3 Stocks Already Winning the OpenAI vs. Anthropic Race

Vertiv (VRT) agreed to acquire King Environmental Services Ltd. (KES), a Europe-based provider of fluid management services for data centers. The deal, expected to close in Q4 2026, will expand Vertiv's thermal management capabilities in EMEA. KES's expertise in fluid management and load-testing will complement Vertiv's existing services, supporting high-density and AI infrastructure. Financial terms were not disclosed.

Goldman Sachs projects 27% average return for 10 energy and power stocks, including Quanta Services, Duke Energy, and Baker Hughes. Target prices and returns vary, with Golar LNG having the highest return at 38%. The report highlights growth opportunities and catalysts for these companies.

GE Vernova and Hitachi secured the first U.S. construction permit for a commercial-scale small modular reactor (SMR) in Tennessee. The project, backed by $40B in Japanese financing, could start construction in 2024 and finish by 2031. GE Vernova sees SMRs as a long-term bet on nuclear energy's role in reducing carbon emissions, despite high costs and limited track record. The company generates revenue from servicing conventional nuclear plants but expects minimal SMR income soon.

Argus raised its target price for Vertiv Holdings (VRT) to $299, maintaining a BUY rating. The company received high ratings in industry, management, safety, financial strength, and growth, with a medium value rating.

Vertiv (VRT) stock fell 3.5% after GLJ Research initiated coverage with a Sell rating and $188 target, citing lower EBITDA estimates. Broader market conditions, including rising Treasury yields, also pressured shares. The stock later recovered slightly to $244.73, down 3.3%. Vertiv is up 39.4% YTD but 35% below its 52-week high.

GE Vernova (GEV) declared a $0.50 per share quarterly dividend for Q4 2026. The company's stock has seen a 51.45% YTD return and 70.19% 1-year return, but a 3.90% drop over 90 days. Analysts debate its valuation, with some seeing it as 19% undervalued at $1,029.21, while others view it as overvalued based on cash flow models. GE Vernova's Power segment, with 7,000 gas turbines, provides long-term revenue visibility.