Vertiv (NYSE:VRT) and Astera Labs (NASDAQ:ALAB) both capitalized on the same favorable trend: Amazon and Microsoft investing approximately $100 billion to $105 billion collectively each quarter in AI capital expenditures. Vertiv provides the racks essential for their power and cooling systems, while Astera manufactures the connectivity silicon that integrates GPUs. Both companies reported positive earnings, yet only one experienced a decline in its stock price the following day. ... Who Will Gain the Most from Amazon and Microsoft's Dominance in AI Capital Expenditures This Quarter?