|
|
|
27.10.25 - 19:18
|
Goldman Spots Four Big Takeaways From Last Week′s U.S. Auto, Industrial Tech Earnings (ZeroHedge)
|
|
|
Goldman Spots Four Big Takeaways From Last Week's U.S. Auto, Industrial Tech Earnings
Goldman analysts highlighted several critical themes, including AI, autonomy, and robotics, alongside solid US auto demand, after last week's earnings from Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX), QuantumScape (QS), Mobileye (MBLY), Amphenol (APH), and Vertiv (VRT).
Analyst Mark Delaney found that datacenter capex remains robust, as indicated by earnings reports from Amphenol and Vertiv. He said General Motors and Ford had solid earnings, suggesting that healthy consumer credit performance is tied to prime borrowers. However, he warned that the Nexperia-related mess in the chip industry could disrupt auto supply chains worldwide (read here).
Delaney outlined four key observations after last week's earnings reports:
Datacenter capex trends are robust per Amphenol and Vertiv;
Auto demand is solid in the US, per GM and Ford;
The export restriction on Nexpe...
|
|
|
|
|
|
|
|
|
|
|
13.08.25 - 17:12
|
Why Vertiv & Celestica Are Two of the Biggest Winners This Earnings Season (24/7 Wall St.)
|
|
|
Watch Why Vertiv & Celestica Are Major AI Winners This Earnings Season In a recent podcast discussion, Eric Bleeker and Austin dove into the promising financial results of several companies in the AI infrastructure sector, with a particular focus on Vertiv (NYSE: VRT) and Celestica (NYSE: CLS). Vertiv raised its full-year revenue projection to around […]
The post Why Vertiv & Celestica Are Two of the Biggest Winners This Earnings Season appeared first on 24/7 Wall St.....
|
|
|
|
|
30.07.25 - 12:54
|
Live: Will Vertiv (NYSE: VRT) Earnings Kick Off Another Rally? (24/7 Wall St.)
|
|
|
Live Updates Live Coverage Updates appear automatically as they are published. Big news 6:17 am CEO Giordano Albertazzi's very bullish statement on Vertiv's future prospects: “We are strategically investing in capacity expansion and accelerating our innovation pipeline to capitalize on unprecedented data center growth, particularly in AI-enabled infrastructure. Given our strong performance, backlog and positive […]
The post Live: Will Vertiv (NYSE: VRT) Earnings Kick Off Another Rally? appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
|
|
|
|
|
|
13.02.25 - 23:36
|
Vertiv: KI-Boom treibt Wachstum an (IT-Times)
|
|
|
WESTERVILLE, Ohio (IT-Times) - Der US-Netzausrüster Vertiv hat seine Ergebnisse für das vierte Quartal des Geschäftsjahres 2024/2025 veröffentlicht und den Umsatz......
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
