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Investing.com -- The pickup in U.S. business investment and manufacturing is more dependent on the artificial intelligence boom than many investors realize, according to UBS in a note on Thursday.
Abrin Vasquez remotely pilots a Caterpillar dozer spreading trash across an Arizona landfill. Inside a cool, dimly lighted trailer where the quiet is broken mostly by the crackle of radio traffic, Abrin Vasquez drives a 40-ton bulldozer hundreds of yards away. Vasquez is remotely piloting a Caterpillar dozer spreading trash across the Marana Regional Landfill near Tucson, Ariz. He used to be out in the heat running the machine from the cab, a potentially dangerous job in the landfill’s rough, trash-filled terrain.
Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca
The main indexes finished higher Thursday thanks to easing bond yields and surging tech stocks.
Stock Market Today: The Dow Jones index rises Wednesday ahead of a likely Fed rate hike and Warsh's comments. Intel and SK Hynix jump.
Senator Ted Cruz says the fight over tariffs inside the Trump administration comes down to two positions, and he named the Treasury Secretary as being on his side. "There are two camps in the Trump administration," Cruz said on the PBD Podcast in a clip published in early September. "Camp...
The Nasdaq composite recently traded 0.1% lower on the day, a near-full recovery after being down 1.3% earlier. If the tech-heavy index finishes in positive territory today, it would be the biggest intraday comeback since April 7.
Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]
Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.
Deere stock jumped over 9% after a Q3 FY2026 beat, with revenue of $12.61 billion and EPS of $5.10 topping estimates, as construction growth offset a weaker agriculture segment.
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.
Excluding the refund, the heavy-equipment maker incurred $400 million in tariff expenses in the quarter that ended June 30.
Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.
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.
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.
Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic machinery.
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.
Massive spending on data centers and AI infrastructure can benefit “HALO” companies: hard assets, low obsolescence.
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.
For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.
Record $20.5B quarterly sales driven by data center demand and a $72B backlog.
Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.
Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.
Caterpillar delivered a quarter that its own leadership called historic. Sales topped $20 billion for the first time in company history, and profit per share jumped 73% from last year. Notably, Caterpillar's (CAT) adjusted operating margin came in at 21.9%, boosted by a surprise recovery of tariff ...
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