Caterpillar (NYSE:CAT) is seeing rapid growth in its Power Generation segment, driven by surging demand from AI data centers and related infrastructure. The company reports a record $63b order backlog tied to this trend and is scaling up large engine production, with plans to nearly triple output from 2024 levels. Management has raised its sales outlook as Power Generation becomes a more central part of Caterpillar's business profile and role in the global AI buildout. Caterpillar enters...
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
T. Rowe Price fund manager David Giroux says Big Tech isn’t in a bubble, but there’s value in healthcare and utilities.
4,000 points With Tuesday's gain so far taken into account, the Dow industrials have added more than this point total in 2026, or about 8.5%. The blue-chip index is in search of its 17th record of the year.
The Dow crossed the 52,000 threshold on a day when tech was holding back the S&P 500 and Nasdaq. The blue-chip index was up 440 points to about 52,115. Any close higher would be a record close after yesterday's milestone, but a close above 52,000 would mark just 12 days since it hit 51,000.
CAT stands out over KMTUY with stronger earnings momentum, rising growth targets and better profitability despite tariff headwinds.

The "Dirty Dozen" refers to all the stocks in the "Magnificent Seven," as well as SpaceX (SPCX), Taiwan Semiconductor Manufacturing Company (TSM), Broadcom (AVGO), and Micron (MU). The final spot will go to either OpenAI (OPAI.PVT) or Anthropic (ANTH.PVT). Barron's associate editor Al Root, Yahoo Finance Breaking Business News Reporter Jake Conley, and Morning Brief host Julie Hyman discuss more in the video above.
GNRC expands C&I power capabilities with a new Illinois facility, boosting large-generator output and supporting rising demand across industries.
Caterpillar has been on fire lately. In the past six months alone, the company’s stock price has rocketed 58.6%, reaching $933.99 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Before the heavy-machinery giant surged, its own order book was telling a story most investors weren't hearing.
These five stocks are positioned to benefit from persistent inflation, elevated interest rates, and strong nominal economic growth.
Caterpillar (NYSE:CAT) has been one of the most surprising large-cap winners of 2026. The world’s largest construction and mining equipment maker has ridden an AI-driven power generation boom, a record backlog, and aggressive buybacks to a 59.63% year-to-date gain and a 155% one-year run. The question now is how much rally is left. Our 24/7 ... Up 300% YTD, How High Can CAT Stock Rally This Year?
UnitedHealth, Caterpillar, and Donaldson raised quarterly dividends by 5%, 8%, and 6.7%, respectively, with earnings coverage indicating sustainable payouts for all three companies.
Caterpillar is exceptionally positioned for sustained long-term growth as a global economic bellwether.
CAT gains from AI data center power demand and a record backlog, while RH faces tariff pressures and housing-market uncertainty.
At its 2026 annual meeting held on June 10, Caterpillar Inc. elected former Duke Energy CEO Lynn J. Good to its board and approved an increase in the quarterly dividend to US$1.63 per share, payable on August 19 to shareholders of record on July 20. The dividend hike, extending Caterpillar’s multi‑decade pattern of raising payouts, underscores how management is pairing record backlog and strong cash generation with an ongoing commitment to shareholder returns. We’ll now examine how this...
On a recent Diet TBPN segment, co-host John Coogan read at length from an Economist piece making a striking claim about where corporate America now lives. The thesis, quoted directly: “Texas is steadily establishing itself as America Inc.’s new center of gravity. No state receives more business investment or is adding more people to its ... Move Over, New York! Why Texas Is Becoming ‘America’s New Center of Gravity’
ERock delivers deployable off-grid natural gas generation systems, helping tech giants bypass grid delays to instantly power artificial intelligence networks.
Is CAT a good stock to buy? We came across a bullish thesis on Caterpillar Inc. on r/investing_discussion by Variant_Invest. In this article, we will summarize the bulls’ thesis on CAT. Caterpillar Inc.’s share was trading at $914.70 as of June 9th. CAT’s trailing and forward P/E were 45.03 and 37.45 respectively according to Yahoo Finance. Caterpillar […]
CAT boosts its quarterly dividend 8% to $1.63, notching 32 straight years of hikes as Q1 revenues jumped 22% and backlog hit $62.7B.
HPE, CAT, and FMX made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 11, 2026.
Investors looking for AI plays in the stock market probably wouldn't look at industrial manufacturers -- but there are some hidden gems for the savvy.
Caterpillar announced an 8% dividend hike after Wednesday's close, extending its streak of dividend increases to 32 years. CAT stock led Dow Jones Industrial Average winners early Thursday, rebounding from a key support level after suffering its sharpest loss since April 3, 2025, the day after President Donald Trump unveiled "Liberation Day" tariffs. Caterpillar is among 69 members of the S&P 500 that have increased dividends every year for the last 25 years.
Wall Street looked set to rebound strongly on Thursday, before Donald Trump published a warning that the US will conduct strikes on Iran "very hard tonight". He added in a social media post that Washington "will be taking Kharg Island" and other oil infrastructure sites to "assume total...
SpaceX will make Elon Musk a trillionaire (officially). Space-related stocks are the first place to look for SpaceX-related movements. “A listed SpaceX does not validate the comps; it benchmarks them,” wrote AgentSmyth, an AI platform designed to bring market intelligence to brokers.
A number of stocks fell in the afternoon session after the CPI report showed 4.2% annual inflation, the highest in three years, with markets fully pricing a December Fed rate hike.
Caterpillar (CAT) closed at $858.02 in the latest trading session, marking a -6.2% move from the prior day.
Investors may be having second thoughts about Caterpillar’s part in the AI data-center construction boom as a supplier of power generators. For Caterpillar, it’s the biggest drop in more than a year, when shares declined 5.78% on April 4, 2025. Shares are down four of the last five trading sessions and off since the start of June, according to Dow Jones Market Data.
The stock market unwind dinged even the Dow on Wednesday after consumer price inflation met expectations and oil prices jumped. The blue-chip index fell 953 points, or 1.9%. “Tech is taking it on the chin again (now 2 out of the last 3 days) as people continue to de‑risk AI exposure across the board,” writes Mizuho’s Daniel O’Regan.