Caterpillar is gaining attention as a key player in powering AI infrastructure, with its Power Generation segment growing 41% year-over-year in Q1, despite representing only 16.2% of total sales. The company reported a record $63 billion backlog, up 79% from last year, indicating strong demand. However, there is uncertainty whether the market is underestimating Caterpillar's growth potential or if converting this backlog into revenue will take longer than expected. The author remains bullish on Caterpillar but notes a preference for some peers in the sector.
Jim Cramer warns that rising bond yields, driven by surging oil prices and geopolitical tensions, could derail the stock market rally and reduce chances of Federal Reserve interest rate cuts. He highlights the need for a stable bond market and lower ...
Cathie Wood's ARK Innovation ETF, known for investing in disruptive tech companies, has seen only modest gains in 2026 despite a strong technology and AI-driven market rally. While semiconductor stocks and companies linked to AI, such as Caterpillar,...
Jim Cramer endorsed Caterpillar as a buy, highlighting three growth drivers: AI hyperscalers needing industrial engines for data center power, rising oil and gas activity, and strong infrastructure demand. Caterpillar's Power Generation revenue surge...
Caterpillar Inc. announced its 2025 Annual and Sustainability Reports, highlighting record sales and revenues of $67.6 billion, its highest ever. The company outlined a refreshed strategy focused on profitable growth through commercial excellence, ad...
