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Vertiv and Amazon are among the companies reporting next week with strong earnings momentum.
Vertiv's price target was raised to $330 by Bank of America due to improved industry trends.
KEY POINTS
- Major cloud providers are expected to boost project capital expenditures to $835 billion by 2027.
- Vertiv is expanding production in Pennsylvania, Ohio, South Carolina, and Mexico.
- Amazon Web Services revenue growth is projected to accelerate to 25% in 1Q26 due to AI partnerships.
COMPANIES
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