This week marks a significant acceleration in Q1 2026 earnings reports, particularly from major financial institutions and companies linked to artificial intelligence (AI) like Vertiv (VRT) and Intel (INTC). Both companies have outperformed the S&P 500 year-to-date, with expectations high for their upcoming financial results.
Vertiv, specializing in power and cooling solutions for data centers, is projected to have achieved 30% year-over-year sales growth and a 60% increase in earnings. This follows five consecutive quarters with at least 20% sales growth. Conversely, Intel anticipates a decline in sales and earnings, as it works to reposition itself as a leader in AI chip manufacturing amid ongoing production challenges.
Attention will be focused on Vertiv’s guidance post-earnings, which could influence its stock momentum, currently trading at a five-year high in sales multiples. Meanwhile, Intel’s success hinges on customer adoption and the profitability of its AI chip production facilities as it navigates a significant transitional phase in its manufacturing capabilities.
