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Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

A rare moment of agreement among AI’s biggest names has caught Burry’s attention, and his interpretation of what is happening is striking.

Stock Market Today: The Dow Jones index rises Wednesday ahead of a likely Fed rate hike and Warsh's comments. Intel and SK Hynix jump.

Senator Ted Cruz says the fight over tariffs inside the Trump administration comes down to two positions, and he named the Treasury Secretary as being on his side. "There are two camps in the Trump administration," Cruz said on the PBD Podcast in a clip published in early September. "Camp...

The Nasdaq composite recently traded 0.1% lower on the day, a near-full recovery after being down 1.3% earlier. If the tech-heavy index finishes in positive territory today, it would be the biggest intraday comeback since April 7.

Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]

Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.

Stock Market Today: The Dow Jones index rises Tuesday as Treasury yields drop. Nvidia, Micron and Sandisk rebound premarket.

Deere stock jumped over 9% after a Q3 FY2026 beat, with revenue of $12.61 billion and EPS of $5.10 topping estimates, as construction growth offset a weaker agriculture segment.

Excluding the refund, the heavy-equipment maker incurred $400 million in tariff expenses in the quarter that ended June 30.

The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic machinery.

Aug 14 () - Global equity funds attracted inflows for a 12th consecutive week through August 12, buoyed by optimism over a strong earnings ‌season and data showing weaker-than-expected U. payroll growth and easing inflation, ‌which tempered expectations of a Federal Reserve rate hike.

Massive spending on data centers and AI infrastructure can benefit “HALO” companies: hard assets, low obsolescence.

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

Record $20.5B quarterly sales driven by data center demand and a $72B backlog.

Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.

Caterpillar delivered a quarter that its own leadership called historic. Sales topped $20 billion for the first time in company history, and profit per share jumped 73% from last year. Notably, Caterpillar's (CAT) adjusted operating margin came in at 21.9%, boosted by a surprise recovery of tariff ...

Manitowoc (NYSE:MTW) reported higher second-quarter sales, orders and adjusted EBITDA, citing strong crane demand, improved operating execution and a net benefit from tariff-related items. The company raised its full-year outlook for sales, adjusted EBITDA, earnings per share and free cash flow. Se

By Anna Szymanski August 7 (Reuters) - Your weekly market recap, with reading, watching and listening recommendations from the ROI team From the Editor Tech earnings hogged the spotlight this week, as

Aug 7 (Reuters) - U.S. equity funds recorded outflows in the week to August 5 as some investors cashed in gains after a record-setting market rally and awaited Friday's July jobs report, a key input

Caterpillar raises its 2026 sales outlook as record backlog, stronger segment demand and added power capacity support higher second-half growth.

The industrial equipment maker saw stronger-than-expected North American construction sales and continued momentum for AI-related infrastructure. A $392 million tariff refund also bolstered profits.

The Dow and S&P 500 closed at record highs as AI-linked earnings lifted stocks leaving questions about when the bubble will burst.

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.

(Updates with index/price moves and macroeconomic data from the first paragraph.) US equity index

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

(Updates with market moves at the end of the day, and other changes, if any.) The S&P 500 and the