Vertiv is trading 4.1% down now at $291.98 as investors reassess rich AI infrastructure valuations and data center cooling demand following a sharp multi-month rally.
- Sentiment is being pressured by profit-taking and concerns that hyperscalers may develop proprietary in-house cooling solutions.
- Prior analyst caution regarding future orders and margins is weighing on the stock amid a broader sell-off in tech and AI-related sectors.