You Can Do Better Than Tesla: 3 Industrial Stocks With More Upside

The article argues that three industrial stocks—Caterpillar, Lockheed Martin, and GE Vernova—offer better investment opportunities than Tesla. These companies benefit from AI-driven electricity demand and defense spending, with record order backlogs stretching years into the future. Caterpillar's power generation revenue surged 75%, Lockheed Martin's backlog reached $292 billion, and GE Vernova's backlog hit $197 billion, while Tesla faces margin pressures and a softening EV market.

11/13/2026, 11:45 AM • The Motley Fool

Data Center Backlash Is Bipartisan, and That Changes the Math for AI Investors

Voters across the U.S. overwhelmingly rejected AI data center development in midterm elections, with 98% of local ballot initiatives voting against new data centers. This bipartisan backlash is prompting analysts to predict AI capital expenditure growth will peak in 2027 rather than 2028-2029, potentially slowing semiconductor and construction stocks. Large-cap hyperscalers with strong balance sheets are better positioned to handle increased regulatory costs, while smaller competitors face pressure.

11/12/2026, 3:15 AM • The Motley Fool

Caterpillar: 3 Key Takeaways for Long-Term Investors

Caterpillar reported record Q3 2026 quarterly sales of $20.7 billion, driven by surging AI data center power demand and infrastructure projects. The company's order backlog reached a historic $78 billion (96% increase year-over-year), with orders extending to 2030. Management announced a $1 billion manufacturing capacity expansion in North Carolina and expects full-year 2026 revenue growth in the mid- to high teens.

11/01/2026, 10:01 PM • The Motley Fool

Anthropic Just Committed Up to $567 Billion to Compute and Infrastructure. These 3 Industrial Stocks Build What That Money Buys.

Anthropic's planned $542-567 billion spending on compute and infrastructure highlights massive opportunities for industrial companies supplying power and equipment to AI data centers. Caterpillar, Bloom Energy, and GE Vernova are positioned to benefit from demand for backup generators, fuel cells, and electrical equipment needed to build and operate these facilities.

10/30/2026, 4:50 AM • The Motley Fool

Caterpillar Is Quietly Becoming an AI Stock. Here's the Segment Growing 72% That Proves It.

Caterpillar's power generation equipment segment is experiencing explosive growth driven by AI data center demand, with retail sales climbing 72% in Q2. The company's backlog has expanded 92% to a record $72 billion, with customers placing orders through 2030. As data centers consume increasing amounts of electricity (projected to double by 2030), Caterpillar positions itself as an indirect AI beneficiary through its power and energy solutions.

10/24/2026, 6:37 AM • The Motley Fool

GE Vernova vs. Caterpillar: Which Has More Exposure to the AI Power Build-Out?

Both GE Vernova and Caterpillar are benefiting from massive AI infrastructure spending, with hyperscaler capital investments expected to reach $1.7 trillion by 2027. GE Vernova has greater direct exposure to data center power needs through gas turbines and electrification equipment, with a $176 billion backlog and 20% of orders from data centers. Caterpillar benefits from backup power systems and construction equipment for data centers, with a $72 billion backlog. GE Vernova has outperformed significantly since 2024 (+596% vs +149%), but both stocks have declined from recent highs.

10/18/2026, 2:30 AM • The Motley Fool

Stock Market Midday, Oct. 15: Markets Mixed as AI Sell-Off Continues

Markets showed mixed performance on October 15, 2026, as concerns over AI debt and capital costs triggered a semiconductor sell-off. The Dow rose 0.82% while the Nasdaq fell 0.36%. Inflation data and CoreWeave's elevated bond yields (15%) spooked investors, though Nvidia's CEO attempted to restore confidence. AI stocks comprise 40% of the S&P 500, making diversification critical for investors.

10/15/2026, 12:35 PM • The Motley Fool

Caterpillar vs. Corning: Which Industrials Stock Is a Better Buy in 2026?

