Eaton (ETN) 2026 stock outlook. Electrical Americas margin durability, hyperscale data center power demand, Tripp Lite integration, aerospace cycle, IRA electrification tailwind, Roth IRA strategy.
COHR 2026: 800G/1.6T optical transceivers, II-VI merger synergies, AI data center demand, InP moat, and three investment scenarios.
Dell Technologies (DELL) delivered FY26 revenue of $113.5B (+19%) and adjusted free cash flow of $11.5B (+271%), validating its AI server thesis through PowerEdge XE9680 demand and the NVIDIA partnership. This analysis covers ISG vs. CSG segment dynamics, the bull and bear cases, dividend tax strategy, and what to monitor in the next 10-Q.
VRT Vertiv Holdings posted Q1 2026 revenue of $2.65B (+30% YoY), diluted EPS of $0.99, and holds a $15B order backlog — making it one of the most visible-revenue AI infrastructure plays available to US investors today.
ALAB Astera Labs posted Q1 2026 revenue of $308.4M (+93% YoY) with a 76.3% gross margin and 20.1% operating margin. Here's why this AI fabric connectivity chipmaker deserves a place in your watchlist — and where the real risks lie.