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Jensen Huang dropped four words at GTC 2026 that could expand NVIDIA's addressable market far beyond AI chips, and the company is already building the product stack to back up that claim.

CDNS has fallen 12.9% in a month despite strong Q2 growth, as a lower valuation and AI demand clash with a still-steep premium.

CDNS raises its 2026 outlook as AI demand expands across EDA, hardware and IP, while record backlog and agentic AI engagements bolster growth.

Cadence pairs rising AI-driven design demand, higher earnings expectations and stronger cash flow with a valuation still well above key benchmarks.

AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the chip giants.

Siemens stock has returned 123.6% over the past five years and recent news has been supportive, yet valuation checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) view and earnings multiples. Over five years Siemens has delivered a 123.6% total return. This puts current buyers in the position of judging whether the story has further room or already reflects most of the progress. Growth in Siemens' software and data center...

Babcock & Wilcox announced an agreement with Siemens Energy to begin work on 20 steam turbine generator sets totaling 1 GW of capacity targeting data center projects.

Akron-based power generator Babcock & Wilcox is doubling down on its efforts to fuel the growth of artificial intelligence data centers.

Synopsys' AI infrastructure exposure, recurring revenues and Ansys acquisition support growth despite the stock's recent 20% decline.

The 20-unit agreement advances equipment work for accelerated data-center power projects, but B&W has not disclosed the customers, delivery schedule, contract value or financing terms.

The company booked 15 GW in new orders this quarter, executives said, with lead times running three years or more. It also plans to expand its transformer manufacturing capacity 50% by 2030.

Record orders and data-center demand lifted results, but the stock declined after a substantial advance earlier in 2026.

Siemens AG (SIEGY) posts all-time high orders of EUR27.9 billion, raises fiscal 2026 EPS outlook to EUR11.20-EUR11.50 amid robust growth across all industrial businesses.

Siemens (XTRA:SIE) is back in focus after reporting record Q3 2026 results and issuing a second upgrade to full-year earnings guidance, supported by demand for data center infrastructure, industrial software and automation. See our latest analysis for Siemens. The latest Q3 earnings upgrade comes after a strong run, with Siemens delivering an 18.6% year to date share price return and a 33.3% total shareholder return over the past year. This suggests that momentum has been building rather than...

European stock indexes rose in early trade as earnings stories drove increases. The Europe-wide Stoxx 600 added 0.3%, led by consumer-facing stocks and healthcare. London's FTSE 100 moved 0.3% higher, led by a 10.

German industrial giant Siemens on Thursday raised its profit outlook for the second time this year after a quarter boosted by AI spending, but its shares plunged after the forecast fell short of investors' hopes.But Siemens shares dropped six percent in early Frankfurt trading, with analysts pointing to expectations of higher full-year profits, as well as fears that new AI tools will disrupt Siemens's own software business.

Siemens Aktiengesellschaft (ETR:SIE) reported record third-quarter results for fiscal 2026, supported by strong demand for data center infrastructure, industrial software and automation. The company raised its full-year earnings outlook after orders, revenue, industrial profit and free cash flow all

The division produces electrical and grid equipment and won a number of large contracts from the U.S. and Europe as companies race to build artificial intelligence infrastructure.

Siemens Chief Executive Officer Roland Busch says the company is "very competitive" in China, where the automation business is doing "very well." He also comments on the data center business. Busch speaks on Bloomberg Television after Siemens raised its earnings expectations for a second time this year due to a surge in data center spending and higher returns from selling software to industry.

Most Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.

Kellanova, which manufactures Pringles in Europe, says a new AI project could be the key to improving production of the iconic chip.

The transition to sustainable energy infrastructure has been experiencing steady progress in recent years across the globe, while simultaneously undergoing constant fluctuation. Actual progress is influenced by a wide variety of factors, such as the drivers behind participants’ motivations and the technologies enabling the transition, as well as the status of supply chains and geopolitical […]

PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.

PTC is turning governed product data, cloud collaboration and focused AI pilots into broader industrial software and service opportunities.

Nvidia (NasdaqGS:NVDA) is committing US$5b to Safe Superintelligence, a new AI safety startup led by former OpenAI chief scientist Ilya Sutskever. The company is entering multibillion dollar AI data center lease deals, including a large buildout with Hut 8 in Texas. Nvidia is expanding its Agent Toolkit platform through new partnerships with Synopsys, Siemens, and Cadence to support chip and system design automation. Nvidia sits at the center of AI computing, with its GPUs and software...

The shares were up 0.5% to $207.86 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

The shares were up 1.1% to $209.16 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

FuelCell Energy stock has delivered a very strong 281.5% return over the past year, yet the valuation checks currently lean expensive and suggest the price may already be baking in a lot of optimism. Over the past 12 months, FuelCell Energy has returned 281.5%, which puts extra focus on whether recent gains leave enough margin for error. The collaboration with Siemens and a larger sales pipeline can support higher growth expectations, but the recent US$225m equity raise highlights ongoing...

FuelCell Energy (FCEL) has been active on the regulatory front, filing several out of time motions to intervene at the Federal Energy Regulatory Commission that address how large electric loads connect to transmission grids across multiple US power markets. See our latest analysis for FuelCell Energy. These Federal Energy Regulatory Commission interventions come after FuelCell Energy signed a memorandum of understanding with Siemens AG to support 100+ MW distributed fuel cell projects. They...

Factory automation venture combines AI and image sensors as Japan accelerates industrial AI adoption.