Artificial intelligence (AI) is generating a lot of heat—literally. As data centers pack in more GPUs to power the next wave of AI workloads, keeping those machines from overheating has become as critical as the chips themselves. That has made data center cooling infrastructure one of the hottest investment themes around. Two stocks positioned to capitalize include Vertiv Holdings (VRT) and Modine Manufacturing (MOD) . Vertiv is the established giant with deep hyperscaler relationships and an integrated inf ...

Investor Presentation June 17, 2026 Disclaimer The material that follows is a presentation ("Presentation") of information about Innventure, Inc. and its subsidiaries (together referred to herein as "Innventure," the "Company," "us," "our," or "we") as of the date of this presentation. The Presentation does not purport to contain all information that may be required or desired by a party interested in investigating the Company, its business or prospects. None of the Company or any of its respective affiliat ...

GE Vernova: The electrons behind the AI boom GE Vernova was spun out of General Electric in 2024 and now builds machinery that moves electricity. One sector sells turbines and nuclear services that generate power, while another provides grid equipment that carries it to where it needs to go. Two industrial companies, GE Vernova (GEV +0.39%) and Vertiv (VRT 3.95%), offer what artificial intelligence (AI) cannot function without: electricity and cooling. While the flashiest names in AI grab the headlines, the ...