$ETN gave some pretty wild numbers yesterday. Eaton acquired Fibrebond in 2025 for $1.43B. At the time, the business was doing around $375M in annual revenue. Just over a year later, Fibrebond has generated more than $600M over the last twelve months. And Eaton is preparing for much more. They are expanding the existing facility and building a new factory in Arkansas, with each project expected to double capacity. The broader data center business isn't slowing either. Revenue is running around +65% and orders +85%. Eaton started 2026 expecting 8% organic growth. They raised that to 10%, and CEO Paulo Ruiz now says they could reach 12%. Hard to look at those numbers and argue that the physical AI infrastructure buildout is losing momentum.

🔥🚨 BREAKING — UPDATE: Ryan Michael English, who traveled to Washington intending to kill Treasury Secretary Scott Bessent during his confirmation, has been sentenced to 73 months in federal prison. English admitted the weapons were meant to be used against Bessent at the Capitol. The attack was planned for the day of the Senate vote in 2025. Prosecutors described it as a deliberate attempt to kill a Cabinet nominee. The sentence falls short of the maximum possible under the charges. Does 73 months adequately reflect the seriousness of bringing firebombs to the U.S. Capitol to assassinate a government official?