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Industrial Sector
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Morgan Stanley's Wilson sees earnings-led upturn in industrials
Morgan Stanley strategist Michael Wilson believes that a steep drop in US stock valuations since early summer has made some areas of the market, particularly industrials, attractive. This is attribute
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Auxier Asset Management: Caterpillar (CAT) benefits from AI infrastructure buildout, driving strong industrial sector performance
In its Q2 2026 investor letter, Auxier Asset Management highlighted that the industrial sector was the strongest performing during the quarter. The firm noted that tech-facing industrial players, incl
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Piper Sandler's Craig Johnson Says AI Leadership Is Rotating to Industrials and Energy as 10-Year Treasury Yields Approach 5%, Warns Break Above 4.8% Could Push Yields to 5.25%
Piper Sandler chief market technician Craig Johnson stated on September 8 that AI investment leadership is shifting from hyperscalers to industrials and energy companies, citing the NASDAQ's 14-week s
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Morgan Stanley's Wilson sees earnings-led upturn in industrials
Morgan Stanley strategist Michael Wilson believes that a steep drop in US stock valuations since early summer has made some areas of the market, particularly industrials, attractive. This is attribute
-
Auxier Asset Management: Caterpillar (CAT) benefits from AI infrastructure buildout, driving strong industrial sector performance
In its Q2 2026 investor letter, Auxier Asset Management highlighted that the industrial sector was the strongest performing during the quarter. The firm noted that tech-facing industrial players, incl
-
Piper Sandler's Craig Johnson Says AI Leadership Is Rotating to Industrials and Energy as 10-Year Treasury Yields Approach 5%, Warns Break Above 4.8% Could Push Yields to 5.25%
Piper Sandler chief market technician Craig Johnson stated on September 8 that AI investment leadership is shifting from hyperscalers to industrials and energy companies, citing the NASDAQ's 14-week s
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Industrial Sector
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