The revenue-free retail favorite was up more than 30% through Wednesday’s close.

Ritholtz’s Josh Brown says so-called HALO stocks are “the trade of the year,” as Wall Street keeps bidding up stocks that it thinks AI won’t…

Oracle, Applovin, and ServiceNow have been big gainers so far this week.

Roughly 80% of Vertiv’s sales are tied to data centers, BNP says.

“We see further upside,” analysts said.

And it’s been the best 12 months for the stock since 1987.

It’s been rough for a growth stocks., especially software. Here’s a Goldman screen of fast-growers outside that particular AI-threatened industry.

The stock is at its highest level in almost five years.

Formerly viewed as a winner of the AI revolution, Palantir has started to slide alonside other software shares.

Energy earnings will offset slowdowns elsewhere. But it’s still all about Big Tech.