Caterpillar’s stock heads for worst day in 7 years — and what that means for the Dow
THE SO WHAT
Caterpillar getting punished despite a healthy data center business while other segments lag is a clean read on where industrial investors think growth is—AI‑driven infra, not broad construction. If you sell into heavy industry, expect budget to tilt toward anything that touches data centers, power, and automation, and away from discretionary capex.
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