AI infrastructure stocks are surging after blockbuster earnings from Vertiv (NYSE: VRT), Amphenol (NYSE: APH), and GE Vernova (NYSE: GEV). All three companies beat Wall Street’s earnings expectations, but their stock prices reacted very differently. What do these results tell…
Published October 28, 2026, 3:46pm ET · 1 min read
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Eric Bleeker
Eric Bleeker, CFA has been investing for more than 20 years. He began his career working at Microsoft before joining Motley Fool, one of the largest publishers of financial research. In his 15 years at Motley Fool Eric served as the General Manager for Fool.com and led coverage in the Technology & Telecom sector. In addition, he was a featured columnist and has hosted dozens of investing seminars attended by more than a million total investors. Eric has more than 1,000 financial bylines to his name and has been featured in The Wall Street Journal, CNBC, Fox Business, and many other leading publications. He is currently focused on artificial intelligence investing and is a CFA Charterholoder.
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