Every time Silicon Valley's biggest names line up behind a single message, someone eventually asks who benefits from such universal agreement. This time, that someone was the investor best known for calling the housing crash before almost anyone else saw it coming.
Michael Burry has spent the past year building a reputation as one of the AI industry's loudest skeptics. His latest target is not a stock but a story. When three of the sector's most powerful executives suddenly agreed the technology needed to slow down, Burry saw the timing as less about caution and more like a self-serving pitch.
Burry has spent much of 2026 building short positions against companies tied to the AI trade, disclosing bets against Nvidia, Tesla, Micron, Applied Materials, Caterpillar and a leading semiconductor ETF, according to TheStreet.
On September 14, Burry published a post on X and on his Substack, Cassandra Unchained, arguing that people should take a moment to understand how self-serving it is for OpenAI, Anthropic and other big hyperscaler executives to talk about slowing things down. The post circulated quickly across financial media, Yahoo Finance reported.
Related: Michael Burry doubles down on his surprising AI bet

#michael #time #someone

Caterpillar (CAT) trades around $780. The market puts roughly a two-in-three chance that the stock finishes somewhere between about $525 and about $1,170 a year from now. That is not a forecast of direction. It is the size of the swing a holder is already carrying, and Caterpillar's own record says it is no exaggeration.
Measured from around $780, the floor of that range sits roughly a third below today's price and the ceiling close to half again above it. The extra room on the upside is arithmetic, not optimism. A stock cannot fall below zero and can rise without limit, so the upper end is always the longer one. There is also roughly a one-in-six chance of finishing above the band, and the same chance of finishing below it.
A third of the money in the position can go, and the band's low end is not the worst case. The same market pricing that drop is pricing a larger gain on the other side. The size of your position decides how much of that drop, or that gain, you actually feel.
None of that width is theoretical here. Caterpillar returned 83% over the past twelve months, against about 17% for the S&P 500, and it still trades about 26% below its 52-week high. Both of those belong to the same year. A stock that can do both is the kind an options market prices this wide.
Implied volatility of 39.9% is running level with the 40.0% the stock has actually delivered over the trailing year. The market is quoting the recent past forward rather than charging extra for fear. What could make the year ahead different sits inside the business.

#market #below #chance #around

Auxier ******* et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted Caterpillar Inc. (NYSE:CAT). Caterpillar Inc. (NYSE:CAT) is a leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. On September 14, 2026, Caterpillar Inc. (NYSE:CAT) closed at $784.00 per share. Over the past month, Caterpillar Inc. (NYSE:CAT) declined 7.12%, but its shares are up 77.23% over the past year. Caterpillar Inc. (NYSE:CAT) has a market capitalization of $360.39 billion, and its stock has traded within a 52-week range of $423.32 to $1,073.46.
Auxier ******* et Management stated the following regarding Caterpillar Inc. (NYSE:CAT) in its Q2 2026 investor letter:
"Industrials were the strongest performing sector during the quarter. Tech-facing industrial players benefited from a shift in investor focus toward AI buildout rather than the development of AI models. Caterpillar Inc. (NYSE:CAT) and Gates also benefited indirectly from the expansion of AI infrastructure, particularly through increased demand for energy generation and cooling capacity in data centers."
Photo from Hycroft Mining website

#letter

Auxier ******* et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted Gates Industrial Corporation Ltd. (NYSE:GTES). Gates Industrial Corporation Ltd. (NYSE:GTES) is a leading manufacturer of engineered power transmission and fluid power solutions. On September 14, 2026, Gates Industrial Corporation Ltd. (NYSE:GTES) closed at $25.42 per share. Over the past month, Gates Industrial Corporation Ltd. (NYSE:GTES) declined 6.17%, and its shares gained 0.77% over the past 52 weeks. Gates Industrial Corporation Ltd. (NYSE:GTES) has a market capitalization of $6.44 billion, and its stock has traded within a 52-week range of $20.88 and $30.34.
Auxier ******* et Management stated the following regarding Gates Industrial Corporation Ltd. (NYSE:GTES) in its Q2 2026 investor letter:
"Industrials were the strongest performing sector during the quarter. Tech-facing industrial players benefited from a shift in investor focus toward AI buildout rather than the development of AI models. Caterpillar and Gates Industrial Corporation Ltd. (NYSE:GTES) Ltd. (NYSE:GTES) also benefited indirectly from the expansion of AI infrastructure, particularly through increased demand for energy generation and cooling capacity in data centers."
Gates Industrial Corporation Ltd. (NYSE:GTES) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held Gates Industrial Corporation Ltd. (NYSE:GTES) at the end of the second quarter which was 37 in the previous quarter. While we acknowledge the potential of Gates Industrial Corporation Ltd. (NYSE:GTES) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from

