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

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 […]

Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.

Eaton is flying high, so here's a trade that pays you a real income now on shares you own, cash you keep no matter what, in exchange for capping your gains at an even higher price.

Cummins currently trades at $620.51 per share and has shown little upside over the past six months, posting a middling return of 4%. The stock also fell short of the S&P 500’s 12.9% gain during that period.

Cummins (CMI) drew attention after its Power Generation business was chosen to supply battery energy storage systems for a large U.S. data center project, described as the company’s largest BESS deployment so far. See our latest analysis for Cummins. Despite the BESS contract, Cummins has faced some pressure in recent sessions, with the share price down 3.17% over one day and 7.32% over 90 days. At the same time, the year-to-date share price return of 18.92% and 1-year total shareholder...

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

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.

A new ETF built on diesel engines, truck fleets, and air conditioners is pitching itself as a refuge from software-heavy portfolios, but its biggest holding may already be cashing in on the very trend it claims to avoid.

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.

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

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

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Cummins’ second quarter was marked by robust top-line growth, but profitability faced headwinds, leading to a negative market reaction. Management highlighted surging power generation demand—especially from data centers—as a significant driver, with CEO Jennifer Rumsey emphasizing expanded capacity and a major agreement with a global hyperscaler. At the same time, higher variable compensation and tariffs weighed on margins. CFO Mark Smith noted, “The increase in EBITDA was primarily due to highe

Caterpillar just posted a record-smashing quarter, but on the earnings call, analysts kept circling one critical question about what comes next.

With its big engines and turbines booked years ahead, what decides the stock from here is how fast Caterpillar can lift production.

Data center backup power demand and truck recovery drive record results.