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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.
Siemens stock has returned 131.0% over the past five years, and current valuation checks suggest the market price may still sit below an intrinsic value estimate built from a Discounted Cash Flow (DCF) model and supported by earnings based multiples. Over five years, Siemens has delivered a 131.0% total return, which puts the current valuation into focus after a sustained period of shareholder gains. Recent moves into fuel cell power solutions and AI focused chip design tools can support...
Xometry is breaking out to new highs, leaving shares in a buy zone. The company will announce second-quarter earnings in two weeks, the first report under its new chief executive. Xometry is an AI-enabled online marketplace that connects buyers and suppliers of custom manufacturing services.
FRANKFURT, July 21 (Reuters) - A German corporate initiative called "Made for Germany" on Tuesday said its 139 member firms have committed to invest more than €800 billion in the country through 2028.
The volatile energy companies are benefiting from AI-related demand and hype.
FuelCell's new Siemens partnership targets commercial projects of 100 MW and up, the exact threshold management says it needs to turn its EBITDA positive.
The Siemens name is coming off one of the power industry’s largest equipment and service suppliers. Siemens Energy announced July 14 that it has begun preparing the transition to an independent corporate brand, with Siemens Energy and Siemens Gamesa Renewable Energy to be united under a single new name: Omterra. The rebranding process is scheduled […]
Following the spin-off from Siemens AG in 2020, Siemens Energy is now beginning preparations for the transition to an independent brand.
UBS cheered the company’s recent agreements, notably the pact with Fit Energy and the collaboration with Siemens.
A major new collaboration was announced, but investors were looking at the company's checkbook instead.
On 9 July 2026, Siemens AG and FuelCell Energy announced a memorandum of understanding to co-develop and deploy over 100 MW of fuel cell-based distributed energy systems, with Siemens supplying electrical balance-of-plant systems and supporting integrated solutions that include storage, microgrid controls, and medium-voltage equipment. Beyond adding engineering depth, the collaboration introduces a clear pathway from pilots to full-scale commercial projects, potentially helping FuelCell...
HyProMag USA, a JV with CoTec Holdings Corp. (OTC: CTHCF), is building a U.S. rare-earth magnet supply chain through recycling instead of mining
FuelCell's partnership with Siemens strengthens its AI data-center ambitions, but execution remains the key challenge.
A new collaboration could be yet another catalyst for the share price.
FCEL and SIEGY partner to accelerate scalable fuel cell power systems for data centers and industries by providing faster, lower-emission energy solutions.
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