Auxier ****** et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ****** et Management highlighted Caterpillar Inc. (NYSE:CAT). Caterpillar Inc. (NYSE:CAT) is a leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. On September 14, 2026, Caterpillar Inc. (NYSE:CAT) closed at $784.00 per share. Over the past month, Caterpillar Inc. (NYSE:CAT) declined 7.12%, but its shares are up 77.23% over the past year. Caterpillar Inc. (NYSE:CAT) has a market capitalization of $360.39 billion, and its stock has traded within a 52-week range of $423.32 to $1,073.46.
Auxier ****** et Management stated the following regarding Caterpillar Inc. (NYSE:CAT) in its Q2 2026 investor letter:
"Industrials were the strongest performing sector during the quarter. Tech-facing industrial players benefited from a shift in investor focus toward AI buildout rather than the development of AI models. Caterpillar Inc. (NYSE:CAT) and Gates also benefited indirectly from the expansion of AI infrastructure, particularly through increased demand for energy generation and cooling capacity in data centers."
Photo from Hycroft Mining website

#quarter #asset #management #focus

Auxier ******* et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted Gates Industrial Corporation Ltd. (NYSE:GTES). Gates Industrial Corporation Ltd. (NYSE:GTES) is a leading manufacturer of engineered power transmission and fluid power solutions. On September 14, 2026, Gates Industrial Corporation Ltd. (NYSE:GTES) closed at $25.42 per share. Over the past month, Gates Industrial Corporation Ltd. (NYSE:GTES) declined 6.17%, and its shares gained 0.77% over the past 52 weeks. Gates Industrial Corporation Ltd. (NYSE:GTES) has a market capitalization of $6.44 billion, and its stock has traded within a 52-week range of $20.88 and $30.34.
Auxier ******* et Management stated the following regarding Gates Industrial Corporation Ltd. (NYSE:GTES) in its Q2 2026 investor letter:
"Industrials were the strongest performing sector during the quarter. Tech-facing industrial players benefited from a shift in investor focus toward AI buildout rather than the development of AI models. Caterpillar and Gates Industrial Corporation Ltd. (NYSE:GTES) Ltd. (NYSE:GTES) also benefited indirectly from the expansion of AI infrastructure, particularly through increased demand for energy generation and cooling capacity in data centers."
Gates Industrial Corporation Ltd. (NYSE:GTES) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held Gates Industrial Corporation Ltd. (NYSE:GTES) at the end of the second quarter which was 37 in the previous quarter. While we acknowledge the potential of Gates Industrial Corporation Ltd. (NYSE:GTES) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from

DE and CAT have surged 47% and 44% YTD respectively, roughly four times the industrial sector's gain, forcing holders to weigh profits against further upside.
PCAR, a comparable industrial name, has gained only 14% YTD alongside XLI, confirming the rally is stock-specific rather than a broad sector re-rating.
Neither stock has flashed a sell signal, and benchmark-driven money chasing year-to-date winners could extend both rallies before the gap narrows.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Caterpillar didn't make the cut. Enter your email to see the names that beat CAT. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Deere & Company (NYSE:DE) and Caterpillar (NYSE:CAT) sit near the top of the industrial leaderboard this year, and both are adding to the gain again in Friday midday trading. Deere stock is up 47% year to date (YTD) to $680.98, and it's up 0.5% on the session. Meanwhile, Caterpillar stock is up 44% YTD to $821.19, rising 2% Friday.

