Caterpillar's AI power pivot drove Power Generation revenue up 41%, while Walmart's advertising jumped 37% and eCommerce reached 23% of net sales.
A $1,000 CAT investment a decade ago grew to $15,242, tripling WMT's return, though a recent 9% weekly drop signals high volatility.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut. Grab the names FREE today.
Caterpillar (NYSE:CAT) spent much of the past decade being labeled a cyclical industrial bellwether tied to construction, mining, and commodity prices. That story has changed. The company is now riding an unexpected tailwind: AI data center power demand. In Q1 2026, Power Generation revenue within Energy & Transportation jumped 41%. Construction Industries sales rose 38%, with segment margins expanding to 21.4%. CEO Joe Creed called out "a record backlog" even as $1.03 billion in tariff-related costs compressed Q4 2025 operating margin to 13.9%.
Walmart (NYSE:WMT) has quietly transformed from big-box retailer to omnichannel platform. In Q1 FY27, global eCommerce grew 26% and now makes up 23% of net sales, while global advertising jumped 37%. U.S. comps rose 4.1% excluding fuel, with the strongest share gains coming from upper-income households. John Furner recently took the CEO reins from Doug McMillon.
A $1,000 CAT investment a decade ago grew to $15,242, tripling WMT's return, though a recent 9% weekly drop signals high volatility.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut. Grab the names FREE today.
Caterpillar (NYSE:CAT) spent much of the past decade being labeled a cyclical industrial bellwether tied to construction, mining, and commodity prices. That story has changed. The company is now riding an unexpected tailwind: AI data center power demand. In Q1 2026, Power Generation revenue within Energy & Transportation jumped 41%. Construction Industries sales rose 38%, with segment margins expanding to 21.4%. CEO Joe Creed called out "a record backlog" even as $1.03 billion in tariff-related costs compressed Q4 2025 operating margin to 13.9%.
Walmart (NYSE:WMT) has quietly transformed from big-box retailer to omnichannel platform. In Q1 FY27, global eCommerce grew 26% and now makes up 23% of net sales, while global advertising jumped 37%. U.S. comps rose 4.1% excluding fuel, with the strongest share gains coming from upper-income households. John Furner recently took the CEO reins from Doug McMillon.
2 months ago
