According to @business, UBS expects Caterpillar (CAT) and Cummins (CMI) to see a meaningful earnings boost over the next three years as sales of backup generators to power US data centers nearly double, highlighting a multi-year revenue catalyst for both manufacturers; source: Bloomberg (@business) on X citing UBS, link: https://twitter.com/business/status/1983202774612406577 and https://www.bloomberg.com/news/articles/2025-10-28/caterpillar-to-get-profit-boost-from-data-center-boom-ubs-says. For traders, the UBS view suggests potential upside sensitivity in CAT and CMI to US data center capex cycles focused on backup power deployments, with earnings leverage tied to generator demand noted by the source; source: Bloomberg (@business) on X citing UBS, link: https://twitter.com/business/status/1983202774612406577.

According to @business, investor attention has shifted to Caterpillar (CAT) as an unexpected beneficiary of the AI buildout due to rising turbine demand. According to @business, the thesis links AI infrastructure expansion to stronger orders for Caterpillar’s power equipment, positioning the stock as a proxy for data center spending. According to @business, this narrative frames Caterpillar as an AI-exposed industrial, a factor traders may track for momentum and sector rotation signals. According to @business, the report focuses on AI-driven turbine demand and does not mention cryptocurrency markets.