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30,447 signal articles · 140 in last 24h · 154,069 total before filter · latest 1h ago

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TheStreet3d agobearish

Industrial CEO drops staggering take on AI energy

Paulo Ruiz used Morgan Stanley’s Laguna Conference to reset how Wall Street sees Eaton’s AI power role.

ETN

TheStreet3d agobearish

BofA cuts to the chase on AI data center demand

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

AMZN BAC ETN GEV GOOG GOOGL META MSFT

Investor's Business Daily65d 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.

ETN GEV