Eaton (NYSE: ETN) is benefiting from the same transformer shortage lifting GE Vernova (NYSE: GEV) and Hubbell (NYSE: HUBB) , but its earnings story may be more durable. Margin gains, higher electrical content per data center, and new capacity could continue to drive results even as extreme transformer lead times begin to normalize. Stock prices used were the market prices of Sept. 1, 2026. The video was published on Sept. 16, 2026. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue » Should you buy stock in Eaton Plc right now?
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