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

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

The article compares two industrial stocks: Caterpillar, a construction and mining equipment leader with $67.6B in FY2025 revenue and $7.5B in free cash flow, and Corning, a materials science company with $15.6B in revenue growing 19.1% driven by AI infrastructure demand. While Caterpillar offers better valuation metrics (Forward P/E of 29.7x vs 45.7x), Corning benefits from AI tailwinds. Both stocks trade above historical averages, making them premium-priced choices for industrial investors.

09/24/2026, 9:15 AM • The Motley Fool

What Higher Interest Rates Mean for Caterpillar, GE Vernova, and Vertiv

Recent interest rate hikes caused a sell-off in industrial stocks. Caterpillar's construction and resource segments are most vulnerable to higher rates, while its AI-driven power & energy segment remains resilient. GE Vernova's strong $176 billion backlog provides multiyear protection against rate increases. Vertiv is least exposed due to AI data center spending being cash-funded by well-capitalized hyperscalers rather than debt-dependent.

09/21/2026, 4:35 AM • The Motley Fool

There Are Only a Handful of Dow Stocks That Yield Over 3%. Here's My Top Pick to Buy Before September Ends.

Chevron stands out among Dow stocks with a 3.4% dividend yield, more than double the index average. Beyond traditional oil operations, the company's emerging power business—including a 20-year Microsoft contract to supply electricity to a Texas data center—offers more predictable cash flow. Additional growth drivers include new oil discoveries in Angola, expanded base oils distribution, and planned Venezuelan production increases.

09/11/2026, 3:05 AM • The Motley Fool

Bill Gates Says He Still Won't Invest in Crypto, Calls It a "Pure Mania-Driven Asset." Here's Why He's Right.

Bill Gates reiterates his stance against cryptocurrency investment, describing Bitcoin as a 'mania-driven asset' lacking fundamental value. Unlike stocks in productive companies that generate revenue and earnings, Bitcoin's value depends solely on future buyer demand. While Bitcoin could continue appreciating, Gates argues that diversified stock portfolios offer a more tangible foundation for long-term wealth building.

09/05/2026, 7:30 PM • The Motley Fool

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.

09/04/2026, 7:30 AM • The Motley Fool