UBS Upgrades Eaton Corp to Buy, Raises Price Target to $515

Shares of data center infrastructure-related companies are trading higher as stabilizing bond yields, oil price retracement and Fed rate hike clarity after today's CPI data help assuage concerns over customer borrowing needed to fund substantial capex plans.

Nvidia, FAA Join Palantir’s AI Expansion as Cyber Push Takes Off

Palantir expands its AI footprint via new enterprise deployments, a free cybersecurity initiative, and an upgraded sovereign AI partnership with Fujitsu.

Eaton to Boost U.S. Power Capacity With $242M Arkansas Plant

Eaton Corporation plans to invest over $242 million in a new one-million-square-foot manufacturing facility in North Little Rock, Arkansas to double U.S. Fibrebond capacity and create 1,200 jobs. The expansion supports strong demand in critical-power infrastructure, with Electrical Americas reporting 18% organic sales growth, 41% order growth, and 33% backlog growth in Q2 2026. The facility will help address capacity constraints and deepen exposure to AI infrastructure and grid modernization.