A new executive officer just entered the reporting ranks at the $172.8 billion electrical giant, and every share Trabacchin buys or sells from here becomes public. Eaton is mid-stride on its 2030 growth plan, including combining its Mobility group with Dana, so fresh officer filings are the cleanest read on where management is putting its own money.
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Rise of the Machines: AI Agents Now Burn 5x More Tokens Than Humans — and the Gap Is Widening Fast
One Number: $89.02 Billion From the Machines That Make Tokens NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) generated $89.02 billion in Data Center revenue in a single quarter. That figure covers the second…
Jim Cramer Presses OpenAI CFO on AI Spending. 6 Stocks Are Riding on What Happens Next
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up.…
Jim Cramer Turns on the Two Kings of AI: “If You Want to Destroy Trust, You Couldn’t Find a Better Way”
Jim Cramer opened a recent Mad Money segment by focusing on the companies driving the AI buildout. “Trust, once destroyed, is very hard to restore,” he said. While referencing OpenAI and Anthropic’s…
GE Vernova Climbs 5% as CEO Sees Backlog Hitting $200B Early; Eaton and Quanta Services Edge Higher
Shares of GE Vernova (NYSE:GEV | GEV Price Prediction) are climbing Wednesday afternoon after chief executive Scott Strazik told a Morgan Stanley conference audience the company’s backlog is on track to hit…
GE Vernova Gave Back Its Gains Since July: One Wall Street Pro Says 65% Gains Will Materialize Soon
GE Vernova's blowout earnings sent shares soaring, then September erased every gain in days. Now one Wall Street analyst sees a path to 65% upside, and the order book behind that call…
GE Vernova Sinks 9% as GLJ Research Starts at Sell With $470 Target; Eaton Drops 7%, Quanta Services Falls 4%
GE Vernova (NYSE:GEV | GEV Price Prediction) stock is down 9% to $873.89 in midday trading Monday after GLJ Research initiated coverage with a Sell rating and a $470 price target. That…
CAT Could Be the Best AI Infrastructure Stock You’re Overlooking
While everyone fixates on chips and software, one 100-year-old manufacturer is quietly racking up orders that stretch to 2030 and posting the biggest quarter in its history, powered by the same AI…
Vertiv Has Cooled For 3 Months: A Wall Street Strategist Says It Will Rebound 45% Very Soon
Vertiv shed nearly 10% in a single session and has been sliding for three months, yet one Wall Street firm just set a street-high target that implies the selloff created an opening…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Amgen, Baidu, Best Buy, Circle Internet, Corning, Intel, Lockheed Martin SpaceX, TeraWulf and More
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an…
Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming
Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above…
JEPI’s Monthly Payouts Shrunk as the Bull Market Raged. Here’s When That Changes
JEPI's monthly payouts have quietly shrunk all year while the broader market surged past it, and the one event that could reverse both trends is now closer than most investors expect.
GE Vernova Slides 3%, Vertiv Holdings and Eaton Sit Out the Selloff: Is the Rivian CFO Handoff Still Driving the Drawdown?
GE Vernova is shedding 3% Monday morning while Vertiv and Eaton barely flinch, and the reason behind that split tells investors something important about what this selloff actually is.
JPMorgan Strategist: The AI Rally Is Expanding Far Beyond the Magnificent Seven
The Magnificent Seven barely budged this year, yet markets keep hitting new highs. A JPMorgan strategist points to a quieter group of companies now driving the AI rally, and their order backlogs…
Which Industrial Machinery Stock Has Dominated in 2026: GE Vernova, Cummins, or Eaton?
Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting…
AI Needs More Than GPUs. These 3 Stocks Are Building Everything Around Them
Everyone knows the GPU giants, but the companies quietly making those chips useful are sitting on backlogs that stretch well over a decade into the future. Three overlooked infrastructure stocks have positioned…