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German industrial giant Siemens on Thursday raised its profit outlook for the second time this year after a quarter boosted by AI spending, but its shares plunged after the forecast fell short of investors' hopes.But Siemens shares dropped six percent in early Frankfurt trading, with analysts pointing to expectations of higher full-year profits, as well as fears that new AI tools will disrupt Siemens's own software business.

Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

The energy efficiency, distributed energy and building automation project aims to help the city stabilize operating costs and maintain services during outages, a city official said.

Schneider Electric (ENXTPA:SU) is back in focus after reporting half year 2026 earnings, with sales of €21,226m and net income of €2,488m, alongside fresh AI data center and safety research updates. See our latest analysis for Schneider Electric. The half year 2026 earnings release, together with Schneider Electric’s AI data center work with AMD and the potential Shelly Group acquisition, has arrived alongside firm price momentum. The 1-day share price return is 1.76% and the year to date...

Much of the company’s business is from data centers, but its growth is broad-based, the company said in its second-quarter 2026 earnings call.

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Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

Schneider Electric (SU.PA) CEO Olivier Blum sits down with Julie Hyman to talk about the energy provider's involvement in electrification trends and AI data center infrastructure.

Find insight on Anglo American, Syensqo, Rio Tinto and more in the latest Market Talks covering basic materials.

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

European bourses tracked moderately higher midday Thursday as traders weighed the earnings season, s

The group now expects full-year adjusted organic earnings before interest, taxes and amortization growth of between 14% and 19%, up from 10% and 15%.

Charge Pro integrates hardware, firmware and software to reduce risk and total cost of ownership for EV charging site managers, the company says.

Modine Manufacturing recently appointed Michael Mahan as President of its newly formed Commercial HVAC segment, which serves commercial, industrial, and aerospace markets with heating, ventilation, air conditioning, and heat transfer solutions. Mahan’s two decades of experience leading global businesses at CraneNXT, Schneider Electric, and former GE companies signal a meaningful organisational shift as Modine reshapes its HVAC leadership and segment structure. We’ll now examine how Modine’s...

As Middle East tensions resurface and futures drop, VIG, VIGI, and FDVV offer dividend growth ETFs combining income with exposure to technology and global equities.

Schneider Electric stock has returned 120.6% over the past five years, and that strong run now sits against valuation checks that flag the shares as expensive on intrinsic value models, while market multiples look closer to fair. Over five years, a 120.6% total return means recent shareholders have already seen substantial gains baked into today's €278.35 share price. The planned $3.1b acquisition of industrial AI firm Cognite can support expectations for higher quality software and data...

Schneider Electric (ENXTPA:SU) agreed to acquire Cognite Holding B.V., expanding its digital and data-focused capabilities in energy management and automation. The company also entered a partnership with Southern California Edison to deploy SF6-free grid equipment for U.S. utility operations. Schneider Electric is a global supplier of energy management and automation solutions, with a focus on hardware, software, and services that help customers control power use and industrial processes...

Keel Infrastructure named Ganesh Aiyer president as the data center and energy developer advances site work across Pennsylvania, Washington, and Québec with $533 million in total liquidity.

Cognex Corporation (NASDAQ:CGNX) is one of the best industrial automation stocks to buy now. On June 16, Cognex said its CEO would join the Automate 2026 opening keynote alongside leaders from FANUC, Schneider Electric and Intrinsic, with the discussion focused on AI, robotics and industrial connectivity. Cognex also used the event to showcase its In-Sight […]

The French energy company plans to fold Cognite into AVEVA, its industrial software unit, pending regulatory approval

July 1 (Reuters) - European shares slipped on Wednesday, pausing after a strong finish to the second quarter and amid caution over signs that peace talks between Iran and the United States hit a new

The acquisition expands Schneider's industrial AI software business by combining Cognite with Aveva.

The apparel and textile manufacturer is partnering with SE Advisory Services.

Over the past week, Hewlett Packard Enterprise and partners including Veeam, Rocket Software, Citrix, Vultr, Schneider Electric, and CloudCasa announced expanded collaborations and product launches spanning AI data centers, private cloud, networking, security, and disaster recovery, while HPE also detailed unified partner programs and hybrid quantum-HPC initiatives. Together with management’s disclosure of very large AI-driven revenue growth and accelerated earnings targets, these moves...

GE Vernova's 2025 sustainability report highlights 26 GW of new capacity, lower-emission technologies and emission cuts that may bolster growth.

(Bloomberg) -- Investors looking for the stock market’s next artificial intelligence winner have honed in on embattled French car parts maker Valeo SE.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealUS and Iran Delay Nuclear Talks as Lebanon Clashes WorsenUS Tells ASML It’s Concerned China May Have Top Chip ToolShares in Valeo, which makes engin

Schneider Electric (ENXTPA:SU) has agreed a collaboration with Foxconn to develop and scale next generation AI data centers. The company has also signed an MOU with Torngat Metals focused on a responsible and secure rare earth supply chain. Both moves target key pressure points in AI infrastructure and access to critical materials. Schneider Electric enters these agreements with Foxconn and Torngat Metals as an already established player in energy management and digital infrastructure, with...

The collaboration seeks to help customers build and operate AI infrastructure with greater speed and efficiency, Schneider Electric said.

June 15 (Reuters) - Schneider Electric said on Monday it had entered a strategic collaboration with Taiwan's Hon Hai Technology Group, known internationally as Foxconn, to develop and scale