Jim Cramer remains bullish on AI infrastructure and data center stocks, arguing they'll rebound strongly if trade tensions ease and AI optimism returns, despite Wall Street's recent doubts.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn -
over the past six months, the industry has pulled back by 12.6%. This drop was worse than the S&P 500’s 6.4% loss.
Looking back on heavy transportation equipment stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Douglas Dynamics (NYSE:PLOW) and its peers.
Rep. Marjorie Taylor Greene (R-Ga.) disclosed her significant stock purchases made just before and on the day of former President Donald Trump's announcement to pause global tariffs. This announcement had a substantial impact on the stock market.
Digital infrastructure provider Applied Digital (NASDAQ:APLD) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 22.1% year on year to $52.92 million. Its non-GAAP loss of $0.08 per share was 22% above analysts’ consensus estimates.
The trade war shows no signs of slowing down as China responded on Friday morning with a retaliatory tariff now standing at 125% on U.S. imports. Here's a look at which companies are most exposed to China and could face impacts from the ongoing trade war:
Although the S&P 500 is down 9.7% over the past six months, Cummins’s stock price has fallen further to $281.41, losing shareholders 16.3% of their capital. This may have investors wondering how to approach the situation.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the heavy transportation equipment stocks, including Allison Transmission (NYSE:ALSN) and its peers.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how REV Group (NYSE:REVG) and the rest of the heavy transportation equipment stocks fared in Q4.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Greenbrier (NYSE:GBX) and the rest of the heavy transportation equipment stocks fared in Q4.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the heavy transportation equipment stocks, including Wabash (NYSE:WNC) and its peers.
Looking back on heavy transportation equipment stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Trinity (NYSE:TRN) and its peers.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at heavy transportation equipment stocks, starting with Oshkosh (NYSE:OSK).
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the heavy transportation equipment industry, including Cummins (NYSE:CMI) and its peers.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Shyft (NASDAQ:SHYF) and the rest of the heavy transportation equipment stocks fared in Q4.
