AI Power Trade: Vertiv, GE Vernova, Eaton Lead 2026 Rally
Vertiv +66%, GE Vernova +44%, Flex +79% YTD. The AI data-center power basket keeps crushing the S&P 500 as capex forecasts climb and M&A heats up.
ai data center stocks
Flex Surges 35% on Q4 Earnings Beat and AI Spin-Off Plan
Flex Ltd. jumps 35% after a blowout Q4 FY2026 with $7.5B revenue and announcing a spin-off of its fast-growing AI data center segment.
AXT Jumps 21% as AI Optical Demand Drives 39% Revenue Growth
AXT Inc. (AXTI) surged 21% after Q1 2026 revenue rose 39% year-over-year to $26.9M, fueled by AI data-center demand for indium phosphide substrates.