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AI’s Picks and Shovels Are Getting Clobbered
The Wall Street Journal17d agoneutral
AI’s Picks and Shovels Are Getting Clobbered

It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.

GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.
Investor's Business Daily25d agobearish
GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.

Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.

How Investors May Respond To Eaton (ETN) Expanding Its “Home as a Grid” Footprint with FranklinWH
Simply Wall St.25d agoneutral
How Investors May Respond To Eaton (ETN) Expanding Its “Home as a Grid” Footprint with FranklinWH

Eaton Corporation plc recently collaborated with FranklinWH Energy Storage Inc. to integrate Eaton’s AbleEdge smart breakers into FranklinWH’s home energy system across North America, aiming to simplify solar, storage and load management while enabling virtual power plant participation for homeowners and utilities. This partnership highlights Eaton’s “Home as a Grid” push, extending its intelligent power-management footprint from utility-scale and data centers right into residential energy...

Eaton (ETN) Opens U.K. Aerospace Additive Manufacturing Center For Europe
Simply Wall St.25d agoneutral
Eaton (ETN) Opens U.K. Aerospace Additive Manufacturing Center For Europe

Eaton (NYSE:ETN) has opened a new European Center of Additive Manufacturing in the U.K. The facility is focused on expanding global aerospace production capacity using additive manufacturing technologies. The move is intended to support more resilient, localized supply chains for European commercial and military aerospace programs. Eaton is known for its electrical and industrial products, and aerospace is one of its key business lines. This new U.K. center adds dedicated additive...

Can Eaton (ETN) Justify Its Valuation On Data Center Orders And Analyst Upgrades?
Simply Wall St.25d agobullish
Can Eaton (ETN) Justify Its Valuation On Data Center Orders And Analyst Upgrades?

Eaton (ETN) is back in focus after analysts highlighted rising earnings estimates alongside strong data center order momentum, as the company commits $1.5 billion to expand North American manufacturing and advances its home energy collaboration with FranklinWH. See our latest analysis for Eaton. The recent collaboration with FranklinWH, new leadership for Global Energy Infrastructure Solutions, and investment in additive manufacturing sit alongside a share price of $401.41, with a year to...

Eaton (ETN) Stock Looks Expensive On Cash Flow But Cheap On Earnings
Simply Wall St.25d agoneutral
Eaton (ETN) Stock Looks Expensive On Cash Flow But Cheap On Earnings

Eaton stock has delivered a strong 178.6% total return over the past 5 years, yet its current price sits above the intrinsic value suggested by a Discounted Cash Flow (DCF) estimate, while some market multiple checks still flag it as relatively inexpensive. That split, combined with a low overall value score, puts the recent share price near the center of a valuation debate. Over the past 5 years, Eaton has returned 178.6%, which puts extra focus on whether today’s price leaves much margin...