#enter #date

Caterpillar Inc. (NYSE:CAT) is stepping up its push into AI-powered autonomy as the company looks to help customers build, move and power progress more safely and efficiently. On September 2, it announced a collaboration with FieldAI to advance the development of physical AI, autonomy and robotics.
The partnership could help accelerate Caterpillar's transition beyond the traditional sale of heavy equipment toward AI-enabled autonomous industrial systems. FieldAI is a potentially valuable partner because its AI models are designed to help robots perceive, understand, and navigate complex, unpredictable environments.
Caterpillar could combine FieldAI's technology with its equipment-engineering expertise and operational data to improve autonomous operations in challenging environments. Over time, the collaboration could complement Caterpillar's broader push toward increasingly autonomous equipment and workflows.
The FieldAI partnership could also strengthen Caterpillar Inc. (NYSE:CAT)'s autonomous opportunity in construction. Caterpillar already has extensive experience with autonomous mining equipment, but construction presents a potentially much larger and more complex opportunity.
The biggest opportunity could come from deploying autonomous equipment at smaller, dynamic construction sites, where unpredictable environments and changing workflows make automation more difficult.

#autonomous #fieldai #Opportunity #push

PEORIA — A teenaged rider has died from injuries suffered in a crash during a heat race on the card of the 79th Caterpillar Peoria TT national championship races in Peoria in late August, according to a statement Wednesday night by American Flat Track, the sport's national sanctioning body.
The motorcycle races were Saturday, Aug. 22, at Peoria Motorcycle Race Club, and were part of a national tour operated by AFT under the American Motorcycle ******* ociation.
Bayne Nantz, a 15-year-old riding a KTM 450 SX-F for Nantz Brothers Racing and competing as an amateur, crashed in a heat race for the AFT ProSport 450 main event as part of the Peoria TT racing card.
Peoria County Sheriff Chris Watkins and Peoria County Coroner Jamie Harwood in a statement Thursday morning said they are investigating a "fatal racing accident that occurred during the Peoria Motorcycle Club TT races on Aug. 22, 2026."
Nantz was in a collision involving three riders, and the sheriff's report says he was transported to OSF HealthCare Saint Francis Medical Center for treatment. He eventually died, at 10:31 p.m., on Tuesday, Sept. 1.

#nantz #race #national

Irving, Texas-based Caterpillar Inc. (CAT) manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The company has a market capitalization of $367.9 billion and is one of the world's largest manufacturers of the said equipment.
Companies with a market cap of $200 billion or more are typically referred to as "mega-cap stocks." CAT fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the farm and heavy construction machinery industry.
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#Stock #construction #Diesel #billion

On August 17, Caterpillar Inc. (NYSE:CAT) launched a new manufacturing workforce commitment in Arkansas, a modest headline next to the numbers coming out of its other businesses. Just two weeks earlier, the company posted its first-ever $20 billion sales quarter, and a fast-growing power generation arm is quietly becoming its most important source of growth. Together, these threads point to a company reshaping itself well beyond its bulldozer roots, and a stock market that has already started pricing in the shift.
Caterpillar's power and energy division brought in more than $8.2 billion in the second quarter, a 17% jump from a year earlier that pushed it almost even with the $8.3 billion generated by the company's traditional construction segment. Its operating profit, at just over $2 billion, actually topped construction's, a sign that demand from data centers building out AI infrastructure carries real pricing power. Caterpillar's order backlog stood at $72 billion at the end of June, up 92% from a year earlier, suggesting this shift has room to keep running.
The broader business backed that up. Sales and revenues for the quarter reached $20.5 billion, up 24% from $16.6 billion a year earlier, the first time Caterpillar has crossed $20 billion in a single quarter. Profit per share rose to $7.77, while adjusted operating margin expanded to 21.9% from 17.6%. Alongside $4.4 billion in operating cash flow, the company kept investing in the workforce feeding that growth. The Arkansas commitment, worth up to $3 million, is the fifth allocation under Caterpillar's five-year, $100 million Building the Future Workforce Initiative, following earlier launches in Indiana, Texas and Illinois. It brings in training partners including the University of Arkansas Pulaski Technical College and the Little Rock Regional Chamber around a North Little Rock plant that already employs more than 530 people and works with 60 suppliers in the state.
None of that growth comes cheap. Caterpillar shares have climbed nearly 90% over the past year on AI-driven optimism, pushing the forward price-to-earnings ratio above 30. That makes the stock more expensive than Microsoft, Alphabet or Nvidia, three companies most investors would call the faces of the AI boom rather than a maker of generators and mining trucks. For decades, Caterpillar traded below the S&P 500's long-run average multiple because its construction business tends to grow in the single digits, a pattern that made the market wary of paying up for the name.

