First let’s discuss VRT numbers, out this morning.Vertiv beats by $0.12, beats on revs; guides Q3 EPS in-line, revs above consensus; raises FY25 guidance  (142.70 +0.15)Reports Q2 (Jun) earnings of $0.95 per share, excluding non-recurring items, $0.12 better than the FactSet Consensus of $0.83; revenues rose 35.1% year/year to $2.64 bln vs the $2.35 bln FactSet Consensus. Orders momentum remained...Read More