Yahoo Finance • 4 days ago

JPMorgan’s AI basket represents 49% of the S&P 500

[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41... Full story

Yahoo Finance • 14 days ago

Can Eaton Corporation (ETN) Turn COL Group Into a Growth Engine?

On September 25, Eaton Corporation plc (NYSE:ETN) announced an agreement to acquire Italy-based COL Group from Oaktree's Power Opportunities strategy for an enterprise value of €810 million. COL Group specializes in medium-voltage electric... Full story

Yahoo Finance • 17 days ago

Eaton expands Europe operations with €810M COL Group deal

* Eaton (ETN [https://seekingalpha.com/symbol/ETN]) to acquire [https://seekingalpha.com/pr/20664196-eaton-signs-agreement-to-acquire-col-group-expanding-manufacturing-capacity-and-capabilities] COL Group from Oaktree’s Power Opportuniti... Full story

Yahoo Finance • 20 days ago

Eaton vs. Vertiv: Which Data Center Power Stock Has an Edge?

Artificial intelligence (AI) is driving expansion of data centers, bringing cooling and power infrastructure into sharper focus. This is creating opportunities for companies that supply the infrastructure behind modern data centers. Compan... Full story

Yahoo Finance • 20 days ago

Vertiv vs. Eaton: This AI Infrastructure Stock Is the Better Buy

The artificial intelligence (AI) boom is creating a new infrastructure race. Data centers need more power, cooling, and equipment to keep up with the latest chips. And companies like Vertiv (NYSE: VRT) and Eaton (NYSE: ETN) are both positi... Full story

Yahoo Finance • 21 days ago

Industrial CEO drops staggering take on AI energy

Eaton Corporation's (ETN) stock rose last week. Shares of the Dublin-based power management company closed at $424.77 on September 18, a gain of about 7.9% over five trading days. The stock is now up close to 30% for the year, giving Eaton... Full story

Yahoo Finance • 21 days ago

3 AI Infrastructure Stocks To Watch As Data Center Spending Reshapes Demand

Higher rates, sticky inflation and a 10-year Treasury around 5% are squeezing lofty valuations, yet AI infrastructure spending keeps pulling fresh capital into data centers and chips. That mix of pressure and promise is where opportunity o... Full story

Yahoo Finance • 24 days ago

Eaton Corporation, PLC (ETN) Is a Trending Stock: Facts to Know Before Betting on It

Eaton (ETN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this power management company have r... Full story

Yahoo Finance • 25 days ago

AI Power Stocks Rally After Generac's Deal For Amazon Data Centers

Generac's Amazon agreement spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power manag... Full story

Yahoo Finance • 26 days ago

Trump Compares AI Data Centers To Oil Boom — Nvidia CEO Agrees

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The AI trade may be about to grow far beyond GPUs. At the All-In Summit, President Donald Trump called data centers "the oil of the next... Full story

Yahoo Finance • 26 days ago

GE Vernova Gave Back Its Gains Since July: One Wall Street Pro Says 65% Gains Will Materialize Soon

Quick Read GEV trades 26% below its 52-week high, yet Guggenheim's Joseph Osha set a Street-high $1,450 target implying 64% upside from current levels. Peers ETN and CEG also sold off but offer smaller implied upsides of roughly 22% and 3... Full story

Yahoo Finance • 28 days ago

FCEL's Microgrids Strengthen Power Reliability and Resilience

FuelCell Energy's FCEL microgrid application is designed to keep essential operations running when the wider power grid is disrupted. During normal conditions, an FCEL fuel cell plant can supply electricity while remaining connected to the... Full story

Yahoo Finance • 28 days ago

Eaton vs. Rivian Automotive: Which Industrials Stock Is a Better Buy in 2026?

Is it better to invest in an established powerhouse or a disruptive newcomer? Comparing Eaton (NYSE:ETN) and Rivian Automotive (NASDAQ:RIVN) reveals two very different paths for your portfolio in 2026. Eaton manages electrical systems for... Full story

Yahoo Finance • last month

GE Vernova Stock Isn’t All About Orders

A price target boost appears to be helping shares of power generation equipment provider GE Vernova on Friday. Continue Reading... Full story

Yahoo Finance • last month

Analysts Are Miscalculating America’s Data Center Lead

Quick Read The US holds 45% of global data-center power consumption versus 25% for China, which represents a real but far narrower lead than facility counts suggest. Goldman Sachs estimates that only about 50 to 60 percent of planned US d... Full story

Yahoo Finance • last month

CAT Could Be the Best AI Infrastructure Stock You’re Overlooking

Quick Read CAT's record $20.5B Q2 and 92% backlog growth to $72B signal AI data center demand is driving orders as far out as 2030. Eaton's richer valuation multiple and Cummins' 19% Power Systems growth suggest CAT's $868 price target is... Full story

Yahoo Finance • last month

Eaton vs. Vertiv: Which Industrials Stock Is a Better Buy in 2026?

As infrastructure demand surges globally, choosing between Eaton (NYSE:ETN) and Vertiv (NYSE:VRT) requires weighing established industrial heritage against the explosive growth seen in data center dominance. Eaton operates as a diversifie... Full story

Yahoo Finance • last month

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Amgen, Baidu, Best Buy, Circle Internet, Corning, Intel, Lockheed Martin SpaceX, TeraWulf and More

Quick Read August payrolls crushed expectations at 162,000 vs. a 55,000 consensus, giving the Fed cover to raise rates 25 basis points at next week's meeting. Intel was upgraded to Outperform at Northland with a $120 target, while Lockhee... Full story

Yahoo Finance • last month

Premarket movers: Energy stocks rise on Iran tensions, Eaton jumps on UBS upgrade

Investing.com -- U.S. stock futures fell early Tuesday, kicking off a shortened trading week as Wall Street monitored the U.S.-Iran conflict alongside rising trade tensions between Canada and the U.S. Futures tied to the Dow Jones Industri... Full story

Yahoo Finance • last month

Stock index futures slide as Middle East tensions keep investors on edge

[Wall Street street sign in Manhattan financial district] Alexey_Fedoren Stock index futures were lower on Tuesday as Middle East tensions remained in focus, with Wall Street set to return after the Labor Day holiday. Dow futures (INDU [... Full story