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.

According to @StockMKTNewz, The Wall Street Journal reported Caterpillar now expects the net impact from tariffs to be 1.5B to 1.8B dollars for the current year, up from a prior 1.3B to 1.5B dollars, indicating a greater hit to finances (source: @StockMKTNewz citing The Wall Street Journal). According to @StockMKTNewz citing The Wall Street Journal, the midpoint rises to 1.65B dollars from 1.40B dollars, a roughly 250M dollar (about 18 percent) increase based on the figures reported. According to @StockMKTNewz citing The Wall Street Journal, this update was reported on August 28, 2025 and specifically addresses Caterpillar’s tariff cost outlook; the report does not reference cryptocurrencies. According to Kaiko, BTC’s correlation with U.S. equities has shown periods of decline in 2023–2024, suggesting limited direct spillover from single-stock industrial headlines to crypto in those periods (source: Kaiko).