Dec 31, 2025 • ts2.tech
SOMEWHAT-BULLISH
Caterpillar stock today slips after hours as AI data-center power demand stays in focus
Caterpillar (NYSE:CAT) stock slipped slightly in after-hours trading, with investors continuing to focus on the growing demand for on-site generators driven by AI data centers. A recent SEC filing also noted additional phantom stock units credited to CEO Joseph Creed. The stock's performance this year has been significantly influenced by both traditional construction/mining demand and new power equipment needs for AI infrastructure, making it sensitive to power demand trends and interest rate changes.
Dec 30, 2025 • ts2.tech
NEUTRAL
Why Caterpillar stock is slipping today: AI data-center power bets meet year-end trading
Caterpillar shares experienced a slight dip despite strong demand for its generators, driven by AI data centers, and expansion plans. The modest pullback in stock price is attributed to light year-end trading volume and investors digesting its strong performance, while awaiting further data on spending and supply in the industrial sector. An SEC filing also revealed CEO Joe Creed acquired "phantom stock units."
Dec 30, 2025 • StreetInsider
SOMEWHAT-BULLISH
Genius Sports Ltd. (GENI) Named Top 2026 EDM Top Idea at Benchmark
Benchmark analyst Mike Hickey reiterated a Buy rating and $16.00 price target for Genius Sports Ltd. (NYSE: GENI), naming it a Top 2026 EDM Top Idea. The analyst highlighted the company's accelerating media monetization, data-driven engagement, and expanding operating leverage, anticipating it will become a durable cash flow compounder. Genius Sports management provided strong multi-year growth targets for 2028, including $1.2B in revenue and $365M in AEBITDA.
Dec 30, 2025 • Insider Monkey
NEUTRAL
10 Stocks on Jim Cramer’s Radar
This article, part of a larger list, focuses on Darden Restaurants, Inc. (NYSE: DRI), one of the ten stocks on Jim Cramer's radar. It details Darden's recent financial performance, including missed EPS estimates and a flat year-to-date stock performance. Analyst ratings from Stephens and BTIG are mentioned, along with Cramer's positive remarks about the company's chicken offerings.
Dec 29, 2025 • Finviz
SOMEWHAT-BULLISH
Why GE Vernova, PG&E and Mastercard Are Income Boosters for 2026
GE Vernova, PG&E, and Mastercard are showing substantial dividend increases, signaling strong future cash generation. GE Vernova doubled its dividend amidst a 100% stock rise, PG&E quintupled its dividend over two years despite share decline, and Mastercard boosted its dividend by 14% alongside a significant share buyback program. These moves highlight the companies' commitment to returning capital to shareholders, making them attractive for income-focused investors in 2026.
Dec 29, 2025 • Finviz
BULLISH
3 Picks-and-Shovels Ways to Invest in AI Without Betting on Chipmakers
This article identifies three "pick-and-shovel" companies that benefit from the AI boom without directly betting on chipmakers. EMCOR Group, Cummins, and GE Vernova provide essential infrastructure like data center construction, backup power, and grid expansion. Despite strong performance, analysts see further upside for these companies as AI's physical infrastructure demands continue to grow.