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06.05.26 - 14:36
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50 Prozent der Techwerte im Depot in Chip-Industrie und Speichertechnologie - Gottfried Urban: "Der globale Süden profitiert" (BRN)
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Gottfried Urban diskutiert die Auswirkungen des Ukraine-Kriegs und des Iran-Konflikts auf die Ölpreise und hebt hervor, dass die USA mittlerweile der größte Ölproduzent sind, was Sorgen über Preiserhöhungen relativiert. Trotz anfänglicher Panik an den Märkten zeigt sich, dass Unternehmen solide Finanzierungszahlen aufweisen und Gewinnprognosen von großen Forschungsanbietern nach oben korrigiert wurden. "Die Börsen sind mit Gewinnerwartungen unterfüttert." Die Chipindustrie und Speichertechnologie sowie andere "Schaufelhersteller" (z.B. Caterpillar) zählen zu den großen Gewinnern im KI-Wettrennen. "Sie greifen das große Geld ab." Urban ist ein Freund des gut sortierten Portfolios: "Vielleicht einen asiatischen Aktienfonds, der Schwerpunkte in Taiwan und Korea setzt. Aber auch Schwellenländer. Der globale Süden wird viel Geld verdienen."...
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06.05.26 - 14:30
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Bill Gates Owns Billions in This Secret AI Player Up Nearly 183% in a Year, and It’s Not Microsoft (24/7 Wall St.)
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Everyone knows Bill Gates' Microsoft (NASDAQ:MSFT) story. The interesting position sits one line further down the Gates Foundation Trust's 13F: Caterpillar (NYSE:CAT), the yellow-iron giant most investors still file under “old economy.” According to the most recent filing, the Bill & Melinda Gates Foundation Trust holds 6,353,614 shares of CAT, valued at $3,639,794,852, with sole ... Bill Gates Owns Billions in This Secret AI Player Up Nearly 183% in a Year, and It's Not Microsoft...
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06.05.26 - 10:42
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Caterpillar Aktie: Rekordzahlen & KI-Boom treiben Kurs (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - Caterpillar-Aktienanalyse von XTB:
Die Experten von XTB nehmen die Aktie von Caterpillar Inc. (ISIN: US1491231015, WKN: 850598, Ticker-Symbol: CAT1, NYSE-Symbol: CAT) unter die Lupe.
Die Caterpillar Aktie stehe aktuell im Fokus der Aktien News, nachdem das Unternehmen erneut starke Quartalszahlen vorgelegt habe. [mehr]...
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05.05.26 - 20:48
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Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026 (24/7 Wall St.)
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Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout. Caterpillar (NYSE:CAT) stock is up 53% year to date through the May 4 close, while GE Vernova (NYSE:GEV) stock has surged 65%, with both sitting near record highs. The two industrials-sector stocks ... Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026...
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05.05.26 - 06:00
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Research: CMBI Raises WEICHAI POWER TP to HKD45.1, Reiterates Buy (AAStocks)
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CMBI issued a research report stating that WEICHAI POWER (02338.HK) recorded strong engine sales performance in 1Q26. Among them, sales volume of AIDC backup power engines surged 2.4x YoY, proving that the company is benefiting from the AIDC growth trend. Meanwhile, Caterpillar's 1Q results beat expectations and it raised its 20......
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04.05.26 - 22:45
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Atlas Energy Solutions Announces First Quarter 2026 Results (Business Wire)
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AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the first quarter ended March 31, 2026.
First Quarter 2026 Highlights
Total revenue of $265.5 million, Net loss of ($47.3) million and Adj. EBITDA of $28.4 million, in-line with previously announced range of $26-30 million
Net cash provided by operating activities of $19.0 million and Adj. Free Cash Flow of $3.8 million
Executed Global Framework Agreement with Caterpillar Inc. covering 1.4 gigawatts ("GW") of incremental power generation assets through 2030
Announced 5-Year Power Purchase Agreement with a subsidiary of an investment-grade technology infrastructure provider for 120 megawatts ("MW") of private generation capacity
Completed upsized $450 million private placement of 0.50% convertible notes due 2031 with estimated net proceeds of approximately $386.2 million.
Actively evaluating rapidly expanding power opportunity set...
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04.05.26 - 17:06
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Caterpillar Surges 190%—Analysts Say Hold for Now (24/7 Wall St.)
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The industrial giant has gone on a tear. Caterpillar (NYSE:CAT) sits at $890.11 after a blowout Q1 2026 earnings report, up 25.88% in the past month and 190.94% over the past year. Our 24/7 Wall St. price target for Caterpillar is $874.20 over the next 12 months, implying -1.79% downside. Our recommendation is hold, with ... Caterpillar Surges 190%—Analysts Say Hold for Now...
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01.05.26 - 18:18
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Morgan Stanley Doubles Caterpillar Price Target to $915: Is This the Most Underrated Industrial of 2026? (24/7 Wall St.)
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Morgan Stanley raised its price target on Caterpillar (NYSE:CAT) to $915 from $430, while upgrading the stock to Equal Weight from Underweight. The dramatic shift, which effectively more than doubles the prior target, reflects what the firm calls “ongoing strong market execution, a robust backlog, and demand growth.” JPMorgan Chase went further, lifting its target ... Morgan Stanley Doubles Caterpillar Price Target to $915: Is This the Most Underrated Industrial of 2026?...
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