The Motley Fool
19 Jun 2026, 09:05 UTC · 2h ago
2 Pick-and-Shovel AI Stocks Powering the Data Center Boom
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
19 Jun 2026, 09:05 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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5 claims · each scored for market impact
Vertiv projects organic net sales growth of 29% to 31% over 2025, with adjusted earnings growing by at least 50% for 2026. — High-growth guidance for earnings and sales in a critical AI infrastructure niche typically drives strong stock price appreciation.
+0.80Texas Instruments reported a 90% year-over-year increase in data center revenue for the first quarter. — Significant acceleration in data center exposure validates the company's ability to pivot from cyclical automotive/consumer segments to the AI boom.
+0.60Leading AI hyperscalers are expected to increase capital spending by at least 45% in 2026. — Increased CapEx from the largest tech buyers provides a broad systemic tailwind for all data center infrastructure suppliers.
+0.50Continue reading
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Vertiv's adjusted operating margin rose to 20.8% last quarter, with management targeting at least 27% over time. — Expanding margins indicate increasing pricing power and operational efficiency, which improves the company's valuation multiple.
+0.40Texas Instruments faces potential volatility due to cyclical swings in automotive and personal electronics demand. — Cyclical exposure creates a risk floor that can offset gains from the data center growth if the broader economy weakens.
-0.30Which stocks this story touches
The company is seeing strong sales growth and margin expansion driven by AI data center demand for cooling and power management.
Strong growth in data center revenue and a massive product portfolio provide significant upside, despite some cyclical risks in other sectors.
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