The surface narrative surrounding GE Aerospace (GE) is dominated by its massive second quarter 2026 earnings beat and raised full year guidance, but the underlying data reveals a distinct tension between top-line acceleration and profitability. The defining insight is not the adjusted earnings per share of $2.02 against a $1.86 consensus, nor the $12.6 billion in adjusted revenue that marked a 24% year over year increase. Rather, it is the margin compression that GE absorbed to physically delive
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The biggest constraint on AI data centers right now has nothing to do with chips, and three industrial stocks are quietly capturing the earnings surge that constraint is creating.
Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.
In the latest trading session, Caterpillar (CAT) closed at $914.3, marking a -2.04% move from the previous day.
Caterpillar is expected to announce its second-quarter earnings soon, and Wall Street forecasts a double-digit rise in its profits.
While the market was focused on its slowing construction business, one of Caterpillar’s divisions was quietly building a record-breaking order book that hinted at the rally to come.
With 87 hedge funds holding stakes in the stock, Caterpillar Inc. (NYSE:CAT) is among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations. On July 2, Caterpillar Inc. (NYSE:CAT) announced the launch of its workforce commitment in Texas as part of its five-year, $100 million Building the Future Workforce Initiative. The company has initially committed […]
GE Vernova Inc. (NYSE:GEV) is among the Ray Dalio Stock Portfolio. On July 7, Barron’s said GE Vernova Inc. (NYSE:GEV) fell 6.5% Tuesday. Caterpillar and Cummins dropped 3.1% and 2.7%, respectively. This happened after Barclays downgraded German rival Siemens Energy to Sell from Hold, per FactSet. Siemens Energy slid 8.9% in overseas trading. Barron’s said neither GE Vernova […]
FAST beats Q2 sales estimates as contract customer growth and digital sales gained momentum, but margin pressures and weaker cash flow weighed on the stock.
The real story behind the earthmoving giant’s doubled stock price emerged from a record-setting order book for a very different kind of machine.
Caterpillar (CAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.
Caterpillar's Construction Industries segment recorded a 38% surge in sales, reflecting faster growth in this part of the business. The company is putting more emphasis on digital tools, equipment rental, and technology-driven recurring revenue streams. Caterpillar has outlined ambitious growth goals for 2030 that lean heavily on this shift in business mix. Caterpillar (NYSE:CAT) is drawing fresh attention as its Construction Industries segment moves into the spotlight, backed by a 38%...
Caterpillar's Construction Industries segment gains momentum with a 38% increase in Q1 2026 sales, digital expansion and a 2030 growth goal.
Preformed Line Products Company (NASDAQ:PLPC) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer was bullish on the stock during the episode, as he stated: After decades where software was in charge, now it’s all about setting up massive buildings, […]
Here is how Alta Equipment (ALTG) and Caterpillar (CAT) have performed compared to their sector so far this year.
FTSE 100 down 5 points to 10,492 Oil prices hit 3-week high amid new US-Iran strikes Plus500, PageGroup, Oxford Nanopore post numbers 11.04am: Can markets absorb Gulf risks? This week "will be a test to see if the continued skirmishes between the US and Iran can be absorbed by...
One prioritizes global reach and infrastructure exposure; the other relies on government contracts and trades at a steep discount.
FAST heads into Q2 earnings with higher EPS expectations as strong manufacturing demand, contract wins and digital initiatives support sales growth.
As capital spending expands beyond AI-focused tech companies, two industrial stocks are poised to benefit from it.
In the latest trading session, Caterpillar (CAT) closed at $938.39, marking a -1.02% move from the previous day.
Both Broadcom and Caterpillar are strong options for gaining exposure to the artificial intelligence (AI) buildout, with their consistent dividend payouts over time making them attractive to investors with an appetite for income.

Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.

Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.
Caterpillar stock has delivered a very large 389.9% return over the past five years, yet valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate indicating a premium while earnings-based multiples still look supportive. The 389.9% five-year return highlights how much future growth expectations are already reflected in Caterpillar's share price. Investor enthusiasm around Caterpillar's role in AI-related infrastructure and recent...
Caterpillar is losing momentum as investors weigh rich valuations, tariffs and execution risks.