Cummins

Cummins

Yahoo Finance • 5 days ago

AI Power Stocks Rally After Generac's Deal For Amazon Data Centers

Generac's Amazon agreement spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power manag... Full story

Yahoo Finance • 5 days ago

Generac Surges 16% on $2.4B Amazon Data Center Generator Deal; Caterpillar Ticks Up, Cummins Sits Out the Rally

Quick Read GNRC jumped 16% on a $2.4B Amazon data center deal, but Amazon's warrant stake adds dilution the market will eventually have to price. CMI is flat while CAT gained just 2%, confirming GNRC's rally is a single-company event rath... Full story

Yahoo Finance • 5 days ago

Cummins Sees Truck Demand Rebound, Data-Center Power Orders Stretching to 2028

Key Points Interested in Cummins Inc.? Here are five stocks we like better. North American truck demand is recovering after a soft year, supported by improved fleet profitability and greater clarity around 2027 emissions rules. Cummins ex... Full story

Yahoo Finance • 9 days ago

Cummins Returned 512% in a Decade. Its Dividend Did Something Even More Impressive

Quick Read Cummins (CMI) turned a $1,000 investment into $6,120 over 10 years, while its quarterly dividend grew from $0.175 to $2.20 across 17 straight years of increases. AI data center backup power demand drove Cummins' Power Systems t... Full story

Yahoo Finance • 12 days ago

Diesel Sets a Record $5.90 a Gallon as the Generator Market Heads Toward $25.6 Billion

Equity Insider News Commentary BOCA RATON, Fla., Sept. 10, 2026 /PRNewswire/ -- The most expensive commodity story in America right now is the one that moves everything else. On September 4, 2026 the national average price of diesel reach... Full story

Yahoo Finance • 13 days ago

CAT Could Be the Best AI Infrastructure Stock You’re Overlooking

Quick Read CAT's record $20.5B Q2 and 92% backlog growth to $72B signal AI data center demand is driving orders as far out as 2030. Eaton's richer valuation multiple and Cummins' 19% Power Systems growth suggest CAT's $868 price target is... Full story

Yahoo Finance • 13 days ago

Trimming Cummins (CMI): Taking Profits in a Top Industrials Performer

Harbor Funds, an investment management company, released its Q2 2026 investor letter for "Harbor Mid Cap Value Fund". The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%... Full story

Yahoo Finance • 20 days ago

Can CAT's Power & Energy Segment Sustain Its Rapid Growth Momentum?

Caterpillar Inc.'s CAT Power & Energy segment has emerged as a major growth engine and is expected to play an increasingly important role in its long-term strategy. The business is benefiting from structural trends in global energy demand,... Full story

Yahoo Finance • 20 days ago

SpaceX Is Barging Into New Businesses and Dragging These Power Stocks Down

Comment from SpaceX CEO Elon Musk aren’t only about disruption, they are about a bottleneck to AI growth. Continue Reading... Full story

Yahoo Finance • 26 days ago

Does Cummins’ Landmark AI Data Center BESS Win Reshape The Bull Case For Cummins (CMI)?

In August 2026, Cummins Inc. announced that its Power Generation business was chosen to supply its largest battery energy storage systems to date for a major U.S. data center project, using LFP-based, utility-scale BESS to smooth AI-driven... Full story

Yahoo Finance • 27 days ago

Industrial Giants Pivot to AI Data Centers: Caterpillar (CAT), Cummins (CMI), and Ford (F) Target Power Boom

On August 15, 2026, The Wall Street Journal reported that US manufacturing rose to its highest level since 2022 last month. It was driven mainly by demand from AI data centers, with industrial giants including Caterpillar Inc. (NYSE:CAT),... Full story

Yahoo Finance • 28 days ago

1 Industrials Stock on Our Watchlist and 2 We Find Risky

1 Industrials Stock on Our Watchlist and 2 We Find Risky Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of... Full story

Yahoo Finance • 28 days ago

Before The Surge, Caterpillar Stock’s Order Book Told A Different Story

Image by Peter Dargatz from Pixabay The stock looked sleepy and its latest revenue print was down, but a careful look at the company's backlog revealed a substantial increase in order volume was developing just beneath the surface. It's... Full story

Yahoo Finance • last month

Hyperscalers Will Spend $750 Billion on AI This Year. Cummins Sells the Backup Power.

Data centers can't simply shut down when the grid fails. That's why these facilities require enormous backup generators capable of providing electricity almost immediately. That's exactly what Cummins (NYSE: CMI) provides. The company bes... Full story

Yahoo Finance • last month

Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters

Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts. As grid capacity limits become the most significant bottleneck for hyperscaler... Full story

Yahoo Finance • last month

Cummins (CMI) Lands A Large BESS Project, Is The Stock Still 17% Undervalued?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Cummins (CMI) drew attention after its Power Generation business was chosen to supply battery energy storage systems f... Full story

Yahoo Finance • last month

Enpro, Valmont, Cummins, Regal Rexnord, and FTAI Infrastructure Shares Are Falling, What You Need To Know

Enpro, Valmont, Cummins, Regal Rexnord, and FTAI Infrastructure Shares Are Falling, What You Need To Know What Happened? A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expe... Full story

Yahoo Finance • last month

Cummins selected to supply battery energy storage systems for large U.S. data center project

COLUMBUS, Ind., August 18, 2026--(BUSINESS WIRE)--Cummins Inc. (NYSE: CMI) today announced that its Power Generation business has been selected to supply battery energy storage systems (BESS) for a large U.S. data center project, supportin... Full story

Yahoo Finance • last month

The Anti-AI ETF Is Here, and Its Biggest Holdings Are Engines, Trucks and Air Conditioners

Quick Read Cummins (CMI) posted record Q2 Power Systems sales of $2.3 billion, up 19%, by selling backup diesel generators directly to AI data centers. AutoZone (AZO) and Lennox (LII) anchor LOHA's physical-moat thesis, though Lennox's re... Full story

Yahoo Finance • last month

How fast can the U.S. build data centers amid labour concerns?

Investing.com -- The U.S. could increase annual data center construction from 12 gigawatts in 2026 to 35 GW by 2030, but shortages of specialised mechanical, electrical and plumbing workers will set the industry's speed limit, according to... Full story