$AAPL (+0,85%) Apple, Inc. (ISIN: US0378331005)

$ADBE (-0,93%) Adobe Inc (ISIN: US00724F1012)

$AES (+0,75%) AES Corp (ISIN: US00130H1059)

$AMZN (+1,98%) Amazon.com Inc (ISIN: US0231)

$APP (+12,74%) AppLovin Corp (ISIN: US03831W1080)

$AXON (-6,46%) Axon Enterprise, Inc. (ISIN: US05464C1018)

$BE (+3,77%) Bloom Energy Corp. (ISIN: US09

$CRM (-1,36%) Salesforce.com, Inc. (ISIN: US79466L3024)

$GOOGL (+2,52%) Alphabet Inc (Class A) (ISIN: US02079K3059)

$GTLS Chart Industries, Inc. (ISIN: US16115Q3083)

$HUBS (-2,06%) HubSpot Inc (ISIN: US4435731009)

$JCI (+3,44%) Johnson Controls International plc (ISIN: IE00BY7QL619)

$NEE (-0,1%) NextEra Energy, Inc (ISIN: US65339F1012)

$NVDA (+3,8%) NVIDIA Corp (ISIN: US67066G1040)

$SLB (+0,83%) Schlumberger N.V. (ISIN: AN8068571086)

$SPGI (+0,14%) S&P Global Inc (ISIN: US78409V1044)

$TSLA (+6,12%) Tesla Inc (ISIN: US88160R1

$TT (+2,82%) Trane Technologies PLC (ISIN: IE00BK9ZQ967)

$$VRTX (+1,56%) Vertex Pharmaceuticals Inc (ISIN: US92532F1003)

$VERTEX Vertex, Inc (ISIN: US92538J1060)

$VST (+12%) Vistra Corp (ISIN: US92840M1027)

$WIX (-0,44%) Wix.com Ltd (ISIN: IL0011301780)

Morgan Stanley expects these companies to benefit greatly from the global trend towards AI integration, whether through leading chips such as NVIDIA, cloud and software solutions such as Amazon, Alphabet or Salesforce, or specialized applications in energy, industry and biotechnology. With tech giants expected to invest almost 400 billion US dollars by 2026, demand in many of these segments could explode. But while the list reads impressively, there is still the intriguing question of who will ultimately benefit not only from the hype, but also from the sustainable use of this technology.

Source: Boerse-Online (Morgan Stanley report on AI-related stocks)

Image material: Techa Tungateja/iStockphoto

$TT (+2,82%)

Trane Technologies ($TT)

Solid figures, but Asia slows down:

• EPS (non-GAAP): USD 3.88 → USD +0.09 above expectations
• Sales: USD 5.75 billion → USD 20 million below consensus
• YoY growth:
  +7,7 %
• Reaction: Share -8 % in the course of the day

Conclusion: Good operating performance, but weak demand in Asia burdened.

My Youtube channel for more stock analysis: www.youtube.com/@Verstehdieaktie

While everyone is moaning that the killer temperatures are hitting, I think to myself:

Let the south come to us then. 😎

🏖️ Climate change? Tragic.

🧊 But someone has to supply the air conditioning.

👉 That's why I'm looking at companies like:

• Daikin (JP) $6367 (+4,64%) - Asian cooling gods
• Carrier Global (USA) $CARR (-0,95%) - Does not only air conditioning, but also cash
• Trane Technologies $TT (+2,82%) - Less well known, but ice cold efficient

And if I'm not in the mood for individual stocks, there are ETFs with the whole smart city/air conditioning eco-mix $CITY (+0,42%) or $RENW (+2,33%) or $INRG (+2,65%)

Maybe that will be my "summer slump play".

Instead of sweating - just profit.

Invest ice-cold instead of taking an ice-cold shower.

#Getquin
#InvestierenMitHumor
#KlimawandelPortfolio
#DeutschlandSchwitzt
#KlimageräteAktien
#BuyTheHeat
#DividendInsteadOfDeo

$TT (+2,82%)

Are there any investors here?

As data centers grow, Trane could continue to profit here.

The whole thing has to be cooled 😉

Trane Technologies has presented results for the fourth quarter that exceeded analysts' expectations.

The heating, ventilation and air conditioning (HVAC) specialist reported adjusted earnings per share of 2.61 US dollars, beating analysts' estimates of 2.52 US dollars by 0.09 US dollars.

Quarterly sales amounted to USD 4.87 billion, exceeding the consensus estimate of USD 4.77 billion.

Compared to the same quarter last year, Trane reported sales growth of 8.6%, up from $4.48 billion. The company's strong performance was driven by robust demand in its core markets and effective pricing strategies.

The company did not provide specific guidance for the upcoming quarter or fiscal year in the information released. However, the positive market reaction suggests that investors are optimistic about Trane's future prospects.

Earnings Trane Technologies $TT (+2,82%)

Trane Technologies on Wednesday raised its full-year earnings and sales guidance, citing strong demand for heating and air conditioning systems from commercial building owners.

The company now expects adjusted earnings of $11.10 per share in 2024, up from its previous expectations of $10.80 per share.

Revenue totaled $5.4 billion, above the consensus forecast of $5.31 billion and representing an 11% year-over-year increase on both a reported and organic basis.

Trane Technologies' strong performance was driven by robust demand for its sustainable solutions. Order intake reached 5.2 billion US dollars, up 5% year-on-year. The company's order backlog increased to USD 7.2 billion, compared to USD 6.9 billion at the end of 2023.

"The third quarter continues our track record of delivering industry-leading sales and earnings per share growth," said Dave Regnery, Chairman and CEO of Trane Technologies. "Customers continue to choose our sustainable solutions. With order intake near an all-time high and a strong project pipeline, particularly in commercial heating, ventilation and air conditioning, we are raising our full-year 2024 sales and adjusted earnings per share guidance and expect 2025 to be another strong year."

The company improved its profitability metrics. GAAP operating margin increased 110 basis points, while adjusted EBITDA margin increased 120 basis points to 20.7%. These improvements were attributed to strong volume growth, positive pricing and productivity gains, which more than offset inflationary pressures.

Rising global temperatures, fueled by climate change, have boosted demand for cooling systems as households and businesses turn up their air conditioning systems to escape extreme heat.

Trane Technologies, which owns Thermo King and Frigoblock, has also seen an increase in demand for heating and cooling systems due to the rapid growth of data centers fueled by the AI boom.

Further increased. See further good development potential in the medium term, therefore invested if the share price rises.

Trane chillers are very common around the world. See a lot of potential in the next few years due to climate change