Shares of data center-related companies are trading lower as inflation fears and soaring bond yields dampen investor appetite for high-growth stocks that rely heavily on customer capex funded through borrowing.

Can CAT's Quarry Automation Expansion Create New Growth Opportunities?

Caterpillar is expanding its autonomous hauling technology deployment to two additional Luck Stone quarry operations in Virginia, equipping Cat 775 truck fleets with autonomous systems. This expansion follows a successful pilot at Bull Run Quarry that hauled 3.5 million tons since November 2024. CAT's autonomous trucks have collectively hauled over 13 billion tons without reported injuries, positioning the company to capitalize on growing demand for automation, safety, and labor solutions in the quarry industry.

Shares of data center infrastructure-related companies are trading lower after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may lead to curtailed demand for providers of electrical equipment and services, HVAC systems, and power generation capacity.

Caterpillar Stock Falls Monday: What's Happening?

Shares of Caterpillar are trading lower Monday morning as a mix of AI data center capital expenditure fears, rising Treasury yields and broader macro volatility pressured heavy industrial equities.

There Are Only a Handful of Dow Stocks That Yield Over 3%. Here's My Top Pick to Buy Before September Ends.

Chevron stands out among Dow stocks with a 3.4% dividend yield, more than double the index average. Beyond traditional oil operations, the company's emerging power business—including a 20-year Microsoft contract to supply electricity to a Texas data center—offers more predictable cash flow. Additional growth drivers include new oil discoveries in Angola, expanded base oils distribution, and planned Venezuelan production increases.

NHTSA Issues Interpretive Rule Ending Fuel Efficiency Regulation Of Standalone Medium And Heavy-Duty Truck Engines, Says It Lacks Statutory Authority Over Non-Vehicle Components; Existing Standards Unchanged Pending Rulemaking

https://www.nhtsa.gov/press-releases/truck-engine-fuel-efficiency-rule-reversed

This Earnings Season Confirmed the AI Power Bottleneck Is Real. Here Are the Industrial Winners Hiding in Plain Sight.

While mega-cap tech stocks have dominated AI investment, industrial companies providing essential infrastructure for data centers are quietly benefiting. Eaton Corporation, Vertiv Holdings, and Cummins are positioned as 'picks-and-shovels' winners, offering exposure to AI growth through power distribution, cooling solutions, and backup generation systems, with attractive valuations compared to traditional tech stocks.