Caterpillar has outperformed Deere over the past year, driven by increased demand for AI-related power generators and benefits from manufacturing reshoring. Deere’s performance has largely mirrored the broader market, leading to a maintained neutral rating until its upcoming earnings report, which will be a key factor for reassessment. The manufacturing sector’s momentum, supported by data center expansion and reshoring efforts, remains a crucial influence on both companies. Investors are advised to watch Deere’s earnings closely for future guidance.
Piper Sandler's Craig Johnson advises investors to keep expectations low for the Trump-Xi summit, anticipating modest deals mainly in aircraft and agricultural products. The market has already priced in subdued outcomes, reducing the risk of disappoi...
With tech stocks dominating recent gains, three closed-end funds offer attractive dividend yields up to 11.8%, focusing on sectors like financials, bonds, and infrastructure. The Gabelli Equity Trust (GAB) provides a 10.6% payout with minimal tech ex...
The crop micronutrients market is rapidly evolving with AI technologies, attracting over $3.15 billion in investments from major tech and agriculture firms. Innovations like AI-powered nutrient deficiency detection, precision sprayers, and digital tw...
