Vertiv Holdings (VRT): Navigating the Post-Capex Boom in Digital Infrastructure
We recently published a list of 10 AI News You Should Take a Look At. In this article, we are going to take a look at where ...
Melius downgrades four ‘capex thematic’ stocks as AI momentum trade stalls
As previously reported, Melius Research downgraded Vertiv Holdings (VRT), Eaton (ETN), Johnson Controls (JCI) and Trane (TT), all to Hold from ...
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Qualcomm initiated with a Hold at Melius Research
Melius Research initiated coverage of Qualcomm (QCOM) with a Hold rating and $180 price target Despite Qualcomm being “an innovator in powerful chipsets” with an “attractive” valuation ...
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How long can Nvidia outrun the law of large numbers? Here’s some good news.
Nvidia Corp.’s growth has been spectacular — but Melius Research analyst Ben Reitzes said that some investors are worried that the “law of large numbers” could catch up with the company in ...