#caterpillar #arkansas #company #Growth

Investors mostly know Caterpillar (NYSE: CAT) as a maker of bulldozers and backhoes, and construction equipment is still a huge part of its business, to be sure.
What was only an ancillary part of its business mix, however, is quickly becoming an important profit center for the company. This new center is Caterpillar's power generation unit, which offers conventional combustion-power generators, gas turbines, and even some solar power solutions.
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This shift -- or perhaps more precisely, the reason for this shift -- is affecting the stock's valuation in a way the market is likely to support for the foreseeable future.
It's never been a bad company. With only a handful of predictable exceptions, however, the slow-moving, single-digit-growth nature of the construction business has kept Caterpillar shares priced below the S&P 500's modern-era average price/earnings ratio of around 20.

#NVIDIA

Nasdaq futures jumped while the Dow Jones Industrial Average eased Thursday as Wall Street reacted to a number of big earnings reports, with Nvidia (NVDA), Salesforce (CRM) and CrowdStrike (CRWD) surging on the stock market today.
Ahead of Thursday's open, Dow futures were down 0.2%, while S&P 500 futures moved up 0.3%. Nasdaq-100 futures advanced 0.8% in early morning trading.
West Texas Intermediate crude futures rose to around $82.65 a barrel. The 10-year Treasury yield was flat at 4.66%. Bitcoin climbed to roughly $79,300.
Among exchange traded funds, the Invesco QQQ (QQQ) was up 0.8%, as the State Street SPDR S&P 500 (SPY) gained 0.3% before Thursday's opening bell.
Inside the Dow industrials, Caterpillar (CAT) and IBM (IBM) climbed roughly 0.5% apiece in early morning action.

#NASDAQ #street

Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts. As grid capacity limits become the most significant bottleneck for hyperscalers, standby and prime continuous power generation systems have evolved into mission-critical equipment. For industrial **** ans Caterpillar Inc. (NYSE:CAT) and **** mins Inc. (NYSE:CMI), the steady demand for distributed power, along with strong North American construction expenditures, is driving record backlogs and prompting full-year guidance increases across the board.
The convergence of infrastructure investment and AI power demand was clearly visible when Caterpillar Inc. (NYSE:CAT) released its second-quarter 2026 results on August 4. Total sales increased 24% year-over-year to $20.5 billion, while adjusted earnings per share hit $8.17, greatly exceeding the $6.20 **** yst average expectation and igniting a 9% premarket stock rise. Operating margins increased to 20.9% from 17.3% the previous year, indicating a significant improvement in efficiency. Construction Industries led the way, growing 35% to $8.3 billion on a 50% increase in North American demand, while Power & Energy increased 17% to $8.2 billion.
Trade difficulties also eased during the quarter. After incurring a $710 million negative manufacturing cost hit largely from tariffs in Q1, Caterpillar Inc. (NYSE:CAT) reduced its full-year tariff forecast to approximately $2.2 billion (down from $2.2-$2.6 billion) and won $392 million in tariff recoveries under the International Emergency Economic Powers Act (IEEPA). Cash generation was also strong, with operating cash flow of $4.4 billion. Management increased full-year revenue expectations to mid- to high-teens percentage growth (up from low-double-digits), while returning $2.2 billion to shareholders in Q2 alone, including $1.5 billion in share buybacks and $0.7 billion in cash dividends.
In the same vein, **** mins Inc. (NYSE:CMI) told a very similar story of power-driven demand. The company reported record revenue of $9.5 billion, GAAP net income of $932 million, an EBITDA margin of 17.5%, and diluted earnings per share of $6.73. Synchronized demand from North American on-highway transport, Chinese construction activity, and high-performance generator sets for commercial data centers all helped operations.
Cummins Inc. (NYSE:CMI) increased its full-year revenue guide for 2026 to 10-13% growth (up from 8-11%) and its full-year EBITDA margin forecast to 18.0-18.5% (up from 17.75-18.5%). The company also maintained a disciplined capital deployment strategy, returning $501 million to shareholders in the quarter through dividends and buybacks.

