VRT (US)

We believe “data center politics” in the U.S. are increasingly worth monitoring by supply chain investors, especially with mid-term elections on the horizon for four months from now and what seems to be shifting views…

Last night, Flex (FLEX; $96.45; O/P) stunned the Street with news that its Board approved plans to spin off its Cloud & Power Infrastructure (CPI) portfolio, thereby creating two independent, publicly traded companies in a…

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

This morning, Flex (FLEX; $60.76; O/P) announced it was adding to its critical power portfolio with a definitive agreement to acquire Electrical Power Products (EPP) for $1.1B in an all cash transaction, which is before…

This morning, Vertiv (VRT; $269.45; E/W) announced an interesting acquisition along with updates on its expansion plans, which all should add confidence to the idea that the company is positioning itself to more than keep…