Cummins Inc. CMI

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.

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.

Cummins (CMI) faces complications from uncertainty surrounding the economy and the Environmental Pr

U.S. Treasury yields recently hit a 24 year high, lifting borrowing costs and putting pressure on many growth stories. Capital is getting more selective. That can push investor attention toward clearer energy transition themes, including hydrogen fuel cell technology, where policy goals and decarbonisation needs remain in focus. This article highlights three hydrogen fuel cell stocks from the screener that could help you explore this niche. The stocks covered below are a starting sample from...

Caterpillar's shifting revenue mix reveals a company changing its core narrative. Management sounds notably different on its earnings calls today compared to a year ago. Through 2025, leadership kept pointing to one specific sales tool for its construction machines. However, in the fiscal Q2 2026 call, management pivoted to lead with data centers instead. Construction is still about a third of Caterpillar's revenue, so you should care when management changes how it talks about a business that si

You want to know what could send Caterpillar (CAT) stock higher again. For one part of Caterpillar, buyers are not the problem. Some customers of its Power & Energy business are already placing orders as far out as 2030. That business—formerly Energy & Transportation, now Power & Energy—was Caterpillar's largest segment by revenue in fiscal 2025, so how fast it fills those orders is critical to the company's performance. So what is Caterpillar building to fill them.

Most of Bloom Energy's customers never own the power equipment they use. You probably expect the story to be AI data center demand, which is real. But demand is not what investors have missed. The shares fell 13.8% in three months as the S&P 500 rose 5.0%. So who does pay Bloom Energy (BE) for its equipment.

Eaton's net margin is the number a holder should watch now. That margin, the share of each sales dollar kept as profit, was 12.8% over the last twelve months. It has been shrinking. Yet the stock's price relative to earnings is in the top tenth of its ten-year range. At that level, the price likely assumes profits will widen. Is the squeeze on Eaton's margin a passing one.

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

Event-driven look at Cummins stock Cummins (CMI) is back in focus after new data highlighted how a US$1,000 investment 10 years ago would now be worth US$4,346.42, underscoring the long-term effect of compounding for shareholders. The recent move in Cummins has been more hesitant in the short term, with the share price down 8.22% over the past month and 27.89% over the past quarter. Even so, the latest close at US$524.65 anchors a 1-year total shareholder return of 27.36% and a 5-year total...

Caterpillar (CAT) stock returned 74% in the twelve months to September 23, 2026. A $10,000 holding at the start was worth about $17,350 at the end. The run turned out to be about customers buying more, led by power equipment for data centers. Caterpillar's own sales, though, were still falling when the run began. You would have needed a public sign that Caterpillar's demand was turning before its sales did.

After a 190% run in a single year, Bloom Energy is sliding hard while the broader market barely flinches, and the real question is whether today's session is a routine shakeout or the first crack in a historic growth story.

As the AI-led market rally looks potentially toppy, investors may want the peace of mind of owning reliable dividend-paying stocks. Here are top picks from pros.

CARMEL, Ind., September 22, 2026--Sagepoint Logistics ("Sagepoint"), a sustainable freight carrier specializing in dedicated truckload transportation, today announced the addition of 60 heavy-duty Renewable Natural Gas (RNG) trucks powered by the Cummins X15N™ engine, doubling its low-carbon fleet to 120 vehicles. The expansion reflects growing shipper demand for sustainable, cost-predictable transportation and reinforces Sagepoint’s position as the Midwest’s leading RNG-powered dedicated carrie

Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.

Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

Generac's Amazon agreement spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.