For those interested in getting paid with some AI exposure, Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) all fit the criteria.
Of these three, Caterpillar's traditional business is the most exposed to higher interest rates. GE Vernova's strong backlog offers multiyear protection from any temporary economic weakness.
Caterpillar addresses two key AI bottlenecks: power and construction. The recent dip has resulted in a more attractive valuation.
Vertiv's sales jumped 24% as it expanded its manufacturing and liquid-cooling capacity to serve AI data centers. Caterpillar is supplying gas generators and turbines to power data centers at a faster pace than new grid connections can keep up with.
Caterpillar just sent its self-driving trucks to two more quarries, but the autonomous milestone tells almost nothing about what is actually moving the stock. Understanding the real driver changes how you read the dip.
Coca-Cola and Caterpillar have both raised dividends for decades, but inside a Roth IRA the two stocks serve completely different investors, and picking the wrong one could cost you years of compounding.
EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.
Caterpillar, Komatsu and Terex have been highlighted in this Industry Outlook article.
In the closing of the recent trading day, Caterpillar (CAT) stood at $798.57, denoting a +2.02% move from the preceding trading day.
The prospects of the Zacks Manufacturing - Construction and Mining industry look good. Stocks like CAT, KMTUY and TEX are worth a look.