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EquipmentShare.com (NasdaqGS:EQPT) announced a multi-year fleet agreement with Cummins Inc. to supply advanced natural gas generators. The arrangement positions EquipmentShare as a major rental and distribution partner for Cummins power systems used in critical infrastructure projects. The partnership supports EquipmentShare's move into temporary power, microgrid and battery energy storage services for contractors across the United States. The Cummins natural gas fleet deal is just one piece...
Bloom Energy (BE) earned nearly 90% of its latest quarterly revenue from selling its power equipment. In fiscal Q2 2026, a record quarter for the company, those equipment sales reached $935 million. Over the past year, the stock returned 314%, against 16.8% for the S&P 500. A stock that has run this far would be exposed if those sales slowed. Should investors in Bloom Energy worry that its record quarter came mostly from one kind of sale.
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Caterpillar (CAT) owners watched the stock rise 2.3% in the last five sessions while the S&P 500 fell 1.2%. If the rest of your money follows the market, Caterpillar's moves on ordinary market days matter more than one good week. So is Caterpillar stock increasing your market risk.
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