Perspectivas de la acción de Rockwell Automation (ROK) para 2026. PLCs Allen-Bradley, software MES, ARR recurrente, reshoring fabril, comparativa con Siemens y Schneider, retención de dividendos USA y formulario W-8BEN para inversores hispanohablantes.
Rockwell Automation (ROK) stock outlook for 2026. PLCs, MES software, reshoring tailwind, software ARR transition, comparison with Siemens, Schneider, ABB and Emerson, tax treatment in Roth IRA and taxable accounts.
Nucor (NUE) 2026 stock outlook. Largest U.S. steel capacity, EAF mini-mill vs blast furnace, Section 232 tariffs, rebar/joist/deck segments, capex cycle completion, reshoring demand, Roth IRA positioning.
Análisis de Nucor (NUE) 2026. Mayor capacidad de acero en EE.UU., mini-mill EAF vs alto horno, aranceles Sección 232, segmentos de barra/joist/deck, ciclo capex, reshoring, guía inversores LATAM.