Top 10 AI Stocks That Are Being Monitored By Wall Street

3. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders: 91

Vertiv Holdings Co (NYSE:VRT) is a leading designer and developer of hardware, software, and analytics solutions that revolve around power management, thermal systems, and lifecycle services for data centers, communication networks, and industrial environments. Its AI-ready power, cooling, and IT infrastructure offerings are designed to run AI workloads even during outages, thus reducing dependency on utility providers. The company also collaborates with Nvidia (NASDAQ:NVDA) and Intel Corp. (NASDAQ:INTC) to develop AI cooling solutions to keep AI systems operational regardless of the cluster size.

On January 28th, JPMorgan noted the recent pullback in the company’s share prices due to the DeepSeek disruptions looks overdone and that it sees a lucrative risk/reward for the company. The brokerage noted that its model had always assumed growth in high-end AI server shipments would simmer beyond 2026, and the mix of training versus inference spending would shift from close to 70/30 in 2023 to the inverse of that by 2029, with inference needing reduced power per rack. However, JPMorgan believes Vertiv Holdings Co (NYSE:VRT) will benefit from a longer-term infrastructure cycle, with catalysts such as “myriad tech earnings reports,” likely reinforcing the growth trajectory.