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Top related persons:
Modine - 1 there's - 1 Dean Dray - 1 Matt Summerville - 1 Davidson - 1 Summerville - 1 William Blair - 1 Brian - 1
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Modine - 1 RBC Capital Markets - 1 CNBC - 1 D.A - 1 CoolTerra - 1 TMG - 1 Scotts - 1 Scotts Springfield Manufacturing - 1

Search resuls for: "Saree Boroditsky"


4 mentions found


☆ This niche AI play is seeing business growth rates that are triple the pace of the data centers
  + stars: | 2024-10-12 | by ( Paulina Likos | ) www.cnbc.com   time to read: +16 min
As artificial intelligence fuels the boom in data center growth, investors are eyeing a new frontier: the companies keeping these digital powerhouses cool. That's because historically, data centers used air cooling to manage the heat generated by traditional cloud applications. Triple data center growth Vertiv and Modine are legacy air cooling players that entered the liquid cooling market through acquisitions, while nVent is a pioneer. "The need for liquid cooling is not cannibalizing the need for mechanical (air) cooling," Matt Summerville, an analyst at D.A. "The need for liquid cooling is not cannibalizing the need for mechanical (air) cooling," Matt Summerville, an analyst at D.A.
Persons: Modine, there's, Dean Dray, Matt Summerville, Davidson, Summerville, William Blair, Brian, nVent, Dray, Vertiv, Jefferies, Saree Boroditsky, Boroditsky Organizations: Modine, RBC Capital Markets, CNBC, D.A, CoolTerra, TMG, Scotts, Scotts Springfield Manufacturing, Asia Pacific, CDU, Summerville, Luza Locations: Scotts Springfield, Asia, Summerville
☆ From Tesla to under-the-radar battery stocks: Wall Street has a playbook for the EV boom
  + stars: | 2023-03-20 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
The bank's "Battery Electric Vehicles Basket" comprises several stocks across the EV supply chain, including automakers Rivian , Lucid and Li Auto . This may be the opportune moment for Chinese EV brands to knock on the doors of Europe." Among the Chinese EV makers, BYD, Nio and Xpeng are "the ones to watch," according to Bernstein. "We expect Chinese EV players to find better success targeting the compact, mass market EV segment that has so far been under-penetrated in Europe," the bank said. Tesla and under-the-radar plays Tesla is one of Deutsche Bank 's top picks in the EV space.
☆ Three under-the-radar ways to play the global electric vehicle boom from Jefferies
  + stars: | 2023-03-08 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
There's more than one way to tap into the global electric vehicle boom. In fact, Jefferies has three under-the-radar plays that include a welding equipment maker. LECO YTD mountain Lincoln Electric shares YTD For Lincoln Electric, the surge in electric vehicle interest will boost its automotive and transport business, which makes up 17% of its sales, according to Jefferies. Lincoln Electric is a maker of welding equipment and products, but last year it also launched an initiative to design and manufacture EV chargers for the domestic market. Meanwhile, chemicals firm Graco is also dealing with sealing and bonding applications for electric vehicle battery pack and module assembly.
☆ A lot of use cases for bi-directional charging that will limit generator penetration, says Jefferies' Boroditsky
  + stars: | 2022-11-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA lot of use cases for bi-directional charging that will limit generator penetration, says Jefferies' BoroditskySaree Boroditsky of Jefferies joins 'Power Lunch' to discuss the company's recent downgrade of Generac, the company's positioning within the electric vehicle space and how sales will be impacted by bi-directional charging.
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