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.
Caterpillar and Walmart have both quietly reinvented themselves, but one has left the other in the dust by a margin that will genuinely surprise you. Which icon deserves fresh money right now…
Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through…
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL | DELL…
Michael Burry of The Big Short fame has been making quite a few bearish bets across many of the pricier-looking names fitting the AI theme. While it’s too soon to tell whether…
Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027. That capital buys far more than GPUs:…
Savita Subramanian, Bank of America Securities’ head of US equity and quantitative strategy, took to CNBC this week with a simple message. Corporate earnings are “gangbusters”, and the trade you actually want…
Caterpillar (NYSE: CAT | CAT Price Prediction) has been one of the more surprising mega-cap winners of 2026, riding a record backlog, AI-driven power generation demand, and aggressive capital returns to fresh…
Vandita Jadeja CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with…
The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift…
Caterpillar (NYSE:CAT | CAT Price Prediction) has been one of the most surprising large-cap winners of 2026. The world’s largest construction and mining equipment maker has ridden an AI-driven power generation boom,…
Vandita Jadeja On a recent Diet TBPN segment, co-host John Coogan read at length from an Economist piece making a striking claim about where corporate America now lives. The thesis, quoted directly: “Texas is…
Caterpillar (NYSE:CAT | CAT Price Prediction) at $909.81 is a hold. The stock sits within striking distance of its $931.35 52-week high after a historic run, mixing a real AI-driven growth story…
Vandita Jadeja The Dow’s industrial-era anchors are quietly outpacing the broader market. Over the past year, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) returned 24.37%, and the Dow tracker returned 20.22%. Three “old…
Every headline this week wants you to buy Zillow Group (NASDAQ:Z | Z Price Prediction) on the back of an earnings beat and a fresh AI-platform pitch from CEO Jeremy Wacksman. But…
