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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 […]
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.
Stock Market Today: The Dow Jones index rises Wednesday ahead of the Fed minutes. Nvidia supplier SK Hynix jumps on a stock buyback.
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.
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.
A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.
CAT's volume-driven growth is accelerating across all three segments, prompting a sharp upgrade to its 2026 sales outlook.
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: Tech futures slide 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, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.
CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models other coming out today.
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