Cummins Aktie News

Cummins Inc. is transforming from a cyclical engine supplier to a structural AI power infrastructure play, benefiting from strong secular demand drivers. CMI's Power Systems segment is experiencing robust growth due to AI-driven data center power needs, with recurring revenues from on-site generation and service contracts. The EPA 2027 emissions cycle provides downside protection, as regulatory...

Advanced chips are arguably the most important resource for developing AI, and LLMs are the main way people interact with AI today. However, developing AI requires many different industries to work together, from energy to construction to engineering.

A pair of AI data center backup power plays and suppliers of heavy trucks and parts earned upgrades.

For 3Q25, Macquarie Core Equity Fund Institutional Class shares underperformed the Fund's benchmark, the S&P 500 Index. Cummins Inc. saw steady share price gains and positive momentum due to strong revenue and earnings growth, particularly in its power generation business, which has significant datacenter exposure. Fiserv Inc.'s (FISV) stock experienced weakness in 3Q25 primarily due to a slowd...

Boom Supersonic is getting into the AI power generation business. That's an interesting move.

After the Federal Reserve cut the benchmark borrowing rate by 25 basis points, CNBC's Jim Cramer shared a few types of stocks he thinks are solid buys in the current economic environment. He named sectors including home builders, transports and industrials.

The shortened holiday week is here, and the futures are trading higher this morning.

The Undercovered Dozen highlights 12 lesser-followed stocks and ETFs, offering fresh investment ideas and sparking community discussion on Seeking Alpha. This week's edition covers articles published between Nov. 7 and Nov. 13, offering fresh investment ideas. Ratings range from strong buy (ACHR, VICI, PSEC) to hold (JEPQ, MSTY) and sell (EOSE, VGT, XLK), with detailed justifications based on v...