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 $931.35 52-week high after a historic run, mixing a real AI-driven growth story…
Vandita Jadeja The Dow’s industrial-era anchors are quietly outpacing the broader market. Over the past year, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) returned 24.37%, and the Dow tracker returned 20.22%. Three “old…
Every headline this week wants you to buy Zillow Group (NASDAQ:Z | Z Price Prediction) on the back of an earnings beat and a fresh AI-platform pitch from CEO Jeremy Wacksman. But…
The Trump administration is about to hand five equipment makers a margin gift, and the window to position is closing fast. I’ve been tracking this tariff-relief setup across the industrial complex for…
There’s a line item sitting on Caterpillar’s financials that does not look like an AI story at first glance. According to Stephen Morris and Andrew Sather on The Investing for Beginners Podcast,…
Jeremy Phillips The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout.But here’s what you should actually be watching.The…
Caterpillar (NYSE:CAT | CAT Price Prediction) is undergoing a significant rerate in the industrial sector. The stock is up 151.61% over the past year and 48.24% year to date, fueled by a…
Vandita Jadeja Jim Cramer just put a buy stamp on Caterpillar, and the most interesting reason is electrons, not bulldozers. On the May 11 episode of Mad Money, a caller named Michael asked Cramer…
Jeremy Phillips This article explores the growth experienced by Bloom Energy ($BE) and Caterpillar($CAT) over the past year. These companies could extend their bull run, due to their competitive advantages that sets them as…
Everyone knows Bill Gates’ Microsoft (NASDAQ:MSFT | MSFT Price Prediction) story. The interesting position sits one line further down the Gates Foundation Trust’s 13F: Caterpillar (NYSE:CAT), the yellow-iron giant most investors still…
Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout. Caterpillar (NYSE:CAT | CAT Price Prediction) stock is up…
