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<p>Four AI infrastructure companies reported in 24 hours. All four beat.

Growth: Teradyne +70%, Vertiv +61%, GE Vernova +27%, Microsoft +19%.
Stocks: Vertiv +16.5%, Microsoft flat, GE Vernova -1.9%, Teradyne -3.2%.

The fastest grower was the worst performer. It was not positioning either. Both Vertiv and Teradyne came in down about 18% on the month.

What split them was the forward book. Vertiv guided next quarter above the one it just posted and said orders more than doubled. Teradyne beat the top end of its guide, then guided next quarter to what it had just delivered.

Growth is not what got paid today.</p>

Four AI infrastructure companies reported in 24 hours. All four beat.
Growth: Teradyne +70%, Vertiv +61%, GE Vernova +27%, Microsoft +19%.
Stocks: Vertiv +16.5%, Microsoft flat, GE Vernova -1.9%, Teradyne -3.2%.
The fastest grower was the worst performer. It was not positioning either. Both Vertiv and Teradyne came in down about 18% on the month.
What split them was the forward book. Vertiv guided next quarter above the one it just posted and said orders more than doubled. Teradyne beat the top 

Four AI infrastructure companies reported in 24 hours. All four beat. Growth: Teradyne +70%, Vertiv +61%, GE Vernova +27%, Microsoft +19%. Stocks: Vertiv +16.5%, Microsoft flat, GE Vernova -1.9%, Teradyne -3.2%. The fastest grower was the worst performer. It was not positioning either. Both Vertiv and Teradyne came in down about 18% on the month. What split them was the forward book. Vertiv guided next quarter above the one it just posted and said orders more than doubled. Teradyne beat the top end of its guide, then guided next quarter to what it had just delivered. Growth is not what got paid today.

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