We want to welcome in our next guest that's Kevin Man, president and chief investment officer of Hineian and Walsh Asset Management for a look across the current landscape of investing, the latest headlines. Um, so we're watching a move higher in oil prices again today after a sharp pullback yesterday. The pullback yesterday was off of the deescalation comments that came from President Trump on True Social.There's some push back on that from Iran saying the negotiations hadn't happened. We still ultimately ...

CLEVELAND--(BUSINESS WIRE)--Intelligent power management company Eaton (NYSE:ETN) has been celebrated as one of the World's Most Ethical Companies for the 15th time by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. One of 13 honorees in the industrial manufacturing category, Eaton embeds ethics into decision-making—driving reliable outcomes for the customers and communities it serves. Ethisphere's research consistently shows that companies rec. ...

2026 Nvidia GTC conference is held in San Jose, CA. Three major Cap Goods vendors - Schneider, Eaton, and Vertiv – announced reference designs for Nvidia's Rubin DSX. These are not official 800vDC reference designs yet, but there are signs that industry is gradually shifting in that direction. March 18, 2026 05:30 AM GMT Capital Goods | Europe M Idea 800vDC: Tracking updates from 2026 GTC. Comparing reference designs by SU, VRT, ETN For recent research on 800vDC, see: (1) 800vDC Data center - First Inning: ...

Eaton Corporation plc (NYSE:ETN) is included among the 14 High Growth Dividend Paying Stocks to Invest in Now. Barclays Sees Eaton (ETN) as “Battleground” While Jefferies Initiates Buy Photo by Dan Dennis on Unsplash On March 16, Barclays analyst Julian Mitchell raised the firm’s price recommendation on Eaton Corporation plc (NYSE:ETN) to $354 from $350. It also reiterated an Equal Weight rating on the shares. The firm updated its model following the closing of the Boyd deal. It expects Eaton to remain ...

Group 1 - Eaton's stock closed at $361.04, reflecting a +1.59% increase, outperforming the S&P 500's gain of 1.01% [1] - Over the past month, Eaton's shares experienced an 8.7% decline, which is better than the Industrial Products sector's loss of 10.02% and worse than the S&P 500's loss of 2.86% [1] Group 2 - Analysts expect Eaton to report earnings of $2.77 per share, indicating a year-over-year growth of 1.84%, with projected net sales of $7.07 billion, up 10.91% from the previous year [2] - For the entire fiscal year, earnings are projected at $13.36 per share and revenue at $30.16 billion, representing increases of +10.69% and +9.9% respectively from the prior year [3] Group 3 - The Zacks Rank system, which includes estimate changes, indicates a current rank of 3 (Hold) for Eaton, with a Forward P/E ratio of 26.61, higher than the industry average of 24.25 [5] - Eaton's PEG ratio stands at 2.44, compared to the Manufacturing - Electronics industry's average PEG ratio of 1.83 [6] Group 4 - The Manufacturing - Electronics industry, part of the Industrial Products sector, holds a Zacks Industry Rank of 74, placing it in the top 31% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

CLEVELAND--(BUSINESS WIRE)--Intelligent power management company Eaton debuted its new Eaton Beam Rubin DSX platform that supports the end-to-end infrastructure for AI factories, engineered for new levels of speed, efficiency and resilience. The Eaton grid-to-chip architecture, integrated with the NVIDIA Vera Rubin DSX AI Factory reference design and the NVIDIA Omniverse DSX blueprint designs, enables modular scalability for fast global AI factory build outs. As data center power demand is expe. ...

