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Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.
Deere (DE) is back in the spotlight after agreeing with the Federal Trade Commission and five states to expand farmers’ access to diagnostic and repair tools for its equipment. See our latest analysis for Deere. Alongside the right to repair settlement, Deere’s recent share price has eased, with the stock down 5.54% over the past week but still showing a 25.72% year to date share price return and an 82.99% five year total shareholder return. This suggests longer term momentum remains intact...
Deere has agreed to a right to repair settlement with the Federal Trade Commission and several states. The deal grants farmers and independent repair shops broader access to Deere repair tools and software. The settlement introduces new compliance obligations for Deere related to how it manages repair access. The settlement puts Deere (NYSE:DE) at the center of a long running debate over who controls repairs for modern farm equipment. The stock last closed at $586.86, with the company up...
It looks like John Deere owners can soon feel free to fix their own machines. The Federal Trade Commission and attorneys general from several states secured a right-to-repair settlement Wednesday with agriculture equipment giant Deere & Co. — commonly known as John Deere — that requires the company to let farmers and independent shops fix their own equipment.
By Jonathan Stempel July 8 (Reuters) - Deere agreed on Wednesday to settle a lawsuit by the Federal Trade Commission and five U.S. states accusing the farm equipment maker of illegally requiring
Recent federal tariff cuts on imported agricultural and construction equipment have sharpened the focus on Deere (DE), as lower duties and a sizeable refund reshape its cost base and potential pricing power in key markets. See our latest analysis for Deere. The recent tariff cut news arrived after a soft patch, with the stock down about 3% over the past month and 7 days. That sits against a stronger 21.8% year to date share price return and an 84.9% five year total shareholder return,...
Deere (NYSE:DE) is benefiting from a recent Trump administration decision to sharply reduce tariffs on imported agricultural and construction equipment. The company has also received a significant tariff refund following a Supreme Court ruling, directly affecting its cost base. These policy shifts are expected to influence Deere's pricing flexibility and competitive position within the machinery and equipment sector over the next several years. For investors watching Deere at a share price...
A looming climate shock threatens to drive up global commodity prices. These investments can help protect your purchasing power.
Deere & Co (NYSE:DE) is one of the best stocks to buy according to billionaire Bill Gates. Deere shares have gained more than 20% over the past six months, and analysts continue to see upside potential in the stock. Investors bid up Deere stock by almost 7% on June 2 after the White House announced […]
The Trump administration is about to hand five equipment makers a margin gift, and the window to position is closing fast. I’ve been tracking this tariff-relief setup across the industrial complex for months, and per the Marketplace Morning Report’s Nova Safo, tariffs on imported agricultural and manufacturing machinery containing steel, aluminum, and copper drop from ... When Trump Cuts Tariffs on Farm and Construction Equipment, These 5 Stocks Win Big
The farm equipment manufacturer still expects about $900 million in net tariff costs for the current fiscal year, executives said.
Deere and heavy machinery stocks continued to rally on Wednesday after the White House announced lower metal tariffs on imported farm and industrial machinery. Deere stock popped further above a key technical level. In a proclamation on Monday, President Donald Trump moved to reduce tariffs on agricultural equipment, like combines and harvesters, from 25% to 15%.
Shares of agricultural and construction machinery company Deere (NYSE:DE) jumped 5.7% in the afternoon session after the U.S. government announced it would reduce tariffs on imported farm and construction equipment.
The White House announced that tariffs on agricultural equipment, including combines and harvesters, are being reduced from 25% to 15%.
President Trump lowered the tariffs on imported farm equipment to 15% from 25% through the end of 2027, citing the role of tractors and crop harvesters in providing food for the country. Trump also added residential heating and air-conditioning components and material-handling equipment to the list of products now eligible for the lower 15% tariff rate. When the administration imposed a 25% duty on the entire value of imported products made with steel and aluminum earlier this year, it also created the discounted rate for imported factory machinery viewed as essential for expanding U.S. manufacturing.
While more US companies and businesses apply to receive tariff refunds, the Trump administration is seeking to appeal the federal court order and bring these payouts to a screeching halt. The administration has already issued $20.6 billion in refunds, while US Customs reports that another $85 billion in refund applications have been submitted. Yahoo Finance Washington Correspondent Ben Werschkul tracks the payouts that President Trump while reporting on the administration's latest tariff cuts on farming equipment.
Increased spending on data center expansion and road building projects bolstered equipment sales during the second quarter.
(Bloomberg) -- The White House said it will reduce tariffs on farm and construction equipment such as harvesters and forklifts, in an effort to boost investment in the industrial economy through next year.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in
Deere’s first quarter results outpaced Wall Street expectations on both revenue and profit, yet the market responded negatively, with shares declining sharply. Management attributed the quarter’s performance to strong demand in construction and small agriculture equipment, alongside positive impacts from one-time tariff refunds. However, elevated production costs and persistent margin headwinds, especially in the large agriculture segment, weighed on operating profitability. CFO Josh Beal emphas
Agricultural and construction machinery company Deere (NYSE:DE) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 4.7% year on year to $13.37 billion. Its non-GAAP profit of $6.55 per share was 15% above analysts’ consensus estimates.
DE held its 2026 net income guide as tariffs stayed a drag, while Construction & Forestry strength and leaner ag inventories shape 2027 hopes.
Wednesday brought a bevy of tech news, from the posting of SpaceX's IPO filing to updates on Nvidia, Anthropic and OpenAI. For the rest of the week, focus turns to the American consumer with Walmart earnings and Friday's swearing in of Kevin Warsh as the new Federal Reserve chair.
Deere prepares to report earnings for its fiscal second quarter on Thursday. Elevated inflation, tariffs and the Iran war have put the agricultural economy under further strain. Both Deere and Caterpillar have emerged as AI infrastructure providers.
CAT's rising revenues and stronger earnings growth give it an edge over DE despite tariff pressures.
June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.
In the past week, Deere & Company has drawn heightened attention as investors brace for its 21 May Q2 earnings release, with many expecting year-over-year earnings declines despite higher revenues amid pressure on its Production & Precision Agriculture segment from weak farm economics and tariff-related cost headwinds. At the same time, Deere’s growing focus on precision agriculture and automation remains in view, creating a tension between near-term profit concerns and longer-term...
(Bloomberg) -- After a remarkably successful effort to extinguish diversity, equity and inclusion programs at US employers, federal officials are stepping up their push against corporate America’s remaining DEI initiatives.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysWorld’s Largest Container Carrier Plans Route Avoiding HormuzPhilippines Says