#caterpillar

Chad Dillard of Bernstein said in a recent program on CNBC that Quanta Services (NYSE:PWR) is an "800-pound gorilla" in high-voltage transmission lines. He was responding to a CNBC host who asked him to discuss "AI plays in disguise" beyond the major names everyone is aware of.
"I think we need to focus on what the bottlenecks are, right? It's power and labor," Dillard said. "On the power side, like you just said, you know, Caterpillar, it's an obvious one, power generation. But there's also another way to improve power, and that's by raising the voltage. And I'm talking about high voltage transmission lines. I'm talking about raising the voltage in data centers. ( Quanta Services) They're an 800-lb gorilla basically in the room."
Quanta Services (NYSE:PWR) can benefit from the coming wave of AI-related power demand because it's one of the few companies big enough to do the actual building when utilities spend money to expand and upgrade the grid. Quanta makes money by constructing the power lines, substations, and grid infrastructure the US needs, work that puts it right in the middle of the buildout.
In the recent quarter, revenue jumped about 40% year over year, and the company raised its full-year guidance for revenue, earnings per share, and cash flow.
Bulls also point to Quanta's recent acquisitions: Phalcon, Enerfab, Percheron, and PSD. Quanta expects these deals to add roughly 3 to 4% to its revenue in 2026. The bull case is that these purchases add skilled workers, fabrication capacity, and permitting support, giving Quanta more control over the bottlenecks that slow projects down.

#power #recent #revenue

With a market cap of $12.1 billion, GoDaddy Inc. (GDDY) is the world's largest domain name registrar, helping millions of entrepreneurs globally start, grow, and scale their businesses. With GoDaddy Airo®, its AI-powered experience, the company makes it faster and easier for small businesses to get online, attract customers, and boost sales.
Shares of the Tempe, Arizona-based company have lagged behind the broader market over the past 52 weeks. GDDY stock has dipped 39.4% over this time frame, while the broader S&P 500 Index ($SPX) has gained 22.4%. Moreover, shares of the company have decreased 26.6% on a YTD basis, compared to SPX's 13.3% rise.
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A $72 Billion Reason to Buy Caterpillar Stock Now

#Stock

New York-based Nasdaq, Inc. (NDAQ) operates as a technology company that serves capital markets and other industries in the United States and internationally. The company has a market cap of $52.9 billion and operates through three segments: Capital Access Platforms, Financial Technology, and Market Services, and distributes historical and real-time market data, develops and licenses Nasdaq-branded indices and financial products, and more.
NDAQ stock has lagged behind the broader market over the past year, declining 1.9% compared to the S&P 500 Index's ($SPX) 22.4% surge. Moreover, in 2026, the stock has fallen by nearly 2.6%, underperforming the SPX's 13.3% rise.
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A $72 Billion Reason to Buy Caterpillar Stock Now

#market #technology #financial #operates

I can still picture my prized holographic BOOK IT! pin, the one with pages that turned as you tilted it. It filled up with stars I earned through a full Baby-Sitters Club obsession and anything even remotely ghost-related, then kicked around various jewelry boxes and bins of ephemera for years. As a kid I proudly identified as a voracious reader, and the pin was the proof. The Pizza Hut pizza was simply a bonus.
Recently, I sat down to talk with Chrissy Teigen about her partnership with Pizza Hut's BOOK IT! program, and it quickly turned into a delightful nostalgia-fest. What doubly delighted me was how authentically excited she is about reading and about passing that love down to her kids. "The little exclamation point is like what excited me the most," she told me about her own childhood pin, and we were off.
There's real substance behind the nostalgia. Pizza Hut created BOOK IT! in 1984 with a simple mission, to turn "have to read" into "want to read" for kids everywhere, and it worked. It's now the longest-running corporate-supported reading program in the country, and by Pizza Hut's own count it has encouraged more than 70 million children to read since it launched, handing out an estimated 1.5 billion pizzas along the way.
Teigen, who turned 40 this year, has spent the past few years reconnecting with her childhood friends from Snohomish, Washington. The things that got them excited as kids are the same things they text each other about now, which is exactly why a reading program wrapped in 90s vibes and pizza was an immediate yes. As a senior millennial, I understood the impulse completely.
Her four kids read in four completely different ways, which any parent of more than one totally understands. Miles (8), her biggest reader, goes nonstop, plowing through Dog Man and the I Survived series in the car and on the way to camp because he loves facts more than almost anything. Luna (10), her oldest, is aging into book reports, summer reading lists, and the very specific social world of tween reading, where friends race through the same book so they can all watch the adaptation together. Then there are the littles. Esti (3) is deep in Madeline and The Very Impatient Caterpillar, which Teigen reads aloud in full character voices while the caterpillar keeps asking "am I a **** erfly yet?" and everyone shouts back, no. Wren (3), whom she affectionately calls "a much simpler man," wants Little Blue Truck and a "beep beep" on every page.

