Ananya Chag

Demand for data center power solutions is driving huge growth for Caterpillar, and the stock’s big gains are stretching valuations.

Intel’s stock has soared more than 200% this year, but there are execution risks ahead.

Corning’s optical fiber business is thriving, and the Meta deal derisks its supply buildout, but success isn’t guaranteed.

Rising electricity demand from data centers supports earnings growth, but Morningstar analysts say the sector looks less attractive after a sharp rally.

Comparing Lyft and Uber’s networks, platforms, and Waymo partnerships.

Energy, materials, and industrial stocks have led the market since October, with nine companies contributing to a significant share of sector gains.

The tech-heavy market concentration that powered the bull market is going in reverse.

We’ve raised our fair value estimate of Apple stock.

Concerns mount amid substantial declines in car sales and stiff competition in the growing field of self-driving software.

Meta stock has lost ground as investors raise concern over capital expenditures and risky AI strategies.

Alphabet’s new Gemini 3 model and in-house TPU put the company ahead in the AI race, but risks remain.

Stocks end the week little changed. Meanwhile, Rivian jumps 22%, while Nike falls.