VRT

Everything Filings Intel has said about VRT across all issues.

• 8-K · 2026-04-27 Issue 3 · bullish
  Closed acquisition of Strategic Thermal Labs LLC — cooling/thermal IP tuck-in
• 10-Q · 2026-04-22 Issue 2 · bullish
  Net sales +30% to $2.65B, gross margin +400bps to 37.7%, OCF +153% to $766.8M. Capex guide raised to $425-525M for 2026. The $15B backlog was a floor, not a ceiling.
• 8-K · 2026-04-22 Issue 2 · bullish
  Q1 earnings release furnished. Substance covered by the 10-Q.
• 10-Q · 2026-04-22 Issue 2
  Q1 sales +30%, GM +400bps, OCF +153%; FY guide raised
• 8-K · 2026-04-22 Issue 2
  Q1 earnings furnish + raised 2026 outlook

• Memory trade reawakens, Credo up 8%, NextEra acquires Dominion Issue 8
  Alongside: MUCRDOMRVLNEED
• The Issue 03 capex thesis holds — chip tier confirms Issue 4
  Alongside: AMDANETNVDAAVGO
• Q1 hyperscaler capex annualises above $250B Issue 3
  Alongside: AMZNMETAMSFTGOOGEQIXANET
• Vertiv tucks in Strategic Thermal Labs while still printing 400bps Issue 3
  Alongside: EQIXDLR
• Vertiv prints the floor, Intel discloses the trapdoor Issue 2
  Alongside: INTCDLREQIX
• Tesla joins the hyperscaler capex club Issue 2
  Alongside: TSLANVDA
• Vertiv prints the floor — +30% / +400bps / +153% OCF Issue 2
  Alongside: DLREQIXANET
• Tesla quietly joined the hyperscaler capex club Issue 2
  Alongside: TSLANVDA
• The CoreWeave capitalisation trilogy Issue 1
  Alongside: CRWVNVDAEQIXDLR