#reading #teigen #little #caterpillar

Nvidia (NVDA) just extended its grip on artificial intelligence (AI) computing with plans to go where no chipmaker has gone before: orbit. On Aug. 4, **** eX (SPCX) and Nvidia announced they are partnering to design the compute payload for the Starmind AI1 satellite, which will run heavy AI workloads from **** e using Nvidia's newest hardware. The plan is not a one-off. **** eX has outlined a long-term vision that could eventually scale to as many 1 million AI satellites. Together, these satellites would work as one giant data center circling the Earth.
Even more than the spectacle, what stands out for Nvidia is the commitment behind this partnership. **** eX CEO Elon Musk said bluntly that the company has agreed to exclusively use Nvidia GPUs because "the Vera Rubin architecture is the best architecture." That is about as strong an endorsement as it gets, especially because it comes from the one customer with every reason to build his own chips or look for alternatives.
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A $72 Billion Reason to Buy Caterpillar Stock Now

#nvda

Markets enter a data-heavy week pivoting toward inflation ******* sment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.
The week follows an eventful earnings season where mega-cap technology results provided mixed signals about AI infrastructure monetization, with post-earnings momentum uncertain as markets digest whether recent corporate reports validate or contradict technology sector repricing narratives.
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A $72 Billion Reason to Buy Caterpillar Stock Now

#earnings #micron

The S&P 500 Index ($SPX) (SPY) today is up +1.13%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.21%. September E-mini S&P futures (ESU26) are up +1.20%, and September E-mini Nasdaq futures (NQU26) are up +2.30%.
Stock indices are climbing today, with the S&P 500 and Dow Jones Industrials posting new all-time highs and the Nasdaq 100 posting a 2.5-week high. Strength in technology stocks is leading the broader market higher on some better-than-expected earnings results. Palantir Technologies is up more than +27% after reporting stronger-than-expected Q2 revenue and raising its full-year revenue forecast. Also, Zebra Technologies is up more than +19% after reporting better-than-expected Q2 EPS and raising its full-year EPS forecast. In addition, Caterpillar is up more than +5% after reporting Q2 adjusted EPS that was well above the consensus.
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#expected #Stock

What happened: Caterpillar (CAT) stock jumped as much as 10% before trimming gains on Tuesday.
What's behind the move: The heavy equipment maker reported second quarter sales and revenues increased 24% to $20.5 billion.
"This is the first time in company history that we have generated over $20 billion in sales and revenues in a single quarter," Caterpillar CEO Joe Creed said.
The results were powered by strong order rates and a growing backlog across all three of the company's primary segments.
Caterpillar's backlog rose to $72.1 billion, up 92% from the same time last year.

#revenues #tuesday

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(2 min)
Caterpillar CAT -0.62%
decrease; down pointing triangle
said the artificial intelligence boom continues to drive demand for its engines and generators, while healthy construction spending is spurring sales of its dump trucks, bulldozers and excavators.

#listen

The S&P 500 Index ($SPX) (SPY) today is up +0.73%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.03%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.00%. September E-mini S&P futures (ESU26) are up +0.72%, and September E-mini Nasdaq futures (NQU26) are up +1.94%.
Stock indices are moving higher today, with the S&P 500 and Dow Jones Industrials posting record highs and the Nasdaq 100 posting a 2.5-week high. Strength in technology stocks is leading the broader market higher on some better-than-expected earnings results. Palantir Technologies is up more than +21% after reporting stronger-than-expected Q2 revenue and raising its full-year revenue forecast. Also, Zebra Technologies is up more than +18% after reporting better-than-expected Q2 EPS and raising its full-year EPS forecast. In addition, Caterpillar is up more than +10% after reporting Q2 adjusted EPS that was well above the consensus.
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#expected #reporting #today

By Nandan Mandayam
Aug 4 (Reuters) - Caterpillar raised its annual revenue growth forecast after beating second-quarter profit estimates on Tuesday, benefiting from a buildout ‌of AI data centers that has spurred demand for its power-generation ‌and construction equipment.
Shares of the company jumped 11% in premarket trading, sending Dow futures up 0.6%, after it cut its full-year tariff costs forecast to around $2.2 billion from the previously expected $2.2 billion to $2.6 billion.
Over the last few quarters, the equipment giant has seen a surge in orders for construction equipment amid a nationwide buildout of data centers as ‌well as the backup ⁠power equipment needed for such buildings.
"Construction leading growth in the quarter was a standout," Oppenheimer ***** yst Kristen Owen said. The stock's ⁠reaction "reflects the importance of the durability of core Caterpillar businesses in sustaining the stock's momentum."

