Bernstein·2026-11-01ThematicU.S. Electrical Equipment: AI Data Centers: Valuing the Vote-Your Playbook For Navigating the 2026 Midterms
UBS·2026-10-01SectorUS Electrical Equipment & Multi-Industry: EE MI Morning Note -Expect ISM to hold steady; Trane 800 volt chiller; Power to meet compute demand
Bernstein·2026-09-22SectorOutperform$584U.S. Electrical Equipment: State of Utility Capex 2Q26-Capex intention update and sharpened messaging on rate-payer affordability
Bernstein·2026-09-14ThematicOutperform$584Global Capital Goods Powering AI: The modular advantage-how value shifts and who captures it
Bernstein·2026-09-08SectorOutperform$584US Industrials & Tech: The Data Center Project Pipeline-Capacity, Construction, Credibility & Cancellations (Aug '26)