Dec 30, 2025 • www.abacusnews.com
BULLISH
From Excavators to Electricity: How AI Data Centers Are Powering Caterpillar’s Next Boom -
Caterpillar Inc. has found a new growth engine in AI data centers, transforming its identity beyond traditional construction equipment. The company's Energy & Transportation division, which produces generators and turbines, now significantly contributes to revenue, driven by the massive power demands of AI infrastructure. This strategic shift includes not only equipment sales but also high-margin services like power management and maintenance, positioning Caterpillar as a key player in the physical build-out of the AI revolution.
Dec 30, 2025 • Cooling Post
NEUTRAL
Modine climate solutions president to retire
Eric S McGinnis is set to retire as president of climate solutions at Modine Manufacturing on June 30, 2026. He will continue to oversee Modine’s climate solutions, HTS, and HVAC lines until his retirement. McGinnis previously held significant roles at Regal Beloit Corporation and General Electric before joining Modine.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BULLISH
SSRM stock edges higher as gold rebounds — SSR Mining in focus ahead of Fed minutes
SSR Mining shares saw a slight increase, tracking a rebound in gold prices, as investors awaited the Federal Reserve's December meeting minutes. The stock's performance reflects the sector's sensitivity to macro-economic factors like interest rate expectations and the dollar's strength, particularly in light of year-end trading volumes. Traders are closely watching the Fed minutes for potential impacts on rates, currencies, and gold-linked stocks.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Roper Technologies: The Quiet Software Empire Powering Critical Industries
Roper Technologies has transformed from an industrial conglomerate into a high-margin software and analytics powerhouse by acquiring and operating specialized, mission-critical software and technology businesses. These diversified vertical platforms, deeply embedded in essential workflows across various industries, are characterized by extreme customer stickiness and recurring revenue. This strategic shift positions Roper Technologies as a durable, compounding software franchise, attracting investors seeking resilient growth despite operating in niche markets.
Dec 30, 2025 • MarketBeat
NEUTRAL
Pacer Advisors Inc. Has $5.24 Million Stake in GE HealthCare Technologies Inc. $GEHC
Pacer Advisors Inc. reduced its stake in GE HealthCare Technologies by 16.8% to 69,744 shares, now valued at approximately $5.24 million, although institutional investors overall own 82.06% of the stock. Despite a split among analysts, the consensus is a "Moderate Buy" with an average price target of $87.09, reflecting recent target increases by several firms. GE HealthCare exceeded Q3 earnings estimates with EPS of $1.07 and revenue of $5.14 billion, and has provided FY25 guidance of $4.51–$4.63 EPS.
Dec 30, 2025 • Investing.com Australia
BULLISH
NextNRG signs MOU with A123 for US-made battery storage systems
NextNRG, Inc. announced a Memorandum of Understanding with A123 Systems to deploy US-manufactured battery energy storage systems, aiming to avoid import tariffs and mitigate trade risks. This collaboration will focus on integrating A123's systems into NextNRG's U.S. energy projects and may include evaluating a U.S.-based manufacturing facility. The move aligns with NextNRG's significant revenue growth and strategic initiatives in the burgeoning U.S. battery storage market.