AI Data Center Infrastructure Stocks Surge $8.5B in Market Cap in One Day

Vertiv Holdings Co. (VRT) surged 7.49% on the New York Stock Exchange on the 24th, closing at $275.17 and pushing its market capitalization to roughly $105.2 billion. On that day, about 3.97 million shares changed hands, and the company’s market value rose by approximately $8.5 billion in a single session.

In its fourth-quarter 2025 earnings released on February 11, Vertiv reported revenue of $2.88 billion, up 23% year-over-year, and significantly raised its 2026 EPS guidance, underscoring continued strong demand from AI data centers.

Since being added to the S&P 500 in March, the company also announced a quarterly dividend of $0.0625 per share, drawing interest from both index-tracking funds and income-focused investors.

Headquartered in Westerville, Ohio, Vertiv supplies power and cooling solutions for data centers and communication networks and is recognized as a key infrastructure provider for high-density server environments that support AI workloads. A member of both the Fortune 500 and Forbes Global 2000, Vertiv is led by Chairman David Cote and CEO Giordano Albertazzi, who are driving an aggressive acquisition strategy and expanded investments in AI infrastructure.