Pomegra
Technology
MAJOR
3d ago5 min read
Anthropic's $3.4B OnePWR Gas Generator Deal Explained
Anthropic paid about $3.4 billion for 1.7 GW of OnePWR gas generator commitments, the largest AI power-equipment purchase yet, to fuel its data centers.
Company hub
CAT stock news & analysis
Everything Pomegra has published on CAT: 20 news articles and 3 market briefs, newest first.
Market briefs on CAT
- Caterpillar Stock Falls 3.3% on Analyst Cuts, FTC Inquiry
Caterpillar (CAT) is now about 28% below its June high as valuation worries and a farm-equipment inquiry weigh.
Oct 14
- Caterpillar Stock Falls 5.7% After Zacks Downgrade to Hold
Caterpillar (CAT) fell to $813.83, dragging the Dow down 0.66% as a farm-equipment inquiry also hit peers.
Oct 8
- Durable Goods Orders Jump 1.1% in August, Tripling Estimates
August durable goods orders tripled the 0.4% forecast at 1.1%, boosting industrial stocks (XLI) on Friday.
Sep 25
CAT news
Business & Earnings
MAJOR
Oct 295 min read
Caterpillar (CAT) Q3 2026: Why Shares Fell Despite Beat
Caterpillar beat Q3 2026 forecasts with $7.20 adjusted EPS and a record $78.1B backlog, yet shares tumbled as tariff costs and an unchanged outlook weighed.
Technology
MAJOR
Oct 266 min read
CoreWeave Stock Falls 30% in October on $50B Debt Fears
CoreWeave (CRWV) shares are down about 30% in October as a $50 billion debt load and bond yields above 15% raise doubts over AI infrastructure funding.
Markets
MAJOR
Sep 117 min read
Caterpillar Tops the Dow Industrials Average on AI Pivot
Caterpillar surged 2% Friday, topping the Dow Jones industrials average as Wall Street reclassified CAT as a data center stock on a 72% AI power demand surge.
Technology
MAJOR
Sep 106 min read
CAT Tops $16B as Generators Power AI Data Centers
Caterpillar's record $16.54B Q2 revenue and $28B backlog, up 92% year-over-year, have reshaped how Wall Street categorizes CAT among AI infrastructure holdings.
Technology
MAJOR
Sep 86 min read
Caterpillar Leads Dow on AI Infrastructure Surge
Caterpillar (CAT) gained 1.65% Monday to top the Dow as AI data center construction and power grid buildout drove its order backlog to a record $2 billion, with customers booking equipment through…
Geopolitics
SEISMIC
Aug 316 min read
Canada Hits $125B in U.S. Goods With Tariffs Up to 50%
Ottawa's retaliatory tariffs on $125B in U.S. goods take effect September 8, lifting steel stocks while farm equipment and appliance makers warn of margin compression.
Markets
NOTABLE
Aug 47 min read
Caterpillar Gains as Industrial Demand, Backlogs Strengthen
Caterpillar shares climbed as recovering construction activity and swelling order backlogs signal a durable upcycle across the company's core heavy-equipment segments.
Markets
MAJOR
Aug 46 min read
S&P 500 at 7,712 Targets All-Time High on Broad Advance
The S&P 500 pushed to within striking distance of an all-time record on August 4, 2026, climbing 1.47% to 7,712 as 319 of its 500 components advanced — evidence that the move extends well beyond…
Economy
Jul 287 min read
U.S. June Durable Goods Orders Miss by Wide Margin
June durable goods orders rose just 0.3%, sharply below the 2.5% consensus forecast, signaling broad softness on the American factory assembly line and raising fresh doubts about second-half…
Markets
Jul 268 min read
CAT Stock Up 100% as Data Center Infrastructure Surge Revalues Caterpillar
Caterpillar's stock has doubled over the past year as AI-driven power infrastructure demand reshapes the industrial giant into a high-growth data center infrastructure play.
Markets
Jul 17 min read
Dow Jones Wraps Best First Half in 5 Years
The Dow Jones Industrial Average closed H1 2026 up 8.9%, its strongest first-half performance since 2021, driven by record earnings, tariff relief, and an AI-fueled semiconductor surge.
Markets
Jun 307 min read
Industrials Surge 2.5% on Defense and Infrastructure Bets
The industrials sector rally gained momentum as defense spending 2026 commitments and infrastructure stocks fueled a decisive sector rotation away from technology.
Technology
Jun 247 min read
GE Vernova: Project Kilby Proves Off-Grid AI Power Model
GE Vernova lands turbine contracts for Project Kilby, a 2.67 GW Chevron-Microsoft off-grid Texas plant validating behind-the-meter energy delivery for AI data centers.
Markets
Jun 187 min read
Dow Record High at 52,000 as Nasdaq Selloff Deepens
The Dow Jones crossed 52,000 for the first time as financials and industrials rallied, even as a semiconductor selloff dragged the Nasdaq to multiweek lows.
Markets
Jun 46 min read
U.S. Factory Orders Jump 4.8% in April 2026
U.S. factory orders surged 4.8% in April, beating estimates and posting the sharpest monthly gain in 11 months as US industrial production and economic data signal durable industrial strength.
MarketsEconomy
Jun 17 min read
Cyclical Stocks Rally as Fed Delays Rate Cuts to 2027
Fed rate cuts deferred to 2027 and Fed interest rates anchored at 3.50%–3.75% fuel a broad rotation into cyclical stocks as AI trade multiples compress in 2026.
Markets
Jun 17 min read
Oracle Q4 2026 Earnings: AI Rotation Inflection
Oracle's June 10 Q4 FY2026 earnings report arrives as the AI stock rotation deepens and investors demand proof that $50 billion in annual capital spending is paying off.
Markets
May 197 min read
Wall Street Stocks Slide May 19, 2026 — Chips, Yields, Oil Collide
Wall Street's three major indexes opened in negative territory on Tuesday, May 19, 2026, as a convergence of macro headwinds — rising Treasury yields, a persistent global bond selloff, and a sharp…
Markets
Jan 295 min read
Market Selloff Accelerates as Microsoft AI Spending Concerns Trigger Tech Rout
US stocks plunged Thursday as Microsoft's massive capital expenditure guidance sent shockwaves through technology shares, with the Nasdaq posting its worst session since October amid growing investor ...