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Babcock & Wilcox: Buying 20 Steam Turbines From Siemens Further Solidifies The Growth Pipeline

Babcock & Wilcox is rated STRONG BUY, leveraging speed-to-market power solutions for data centers amid surging demand and grid constraints. BW's $2.4B Base Electron contract and $14B sales pipeline position it for significant growth, with a second major deal anticipated by year-end. The FastPower deal with Siemens secures 20 steam turbines, enabling BW to deliver 1GW of modular, flexible power for multiple data…

Seeking Alpha • Aug 18, 2026
Siemens Aktiengesellschaft Q3 Earnings Call Highlights

Siemens Aktiengesellschaft ETR: SIE reported record third-quarter results for fiscal 2026, supported by strong demand for data center infrastructure, industrial software and automation. The company raised its full-year earnings outlook after orders, revenue, industrial profit and free cash flow all increased.

MarketBeat • Aug 6, 2026
Siemens CEO on Industrial AI's Future

AI is moving beyond chatbots and onto the factory floor, helping manufacturers boost productivity. Siemens CEO Roland Busch joins Ed Ludlow on "Bloomberg Tech" to discuss the trend and AI's role in Europe's industrial future.

Bloomberg Technology • Jun 23, 2026

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