Caterpillar delivered robust quarterly revenue growth, but cautious forward commentary and dealer inventory adjustments left investors seeking stronger momentum.

Utilities and energy producers navigate rising capital expenditure demands as AI data centers, industrial electrification, and policy shifts reshape power infrastructure.

Wall Street analysts are interrogating private equity leaders over artificial intelligence risks, demanding clarity on portfolio resilience and capital allocation strategies.

Investors are weighing the stark reality of tech-driven creative destruction against the massive upside of an unprecedented enterprise capital spending wave.

Technology stocks advanced sharply as enterprise demand for Anthropic's latest AI models catalyzed broad gains across cloud providers and semiconductor manufacturers.