Shares of data center-related companies are trading lower as inflation fears and soaring bond yields dampen investor appetite for high-growth stocks that rely heavily on customer capex funded through borrowing.

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.

Caterpillar Partnering With FieldAI Over Advancement Of Physical AI, Autonomy And Robotics For Jobsites, Factories

8-K filing — CATERPILLAR INC (CAT)

Filed: 2026-09-01 AccNo: 0001104659-26-104197 Size: 6 MB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits

CAT's Construction Revenues Up 35% in Q2: Can It Maintain This Pace?

Caterpillar's Construction Industries segment is experiencing robust momentum with revenue increases exceeding 30% in Q1 and Q2 2026, driven by higher sales volumes and favorable pricing. The company is expanding digital, rental, and autonomous solutions while targeting a 1.25x increase in sales to end users by 2030. However, Caterpillar faces intensifying competition from Komatsu and Deere, which are pursuing similar automation and digitalization strategies.

NHTSA Issues Interpretive Rule Ending Fuel Efficiency Regulation Of Standalone Medium And Heavy-Duty Truck Engines, Says It Lacks Statutory Authority Over Non-Vehicle Components; Existing Standards Unchanged Pending Rulemaking

https://www.nhtsa.gov/press-releases/truck-engine-fuel-efficiency-rule-reversed

This Earnings Season Confirmed the AI Power Bottleneck Is Real. Here Are the Industrial Winners Hiding in Plain Sight.

While mega-cap tech stocks have dominated AI investment, industrial companies providing essential infrastructure for data centers are quietly benefiting. Eaton Corporation, Vertiv Holdings, and Cummins are positioned as 'picks-and-shovels' winners, offering exposure to AI growth through power distribution, cooling solutions, and backup generation systems, with attractive valuations compared to traditional tech stocks.