From Yahoo Finance: 2025-03-29 10:05:00

Vertiv, GE HealthCare, and nVent Electric collaborate with Nvidia to focus on AI growth. GE HealthCare maximizes equipment value by incorporating AI for better patient images and diagnoses. nVent acquires Avail Infrastructure Solutions for $975 million to expand its electrical and connection products, increasing exposure to data centers.

nVent’s liquid cooling systems enhance data center performance with Nvidia products. Valued at 19.2 times estimated 2025 earnings, nVent offers exposure to AI and data center spending themes. Vertiv experiences significant sales growth and collaborates with Nvidia for data center technology.

GE HealthCare raised FDA authorizations for AI-enabled diagnostics from 58 in 2023 to 85 in 2024. Stock valuation reflects prior demand weakness in China, trading at 17.4 times 2025 earnings. nVent focuses on data centers, selling products like cable management systems and liquid cooling solutions.

Despite a recent stock sell-off, Vertiv shows strong sales and backlog growth. Management attributes flat Q4 orders to European regulatory issues, not market weakness. Investors may find a buying opportunity, with the stock down 19.4% year-to-date. Due diligence is recommended before investing in these stocks.

Read more: Down 13% to 41%, These 3 Nvidia Partners Are Raging Buys