Deere (DE) faces a constrained farm equipment recovery that could take time to materialize, given we

Caterpillar (NYSE:CAT) is under fresh scrutiny as Wall Street reassesses its outlook in light of growing political and regulatory backlash against AI data centers. Recent policy moves in Texas and New York targeting AI related power use are drawing attention to potential risks for Caterpillar's data center and power equipment demand. Analysts are focusing on how shifting approval processes and local resistance to AI infrastructure projects could influence Caterpillar's key end...

While most investors chase flashy tech names, a quiet group of blue-chip dividend payers is staging a stunning run in 2026 that even the S&P 500 cannot match. The companies behind these gains may surprise you.

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

Deere is known for tractors and harvesters. But data centers and energy infrastructure fuel its construction business.

One heavy machinery giant is beating Wall Street while its entire industry collapses around it, and another is riding three booming end markets at once. The 2026 scoreboard reveals how differently construction, agriculture, and freight cycles reward patient investors.

The width comes from how much this stock already moves, not from an unusual premium on its options.

Excluding the refund, the heavy-equipment maker incurred $400 million in tariff expenses in the quarter that ended June 30.

Wolfe Research identified seven stocks combining strong earnings, rapid sales growth, and positive momentum in a tough market.

Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts. As grid capacity limits become the most significant bottleneck for hyperscalers, standby and prime continuous power generation systems have evolved into mission-critical equipment. For industrial titans Caterpillar […]

Unlikely AI stocks are dragging down the Dow for a second day in a row. Goldman Sachs and Caterpillar were the bottom two stocks in the blue-chip index. Together, they shaved off about 300 points from the Dow.

Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.

Chad Dillard of Bernstein said in a recent program on CNBC that Quanta Services (NYSE:PWR) is an “800-pound gorilla” in high-voltage transmission lines. He was responding to a CNBC host who asked him to discuss “AI plays in disguise” beyond the major names everyone is aware of. “I think we need to focus on what […]

Stock Market Today: The Dow Jones index rises Wednesday on Treasury buybacks ahead of the Fed minutes. Moderna soars on cancer drug news.

As bond yields (^TYX, ^TNX, ^FVX) continue to surge ahead, EMJ Capital founder and president Eric Jackson and Yahoo Finance Markets and Data Editor Jared Blikre outline the impact this is having on Big Tech stocks and AI hyperscalers.

Top research reports spotlight Visa as payments grow, Lam Research on AI demand and Caterpillar on strong backlog.

CareDx, Healthcare Services Group, Forum Energy Technologies, Amneal Pharmaceuticals and Caterpillar emerge as high-efficiency stocks poised for stronger returns.

In recent days, Caterpillar was hit by weaker-than-expected U.S. industrial production data for July, which pointed to cooling activity and raised questions about demand for industrial goods across the sector. This softer macro signal matters for Caterpillar because it contrasts with prior optimism around its record backlog and broad end-market demand, sharpening the focus on how resilient that order book really is if industrial activity slows. Next, we'll examine how this weaker U.S...

The Dow Jones Industrial Average lost 0.2%, hurt in part by companies like Caterpillar and Goldman Sachs, which have exposure to the faltering AI trade. Better-than-expected results despite a slow housing market helped Home Depot’s stock head higher on Tuesday, and energy stocks continued to climb on the back of higher oil prices. “Monday’s weakness spilled into the new day, and the reasons are familiar,” notes Joe Mazzola, Head Trading & Derivatives Strategist at Charles Schwab.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Visa's payments growth, Lam Research's AI-driven demand and Caterpillar's broad market momentum headline today's top analyst reports.

FEATURE Stocks dropped Tuesday, dragged down by pressure on artificial-intelligence infrastructure companies and heightened tensions in the Middle East. Optical network provider Coherent sank 13%, making it the worst-performing stock in the The stock surged 7.

The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.

