Caterpillar’s AI power trade gets fresh proof as Microsoft-Chevron deal taps Solar Turbines

Caterpillar was pulled deeper into the artificial-intelligence power trade on Monday after Chevron said a Caterpillar unit would help supply capacity for Project Kilby, a 2.67-gigawatt natural-gas power development tied to a Microsoft-operated data center in West Texas. The project gives the heavy-equipment maker a concrete place in one of the largest U.S. co-located power-and-compute plans disclosed so far.

Artificial Intelligence · NASDAQ:MSFT · NYSE:CAT · NYSE:CMI · NYSE:CVX · NYSE:GE
Caterpillar stock price jumps 7% as Dow tops 50,000 — what’s next for CAT shares

Caterpillar stock price jumps 7% as Dow tops 50,000 — what’s next for CAT shares

Caterpillar jumped 7.1% to $726.20 on Friday, catapulting the Dow past 50,000 for the first time as traders looked outside the tech giants. The stock has climbed roughly 27% this year, on top of its better than 50% rally in 2025. “What’s driven it recently has been the broadening we have seen in the market,” Horizon Investment Services CEO Chuck Carlson told Reuters.
7 February 2026
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Cummins (CMI) Q3 2025: Revenue $8.32B, Adjusted EPS $5.59; Dividend Lifted to $2.00 as Data‑Center Power Drives Beat and Accelera Faces Strategic Review

Cummins (CMI) Q3 2025: Revenue $8.32B, Adjusted EPS $5.59; Dividend Lifted to $2.00 as Data‑Center Power Drives Beat and Accelera Faces Strategic Review

Cummins Inc. delivered a stronger‑than‑expected third quarter, powered by surging demand for data‑center backup generation and solid service activity, even as North American truck markets softened. The company also raised its quarterly dividend and said it is conducting a strategic review of its electrolyzer business within the Accelera unit following non‑cash charges this quarter. Reuters+1
6 November 2025
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