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#bae-systems #defence-spending #military-contracts #vertiv #data-center-infrastructure #ai-capex
Business
from24/7 Wall St.
3 days ago

3 Cataylsts Behind Vertiv's 20% Weekly Jump: 252% Order Growth Fuels 2026 Guidance Boom

Vertiv's stock surged on record orders, massive institutional inflows, and strong backlog, signaling accelerated AI data-center capex and expectations of rapid revenue growth.
Business
fromFortune
1 week ago

The most unexpected winner of the AI boom? Caterpillar | Fortune

Caterpillar's stock surged to record highs as market cap rose from $270B to $347B, driven by strong demand, AI exposure, record revenues, and a $51B backlog.
Business
from24/7 Wall St.
1 month ago

3 Reasons Broadcom Crashed 15% on Blockbuster Earnings -- And the Real Reason to Load Up Now

Broadcom posted record AI-driven revenue and strong guidance, yet shares plunged due to investor concerns about AI backlog and market reaction, creating a buying opportunity.
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