth for the company despite occasional fleeting periods of souring sentiment. I think these valuation trends subtly imply that the market could be underestimating the full breadth of Nvidia's ubiquitous platform. Despite the company's influence across AI infrastructure, many investors still view it purely through the lens of a semiconductor business. As these new opportunities are realized, I think the stock is well positioned for a prolonged breakout -- similar to the initial wave of AI-driven enthusiasm a couple of years ago. Although its forward P/E is fast-approaching prior highs, I think there is a solid case to be made that the company is positioned for further valuation expansion and could reach or exceed historical levels. My logic is that the monetization potential of future opportunities in robotics, autonomous vehicles, and quantum computing is still taking shape and not yet fully priced into the stock by investors. If Nvidia's current forward P/E expands to levels congruent with prior highs by the end of the year, the stock could blow past the $200 price point and reach closer to $220 -- implying an increase between 10% and 20% over current price levels. For this reason, I think Nvidia stock will be trading significantly higher by the end of the year than where it is today. Do the experts think Nvidia is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Nvidia make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,060% vs. just 182% for the S&P — that is beating the market by 877.59%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 11, 2025 Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, Oracle, and Tesla. The Motley Fool recommends Nebius Group and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Prediction: Nvidia Stock Will Be Worth This Much by the End of 2025 was originally published by The Motley Fool
Yahoo
an hour ago
- Yahoo
SPX Announces Pricing of Public Offering of Common Stock
CHARLOTTE, N.C., Aug. 12, 2025 (GLOBE NEWSWIRE) -- SPX Technologies, Inc. (NYSE:SPXC) ('SPX') announced today the pricing of an underwritten public offering of 2,659,575 shares of its common stock at a public offering price of $188.00 per share. The gross proceeds to SPX from the offering, before deducting underwriting discounts and commissions and offering expenses, are expected to be approximately $500.0 million. All shares in the offering are to be sold by SPX. In addition, SPX has granted the underwriters a 30-day option to purchase up to an additional 398,936 shares of its common stock offered in the public offering. The offering is expected to close on or about August 14, 2025, subject to customary closing conditions. BofA Securities, J.P. Morgan, and Wells Fargo Securities are acting as joint book-running managers for the offering. TD Cowen and Truist Securities are also acting as book-running managers for the offering. Citizens Capital Markets, Fifth Third Securities, PNC Capital Markets LLC, Oppenheimer & Co., Scotiabank, William Blair, B. Riley Securities, Seaport Global Securities, and Wolfe Capital Markets and Advisory are acting as co-managers for the offering. The shares are being offered by SPX pursuant to an effective automatic shelf registration statement that was previously filed with the U.S. Securities and Exchange Commission (the 'SEC'). The offering is being made only by means of a written prospectus and prospectus supplement that form a part of the registration statement. A prospectus supplement and the accompanying prospectus relating to and describing the terms of the offering will be filed with the SEC and will be available on the SEC's website at copies of which may be obtained from BofA Securities, NC1-022-02-25, 201 North Tryon Street, Charlotte, NC 28255-0001, Attn: Prospectus Department or by emailing J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 by emailing prospectus-eq_fi@ and postsalemanualrequests@ or Wells Fargo Securities, LLC, Attention: WFS Customer Service, 90 South 7th Street, 5th Floor, Minneapolis, MN 55402, at 800-645-3751 (option #5) or by emailing WFScustomerservice@ This press release shall not constitute an offer to sell or a solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such state or jurisdiction. About SPX Technologies, Inc.: SPX is a diversified, global supplier of highly engineered products and technologies, holding leadership positions in the HVAC and detection and measurement markets. Based in Charlotte, North Carolina, SPX has over 4,300 employees in over 16 countries. SPX is listed on the New York Stock Exchange under the ticker symbol 'SPXC.' Cautionary Statement Regarding Forward-Looking Statements: Various statements in this release concerning the timing and completion of the public offering on the anticipated terms or at all may constitute forward-looking statements for the purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995, as amended, and other federal securities laws. All such forward-looking statements are based on management's current expectations of future events and are subject to a number of substantial risks and uncertainties, many of which are outside SPX's control, that could cause actual results to differ materially and adversely from those set forth in or implied by such forward-looking statements. These risks and uncertainties include fluctuations in SPX's stock price, changes in market conditions and satisfaction of customary closing conditions related to the public offering, as well as those risks more fully discussed in the section entitled "Risk Factors" in the prospectus supplement and registration statement referenced above, SPX's Annual Report on Form 10-K for the year ended December 31, 2024, filed February 26, 2025 with the SEC, and subsequent filings with the SEC including SPX's Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. There can be no assurance that SPX will be able to complete the public offering on the anticipated terms. Accordingly, you should not place undue reliance on these forward-looking statements. All such statements speak only as of the date made, and SPX undertakes no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, unless required by law. Investor Contacts:Mark A. Carano, Vice President, Chief Financial Officer and TreasurerPhone: 980.474.3806Email: Source: SPX TechnologiesSign in to access your portfolio
