Shares of Vertiv (VRT) increased by 14% in the week ending Friday, although the stock remains down over 40% for the year, driven by market sentiment regarding U.S. trade tariffs affecting data center spending. The recent rise follows news of a 90-day pause in certain tariffs, suggesting a tactical approach by President Trump that could lead to favorable trade conditions for U.S. exporters. If this tactical approach results in trade deals, it may present a buying opportunity for investors as ongoing investments in AI applications could boost data center spending.
