Ecolab's CoolIT Deal Raises AI Upside but Also Debt and Cost Risks Harshit Gupta Aug 18, 2026 ECL's $4.75B CoolIT deal expands its AI data-center cooling opportunity, but higher debt and financing costs raise execution risks.
NVT vs. SMCI: Which Data Center Infrastructure Stock is a Better Buy? Om Jaiswal Aug 18, 2026 nVent Electric's data center demand, backlog and steadier earnings outlook give it an edge over Super Micro Computer despite a higher valuation.
TTMI Stock Surges 237% in a Year: Does it Have More Room to Run? Subhasish Mukherjee Aug 18, 2026 TTM Technologies surges 237% in a year, while AI data centers, defense growth, European expansion and a lower P/S point to further upside.
Can Strong AI Data Center Demand Help NVT Challenge VRT & SMCI? Om Jaiswal Aug 13, 2026 nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.
The Zacks Analyst Blog Highlights Illumina, Qnity Electronics and nVent Electric Zacks Equity Research Aug 11, 2026 Illumina, Qnity Electronics and nVent Electric lead Zacks' latest Strong Buy picks as markets eye inflation, rates and global risks.
nVent Electric Rises 46% in 6 Months: Buy, Sell or Hold the Stock? Om Jaiswal Aug 10, 2026 NVT surges 46.1% in six months as AI data center and power utility demand drive growth, backlog expansion and capacity investments.
nVent Q2 Earnings Call Highlights AI-Led Growth and Guidance Raise Zacks Equity Research Aug 7, 2026 NVT raises its 2026 outlook as AI data center demand accelerates, capacity expands and broad-based order growth supports stronger sales.
nVent Electric Q2 Earnings Beat Estimates, Revenues Rise Y/Y Zacks Equity Research Aug 3, 2026 NVT tops Q2 earnings and revenue estimates as AI data center demand fuels record sales, strong orders and a sharply higher full-year 2026 outlook.
CoStar Group Q2 Earnings Beat Estimates, Revenues Increase Y/Y Zacks Equity Research Jul 29, 2026 CSGP Q2 earnings top estimates as revenues rise 18.4%, margins widen and residential EBITDA turns positive despite a lower 2026 outlook.
SWKS Q3 Earnings Beat on Broad Markets, AI Data Center Growth Zacks Equity Research Jul 29, 2026 Skyworks Solutions tops fiscal Q3 estimates as Broad Markets growth, led by AI data center, offsets weaker revenues and margin pressure.
