economy
February 11, 2026
Vertiv ignites the data center trade, sending 2 of our industrials to record highs
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
TL;DR
- The S&P 500 showed little change, recovering from an earlier dip despite a better-than-expected January jobs report.
- Software stocks are under pressure, impacting the Nasdaq, with Salesforce down 5%.
- DuPont is performing well, up nearly 4% after a strong quarterly report.
- Vertiv, specializing in data center equipment, is surging over 18% and on track for a record close, driven by accelerated order momentum.
- GE Vernova and Eaton are also nearing record closes, benefiting from the AI trade and Vertiv's performance.
- The Investing Club trimmed its Cisco holdings to lock in profits, acknowledging the stock's year-to-date gains and its higher trading multiple.
Continue reading the original article