LAUSANNE, Switzerland, Dec. 18, 2025 /PRNewswire/ -- Neural Concept, a global AI platform and leader in Engineering Intelligence powering next-generation product development, today announced it raised a $100 million Series C funding round led by Growth Equity at Goldman Sachs Alternatives, with existing investors Forestay Capital, Alven, HTGF, D.E. Shaw Ventures and Aster Capital. Neural Concept's Series C marks the company's latest funding milestone following its $27 million Series B in 2024. Neural Concep ...

主题二：人工智能时代的赢家。瑞银强调了估值合理的纯数据中心概念股。瑞银认为2026年将更加关注 应用场景(这将惠及食品零售、酒店会议公司、廉价航空公司和金融机构等)。瑞银关注具有定价权的劳 动密集型公司，强调了以下公司：Assa Abloy、Kone、德州公路酒吧(TXRH.US)、Next、Eaton、麦当 劳(MCD.US)和BAE系统(BAESY.US)。 在风格上，瑞银继续超配低PEG(最重要)、低杠杆、盈利向上修正的因子。继续超配质量因子，但侧重 于估值合理且盈利修正积极的个股。在欧洲和英国，小幅超配小盘股相对于大盘股，因其估值低廉。瑞 银以优质股为基准(关注价格低廉且盈利预期上调的股票)。 主题三：电气化。瑞银仍然认为目前仍处于发展初期。全球能源消耗中只有20%来自电力;到2050年， 这一比例需要达到55%至70%。欧洲的电力消耗量比新冠疫情前水平低4%。瑞银专注于欧洲的输配电企 业(Elia、Redeia)、可再生能源企业(第一太阳能(FSLR.US)、RWE、Solaria)、美国的独立发电企业 (Vistra(VST.US))以及部分设备企业(Schneider、Prysmian、Eato ...

It's time for the big three. We've got three stocks, three charts, and three trades to take you through. Rick Ducat, as always, will take us through the charts.And here to take us through the trades today is Jason Brown, founder of the brownreport. com and the author of Five-Year Millionaire. Jason, great to have you with us. Rick, great to have you with us as always.We'll start things off how we always do. Jason, a big picture market thought as we're really struggling to try to find any sort of upward mome ...

December 15, 2025 07:01 AM GMT Capital Goods | Europe A Halftime Report on Liquid Cooling: Growth running hot, but rising new entrants. Prefer end-to-end players. M Idea Morgan Stanley & Co. International plc+ Claire Liu Equity Analyst Claire.K.Liu@morganstanley.com +44 20 7425-7649 Max R Yates Equity Analyst Max.Yates@morganstanley.com +44 20 7425-1917 Capital Goods Europe Industry View In-Line Key Takeaways We published our deep-dive report in data center liquid cooling in September, 2024. A year later, w ...

>> WITH PERCEIVED GROWING RISK IN TECH, INVESTORS ARE ROTATING INTO INDUSTRIALS SENDING THE SECTOR TO RECORD LEVELS. JOINING US NOW IS NICOLE DEBLASE DEUTSCHE BANK RESEARCH ANALYST NICOLE GREAT TO HAVE YOU WITH US. THANKS.GREAT TO BE HERE. YOU KNOW, IT'S ACTUALLY BEEN AN EXTRAORDINARY RUN THAT MAYBE PEOPLE AREN'T EVEN PAYING ATTENTION TO. IT'S THE LONGEST WINNING STREAK SINCE AUGUST OF 2020.THE TRANSPORTS THOUGH NICOLE AS YOU KNOW VERY WELL KNOW ARE THEY'RE VERY DIFFERENT IN TERMS OF THE COMPONENTS OF THE I ...

Core Insights - Wall Street analysts' recommendations significantly influence investors' decisions regarding stock transactions, particularly for Eaton (ETN) [1][5] - The average brokerage recommendation (ABR) for Eaton is 1.75, indicating a consensus leaning towards a Strong Buy [2] - Despite the favorable ABR, reliance solely on brokerage recommendations may not be advisable due to their historical lack of success in guiding investors effectively [5][11] Brokerage Recommendation Trends - The current ABR of 1.75 is based on 24 brokerage firms, with 14 Strong Buy and 2 Buy recommendations, representing 58.3% and 8.3% of total recommendations respectively [2] - Analysts from brokerage firms tend to exhibit a positive bias, often issuing more favorable ratings than warranted by their research [6][11] Zacks Rank vs. ABR - The Zacks Rank, which is based on earnings estimate revisions, is a more reliable indicator of near-term stock performance compared to the ABR [8][12] - The Zacks Rank is updated more frequently and reflects timely changes in analysts' earnings estimates, unlike the ABR which may not be current [13] Investment Considerations for Eaton - The Zacks Consensus Estimate for Eaton's earnings remains unchanged at $12.09, suggesting stable analyst views on the company's earnings prospects [14] - The Zacks Rank for Eaton is currently 3 (Hold), indicating a cautious approach despite the positive ABR [15]

Core Thesis - Hubbell Incorporated (HUBB) is viewed positively due to its strong market position, consistent returns, and potential benefits from U.S. electrical grid modernization [3][6]. Company Overview - Hubbell is a dividend-paying industrial conglomerate specializing in electrical and utility solutions, with a diverse brand portfolio including Hubbell, Burndy, Bell, and Aclara [2]. - The company's shares were trading at $427.85 as of December 1st, with trailing and forward P/E ratios of 26.76 and 21.93 respectively [1]. Financial Performance - Hubbell's five-year annualized revenue growth was in the mid-single digits, which lagged behind the S&P 500, while recent revenue growth was only 1%, compared to the broader market's 18.2% [4]. - Despite slower revenue growth, the company maintained mid-double-digit profit margins and a return on equity that exceeded QVI's benchmark, although it was below the S&P 500's 49.2% [4]. Capital Allocation and Buyback - The company has a new $500 million buyback authorization through 2028, with $225 million repurchased in the first half of 2025, indicating disciplined capital allocation [5]. - Hubbell's return on invested capital (ROIC) surpassed its cost of capital, highlighting efficient capital deployment [5]. Market Position and Competitive Advantage - Morningstar assigns Hubbell a wide moat due to its ability to generate mid-teens returns on invested capital over two decades and its resilience during economic downturns [3]. - The company's competitive margin profile and durable market position are supported by its peers, such as Eaton and Schneider Electric [3].

A month has gone by since the last earnings report for Eaton (ETN) . Shares have lost about 12.9% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Eaton due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Eaton Q3 Earnings Beat Estimates, Organic Sales Boost RevenuesEaton Co ...

This power solutions company could be a good pick-and-shovel play for the growing AI data center buildout.Megatrends are emerging in energy and artificial intelligence (AI), with hyperscalers building data centers at a rapid rate. These data centers, which are power-hungry and run hot, create a need for electrical and cooling solutions, which should bode well for Eaton (ETN 1.94%).If you're not familiar, Eaton provides important electrical solutions, and the robust demand for data centers has it well-positi ...

PresentationAmit MehrotraUBS Investment Bank, Research Division All right. We're going to get started here. Thanks, everybody, for joining in the room and on the webcast. My name is Amit Mehrotra. I lead the multi-industry franchise here at UBS. Super happy to have Paulo Ruiz, the CEO of Eaton Corp. In the audience, we have Yan Jin. Yan, there you are. Nice to see you. Thanks for joining. I hope this is going to be interactive. There's so much to talk about with Eaton in terms of where the company has been ...