The AI data center theme is alive and well, putting the wind at the back of Club names Eaton and GE Vernova . The strength of the data center was one of Jim Cramer's takeaways from a recent trip to Kentucky to visit a Corning factory alongside the glassmaker CEO's and Apple boss Tim Cook. Our conviction is further supported by Oracle's blockbuster earnings report last week, on top of positive commentary from Eaton and GE Vernova executives at the Morgan Stanley Laguna conference. Put simply, the gargantuan wave of capital that's been fueling the construction of data centers to meet AI computing demand isn't slowing down. That gives us confidence in the current fundamentals of both Eaton and GE Vernova, as well as their longer-term growth prospects. Eaton makes electrical equipment that goe

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