Group 1 - Eaton Corporation plc (NYSE:ETN) announced a $9.5 billion acquisition of Boyd Corporation's thermal business, enhancing its position in the liquid cooling industry for data centers [2] - Jim Cramer highlighted the significance of liquid cooling for the next generation of data centers and praised Eaton as a "well run" company [2] - Cramer emphasized the importance of timing when purchasing Eaton's shares, indicating a strategic approach to investment [2][3] Group 2 - Cramer previously recommended buying Eaton's shares, expressing disbelief over the stock's performance despite a decent quarterly report [3] - The article suggests that while Eaton has potential, other AI stocks may offer higher returns with limited downside risk [3]
Eaton’s (ETN) Boyd Thermal Acquisition Was “Great,” Says Jim Cramer