Barclays projects AI infrastructure spending to exceed $1 trillion by 2028, $300 billion above current consensus estimates.
The firm highlights 10 leading data‑center cooling companies, noting Eaton’s $30 million Nebraska plant and Vertiv’s $50 million Ohio expansion.
Parker‑Hannifin reported Q2 2026 revenue of $5.17 billion and EPS $7.65, raising full‑year EPS guidance; Dover posted Q4 2025 revenue $2.1 billion, EPS $2.51.
Analysts upgraded price targets or ratings for several firms, while Jefferies downgraded Vertiv to Hold and Wolfe Research adjusted targets for Eaton and Carrier.