Power & systems stocks

4 names · group sentiment 70 · hot

Racks, cooling and electricity. A datacentre full of accelerators is ultimately a power and thermal problem.

#	Name	Price	1D	5D	Market cap	Sentiment
1	Eaton ETN	$398.20	+0.66%	+1.90%	$155.0B	70
2	Dell Technologies DELL	$152.40	+1.18%	+3.40%	$103.0B	73
3	Vertiv Holdings VRT	$186.90	+1.92%	+5.30%	$71.4B	81
4	Super Micro Computer SMCI	$44.62	-2.15%	-6.40%	$26.8B	27

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The names in detail

Which stocks count as power & systems?

ChipSentiment tracks 4 names in this group: Eaton (ETN), Dell Technologies (DELL), Vertiv Holdings (VRT), Super Micro Computer (SMCI).

What is power & systems sentiment right now?

The market-cap weighted sentiment for this group is 70 out of 100, which reads as hot.

Why does this group matter to AI?

Racks, cooling and electricity. A datacentre full of accelerators is ultimately a power and thermal problem.