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Intelligent spaces revenue surged 16.6% as margins expanded and free cash flow jumped 40%.
INVT showcased integrated power and liquid cooling solutions at Data Centre World Asia 2026, held September 29–30 in Singapore. The display highlighted how coordinated power distribution, thermal management and infrastructure planning can help data centers accommodate growing AI workloads.
The AI boom is creating a problem that has little to do with chips. Data centers need enormous amounts of electricity, but generating, transmitting, and connecting that power can take years. That is turning power infrastructure into one of the most important parts of the AI investment cycle. GE Vernova Inc. (NYSE:GEV) and Quanta Services, […]
Eaton (NYSE:ETN) announced a major portfolio reshaping that includes acquiring Boyd Thermal and separating its Mobility business. The Mobility segment is planned to be carved out and merged with Dana Incorporated, creating a new combined vehicle systems entity. Eaton shareholders are expected to retain a controlling ownership stake in the merged Mobility and Dana business after completion. The Boyd Thermal deal and the Mobility merger with Dana shift Eaton toward electrical and aerospace...
United Airlines recently took delivery of its first Airbus A321XLR powered by Pratt & Whitney’s GTF Advantage engines, which offer higher takeoff thrust, longer time on wing, and full interchangeability with existing GTF models. This aircraft and the forthcoming GTF Hot Section Plus upgrade option could materially influence United’s long-term fleet efficiency, maintenance planning, and route capabilities. We’ll now examine how this engine upgrade, particularly its extended time-on-wing...
Musk just made two moves that could have bigger implications for investors than they first appear.
Google is testing whether AI infrastructure can overcome the technical and economic barriers of space.
In an interview with Bloomberg TV, CEO KR Sridhar explained that unlike large power plants, Bloom boxes are “fungible,” so a project delay would not be a concern.
Ballard Power Systems is launching the first-of-its-kind fuel cell lifecycle programme – Ballard Fleet360 – at APTA TRANSform & EXPO 2026 in Chicago.
Lowe's Companies (LOW) stock has lost 26% over the twelve months to September 30, 2026, while the S&P 500 returned 14%. Between early 2025 and August 2026, management added a new customer to its earnings-call pitch: larger Pros, reached through two acquisitions. You should care, because a new customer group can mean new sources of growth. So has Lowe's stock become a different bet.
Vertical Aerospace (NYSE:EVTL) outlined its strategy for commercial and defense electric vertical takeoff and landing aircraft, highlighting public flight demonstrations of its Valo aircraft, a certification pathway with U.K. regulators and more than 1,500 conditional preorders. Speaking at the Lyt
An analyst reiterated his bullish take on the prominent engineering company.
AECOM has dropped sharply over the past year, which puts fresh focus on whether the current share price lines up with the cash the business is expected to generate. With the stock under pressure and recent results disappointing against expectations, the key issue is what that price really implies about AECOM's future cash flows. The share price has fallen 53.5% over the past year, which raises the question of whether the market is now building in a much weaker long term cash flow...
Bernstein, Citi, and Wells Fargo all launched bullish coverage on Coherent, Rocket Lab, and Vertiv within weeks of each other, but the real question is whether the commercial developments driving those calls can actually deliver the returns analysts are projecting.
These stocks are not beneficiaries of the artificial intelligence boom.
Anthropic PBC is setting up a meeting with select institutional investors ahead of a targeted November market debut.
GE Areospace's 19% net margin and $7.3B free cash flow contrast sharply with SpaceX's $14B cash burn, yet their valuations tell a starkly different story.
Two nuclear ETFs tell completely different stories about who wins when atomic energy expands, and owning the wrong one could mean riding a single commodity price instead of the broader industrial buildout.
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