Caterpillar Navigates Rising Tariff Costs: What Wall Street Says
Caterpillar recently increased its tariff impact forecast for 2025 to $1.5-$1.8 billion, causing a stock dip. Despite this, Wall Street analysts remain largely optimistic.

Caterpillar recently increased its tariff impact forecast for 2025 to $1.5-$1.8 billion, causing a stock dip. Despite this, Wall Street analysts remain largely optimistic.
Celsius & PepsiCo deepen partnership: Celsius acquires Rockstar (US/Canada), Alani Nu to PepsiCo distribution, PepsiCo invests $585M for ~11% stake. Celsius leads US energy strategy, PepsiCo handles distribution for full portfolio.
China is accelerating homegrown AI chip development to counter US restrictions. Alibaba, MetaX, and Huawei are innovating with new chips for inference, though advanced AI model training remains a challenge. Despite hurdles, experts believe China could soon rival US AI tech.
CoreWeave thrives amid immense AI compute demand & Nvidia supply constraints. As an Nvidia partner with preferential GPU access, CoreWeave provides overflow access, turning Nvidia's Q2 earnings (due to supply issues) into a positive for CoreWeave's growth.