Modern, well-lit data center facility, representing Vertiv's core business in critical data center infrastructure. Key Points Vertiv Holdings experienced a sharp stock price drop due to analyst downgrade and Oracle-related sympathy selling, despite strong underlying fundamentals. Oracle’s $50 billion CapEx increase signals rising infrastructure demand, directly benefiting Vertiv’s business in cooling and power distribution. Vertiv’s vertical integration strategy and growth metrics—such as a $9.5 billio ...