The article compares two industrial stocks: Caterpillar, a construction and mining equipment titan with record backlog and growing dividends, versus Corning, a materials science leader benefiting from AI data center demand. While Caterpillar offers proven industrial exposure with reliable income, Corning's optical communications business is growing over 30% year-over-year with ambitious revenue targets of $20B by end-2026, $30B by 2028, and $40B by 2030. The author recommends Corning for patient investors seeking exposure to AI infrastructure growth.

10/09/2026, 5:03 PM • The Motley Fool

Stock Market Midday, Oct. 7: Rising Treasury Yields Pressure Stocks, Caterpillar tumbles over 6%

Major stock indices declined on October 7, 2026, as rising Treasury yields and oil price concerns pressured the market. The S&P 500 fell 0.51%, Nasdaq dropped 0.55%, and the Dow declined 0.98%. Caterpillar led declines with a 6% drop following an analyst downgrade, while Deere slid on federal inquiry news. ZIM Integrated Shipping Services gained after raising 2026 guidance. The Federal Reserve's September meeting minutes were expected later that day.

10/07/2026, 12:36 PM • The Motley Fool

Caterpillar Trades Above $800. Here's Why It Could Be a $1,000 Stock by 2028.

Caterpillar stock, currently trading around $845, could reach $1,000 by 2028 due to three key drivers: surging demand for power generation equipment from AI data centers, a strategic shift toward high-margin services revenue (targeting $30 billion by 2030), and sustained demand from infrastructure and mining sectors. The company reported record Q2 revenue of $20.5 billion with a 20.9% operating margin and 68% EPS growth, while maintaining a 32-year dividend increase streak.

10/03/2026, 12:31 PM • The Motley Fool

Want Reliable Dividend Income? These 2 Industrial Stocks Deliver.

Industrial stocks Caterpillar and Waste Management are recommended for reliable dividend income. Caterpillar has increased its dividend for 32 consecutive years with strong Q2 results and growing AI data center business. Waste Management, North America's largest waste management company, has increased its dividend for 23 consecutive years with a higher yield of 1.8%. Both companies offer consistent cash flow and strong competitive positions despite modest current yields.

10/01/2026, 10:15 AM • The Motley Fool

Stock Market Indexes Rally on Inflation Data, Though the Dow Sat It Out

The Nasdaq Composite rose 1.1% and S&P 500 gained 0.6% following cooler-than-expected inflation data, with core PCE rising just 0.2% in August versus the 3.3% forecast. However, the rally was driven almost entirely by six mega-cap tech stocks, while the Dow remained flat as heavyweights like Caterpillar and Goldman Sachs declined. The market has shifted expectations for the next Fed rate hike from October to December.

09/30/2026, 1:03 PM • The Motley Fool

Stock-Split Watch: Is Caterpillar Next?

Caterpillar stock has surged 76% over the past year, touching an all-time high of $1,064 in late June, but is now trading around $820 after a 23% pullback from its peak. While the company has a history of stock splits (five times since 1976), analysts believe a near-term split is unlikely given current share prices. Strong financial performance, including record 2025 revenue of $67.6 billion and Q2 2026 revenue growth of 24%, supports the company's position as a leading industrial stock.

09/29/2026, 8:11 AM • The Motley Fool

Is Caterpillar the Best Industrials Stock to Buy Right Now?

Caterpillar delivered one of its strongest quarters, with Q2 2026 revenue up 24% to $20.5 billion and a record $72 billion backlog driven by AI infrastructure demand. The company's EPS reached $7.77, and analysts project significant upside with an average price target of $975 versus the current $803 price. However, the trailing P/E ratio above 35 reflects elevated valuation, though justified by multiyear demand visibility and reduced cyclicality.

09/24/2026, 1:15 PM • The Motley Fool

Market Indexes Fall Again as the 30-Year Yield Hits a 2004 High

U.S. stock markets declined for a second consecutive day as Treasury yields reached multidecade highs and geopolitical tensions drove oil prices up. The Nasdaq fell 0.8%, the Dow 0.6%, and the S&P 500 0.5%. Oracle's data center project faced delays due to power supply issues, while Meta gained on AI optimism. The U.S. and China extended their trade truce by only two months instead of the three years China sought.

09/24/2026, 12:35 PM • The Motley Fool