#Growth #forecast

Major stock indexes soared Tuesday, with the S&P 500 and Dow Jones Industrial Average setting new records, as Palantir Technologies and Caterpillar shares jumped and oil prices sank further.
The tech-focused Nasdaq Composite, benchmark S&P 500, and blue-chip Dow surged a respective 2.6%, 1.8%, and 1.7%. The Dow added more than 900 points to notch its second closing high this week.
After markets closed yesterday, Palantir (PLTR) reported better-than-expected results and lifted its outlook, and shares of the software maker soared nearly 30% Tuesday to lead the S&P 500 and Nasdaq.
In other post-earnings moves, shares of Caterpillar (CAT) surged about 5.5% to lead the Dow; McDonald's (MCD) and Pfizer (PFE) rose between 1% and 1.5%; and Spotify Technology (SPOT) slipped about 1.5%.
Shares of **** eX (SPCX) and Advanced Micro Devices (AMD) surged more than 9% and 7%, respectively, ahead of their earnings reports after the bell. **** eX was set to issue results as a public company for the first time. (Read our **** eX earnings live blog here.)

#soared

By Nandan Mandayam
Aug 4 (Reuters) - Caterpillar raised its annual revenue growth forecast after beating second-quarter profit estimates on Tuesday, benefiting from a buildout of AI data centers ‌that has spurred demand for its power-generation and construction equipment.
Shares of the company, ‌which rose as much as 12% in early trading, were last up around 7%, on track for their best day in more than three months if gains hold. Caterpillar's stock jump also helped fuel a 1.8% rise in the blue-chip benchmark Dow Jones industrial index.
The company cut its full-year tariff costs forecast to around $2.2 billion from the previously expected $2.2 billion to $2.6 billion.
Over the last few quarters, the equipment giant ‌has seen a surge in ⁠orders for construction equipment amid a nationwide buildout of data centers as well as the backup power equipment needed for such buildings.

#billion #forecast

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Caterpillar's stock gives the Dow a 200-point boost as data-center demand drives record revenue

#stretch #global

Tech stocks boosted the major indexes on Tuesday morning as markets eyed Middle East talks and earnings rolled in, with the arrival of ****** eX's (SPCX) earnings after the bell in focus.
The tech-heavy Nasdaq Composite (^IXIC) led stocks higher, surging over 2%, while the S&P 500 (^GSPC) added 1.5%, pacing for a record high close. The blue-chip Dow Jones Industrial Average (^DJI) built on its own record high on Monday with a 1.7% gain.
A slew of important earnings updates helped lift stocks on Tuesday. Caterpillar (CAT), the Dow's second-largest component by weight and an industrial beneficiary of the AI build-out, gained 6% after its sales and revenue topped $20 billion for the first time.
Palantir (PLTR) stock also soared 26% following what CEO Alex Karp deemed an "otherworldly" quarter. In the second quarter, Palantir's commercial revenue from the US government surged 90% year over year.
That helped propel a rally in chip and tech stocks, as the PHLX Semiconductor Index (^SOX) jumped 6% and stocks such as Intel (INTC), Micron (MU), and Nvidia (NVDA) gained momentum.

#tuesday #industrial #high #second

The rout in artificial intelligence (AI)-related stocks is ongoing.
Stocks of companies that provide major inputs into AI data centers have all fallen far from recent highs. That includes memory chip stocks such as Micron Technology and Intel, copper stocks such as Global X Copper Miners ETF, silver stocks such as iShares Silver Trust, and construction stocks such as Caterpillar.
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In recent months, investors have been dumping those stocks and many others like them as they began to question the unprecedented AI spending by companies like Meta Platforms and Alphabet and the potential returns.
Shares of companies involved in AI infrastructure fell by an average of nearly 7% in July.

#signal #copper #silver #like