Will Datacenter Momentum Keep Powering Coherent's Growth?
COHR's datacenter sales surged 59% year over year to $1.62B in fiscal Q4, driving 34% revenue growth as AI infrastructure demand reshapes its mix. [...]
CAT's Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
Caterpillar's Construction Industries segment is surging on stronger demand, higher volumes and pricing, while digital tech opens new growth avenues. [...]
ARM's Expanding AI Growth Opportunity Goes Beyond Market Hype
Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture. [...]