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.