Industry Overview: Data Center Infrastructure Transition to Direct Current Industry Overview - The industry is transitioning from alternating current (AC) to direct current (DC) power due to increasing rack power density in data centers. Nvidia's Rubin Ultra Kyber rack is expected to draw over 1,000 kilowatts (kW) [1] - The Open Compute Project's Mount Diablo rack supports up to 1,100 kW per rack, necessitating significant changes to electrical equipment [1] Key Product Launches and Order Trends - Order trends for vendors will diverge in 2H26, with shipments expected to start in 1H27. Nvidia plans to ship Vera Rubin Ultra (VR300) chips for the Kyber rack architecture in 2H27 [2] - Vertiv and Eaton have announced 800 VDC products available in 2H26. The VR300 NVL576 rack will have 14 times the performance of the current Blackwell Ultra (GB300) NVL72 rack [2] Equipment and Content Changes - Although DC simplifies electrical distribution, new DC equipment will be required, likely at premium pricing. Most low voltage (LV) equipment will be eliminated, but solid-state transformers (SSTs) will represent a significant new content area [3] - The power sidecar will include new battery backup units (BBUs) and supercapacitor units, while IT racks will require liquid-cooled busbars [3] Stock Recommendations - Companies recommended for investment include Eaton (ETN), GE Vernova (GEV), Schneider Electric (SU FP/SBGSY), Siemens (SIE GR/SIEGY), and Vertiv (VRT) as beneficiaries of the transition to DC architectures [4] - These companies have been recognized by Nvidia as power system providers and have developed reference designs for DC architectures [4] Electronic Components and Systems - New DC products will primarily consist of power electronics using solid-state semiconductors, which will be integrated into larger electrical systems. Successful vendors will need systems-level engineering expertise and the ability to provide ongoing maintenance [5][25] Timeline and Future Expectations - The transition to a fully realized 800 VDC architecture will occur in phases, allowing the industry to adapt and the component ecosystem to mature [9] - Data center developers are expected to invest in infrastructure to deploy VR300 racks, despite the challenges of implementation [21] Company Announcements and Innovations - ABB has introduced innovations like the HiPerGuard solid-state MV UPS and SACE Infinitus solid-state circuit breaker, aimed at enhancing power density and energy efficiency in AI data centers [27] - GE Vernova is collaborating with Nvidia to develop flexible solutions for existing data center requirements and future AI gigafactory deployments [33] Risks and Challenges - The report highlights potential risks, including the lack of standards and the existence of two competing DC architectures (Nvidia's Kyber and OCP's Mount Diablo), which could lead to less power-dense deployments [45] - Supply chain challenges for solid-state transformers and other niche components may hinder the transition [47][48] Conclusion - The shift to direct current in data centers represents a significant evolution in electrical architecture, with substantial implications for equipment, investment opportunities, and industry dynamics. Companies positioned to adapt to these changes are likely to benefit from increased demand and market growth.

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a substantial shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate globally, indicating a shift in market dynamics [2] - The enthusiasm for AI is reflected in the investments and partnerships being formed by major companies, such as Oracle's collaboration with Nvidia [8]

Company Overview - Eaton Corporation plc (NYSE:ETN) is a power management company that provides electrical, aerospace, and vehicle components, including power distribution equipment and circuit protection devices [2] Market Performance - Eaton has experienced recent underperformance as the market assesses the duration of increased sales for companies benefiting from AI and data center buildouts [2] - Despite recent stock lagging, there is a belief in strong long-term demand for Eaton's products due to the ongoing electrification process and grid investments [2] Financial Metrics - The company has been able to increase margins and improve its return on invested capital (ROIC) amid strong demand for data centers and upgraded electric grids [2]

Market Overview - The S&P 500's oversold bounce could not hold on Friday, with early gains erased due to fluctuating oil prices, as U.S. benchmark WTI crude reached $98 a barrel before retreating [1] - Global oil standard Brent crude traded above $100 a barrel, causing equity investors to hesitate ahead of anticipated military actions in the Middle East [1] - The Dow Jones Industrial Average was down nearly 2% for the week, while the S&P 500 and Nasdaq were down about 1.5% and over 1%, respectively [1] Company Updates - Eaton announced the closure of its $9.5 billion acquisition of Boyd Thermal, enhancing its exposure to AI data centers through Boyd's liquid cooling solutions [1] - Eaton's CEO highlighted unprecedented growth in the liquid cooling market, driven by increasing power requirements from new AI chips [1] - The company plans to spin off its Mobility unit early next year, which is expected to improve its growth profile by shedding a slower-growing, lower-margin business [1] Upcoming Earnings and Conferences - Micron is set to report earnings after the closing bell on Wednesday, with potential implications for other semiconductor stocks and technology companies like Apple and Cisco Systems [1] - FedEx is also scheduled to report, providing insights into global trade dynamics amid its breakup plan to separate its freight business [1] - The upcoming Nvidia GTC conference is anticipated to showcase new products and updates on AI infrastructure, with CEO Jensen Huang presenting [1] Federal Reserve Insights - Jerome Powell's upcoming Federal Open Markets Committee meeting is expected to keep interest rates unchanged, with diminishing expectations for rate cuts due to rising oil prices [1] - The meeting will provide insights into the Fed's approach to balancing labor market softness with inflation risks [1]