While everyone chases Nvidia, Caterpillar just showed where AI money goes next
Reported by Yahoo Finance · finance.yahoo.com · August 7, 2026
For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $CAT -2.04%, $NVDA -2.91%
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