The Dow Jones Industrial Average fell 116 points, or 0.2%. The Nasdaq Composite fell 1.3%. A majority of Dow stocks actually closed higher, but shares of firms linked to the artificial intelligence trade weighed down the index.

Caterpillar alone stripped 255 points off the Dow. Most other stocks had a perfectly ordinary day.

Caterpillar just posted the first $20 billion quarter in company history, and its backlog is growing faster than it can build. Whether that momentum carries the stock to new highs or stalls out depends on a few risks most investors are overlooking.

Caterpillar and Goldman Sachs are two of the biggest stocks in the Dow. The Dow Jones Industrial Average was down 50 points, or 0.1%, on a day when 22 of its 30 members were actually rising. Chip stocks were getting hammered after a big run, fitting into a pattern of two-way volatility that’s characterized the group’s moves all year.

Stock Market Today: The Nasdaq tumbles Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.

Five stocks, including CareDx and Caterpillar, cleared an efficiency screen based on key ratios exceeding industry averages.

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Stock Market Today: The Dow Jones index drops as memory-chip stocks Micron and Sandisk rally. Trump threatens Oman.

CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models other coming out today.

Caterpillar (NYSE:CAT) is drawing fresh investor attention as a potential beneficiary of AI-related infrastructure build-out and associated equipment demand. Recent commentary highlights the company and its dealer Finning as key players in providing machinery, maintenance and mining support tied to global AI data center expansion. The focus centers on long-term demand for Caterpillar equipment and services through its dealer network rather than short-term corporate guidance. Consider...

Both DIVO and JEPI hand you a monthly paycheck funded by covered calls on blue-chip stocks, but one of them has been quietly compounding your principal while the other trades that growth away for a fatter yield.

Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic machinery.

Investing.com -- The U.S. could increase annual data center construction from 12 gigawatts in 2026 to 35 GW by 2030, but shortages of specialised mechanical, electrical and plumbing workers will set the industry’s speed limit, according to Bernstein analysts.

Soros Capital’s biggest single addition was the iShares MSCI South Korea ETF (EWY) at $42.8 million, giving broad exposure to Korean chip giants.

SSYS beats Q2 earnings estimates as record consumables revenues and aerospace growth offset weaker system sales and currency pressure.

Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side, the question is whether he is a contrarian genius or a cautionary tale in slow motion.

The average brokerage recommendation (ABR) for Caterpillar (CAT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Aug 14 () - Global equity funds attracted inflows for a 12th consecutive week through August 12, buoyed by optimism over a strong earnings ‌season and data showing weaker-than-expected U. payroll growth and easing inflation, ‌which tempered expectations of a Federal Reserve rate hike.

Consensus already expects the revenue boom to fade, leaving margin to do much of the work of bringing the multiple down.

While Caterpillar has outperformed the broader market over the past year, Wall Street analysts are cautiously optimistic about the stock’s prospects.

TRMB's Q2 earnings beat estimates as Field Systems' strength, recurring revenue growth and higher margins drive results and lift its 2026 outlook.

Massive spending on data centers and AI infrastructure can benefit “HALO” companies: hard assets, low obsolescence.

Caterpillar's record $72 billion backlog points to strong demand ahead, supporting its upgraded 2026 sales outlook and growth across key segments.

Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning traces back to a single, rarely seen S&P 500 signal he says has only appeared three times since 1999.

Caterpillar recently reported quarterly sales above US$20b and a record US$72b backlog, highlighting sustained demand in heavy equipment. For investors in PACCAR (PCAR), this raises fresh questions about truck cycle strength and valuation today. See our latest analysis for PACCAR. PACCAR’s share price has moved to US$132.53, with a 30-day share price return of 6.39% and a 90-day share price return of 18.56%. The 1-year total shareholder return of 37.69% points to momentum that has been...

Western Digital, Caterpillar and Datadog rank among top momentum picks using Driehaus' "buy high and sell higher" strategy.