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02.06.26 - 18:06
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The Boring Sector Quietly Powering the Entire AI Revolution (24/7 Wall St.)
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Everyone wants to own NVIDIA (NASDAQ:NVDA). Almost nobody talks about who pours the concrete, runs the wires, and keeps the chips from melting. That's where we've been spending most of our research time over the past 18 months, and three names keep surfacing: Eaton, Vertiv, and Quanta Services. Here's the setup. AI hyperscalers are now ... The Boring Sector Quietly Powering the Entire AI Revolution...
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01.06.26 - 13:03
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One Equity Partners Acquires Leviat (Business Wire)
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NEW YORK--(BUSINESS WIRE)--#acquisition--One Equity Partners (“OEP”), a middle market private equity firm, today announced that it has acquired Leviat (or “the Company”), a global provider of engineered solutions for the construction and industrial sectors.
Headquartered in Amsterdam, Netherlands, Leviat was established in 2020 through the consolidation of CRH's global construction accessories businesses. Leviat specializes in lifting, reinforcing, anchoring, and connecting applications, with a portfolio of well recognized and trusted brands. The Company is a global leader with 22 manufacturing facilities and 17 warehouses spanning 20 countries, and serves a diverse customer base across residential, non-residential, and infrastructure markets worldwide.
“We believe Leviat is a high‑quality carve‑out with strong brands, deep technical expertise, and a global reach, positioning the Company for meaningful standalone momentum,” said Ori Birnboim, Partner at One Equity Partners.
“We see subs...
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27.05.26 - 12:36
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wiki-Trader Henrik Lehmann: "Die Halbleiter- und Chip-Produzenten sind die großen Gewinner dieser KI-Euphorie" (BRN)
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Henrik Lehmann verliebt sich nicht
in Aktien. "Meine große Stärke: ich kann mich sehr schnell von Werten trennen, die eben nicht performen." Kurz und schmerzlos. Das gilt sowohl für das wikifolio Top 10 Deutschland Dividende ( https://go.brn-ag.de/200 ) als auch für My best of US 500 Timing mit den Halbleiteraktien. Bei letzterem schneidet Lehmann besser ab als Warren Buffetts Berkshire Hathaway. "Weil ich wieder auf die Gewinneraktien setze und weil ich Verlierer, wenn ich mich vertan habe, gleich wieder aussortiere, um gleich den nächsten Gewinner wieder an Bord zu nehmen." Alles rund um die KI-Branche rentiert sich - Schaufelhersteller inklusive (wie zum Beispiel Comfort Systems, das US-Unternehmen kümmert sich um Klimatechnik für Rechenzentren). "Weiterhin habe ich Micron Technology, Western Digital, AMD, Intel, Seagate im Depot."...
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26.05.26 - 14:03
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CRH appoints Danilo Juvane as Head of Investor Relations (Business Wire)
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NEW YORK--(BUSINESS WIRE)--CRH (NYSE: CRH), the leading provider of building materials, announced the appointment of Danilo Juvane as Head of Investor Relations, effective May 26, 2026.
Juvane brings 25 years of capital markets experience to the role, having most recently served as Vice President of Corporate Development, Investor Relations & ESG for The Williams Companies. He has also served as an analyst with BMO Capital Markets, Kayne Anderson Capital Advisors, and Entergy Services Inc.
Juvane will lead CRH's investor relations function, overseeing shareholder engagement, and communicating the company's strategy and value proposition to investors. He succeeds Tom Holmes, who is moving into a senior leadership role within CRH's strategy division.
“We are pleased to welcome Danilo to CRH,” said Jim Mintern, CEO, CRH. “He brings a strong track record to the role and his wealth of experience in U.S. financial markets will be invaluable to CRH as we continue to execute our growth strategy and expan...
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21.05.26 - 23:24
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The Guardian view on Grenfell prosecutions: court dates cannot come soon enough | Editorial (The Guardian)
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Survivors are right to be angry at the nine years taken to reach this point. Those to blame for the fire must face justiceRelief at this week's news that police are sending files to the Crown Prosecution Service, recommending charges against 77 individuals and organisations for their roles in the Grenfell Tower fire, is mixed with grief and anger. On 14 June the disaster's survivors and their supporters will gather for the ninth annual silent walk around the west London neighbourhood in which the ruined tower stands. Next year marks a decade since the fire.The public inquiry into the disaster pointed the finger at multiple public and private bodies, decisions and individuals. Three construction firms, Arconic, Kingspan and Celotex, were found to have been deliberately dishonest about their products. Poor regulation of building safety was the fault of central government. Kensington and Chelsea council, and its tenant management organisation, were strongly criticised for poor fire safety and other lapses....
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