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.