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This earnings season has marked a turning point for artificial intelligence (AI) stocks. It is not just the big tech companies driving the market rally anymore. Even the smaller and lesser-known companies tied to the AI infrastructure are also reporting solid earnings and revenue growth. One company benefiting from this trend is Vertiv Holdings (VRT), which recently reported a strong start to fiscal 2026. VRT stock is now trading around its all-time high today and has surged an impressive 115% year-to-date (YTD). This sharp move isn’t just AI hype anymore but is backed by strong business performance and growing demand for the kind of infrastructure needed to support AI.
Should you join the rally?
