Deere just added the former US chief executive of EY, bringing audit, capital allocation and risk oversight into the boardroom of a $181.7 billion manufacturer heading into a soft stretch for farm equipment demand. Boards rarely recruit that profile without balance sheet discipline on the agenda.
Latest Activity
A 4.87% run to $659.70 is an outsized day for a $177.9 billion industrial that rarely moves like this. Whether it holds into the next session is the thing to watch.
A 4.35% intraday move to $656.40 is a big day for a $178.3 billion industrial that rarely trades like a momentum name, adding roughly $7 billion in market value before the close. Keep an eye on whether it holds above the $629.06 open.
Mad Money w/ Jim Cramer 10/7/26
- Cramer splits the market in two: credit-dependent names like Caterpillar, Ford and IBM versus AI borrowers that price near Treasuries
- SpaceX seeking $40 billion to buy Nvidia chips at triple-B rating, while Paramount Skydance bondholders got hit at 8%
- Oracle flagged as the one data-center name still exposed to credit market scrutiny
- Caller advice: swap Western Digital into cheaper Micron; Vertiv the pick after GE Vernova on data center infrastructure
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
Mad Money w/ Jim Cramer 10/2/26
- 29,000 September jobs eased rate-hike fears; G7 releasing 100 million barrels capped oil's rally
- PepsiCo called uninvestable into Thursday earnings: down 12% this year while Coca-Cola is up 22.5%
- Nvidia compute scarcity framed as the real money-maker behind data center and Starlink demand
- Caller verdicts on Applied Materials, Simon Property Group, Goldman Sachs and Duke Energy at a 3.8% yield
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
DE Coverage
Caterpillar Crashed By 25% Over 6 Months But This Global Banking Giant Says 85% Gains Will Come
Caterpillar has shed nearly 30% in six months while sitting on a backlog that stretched delivery timelines deep into the next decade, and one global bank sees something Wall Street is missing…
Caterpillar Fell Nearly 25% Over 3 Months But These Two Wall Street Firms Say It’s Going to Appreciate by Nearly 80%
Caterpillar has shed nearly 40% from its 52-week high while sitting on a backlog that stretches into 2029, and two major Wall Street firms now see a historic opportunity forming in the…
Farmers Are Getting Crushed as Wheat Slides for a Record Stretch
Wheat has logged its longest losing streak in nearly three decades, and the pain for growers goes well beyond the price chart. Here is what the collapse in the fields means for…
Caterpillar Drops 7% as Moderate Sales Outlook Overshadows Beat; Deere Sits Out the Selloff, PACCAR Dips
Caterpillar (NYSE:CAT | CAT Price Prediction) stock was priced for a raise, but traders don’t always get what they expect. Booming data center power sales and an earnings beat couldn’t rescue Caterpillar…
Caterpillar vs. Deere: Which Heavy Equipment Dividend Is Growing Faster?
Caterpillar and Deere both look like reliable income plays until you compare their dividend trajectories over the past two years, where one stock tells a very different story than its long-term reputation…
Caterpillar Sinks 5% as Deere Edges Higher: Is the Data Center Power Premium Unwinding?
The premium the market paid for Caterpillar‘s (NYSE:CAT | CAT Price Prediction) data center power business is coming under pressure fast, while the rest of the heavy machinery group holds up better.…
Caterpillar Drops 6% as Industrials Sell Off With Long Yields at a Two-Decade High; Deere Falls 4%, PACCAR Eases
Rising long-term borrowing costs are landing hardest on the companies that sell big machines on credit, and Caterpillar (NYSE:CAT | CAT Price Prediction) is absorbing the heaviest blow in the group. Caterpillar…
Deere, ADM and Bunge: 3 Farm Stocks Giving Investors Dividends For America’s Harvest
Three farm stocks collect income from completely different points in the crop chain, and right now those differences are splitting their fortunes wide open. Knowing which one fits your portfolio comes down…
Trump and Xi Buy Time on Trade. Farm and Chip Stocks Are Watching Closely.
The U.S. and China extended their trade truce, but the deal treated soybeans and semiconductors very differently. Which sector actually has something to gain, and which is already priced as if China…
Caterpillar Falls 4% While Deere Edges Higher: Is the Data Center Power Trade Unwinding?
Shares of Caterpillar (NYSE:CAT | CAT Price Prediction) are down 4% to $783.15 in Monday trading, leading industrial names lower. The slide caps a rough stretch, with Caterpillar stock down 8% over…
He Planned to Retire From Deere in October 2027. One Day Could Cost Him a $50,000 Retirement Bonus.
A longtime John Deere worker has his retirement date circled, his spouse on board, and his knees giving out. But one overlooked date buried in the benefit plan could quietly erase tens…
Deere and Caterpillar Are Both Up Over 40% This Year: Take Profits or Hold On for the Ride?
Deere and Caterpillar have each lapped the industrial sector by roughly four times over, yet the broader group never joined the party. Whether that narrowness is a warning sign or a competitive…
Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, Deere & Company, Dell Technologies, Devon Energy, Moderna, Permian Resources, PG&E, Thermo Fisher, Viper Energy, and More
Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names…
Chevron, Exxon and Other Oil Stocks Jump as Two Huge Energy Stories Collide
Iran and Venezuela just handed energy investors two completely opposite catalysts at the same time, and Chevron, Exxon, and Halliburton are reacting in real time as traders try to figure out which…
Deere and AGCO Rally 4% as Baird Upgrades Both on North America Row Crop Demand
Baird just handed two farm equipment stocks a rare double upgrade on the same morning, but the reasoning behind each call points to a very different bet on how the ag cycle…