3 AI Data Center Power Stocks to Buy in July

Joel South

Sat, July 4, 2026 astatine 7:30 AM CDT 5 min read

Quick Read

• Eaton's electrical backlog jumped 48% and Caterpillar's Power Generation gross roseate 41% year-over-year, some driven by surging data-center infrastructure demand.

• GE Vernova's Q1 data-center instrumentality orders deed $2.4 billion, surpassing its full 2025 full arsenic full orders surged 71% organically.

• Hyperscaler AI superior spending reaches $750 cardinal successful 2026 and crosses $1 trillion successful 2027, channeling dollars into powerfulness hardware acold beyond GPUs.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Caterpillar didn't marque the cut. Grab the names FREE today.

Hyperscaler AI superior spending has been raised to $750 cardinal successful 2026, up from $670 billion, and is acceptable to transverse $1 trillion successful 2027. That superior buys acold much than GPUs: the switchgear, transformers, state turbines, and prime-power gensets that crook electrons into trained models. The Department of Energy already projects information centers volition relationship for up to 12% of U.S. electrical request by 2028, and the grid is not ready. That is the setup for 3 concern names whose bid books are telling investors precisely wherever the AI dollars are landing.

Each of the picks beneath shows a data-center-driven bid surge successful its astir caller quarter, raised full-year guidance, and trades with momentum heading into July net season.

Eaton (NYSE: ETN)

Eaton (NYSE:ETN) is the purest electrical-infrastructure play successful the group. Shares are astatine $422.65 arsenic of June 30, with the banal up 29% year-to-date and 198% implicit 5 years.

The signal: Electrical Americas orders roseate 42% organically connected a trailing twelve-month basis, with conception gross of $3.6 billion, up 20% year-over-year, and a book-to-bill of 1.2. Total electrical backlog jumped 48%. Adjusted EPS came successful astatine $2.81 versus a $2.73 estimate, the 4th consecutive beat. Management raised full-year guidance to 9% to 11% integrated maturation and $13.05 to $13.50 successful adjusted EPS.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Caterpillar didn't marque the cut. Grab the names FREE today.

The bull case: Eaton conscionable closed $11 cardinal successful acquisitions successful a azygous quarter, including the $9.55 cardinal Boyd Thermal woody for data-center liquid cooling. CEO Paulo Ruiz framed it bluntly: "In Electrical Americas, we achieved beardown integrated maturation portion advancing important capableness enlargement investments to conscionable demand." Free currency travel roseate 245% year-over-year to $314 million, and the quarterly dividend was raised to $1.10. Analysts transportation an mean people of $455.39, with 22 bargain oregon strong-buy ratings against 6 holds.