Cummins is a global leader in the design and manufacture of engines and power generation equipment. The company specializes in providing advanced diesel and alternative fuel engines for a wide range of applications, including commercial vehicles, construction and agriculture, and industrial markets. Cummins also offers a variety of related products and services, such as filtration systems, emission solutions, and power generation technologies, focusing on sustainability and innovation to meet the evolving energy demands of customers worldwide. Through its commitment to research and development, Cummins plays a key role in driving advancements in engine efficiency, performance, and environmental stewardship. Read More
Applied Digital's fourth quarter was marked by strong revenue growth and a positive market reaction, with results exceeding Wall Street expectations. Management credited the rapid energization of the Polaris Forge 1 data center, which began generating lease revenues ahead of schedule, as a key driver. CEO Wes Cummins highlighted the completion of the first of three contracted buildings for CoreWeave and the signing of a major lease with a U.S.-based hyperscaler as instrumental milestones. The company also benefited from robust demand for high-performance computing infrastructure, particularly for artificial intelligence and cloud workloads. Management emphasized that modular, efficient construction and access to low-cost energy in the Dakotas provided a competitive advantage.
The past six months have been a windfall for Cummins’s shareholders. The company’s stock price has jumped 66.8%, setting a new 52-week high of $567.59 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Caterpillar Inc. (NYSE: CAT) has long been the primary barometer for the global construction and mining industries, but in early 2026, the industrial giant has found a new, high-voltage catalyst: the artificial intelligence revolution. As of January 13, 2026, Caterpillar’s stock has surged into a fresh technical "buy zone"
As of January 13, 2026, the global obsession with artificial intelligence has transitioned from a race for digital supremacy into a grueling battle for physical resources. While the initial years of the AI boom were defined by a desperate scramble for high-end semiconductors, the narrative has shifted fundamentally. Today, the
In today’s global heavy-duty engine market, competition has evolved beyond raw horsepower to encompass efficiency, emissions, and lifecycle reliability. As a leading Chinese manufacturer, Yuchai Group continues to set benchmarks in engine innovation.
On January 12, 2026, Caterpillar Inc. (NYSE: CAT) solidified its position as the undisputed titan of the industrial sector, with its stock price surging to a fresh all-time record of $627.75. The rally was ignited by a bullish research note from Citigroup, which raised its price target for the
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the heavy transportation equipment industry, including Cummins (NYSE:CMI) and its peers.
In a landmark decision that bridges the gap between massive AI compute demands and sustainable energy solutions, Bloom Energy (NYSE: BE) shares skyrocketed by more than 18% in early trading on January 8, 2026. The surge follows the final regulatory approval for a colossal 1.8-gigawatt (GW) AI data center
As of January 8, 2026, the landscape of high-performance computing (HPC) has undergone a tectonic shift, and few companies embody this transformation more than Applied Digital (Nasdaq: APLD). Once a niche player in the cryptocurrency hosting space, Applied Digital has successfully repositioned itself as a critical backbone for the generative AI revolution. The company is [...]
Digital infrastructure provider Applied Digital (NASDAQ:APLD) announced better-than-expected revenue in Q4 CY2025, with sales up 98.2% year on year to $126.6 million. Its non-GAAP loss of $0 per share was significantly above analysts’ consensus estimates.
Digital infrastructure provider Applied Digital (NASDAQ:APLD) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 98% year on year to $126.6 million. Its non-GAAP loss of $0 per share was significantly above analysts’ consensus estimates.
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at REV Group (NYSE:REVG) and its peers.
As the final trading days of 2025 wind down, Bernstein has signaled a major shift in the industrial landscape, significantly raising its price target for Caterpillar Inc. (NYSE: CAT). Analyst Chad Dillard increased the firm's target to $630 from a previous $557, a move that underscores a growing conviction that
The U.S. trailer market has entered a definitive "stay afloat" mode as 2025 draws to a close. According to the latest data from ACT Research, preliminary net trailer orders for November 2025 plummeted to just 13,000 units—a staggering 37% decline compared to the same period last year
Date: 12/16/2025 1. Introduction Applied Digital Corporation (NASDAQ: APLD) has rapidly emerged as a pivotal digital infrastructure provider, strategically pivoting to become a significant player in the high-performance computing (HPC) and artificial intelligence (AI) industries. Founded in 2020, the company initially focused on data center hosting for cryptocurrency mining. However, a transformative shift in the [...]
