Editorial companion

What stands out

On Schwab Network Jonathan Sakraida made a simple but attention-grabbing point: Caterpillar has tracked into the Artificial Intelligence (AI) trade by building out data center infrastructure and has outperformed NVIDIA and the broader tech sector over the last 12 months. He cautioned on valuation and tentative supply‑chain disruptions, and George Tsilis illustrated how an options position could express that view, turning a narrative about heavy machinery into a tradable idea with industrial caveats.