VistaShares Electrification Sprcycle ETF

Hubbell Inc. Chairman Sells Common Stock

US Bank Securities Gives Eaton a Buy Rating

Senator Hickenlooper Purchased Eaton Corporation Stock

Eaton Increases Revolving Credit Facility to $4 Billion and Signs $8 Billion Term Loan Agreement

Hubbell Incorporated Reports Lower-than-Expected Earnings

Eaton to Attend Barclays Industrial Select Conference

Powell Industries released FY2026 Q1 earnings on February 3 After-Market EST, actual revenue USD 251.18 M (forecast USD 256.46 M), actual EPS USD 3.4 (forecast USD 2.915)

Eaton Corp. released FY2025 Q4 earnings on February 3 Pre-Market (EST), actual revenue USD 7.055 B (forecast USD 7.091 B), actual EPS USD 2.91 (forecast USD 2.9449)

Hubbell Incorporated-B released FY2025 earnings on February 3 Pre-Market EST, actual revenue USD 5.845 B (forecast USD 5.84 B), actual EPS USD 16.54 (forecast USD 16.6821)

Hubbell Incorporated-B released FY2025 Q4 earnings on February 3 Pre-Market EST, actual revenue USD 1.493 B (forecast USD 1.489 B), actual EPS USD 4.19 (forecast USD 4.3798)

Eaton Corp. released FY2025 annual earnings on February 3 Pre-Market (EST), actual revenue USD 27.45 B (forecast USD 27.44 B), actual EPS USD 10.45 (forecast USD 10.5661)

Hubble Q4 Earnings Beat Expectations

Hubbell Reports Q4 Earnings and Outlines 2026 Sales and Earnings Projections

Eaton expects 2026 EPS between $13 and $13.50

Eaton Corp. expects Q1 adjusted EPS of $2.65-$2.85

Eaton Corporation Q4 Revenue Below Expectations

Atlantic Union Bank Shares Increased Holdings of Quanta Services in Q3

Eaton collaborates with Flexnode to provide modular data center solutions

Eaton Collaborates with Flexnode to Optimize AI Infrastructure

Powell Industries to Release FY2026 Q1 Earnings on February 3 After-Market (EST), Forecast Revenue USD 255.26M, EPS USD 2.9425

Quince Therapeutics

NUVEEN REAL ASSET INM AND GROWTH FD COM USD0.01 S/R 09/03/2026

Jiuzi

Evommune

TuHURA Biosciences

Founder

Nektar Therap

ZW Data Action Tech

SRX Health Solutions

BiomX

.DJU

GRID

ICLN

<p>The core contradiction of the power supercycle has shifted to improving electricity usage efficiency. Bernstein's analyst team pointed out that the United States is expected to face a power supply gap of 50 gigawatts by 2030, and the global power industry supercycle has begun. Despite the soaring stock prices of power generation companies, companies focused on distribution and power management have seen a decline, reflecting the market's limited understanding of the power supercycle. Technological innovations such as 800-volt data center architecture and 765-kilovolt transmission lines can effectively enhance electricity efficiency and fill the supply-demand gap. The annual growth rate of electricity demand is expected to reach 3.5%, with the speed of the supply-demand gap widening exceeding expectations</p>

- The core contradiction of the power supercycle has shifted from increasing generation capacity to improving electricity efficiency, with a predicted 50 GW supply gap in the U.S. by 2030.  
- Bernstein analysts highlight a significant market misperception, as stocks of generation companies surged while those focused on distribution and management fell, reflecting a misunderstanding of the supercycle’s dynamics.  
- As the power cycle transitions to efficiency enhancement, previously undervalued distribution firms may recover, driven by high-voltage technologies that can significantly improve electrical efficiency.

Wallstreetcn

ISHRS S&P Glb Utilities

Select Sect Spdr Util

ISHRS Us Utilities

Dow Jones Utility Average

Global X U.S. Electrification ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

iShares S&P Global Clean Energy

The power supercycle has erupted, and the real opportunity is not at the generation end?

VistaShares Electrification Sprcycle ETF(POW.US)

The power supercycle has erupted, and the real opportunity is not at the generation end?