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The article highlights tangible catalysts—Broadcom’s financing and memory demand signals—that could lift CAT through near-term data-center capex cycles and generator orders; historical moves often track industrials on AI infra optimism when data-center growth accelerates.
What happened, with direct paths to the underlying reporting
CAT benefits from an AI infrastructure rally as Broadcom's financing could accelerate hyperscale deployments. Tight HBM4 memory pricing signals strong AI hardware demand, while CAT's Power Generation expansion rides data-center growth. 2Q Power & Energy sales rose 17% YoY, helping offset cyclicality in traditional segments.
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