Terex (NYSE:TEX) reported second-quarter revenue of $2.24 billion and raised its full-year outlook, citing growth across all four segments, stronger bookings, backlog coverage and progress integrating REV Group. On a pro forma basis, excluding the sale of its Cranes and Midwest businesses, second-q
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Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.
Caterpillar's power generators have become a major catalyst for the AI boom.
CAT heads into Q2 earnings with expectations for double-digit revenue and profit growth, but will tariffs and its premium valuation shape investors' next move?
FRSH heads into Q2 earnings with estimated revenue growth of 14.1%, backed by EX momentum and cost discipline as CX growth stays muted
SATL heads into Q2 earnings with revenue seen more than doubling as defense deals, recurring imagery sales and cash-flow risks shape the outlook.
Caterpillar looks like a risky pre-earnings play, but the recent dip could prove inviting for long-term investors.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Caterpillar (CAT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026.
Caterpillar announced that it intends to invest up to $10 million in its Illinois operations to build the state's future workforce.
Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.
Baird reduced its price target by $300 as data-center restrictions created new risks for Caterpillar's power-equipment growth.
Caterpillar stock sinks as Baird downgrades it to Neutral. Here’s why the firm turned bearish on CAT shares today.
Caterpillar's (CAT) risk-reward profile is skewing favorably after a stock price pullback due to the
The brokerage stated that growing opposition to data centre construction could weigh on demand for construction equipment and compress Caterpillar's valuation.
The stock's price has risen nearly 50% this year.
A Fast Money host is sounding alarms that the AI buildout is quietly cracking under the weight of debt that even the bond market seems reluctant to absorb, and the ripple effects could reach far beyond Silicon Valley balance sheets.
It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.
AI data centers are putting pressure on the US electrical grid in ways that did not seem possible just a few years ago, and that strain is a direct benefit to heavy equipment manufacturers, not just chipmakers. US data center power consumption is expected to increase by 22% in a single year, with total grid […]
Host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne discuss why they believe the AI trade is still alive, and how investors can reduce spending risk by looking beyond hyperscalers and semiconductors.
The stock market was a sea of red Wednesday morning, but the Dow was having an especially bad day. The Dow Jones Industrial Average was down 820 points, or 1.6%, while the S&P 500 was down 0.8%. The Nasdaq Composite was down 1.1%.

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.
LUMN heads into Q2 earnings with AI-driven PCF and NaaS momentum, while legacy declines and heavy debt remain key concerns.
Astec Industries (ASTE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Baird analyst Mig Dobre bumped the shares to Hold from Buy. His price target dropped by $300, to $900 each.
Investing.com -- Baird downgraded Caterpillar to Neutral from Outperform and cut its price target to $900 from $1,200, arguing that mounting U.S. state and local regulations targeting data center development could slow equipment demand from 2027 onward, even as the company's near-term order book remains strong.
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here. The fund returned over 4% in the quarter but lost 14% over the past year, primarily due to the dominance of tech stocks amid an AI investment boom. Consumer-focused […]
Pre-Market Stock Futures: Futures are trading mixed after a strong bounce-back day for all the major indices, except the Nasdaq. Powerful earnings releases for the second quarter, tumbling oil prices, and most across Wall Street agree that the Federal Reserve Chariman Kevin Warsh will keep interest rates where they are now. The Dow Jones Industrial ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Caesars Entertainment, CarMax, Caterpillar, Ford, MPLX LP, Noble, Redd