Nigel Coe

Nigel Coe, an equity analyst from Wolfe Research specializing in the industrial sector, joins to discuss fascinating trends in AI stocks and industrial automation. He highlights the resurgence of gas turbines fueled by rising power demand from data centers and EVs. Coe also addresses the impact of power constraints on data-center locations and shares insights on GE Vernova's turnaround. With insights into HVAC demand drop and the shifting landscape of U.S. manufacturing, Coe provides strategic focus areas for investors looking ahead.