http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 28 May 2026 07:52:10 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html <p>Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.</p><p>The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.</p><p>The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html Thu, 28 May 2026 07:52:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html <p>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'<strong>.</strong></p><p>The analyst comments "While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT & JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance & replacement revenue is moreso driven http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html Thu, 28 May 2026 07:33:10 -0400 ETN JCI TT VRT http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Eaton+Corp+plc+++++++++++++++++++++++/26558464.html si-local-file:///var/storage/secattach/20260527/26558464.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Eaton+Corp+plc+++++++++++++++++++++++/26558464.html Wed, 27 May 2026 16:33:00 -0400 ETN O.14952826 http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Eaton+Corp+plc+++++++++++++++++++++++/26558464.html si-local-file:///var/storage/secattach/20260527/26558464.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Eaton+Corp+plc+++++++++++++++++++++++/26558464.html Wed, 27 May 2026 16:33:00 -0400 ETN O.14952826 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Eaton+Corp+plc++++++++++++For%3A+May+22++Filed+by%3A+Thompson+Dorothy+C/26541883.html si-local-file:///var/storage/secattach/20260522/26541883.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Eaton+Corp+plc++++++++++++For%3A+May+22++Filed+by%3A+Thompson+Dorothy+C/26541883.html Fri, 22 May 2026 16:16:00 -0400 ETN O.14952826 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Eaton+Corp+plc++++++++++++For%3A+May+22++Filed+by%3A+Thompson+Dorothy+C/26541883.html si-local-file:///var/storage/secattach/20260522/26541883.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Eaton+Corp+plc++++++++++++For%3A+May+22++Filed+by%3A+Thompson+Dorothy+C/26541883.html Fri, 22 May 2026 16:16:00 -0400 ETN O.14952826 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Eaton+Corp+plc++++++++++++For%3A+May+13++Filed+by%3A+Galvao+Antonio/26495873.html si-local-file:///var/storage/secattach/20260514/26495873.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Eaton+Corp+plc++++++++++++For%3A+May+13++Filed+by%3A+Galvao+Antonio/26495873.html Thu, 14 May 2026 16:35:00 -0400 ETN O.14952826