Caterpillar's Growing Role in AI Infrastructure Buildout & CAT Options Trade
Автор: Schwab Network
Загружено: 2026-02-06
Просмотров: 899
Описание:
Be cautious on Caterpillar (CAT), says CFRA's Jonathan Sakraida. While the company's financials support recent rallies in shares, Jonathan points to growth not moving fast enough to support the stock's extreme move. However, he believes Caterpillar will shape into a key back door player in the AI buildout phase alongside companies like GE Vernova (GEV). Tom White offers an example options trade for Caterpillar.
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