Jim Lebenthal and Stephanie Link join CNBC's 'Halftime Report' to detail their latest portfolio moves.

VRT and SMCI race to lead AI-driven liquid cooling, but diverging earnings paths may reveal the stronger play.

Shares of Vertiv Holdings, a leader in data-center cooling solutions, extended losses Friday after Amazon.com’s Amazon Web ...

Barclays raised the firm’s price target on Blackstone (BX) to $168 from $136 and keeps an Equal Weight rating on the shares.

One of the clearest shifts data center operators are experiencing is in rack density. Standard deployments have typically operated at around 10 kilowatts to 15 kilowatts per rack. But AI hardware - ...

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a ...

Amazon unveiled a new liquid-cooling system for AWS. It just announced it is running on servers with Nvidia Blackwell chips.