While AI chipmakers dominate headlines, companies like Caterpillar, Eaton, and Vertiv are quietly driving the AI economy with strong financial results. Caterpillar's power generation segment grew 41% YoY, Eaton's electrical distribution revenue hit record highs, and Vertiv posted over 30% revenue growth with expanding margins and backlog. These firms benefit from AI infrastructure demand but remain under the radar for retail investors, making them attractive for long-term, retirement-focused portfolios as institutional interest grows.
Caterpillar's stock has risen 151.61% over the past year, driven by record backlog and growing demand as a key supplier for AI data centers. Despite recent profit-taking and tariff-related margin pressures, the company expects strong revenue growth a...
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 ...
