Shares of data center infrastructure-related companies are trading lower after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may lead to curtailed demand for providers of electrical equipment and services, HVAC systems, and power generation capacity.

Advanced Energy Adds Single-Whip AC Input Option to 33 kW ORv3 HPR Power Shelf

Advanced Energy Industries, Inc. has introduced a new single-whip AC power connection option for its 33 kW ORv3 High-Power Rack (HPR) power shelf, designed to optimize data center rack layouts.

Shares of data center infrastructure-related companies are trading lower as elevated oil prices and stronger-than-expected inflation data this week fuel concerns that interest rates will remain higher for longer. Elevated financing costs could slow investment in data centers and power infrastructure, weighing on demand for electrical equipment and HVAC systems.

Dow Jones Climbs to 52,000 While Chips Bleed on Rate-Hike Fears: Stock Market Today

Hot inflation data fuels Fed rate-hike bets, hammering chip and AI-hardware stocks while the Dow tops 52,000 and small caps hold gains; gold rebounds.

Ametek (AME) Earnings Expected to Grow: Should You Buy?

Ametek (AME) is expected to report Q3 2026 earnings of $2.12 per share (+12.2% YoY) with revenues of $2.16 billion (+14.3% YoY) on November 3. The company has a positive Earnings ESP of +0.37% combined with a Zacks Rank #1, suggesting a likely earnings beat. Ametek has beaten consensus EPS estimates in all four of the last quarters.

Roper Technologies Set to Report Q3 Earnings: What's in the Cards?

Roper Technologies is set to report Q3 2026 results on October 22 with expected revenues of $2.18 billion (7.9% growth) and adjusted EPS of $5.79 (12.7% growth). The company's Application Software, Network Software, and Technology Enabled Products segments are anticipated to show strength driven by SaaS adoption, GenAI innovation, and the Subsplash acquisition. However, rising operating costs and foreign exchange headwinds pose challenges to profitability.

Koses Extends Equipment Supply Contract with Bloom Energy

Koses has extended its contract to supply automated electrode cell equipment to Bloom Energy through October 2027.