Notícias

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.

The investor made famous by The Big Short is doubling down on his bets against some of the biggest names in AI.

Caterpillar's record sales and backlog, stronger margins and raised 2026 outlook bolster its growth case despite a premium valuation.

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.

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

The “Big Short” investor is betting against AI-linked names while adding to his position in Molina Healthcare.

While most stocks pay quarterly dividends, investors can still construct a portfolio that allows them to get paid monthly.

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

Caterpillar has delivered a very large 5 year return for shareholders, yet the valuation checks paint a mixed picture, with the Discounted Cash Flow (DCF) estimate sitting close to the current share price while other signals suggest the stock is not clearly cheap. After such a strong run, investors are weighing how much of the recent optimism around AI related infrastructure and heavy equipment demand is already reflected in today’s valuation. Over the past 5 years, Caterpillar has returned...

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Construction equipment company Caterpillar (NYSE:CAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24% year on year to $20.54 billion. Its non-GAAP profit of $8.17 per share was 31.8% above analysts’ consensus estimates.

Record $20.5B quarterly sales driven by data center demand and a $72B backlog.

Michael Burry Sounds Off on 'Trump's Market' as Stock Prices Soar