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Korean memory-chip manufacturer SK Hynix late last month booked roughly $65 billion in profit for the quarter ended June 30, a 13-fold increase from last year. Hynix earned almost as much money in 90 days as it had in the prior 29 years since its IPO, total. The reports, though outstanding on basically every measure, still fell short of Wall Street’s sky-high expectations for chip companies.
CAT delivers historic Q2 with 73% adjusted EPS growth, driven by surging data center demand and broad-based strength across all segments.
Caterpillar (NYSE:CAT) reported record second-quarter sales and revenues of $20.5 billion, up 24% from a year earlier, as demand increased across its Construction Industries, Resource Industries and Power & Energy segments. The company said it was the first quarter in its history with more than
Stocks notched new record highs on Tuesday as oil prices dipped and companies reported healthy profits.
<body><p>STORY: "We're not probably completely past all the fears, but you've had a couple of companies that really line up and indicate that spending is is real and happening, and we're getting there," Haworth said.</p><p>He added that results from Palantir and Caterpillar, along with a recovery in semiconductor stocks, have reinforced investor's confidence that spending on AI and related infrastructure is continuing.</p><p>He said more earnings reports will be needed to determine whether concerns have fully subsided, adding that healthcare will be an important sector to watch as an early user and potential beneficiary of artificial intelligence.</p></body>
Data-center power demand helped lift sales above $20 billion for the first time.
Take your pick between the prospect of a U.S.-Iran peace deal, strong earnings, and a reignited AI trade as reasons the market is on the rise. The Nasdaq Composite was up 2.6%. The Trump administration has been vocal about talks it says are ongoing with Iran.
One trades at a bargain valuation but bleeds cash; the other generates billions yet commands a premium. The risk profiles tell opposite stories.
Caterpillar is benefiting from demand for power backup, construction equipment for new AI data centers.
Oil prices fell sharply after the Treasury secretary said the U.S. and Iran may reach a deal to reopen the Strait of Hormuz within days
Caterpillar Inc. surged after the company crushed Wall Street's second-quarter expectations and raised its sales outlook, easing concerns that demand for power-generation equipment used in data centers was beginning to cool. Bloomberg's Chris Ciolino joins to discuss.
Data-center developers’ demand for generators is booming, and Caterpillar is racing to meet it. The construction equipment maker said Tuesday it converted an existing plant in Wamego, Kan., to make turbine engines popular with data centers. Caterpillar also is resuming production of 10-megawatt generators, last made in 2022, and which the company expects to begin shipping in the fourth quarter.
Pre-Markets Up on De-escalation of Middle East War.
Jim Cramer called it the most exciting moment of his career on live television, pointing to a trillion-dollar spending wave that sent two very different stocks surging in real time. What exactly is driving the frenzy, and which companies are cashing in?
On this episode of Stock Movers: - Wayfair (W) shares jumped after the furniture retailer gave third-quarter guidance during its earnings call. The company said it expects high single-digit revenue growth in the current quarter. - McDonald's (MCD) is rising after the fast-food chain reported comparable sales for the second quarter that are slightly below the sell-side consensus estimate, while adjusted EPS was ahead. - Caterpillar (CAT) shares are surging after the company's second-quarter earnings blew past Wall Street's second-quarter expectations, easing concerns over the growth of power-generation equipment sales to data centers. - Palantir (PLTR) shares jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as "otherworldly." Palantir now expects $4.89 billion to $4.91 billion in adjusted income from operations this year.
The S&P 500 and the Dow Jones Industrial Average opened Tuesday's trading session on pace to set fresh record highs. All three major indexes opened higher. The Dow was up 1.2%, or 641 points. The S&P 500 rose 0.
Caterpillar shares jumped in early trading after the heavy-equipment provider raised its outlook for the year—giving the Dow industrials a big lift. As of right now, the stock has single-handedly added 313.
Caterpillar Inc. crushed Wall Street's second-quarter expectations as the company reported stronger sales across its businesses, posted a record equipment backlog and increased its forecast for 2026 sales. Matthew Griffin reports on Bloomberg Television.
Caterpillar said the artificial intelligence boom continues to drive demand for its engines and generators, while healthy construction spending is spurring sales of its dump trucks, bulldozers and excavators.
Caterpillar’s blockbuster second quarter is sending its stock—and the Dow Jones Industrial Average—sharply higher this morning.
Caterpillar (CAT) raised its full-year revenue outlook on Tuesday as the company generated more than