Sanmina is growing, but that comes at a cost.Sanmina (SANM 7.42%) investors awoke to disappointment Tuesday, and the industrial stock is down 7.3% through noon ET despite what appears positive news.Deep in the heart of Texas, Sanmina Corporation plans "a major expansion of its Energy business with a new state-of-the-art factory in Houston." Opening in 2027, the new factory will target the U.S. energy market and be "capable of building a broad range of high-quality energy products, including: medium-voltage ...

Core Viewpoint - nVent Electric plc announced a quarterly cash dividend of US$0.21 per ordinary share for Q1 2026, marking a 5% increase from the previous dividend of US$0.20 per share [1] Company Overview - nVent is a leading global provider of electrical connection and protection solutions, focusing on inventive electrical solutions that enhance safety and security [2] - The company designs, manufactures, markets, installs, and services high-performance products that protect sensitive equipment, buildings, and critical processes [2] - nVent's portfolio includes well-known brands such as nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE, with a history spanning over 100 years [2]

With perceived growing risk in tech, investors are rotating into industrial, sending the sector to record levels. Joining us now is Nicole Del, Deutsche Bank research analyst. Nicole, great to have you with us. >> Thanks, great to be here.>> Uh, you know, it's actually been an extraordinary run that maybe people aren't even paying attention to. Um, it's the longest winning streak since August of 2020. The transports though, Nicole, as you know very well know, are are they're very different in terms of the c ...

Core Insights - Motivair by Schneider Electric has introduced two new Coolant Distribution Units (CDUs), the MCDU-45 and MCDU-55, designed to meet the increasing thermal demands of High-Performance Computing (HPC) and AI workloads [1][2][4] Product Overview - The MCDU-45 and MCDU-55 are engineered for optimized installation in utility corridors, providing enhanced flexibility and performance for data center operators [1][2] - These CDUs allow operators to utilize a wider range of chilled water temperatures, optimizing deployment and operations [2][4] Key Benefits - The new CDUs reflect the evolution of liquid cooling, enabling tailored cooling strategies for specific AI infrastructure and workload demands [3][4] - Flexibility is emphasized, with a diverse portfolio of end-to-end solutions to match deployment strategies for accelerated computing applications [4] - The CDUs support advanced thermal management strategies, including precise flow control and real-time monitoring, which contribute to energy efficiency and improved Power Usage Effectiveness (PUE) [6] Market Context - The introduction of these CDUs follows Schneider Electric's acquisition of Motivair in February 2025, aimed at addressing the explosive demand for high-density computing solutions in the AI era [4][5] - Motivair positions itself as a trusted partner for advanced liquid cooling solutions, focusing on scalability, performance, and reliability for data center operators [5]

Core Insights - Mitsubishi Electric Corporation has achieved a significant breakthrough in collaboration with Professor Toshiaki Kamachi and colleagues, marking the world's first mechanism to elucidate the combined use of negative ions to enhance the oxidative action of ozone [1] Company Developments - The joint study conducted by Mitsubishi Electric and the Institute of Science Tokyo focuses on the application of negative ions in the moisture surrounding viruses, which could have implications for health and safety technologies [1]

14 December 2025 | 11:22PM HKT Equity Research CHINA INDUSTRIAL TECH: AIDC POWER EXPERT CALL TAKEAWAYS Possible demand overflow to Chinese suppliers from US power shortage and 800VDC architecture shift; Buy Kstar, Hongfa; Neutral on Sungrow On Dec 10-12, we hosted expert calls on US power transformers and AIDC electricals system. On power transformers, we read positive implications for Chinese suppliers, given the US power transformer order lead time of 3-4 years have driven utilities and data center operat ...

Core Insights - Several large-cap stocks experienced significant declines last week, indicating a broader market weakness affecting various sectors [1][2][3][4][5][6] Technology Sector - Credo Technology Group Holding Ltd saw a drop of 20.09% due to weakness in the technology sector, influenced by Broadcom's cautious outlook and Oracle's delayed data center projects for OpenAI [2] - Oracle Corporation's shares fell 14.31% after reporting Q2 sales below estimates, leading to multiple analysts lowering their price targets [5] - Marvell Technology, Inc. decreased by 6.37% amid reports of Microsoft potentially switching to Broadcom for custom AI chip designs [4] Energy and Nuclear Sector - Bloom Energy Corporation's shares slumped 20.68%, reflecting overall market weakness affecting electrical equipment companies [1] - Oklo Inc. decreased by 16.73%, with uranium and nuclear-linked stocks facing pressure from Oracle's delayed data centers [3] Mixed Earnings and Guidance - AeroVironment, Inc. decreased by 15% after reporting mixed earnings and guidance, although Goldman Sachs maintained a Buy rating while lowering the price forecast from $486 to $429 [4] - Alnylam Pharmaceuticals, Inc. saw a decline of 11.06% this week, contributing to the overall negative sentiment in the market [4] Other Notable Declines - Vertiv Holdings, LLC decreased by 13.55% following a downgrade from Wolfe Research [3] - CoreWeave, Inc. fell by 5.52%, caught in the broader tech sell-off triggered by Oracle's mixed fiscal second-quarter earnings [5] - Nebius Group N.V. experienced a decline of 9.61% this week, reflecting the overall market trend [6]

nVent Electric plc (NYSE:NVT) is one of the 10 Data Center Cooling Companies to Invest In. On December 4, Barclays raised its price target on the stock from $130 to $140. It maintained the overweight rating on the stock it had previously assigned. The rating came after NVT presented at the 2025 Goldman Sachs Industrials and Materials Conference, where management expressed optimism about the company’s prospects. Piper Sandler Raises Shell (SHEL) Price Target to $90, Maintains Overweight Rating To begin wi ...

Core Viewpoint - American Superconductor Inc. (NASDAQ:AMSC) has shown a mixed performance with a short-term decline of 4.92% over the past month, while experiencing a significant long-term increase of 25.06% over the past year [1] Group 1: Stock Performance - Current trading price of American Superconductor is $32.20, reflecting a slight drop of 0.12% [1] - The stock has decreased by 4.92% in the last month but has increased by 25.06% over the past year [1] Group 2: P/E Ratio Analysis - The P/E ratio of American Superconductor is 87.14, which is significantly higher than the Electrical Equipment industry average of 38.11 [6] - A higher P/E ratio may suggest that the company is expected to perform better in the future compared to its industry peers, but it could also indicate that the stock is overvalued [6] - The P/E ratio is a critical metric for long-term shareholders to evaluate market performance against historical earnings and industry standards [5]

CHICAGO--(BUSINESS WIRE)--Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today announced the completion of its previously announced acquisition of Basler Electric Company ("Basler†), further strengthening the company's high- power application capabilities. Basler is a leading designer and manufacturer of innovative electrical control and protection technologies serving high-growth industrial markets. Its portfoli. ...