As capital spending expands beyond AI-focused tech companies, two industrial stocks are poised to benefit from it.
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In the latest trading session, Caterpillar (CAT) closed at $938.39, marking a -1.02% move from the previous day.
Both Broadcom and Caterpillar are strong options for gaining exposure to the artificial intelligence (AI) buildout, with their consistent dividend payouts over time making them attractive to investors with an appetite for income.

Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.

Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.
Caterpillar stock has delivered a very large 389.9% return over the past five years, yet valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate indicating a premium while earnings-based multiples still look supportive. The 389.9% five-year return highlights how much future growth expectations are already reflected in Caterpillar's share price. Investor enthusiasm around Caterpillar's role in AI-related infrastructure and recent...
Caterpillar is losing momentum as investors weigh rich valuations, tariffs and execution risks.
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
Michael Burry Sounds Alarm on Nvidia, Tesla With Fresh Bearish Bets
CAT expands its mining technology portfolio with Skycatch, aiming to boost mine safety, productivity and planning through near-real-time spatial data and AI.
Caterpillar Inc. (NYSE:CAT) is one of the dividend stocks picked by financial media as investors ask whether dividend stocks are tax-efficient. On June 10, Caterpillar said its board raised the quarterly dividend by 12 cents, or 8%, to $1.63 per share, payable August 19 to shareholders of record at the close of business on July […]
The heavy-equipment giant is on a historic run, but for investors sizing it up today, the real question is whether the engine has more power than the price tag.
Industrials ETFs XLI, VIS, PRN, and PSCI have posted strong 2026 returns amid AI infrastructure spending and defense demand, though they differ in cost, holdings, and liquidity.
Caterpillar and Walmart have both quietly reinvented themselves, but one has left the other in the dust by a margin that will genuinely surprise you. Which icon deserves fresh money right now depends on a risk you might not have considered.
Skycatch technology enables the collection and processing of high-frequency, high-precision spatial data at a large scale.
A Wall Street downgrade of Siemens Energy has sparked a sell of in shares of power generation equipment providers.
Yesterday's rally is today's sell-off as markets weigh incoming data against great expectations for second-quarter earnings season.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the memory chip trade — particularly the intraday performances of Micron Technology (MU), SK Hynix (000660.KS), and Samsung (005930.KS) — as these three big names have seemingly dragged the sector into a bear market.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the memory chip trade — particularly the intraday performances of Micron Technology (MU), SK Hynix (000660.KS), and Samsung (005930.KS) — as these three big names have seemingly dragged the sector into a bear market.
Caterpillar (CAT) is back in the spotlight after being removed from several Russell value and defensive benchmarks, while at the same time being added to the Russell Top 50 Index. This shift is refocusing attention on how investors view the stock. See our latest analysis for Caterpillar. These index changes land after a sharp run in Caterpillar's share price, with a 90 day share price return of 33.89% and a year to date share price return of 62.08%, while the 1 year total shareholder return...
The famed short-seller thinks CAT is overvalued after its mammoth run. But the landscape is changing.
A Wall Street downgrade of Siemens Energy has sparked a sell of in shares of power generation equipment providers.
TEX vs. CAT: Which Stock Is the Better Value Option?
The Dow is down 200 points, or 0.4%, following the Nasdaq and S&P 500 deeper into the red. Caterpillar stock was the worst-performing Dow component, down 5.6%. The construction equipment company, which has become an AI infrastructure play, dropped after announcing its acquisition of mining solutions company, Skycatch.
Caterpillar stock is down 5.4% on its latest acquisition, dragging the Dow lower. The stock, which has emerged as an unexpected AI play amid the infrastructure buildout, was the worst performer in the blue-chip index.
Stock Market Today: The Dow Jones index rose, while tech futures sold off amid Samsung earnings. Micron and Sandisk plunged.
Google joining the Dow Jones just made the 30-stock index even stronger.