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AI Mania Makes Old-School Industrials Behave Like Chip Stocks
Bloomberg95d agoneutral
AI Mania Makes Old-School Industrials Behave Like Chip Stocks

(Bloomberg) -- Optimism surrounding the potential for industrial companies to profit from the artificial intelligence boom has fueled record-setting momentum in the sector. Now worries are mounting that the group’s link to AI may be getting too tight.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He Moved Wome

How The Deere (DE) Investment Narrative Is Shifting As Optimism Meets Valuation Concerns
Simply Wall St.98d agoneutral
How The Deere (DE) Investment Narrative Is Shifting As Optimism Meets Valuation Concerns

Deere's fair value anchor sits at US$665.10, with the latest update keeping that price target unchanged even as some inputs around growth and returns are refined. This stability comes while many analysts lift their price targets into the US$700s on the back of Q1 execution and raised guidance, and a smaller group questions whether the recent move in the stock already embeds an optimistic earnings path. As you read on, you will see how to interpret these mixed signals and keep up with the...

Deere Keeps Paying Out, but Is That Dividend Safe?
24/7 Wall St.100d agoneutral
Deere Keeps Paying Out, but Is That Dividend Safe?

Deere (NYSE: DE), widely considered the world’s largest maker of agricultural equipment, pays its next quarterly dividend of $1.62 per share on May 8, 2026. With the payout held flat at $1.62 across the past several quarters and the ag cycle bottoming, income-focused investors want to know if the dividend is secure. Let’s find out. Dividend ... Deere Keeps Paying Out, but Is That Dividend Safe?

New Deere CFO Appointment Puts Focus On Valuation And Capital Allocation
Simply Wall St.100d agoneutral
New Deere CFO Appointment Puts Focus On Valuation And Capital Allocation

Deere & Company (NYSE:DE) has appointed Brent Norwood as its new Chief Financial Officer. The appointment follows a comprehensive internal and external search. Norwood has been involved with major acquisitions and Deere's Smart Industrial strategy. Deere is a major player in agricultural, construction, and forestry equipment, as well as precision agriculture technology. The CFO change arrives as equipment makers continue to focus on productivity, automation, and digital tools that can help...

What Kamikaze Dolphins Mean for Defense Stocks—and Other News of the Weird
Barrons.com101d agoneutral
What Kamikaze Dolphins Mean for Defense Stocks—and Other News of the Weird

On Tuesday, Defense Secretary Pete Hegseth and Joint Chiefs Chair Dan Caine held a morning press conference to review “Project Freedom,” which was America’s latest attempt to open the Strait of Hormuz to commercial shipping by using naval escorts. Restricted shipping amid the Iran-U. S. conflict sent global benchmark crude oil prices up more than $30 per barrel. Investors got their update, although President Donald Trump suspended “Project Freedom” on Wednesday.

DEI Programs Are Dwindling But the Trump Administration Isn't Done
Bloomberg103d agoneutral
DEI Programs Are Dwindling But the Trump Administration Isn't Done

(Bloomberg) -- After a remarkably successful effort to extinguish diversity, equity and inclusion programs at US employers, federal officials are stepping up their push against corporate America’s remaining DEI initiatives.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysWorld’s Largest Container Carrier Plans Route Avoiding HormuzPhilippines Says

Has CAT Stock Run Ahead Of Its Valuation?
Trefis106d agoneutral
Has CAT Stock Run Ahead Of Its Valuation?

The defining feature of Caterpillar's (CAT) Q1 2026 performance is the decoupling of its valuation from the traditional heavy machinery cycle. At the April 30 close price of $890 and a forward earnings estimate of $23.43, the stock is trading at 38 times earnings. This multiple indicates that the market has transitioned from viewing Caterpillar as a cyclical industrial to a structural play on the AI data center buildout. The $63 billion backlog, which grew 79% year over year, is the primary evid