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via finance.yahoo.comMarkets

JPMorgan grows wary on AI-exposed industrials, lowers price targets

FROM THE WIRE · FINANCE.YAHOO.COM

Investing.com -- JPMorgan said it has become far more cautious on industrial stocks tied to AI data center spending, with the bank starting Eaton (NYSE:ETN), Johnson Controls (NYSE:JCI) and Vertiv (NYSE:VRT) at Neutral and lowering the price targets on most of its other…

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bearishRating changes across several data center-linked names can weigh on AI-exposed industrials.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01JPMorgan started Eaton, Johnson Controls and Vertiv at Neutral.
  2. 02The bank lowered price targets on most of its other AI-linked names.
  3. 03The analyst says the AI capital spending cycle has moved into its later years.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
Eaton Corporation plcETNStock364.34 USD+0.34%today +2.86%Negative Johnson Controls International plcJCIStock144.66 USD+0.02%today +2.51%Negative Vertiv Holdings CoVRTStock207.95 USD-0.49%today +7.07%Negative nVent Electric plcNVTStock118.75 USD-0.07%today +5.57%Negative Trane Technologies plcTTStock427.28 USD-0.20%today +1.54%Negative
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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