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

Vertiv Holdings stock was dropping again Friday in response to Amazon.com Amazon Web Services development of a new cooling ...

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

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Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.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

Apple is struggling to keep pace in the AI race, leading Wedbush Securities analyst Dan Ives to suggest acquiring AI startup Perplexity. Ives believes Apple lacks the internal AI technology to compete ...

Here are some of the stories Wall Street is watching on Thursday, July 10. Vertiv (VRT) shares are falling after Amazon Web ...